Customer management
- Full create, read, update, and delete on customer records
- Multi-address mapping — many service addresses under one primary account
- CSV import and export for customers, products, and services
Two suites, one connected record
Business operations for your office and your trucks. Self-service tools for your customers. Everything writes to the same operational record.
Business operations
For admins, managers, and field technicians.
Products & services catalog
- Centralized catalog of service offerings
- Recurring maintenance packages
- Individual parts and labor rates
Scheduling & dispatch
- Calendar (day, month, custom range), interactive map, and list views
- Filter by customer, address, date, time window, service type, or technician
- Drag-and-drop rescheduling with editable and deletable appointment blocks
- Optimize Route sequences assigned stops by geographic proximity
GPS tracking & service logging
- Live technician mapping for dispatchers
- Geofenced arrival and completion timestamps with location data
- Chemical readings: pH, chlorine, alkalinity, salt, stabilizer, calcium
- Photos, tech notes, and internal notes on every stop
Fleet & user management
- Vehicle list with photo, year, make, model, color, plate, assigned tech
- User list with profile photo, contact info, vehicle, role, and settings
- Role-based access for Admin/Owner, Manager, and Technician
Quotes & invoicing
- Interactive builder with drafts, deposits, custom tax rates, and $ or % discounts
- Saved payment methods with optional required card-on-file enforcement
- Automated recurring billing for maintenance clients
- Auto-convert approved quotes into active invoices
Financial engine
- Stripe Connect onboarding — payouts land in your bank account
- 0.5% platform fee calculated automatically on processed invoices
- Card and ACH vaulting via Stripe SetupIntents
- Bi-directional QuickBooks Online sync for income and payout reconciliation
AI Business Assistant
- Persistent side-drawer chat in the admin and manager portal
- Natural language: add customers, send quotes and invoices, move schedule blocks
- Configure organization dashboard settings by command
Customer self-service
A portal your homeowners and property managers actually use.
Account hub
- Profile and account information management
- Seamless switching between linked service addresses
- One-click English / Spanish site-wide toggle
History log
- Filterable maintenance and repair records
- Chemical logs and service reports
- Masked reporting — internal notes stay internal
Financial center
- Review quotes and approve them online
- Open and paid invoices in one list
- Save credit card or ACH methods and pay bills
Schedules & support AI
- Interactive calendar of upcoming and past visits
- Conversational assistant for schedule requests and account questions
- Complaint logging routed to your team