Everyone knows where to be.
Plan the day. Run the crew.
Day, week, and month views. A lane for every tech. Drag a job to a new time or a new person, and the whole crew sees the change from the truck.
Every job. Every tech. One board.
A lane for every tech. Drag jobs to a new time or person, and click an open slot to book.
Drag it. Drop it. Done.
Who, across when.
A lane for every tech. Unassigned work waits at the top, where you can’t miss it.
Move it in one drop.
Drag a job to a new time, a new tech, or both. The board says so if the slot is taken.
Live from the truck.
On the way turns amber, on site turns green, a late job wears the minutes.
Easy as it sounds.
Three picks. It’s booked.
Open a slot on the board or book from a lead. Pick the customer, time and available tech.
Pick the customer.
Their address, equipment and history come with them.
Pick the time.
Choose an open slot and how long the job needs.
Pick the tech.
See conflicts before anything gets booked.
New job
Tue, Oct 14 · 1:00 PMMarcus has a job at 1:30 PM. Try Dana or Reggie, or an earlier start.
Pick a free tech to try booking.
Water heater
The office sees: Dana is on the way.
No more 6 a.m. group text.
The crew sees the same day.
Jobs, directions and notes go with the tech. Status updates reach the office while connected; key field updates wait on the phone when the signal drops.
Directions open in Google Maps or Apple Maps. With their permission, the crew’s location updates while the app is open.
Work that comes back.
Set the cadence and preview the dates. Repeat visits join the same board, with the customer’s history attached.
See you in the spring.
Furnace & AC plan
Patel · 14 Oak Ridge
Cadence
Visits
- Apr 14Spring AC serviceDone
- Oct 14Fall furnace serviceBooked · Marcus
- Apr 14Spring AC servicePlanned
- Oct 14Fall furnace servicePlanned
Questions about the day.
Booking, moving jobs, the crew, and the work that comes back.
How do jobs get onto the schedule?
Click an open slot on the day board and book it right there, or book a lead after reviewing the request. Pick the customer, service, time, duration, and technician. New job on the title row opens a draft in the unassigned lane.
Which views are there?
Day is the dispatch board, with a lane for each tech across the hours. Week is a planner. Month is the calendar. On the phone, each tech sees their own day.
Can customers book online?
Yes. The owner can publish separate booking pages with their own services and appearance, all using the same availability. Set advance notice, how far ahead customers can book, and which team members take the work. Results show page visits, booking progress, and completed bookings.
Does it warn me about double-booking?
Yes. If a slot is already taken for that tech, the board says so and the booking does not go through. Each tech’s avatar also fills with the hours booked, so a full day is obvious at a glance.
Can I move a job once it is booked?
Drag it. A new time, a new tech, or both in one drop. In the week and month views you drag a job to another day the same way.
Can I schedule recurring work?
Yes. Choose weekly, monthly, or yearly, preview the dates, and the visits go on the board. You can pause a plan or skip a single visit when circumstances change.
What does my crew see?
Their assigned jobs and site visits, with addresses, notes, and photos. They can see the day’s stops on a map and open directions in Google Maps or Apple Maps. Status changes reach the office when the app has a connection.
What can my crew do without a signal?
Open previously loaded job details and save key field updates, including progress, notes, checklists, photos, signatures, and receipts. Those changes queue on the phone and sync when the connection returns. Supported time punches also save offline with their original times. Text delivery and card processing need a connection.
Can I schedule a return visit?
Yes. When work needs another day, save the reason and choose a return date and time from the job. The follow-up stays connected to the original work and customer.
Can I send an urgent job to the crew?
Yes. Create a dispatch request for a teammate from the office. It appears in their mobile Dispatch view, where they can accept or decline, and you can follow the response in the dispatch log.
Tomorrow’s already sorted.
Put the next job in its place.
Bring your customers, appointments, and recurring work together in one schedule.
Try it free for 15 days. No credit card required.