Plans and drawings
Open PDF, PNG and JPEG plans (up to 100 MiB), mark them up online, and link tasks and equipment to locations. Use Download files before leaving. DWF/DWFx requires a licensed, verified converter and is currently unavailable.
One job record, from the phone call to the payment.
Everything a service business writes down about a job lives on the job: who asked, the work and equipment involved, what the technician did, what it cost and what it earned.
Fill the schedule with work you can actually take.
Publish separate booking hours for maintenance and for breakdowns, drawn from the availability you really have. Time off closes the slot. Dispatchers see assignments, status and return visits on one board.
- Online booking, hosted or embedded in your own site
- Assignment, status and return visits on the dispatch board
- Visit reminders and confirmations before the technician sets off
- A tracking link, so the customer watches the ETA instead of phoning
- Review requests after the job, using your own review link
Arrive with the history. Leave with the proof.
The job opens on the equipment and what happened to it last time. Readings, findings, photos, time and parts go on as the work happens, and the close-out checklist has to be finished before the job can be.
- Equipment service history, forms, readings and QR labels
- Time, materials and job costs recorded on site
- Close-out checklists that stop a job being called done too early
- Prepared field records work offline; supported edits sync on reconnect
Use Download files while connected to prepare current drawings. Task and checklist edits can be retained offline; annotations and photo uploads need a connection. Issuing an invoice and taking a payment also need a connection. An unfinished invoice can be saved to the device and picked up later.
Annual maintenance for each asset
Keep maintenance and inspections tied to the equipment and site, with their own visit records. Edit procedures to suit different equipment, sites and service trades.
The illustrative RTU-01 maintenance example from 2026 keeps five required checks, the assigned technician, start and due dates, readings and evidence references together. RTU-02 has a separate checklist and history, so checking one unit does not finish the other.
For a recurring visit or the next year, copy the procedure into a fresh visit: new checklist items start unchecked, deficiencies reset, and the old visit’s readings, evidence and completion history stay with that visit. Set the new year and dates before work starts.
- Required
- A check that must be finished before a closed status.
- 5/5 checked
- All five example checks are complete; required deficiencies must also be resolved.
- Accepted
- This demo’s custom closed status, with completion recorded on the visit.
Commissioning and startup checks
Track required checks and deficiencies for each equipment task. A checked box does not clear an unresolved deficiency.
The illustrative RTU-01 commissioning example has one of four checks complete, but its required nameplate/startup check still has a deficiency. The task stays open until every required check and required deficiency is resolved.
Keep startup readings, evidence references, assignments and dates with the work. Photos and file attachments are separate from written evidence references and require a connection.
- Open · 1/4
- Work remains; this is not a completed commissioning record.
- Unresolved deficiency
- Required corrective work still prevents close-out, even on a checked item.
- Unconfirmed offline completion
- If the server rejects a queued close-out, the task shows the conflict. Repair the required work, then Retry.
Plans from aerial or satellite images
Upload a rights-authorized PNG or JPEG with its source and credit, then place task and equipment pins on the fixed image. Open the original task or equipment record from its pin; positions and associations remain after reload. PDF plans use the same viewer and revision history.
The example below uses USDA NAIP aerial imagery distributed by USGS / The National Map, acquired October 11, 2023. Configured USGS NAIP acquisition covers regional aerial imagery; it is not global satellite coverage. Rights-authorized satellite image uploads are supported separately.
- Numbered pin
- A linked task; the number identifies that task.
- RTU-2 equipment pin
- A linked unit. Open Equipment goes to its existing record.
Upload PDF, PNG or JPEG up to 100 MiB. DWF/DWFx needs a licensed, verified converter and is currently unavailable. Naming suggestions can be reviewed and corrected; scanned-sheet OCR needs a configured engine. Prepare current ready drawings with Download files while connected. Prepared browser/PWA viewing and task/checklist edits work offline; annotation edits, photo uploads and historical-raster offline availability are outside this verified workflow.
Tasks, plans and projects for work that is not a service call.
Every site carries its own tasks, drawings and conversation, so a punch list, a commissioning run or a multi-week install sits beside the service history instead of in a spreadsheet.
- Tasks in list, overview and board views, with a personal My tasks list for each person
- Chat on the site, the task, the plan or the job, so decisions stay with the work
- Plans with task and equipment pins, described above
- A project portfolio, once an administrator switches on the Projects module: every site with its open and overdue tasks, drawings, the next visit and the latest daily log, filtered by customer or status
- Portfolio alerts for drawings that failed to process, uploads still waiting for a name after two days, and, with the dispatch board on Pro and Unlimited, jobs past their scheduled end
- RFIs, submittals, daily logs and change requests on construction-enabled sites
There is no Gantt-style timeline or critical-path scheduling. The portfolio shows where each site stands; it does not plan the sequence of work.
