Powerful Features to Run Your Field Service Business

ChatGPT Ads reporting — see which jobs and invoices came from your ChatGPT ads, not just clicks. Filter Paid Campaigns by source and date, same as Google and Meta.

Select source = ChatGPT in Paid Campaigns for any date range to see the jobs and revenue attributed to your ChatGPT ads.

Compare supported paid campaign sources using the jobs and invoices they produced, not just clicks.

Create your Gas Safety certificate from the job while you are on site.

Keep the completed CP12 certificate alongside the customer's job details.

Record the work completed and findings before you leave the site.

Identify additional work needed and keep it with the original report.

Turn remedial findings into a follow-up quote or job without losing the context.

Bring job and lead records into your team's Google Sheets reporting.

Include invoice data in spreadsheets without retyping the figures.

Review the full written conversation alongside the call record.

See the important points, what the caller wants and the lead quality before following up.

Intuitive calendar interface that allows you to easily move and reschedule jobs with drag and drop functionality.

Optimise technician routes and track location in real-time to reduce travel time and improve productivity.

AI-powered scheduling suggestions that consider technician skills, location, and availability.

Automatic notifications for schedule changes, new assignments, and upcoming appointments.

Define service areas and automatically assign jobs based on technician territories.

Match technicians to jobs based on certifications, skills, and experience for optimal job completion.

Build and send an estimate from the van. The customer approves and signs on the spot. Included in every paid plan.

Create branded invoice templates with custom fields, logos, and payment terms.

Accept credit card payments on-site through our mobile app with instant processing.

Automatically generate invoices upon job completion with parts, labour, and taxes calculated.

Set up automatic payment reminders for overdue invoices to improve cash flow.

Generate comprehensive reports on revenue, outstanding balances, and payment history.

Seamlessly sync with popular accounting software like QuickBooks and Xero.

Store detailed customer information including service history, preferences, and contact details.

Send automated appointment reminders, follow-ups, and satisfaction surveys via email and SMS.

Collect and analyse customer feedback to improve service quality and address issues.

Provide customers with a self-service portal to view job history, make payments, and schedule appointments.

Capture customer signatures on quotes, work orders, and invoices directly on your mobile device.

Create custom forms for customer onboarding, satisfaction surveys, and feedback collection.

Monitor inventory levels across multiple locations in real-time to prevent stockouts.

Track parts and tools assigned to each service vehicle to ensure technicians have what they need.

Set reorder points and receive automatic notifications when inventory reaches low levels.

Track parts used on jobs and automatically update inventory levels after job completion.

Analyse parts usage patterns, identify slow-moving items, and optimise purchasing decisions.

Generate purchase orders automatically based on inventory levels and usage patterns.

View key performance indicators and business metrics at a glance with customisable dashboards.

Track technician productivity, job completion time, and customer satisfaction ratings.

Calculate and analyse profit margins by job type, customer, or technician.

Create custom reports with the exact metrics and data points you need to monitor.

Analyse time spent on different job types, travel time, and administrative tasks.

Set up automated reports delivered to your inbox daily, weekly, or monthly.

Dedicated iOS and Android apps designed specifically for field technicians.

Access job details, customer information, and forms even without internet connection.

Complete all job paperwork digitally, including forms, checklists, and customer signatures.

Accept credit card payments in the field using secure mobile payment processing.

Capture photos and videos of jobs for documentation, training, and customer communication.

Automatically track technician time on job sites and mileage between locations.