Business Processes
End-to-end walkthroughs: lead → cash, scheduling, mobile work, payments.
Change Orders
When scope changes mid-job, log the delta, get it approved, and roll it into the bill.
Customer Feedback Loop
Send surveys after the job, capture CSAT and NPS, route happy customers to Google reviews.
Estimates & Deposits
Quote the work, send for approval, collect a deposit, convert to a job.
Invoicing & Payments
Send an invoice, collect online via Stripe, handle partial payments and credit memos.
Lead to Cash
The whole revenue cycle, from an inbound lead to collected payment, in one worked example.
Mobile Job Execution
What a tech does in the field: check in, do the work, log parts and time, capture a signature.
Purchasing & Inventory
Stock parts, set reorder points, raise POs, receive into a truck or warehouse.
Recurring Work
Maintenance agreements, weekly routes, monthly invoices, on autopilot.
Scheduling & Dispatch
From an unassigned job to a tech on site: the slot finder, the board, the calendar.
Warranties & Callbacks
Track warranty claims and callbacks against the original job, so you can see the real cost.