The updates that stop the phone ringing.
A customer who knows when you are coming does not call to ask. Reminders go out before the visit, the tracking link goes out when the van leaves, and a reply comes back to a shared inbox the whole office can see — not to one technician's personal phone.
- Twelve messages covering booking, arrival, completion, review and collections
- Rewrite any of them; the editor previews the customer's view and counts segments
- A shared inbox, with replies and photos landing against the customer
- Sent from your own local business number, never a shared one
- STOP handled for you: opted-out customers are listed in settings, nothing reaches them, and only the customer can opt back in by texting START
- Every send recorded on the job
Texting runs on the business phone option: $19 per month for each phone line plus $2.50 per month for each number, so a first line with one number is $21.50. Carriers require each business to text from its own registered number. Automatic texts are included from Pro; two-way texting and the shared inbox are on Unlimited.
Dana Whitfield(416) 555-0148
Northline Mechanical: Your visit for 'Rooftop unit - no cooling' at 18 Bayfield Rd is booked for Thu, Sep 25, 8:00-10:00 AM.
Northline Mechanical: a reminder that 'Rooftop unit - no cooling' at 18 Bayfield Rd is booked for Thu, Sep 25, 8:00-10:00 AM. Please confirm or ask to reschedule: servicerunner.app/c/4QK2
Confirmed — someone will be on site to let you up.
Northline Mechanical: thank you for confirming 'Rooftop unit - no cooling' on Thu, Sep 25. We'll see you then.
Northline Mechanical: Luis is on the way to 18 Bayfield Rd for 'Rooftop unit - no cooling'. ETA about 25-40 minutes. Track your technician: servicerunner.app/t/4QK2
From the first inquiry to the balance that is overdue.
The front office has its own tools, so an inquiry does not live in someone's inbox and an unpaid invoice does not wait for a month-end review.
- Leads: record who asked, where they came from, what they need and the next action with an owner and a time in your company's time zone. Mark one lost with a reason, or turn it into a customer, an estimate or a service call without re-keying (the estimate and service-call steps need Pro or Unlimited)
- New sale: ring up a walk-in or counter sale from a keypad or your catalogue and get an invoice. Send a pay link, record cash or a cheque, or take a card where your payment account is connected
- Card reader and Tap to Pay options appear only in the installed phone app, on devices the payment provider supports. Tap to Pay on iPhone is not turned on yet
- Overdue invoices sliced by age: 1-30, 31-60, 61-90 and over 90 days
- Customer statements with a running balance, and batch invoicing for finished jobs not yet billed
Estimates and service calls follow your plan: estimates are on Pro and Unlimited, and the dispatch board that carries service calls is too.
Get paid for the job you actually did.
Build estimates with options and a price book behind them, send them for signature, and turn accepted work into an invoice from the job itself. Take a card, keep one on file, or let maintenance agreements bill themselves.
- Estimates with options, deposits and progress billing
- A price book with a target margin, so quoting is not guesswork
- Invoices, credits, receipts and customer PDFs
- Card payments, cards on file and customer autopay
- Payment terms, automated reminders and monthly interest
- Purchase orders and supplier costs landed on the job
- QuickBooks Online sync, and an export for QuickBooks Desktop
Card collection and QuickBooks each need their own provider connection before first use.
Find out which work is worth doing.
Job margin after labour, parts and truck stock. Technician scorecards built from the jobs they actually closed. And a report builder for the questions the standard reports do not answer.
- Job margin, and margin by technician
- Commission tracking on sold and completed work
- A report builder over invoices, estimates, jobs, hours worked and leave taken
- Recurring maintenance scheduling and agreement renewals
- Shop and truck stock, transfers and refills
- Holiday and sick days asked for in the app, approved by the office, and off the board before a dispatcher books into them — with what each person has left in the same place instead of a spreadsheet
- Expenses with receipt capture, approval and reimbursements owed to staff
- Supplier bills, and licences, certifications and insurance with expiry reminders
- Role and site permissions, and your branding on every document
Holiday and sick days are on the Unlimited plan, and are off until you switch them on.
See it on your own jobsThe rest of the day, in the same place
Forms and inspections
Equipment profiles, checklists and custom forms collect readings and photos, then print as a report the customer can keep.
The phone app
iPhone, Android and the browser, on one account. The job, the equipment, the forms and the time in a pocket. Prepare supported records and current plan images while connected; task and checklist edits sync on reconnect.
Business phone
Your own local number for calls and texts: answer and call from the browser, a menu and ring group for the office, voicemail with transcription, and the texts customers get.
Parts and purchasing
Shop and truck stock, transfers, immediate refill, purchase orders, and material cost landed on the job.
Getting started takes an afternoon.
1. Create the company
After your invitation, name the business and add your first customer and site.
2. Set the schedule
Booking hours, technician availability, and the maintenance that repeats.
3. Invite the team
Office staff and technicians get the roles and site access they need.
4. Connect the books
Check the payment account and the QuickBooks mapping before the first real invoice.
Everything in the product
The whole list, grouped the way the app is. Anything marked with a plan is gated; anything marked optional is off until an administrator switches it on.
Customers and sites
- Customers, contacts and multiple service addresses
- Site records with access notes, hours and contacts
- Service history for each site and asset
- Customer portal for visits, service plans, estimates and invoicesUnlimited
- Leads with source, stage, next action and owner
- Turn a lead into a customer, estimate or service call
- Import customers, sites and equipment from a spreadsheet
- Search across customers, sites, jobs and equipment
Scheduling and dispatch
- Dispatch board with assignment, status and return visitsPro
- Suggested technician, scored on distance, skills and free timePro
- Online booking, hosted or embedded in your own site
- Separate booking hours for maintenance and breakdowns
- Recurring maintenance schedules and agreement renewals
- Visit reminders, confirmations and reschedule requests
- Technician availability and time off on the same boardUnlimited
On site
- The phone app for iPhone, Android and any browser
- Prepared field records work offline; supported edits sync on reconnect
- Clock in and out against the job, with location
- Photos, readings, findings and signatures on the job
- Custom forms, checklists and inspection reports
- Close-out checklists that block a job being called done
- Tasks and Kanban boards for work that is not a service call
- My tasks: a personal to-do list alongside team tasks
- Chat on the site, the task, the plan or the job
Equipment and assets
- Equipment records with make, model, serial and location
- Equipment profiles per trade, with the readings that matter
- QR labels that open the equipment record on a phone
- Maintenance schedules for each asset
- Plan viewer for PDF, PNG and JPEG (100 MiB), with online markup
- DWF/DWFx conversionLicensed, verified converter required; unavailable
- Pin a task or a photo to a place on the drawing
Estimates and pricing
- Estimates with options the customer chooses betweenPro
- Online acceptance and signature
- Price book with cost, price and target margin
- Deposits and progress billingUnlimited
- Estimate follow-ups by email and text
- Change orders against approved workOptional
Invoicing and payments
- Invoice from the finished job, with its own branding
- New sale: keypad or catalogue sale for walk-ins
- Overdue invoices by age and customer statements
- Batch invoicing for finished jobs not yet billed
- Credits, receipts and customer PDFs
- Card payments, cards on file and customer autopayNeeds a payment account
- Payment terms, automated reminders and monthly interestUnlimited
- Maintenance agreements that bill themselves
- USD or CAD company currency and multi-component sales tax
- QuickBooks Online syncNeeds QuickBooks
- QuickBooks Desktop export
Parts, purchasing and cost
- Shop and truck stock, with transfers and refills
- Purchase orders and supplier costs landed on the job
- Supplier bills and payables
- Job costing across labour, parts, stock and subcontractors
- Job margin, and margin by technician
- Commission tracking on sold and completed work
Business phonePhone option
- Your own local number, US or Canada
- Request to port an existing numberProvider review required
- Call and answer from the browser
- Menu and ring groups, with who rings in what order
- Voicemail with transcription
- Separate permissions for ringing, calling, reading and sending texts
Customer messages
- Twelve editable message templates, with a live preview
- On my way, with a live tracking linkPhone option
- Arrived, completed and review-request textsPhone option
- Invoice reminders and finance-charge notices by textUnlimited
- Shared text inbox with replies and photosUnlimited
- Opted-out customer list, honoured on every send
- Company notification emails and a daily digest
People and time
- Time tracking against the job, not a separate timesheet
- Timesheet review and approval
- Holiday and sick days: requests, approvals and balancesUnlimited
- Roles, and per-site access for each person
- Granular permissions with per-person overrides
- Expenses with receipt capture, approval and reimbursements
- Licences, certifications and insurance with expiry reminders
- Invites, SSO with Google, Microsoft and Apple
- Two-factor authentication
Reporting
- A report builder over invoices, estimates and jobs
- Hours worked and leave taken
- Maintenance, service history and open items
- Form submissions and equipment status
- Branded PDF reports the customer can keep
- Business dashboard for the month in front of you
ProjectsOptional
- Portfolio of every site: tasks, drawings, alerts and next visit
- Filter by customer, status, open or overdue tasks and pending drawings
- Switched on by an administrator in settings
Construction projectsOptional
- RFIs with a numbered log and due dates
- Submittals through draft, review and approval
- Daily logs with weather, crew and progress
- Change requests and their approval trail
- Switched on per organization, or per site
Platform
- Your branding on every document and email
- Audit trail of who changed what
- Outbound webhooks for your own integrations
- Push and in-app notifications, tuned per person
- Export your whole organization on demand
- Dark and light mode
Put your next job through it.
Book half an hour to see your own job end to end, or join the waitlist for an account invitation.