Veteran Web Services

Start where you are.
Grow from there.

Three common starting points for an operations platform, optional add-on modules, and care plans that keep everything running after launch.

Platform packages

Three ways
to get started.

Packages are starting points, not boxes. Swap modules in or out, and every project is quoted around exactly what you choose.

Package

Launch

For businesses just getting started

Get organized from day one, before the first hire.

  • Logo and brand identity, if you need one
  • Domain, basic or premium business email, and hosting setup
  • Website with SEO basics
  • Admin dashboard
  • CRM (Customer Relationship Management)
  • Scheduling and job tracking
  • Itemized invoicing and online payments
  • Customer portal
  • Automatic text and email notifications
Package

Complete

The whole business on one system

Everything in Operations, plus apps and deep integrations.

  • Android and iPhone apps
  • Add-on modules of your choice
  • Accounting sync with QuickBooks or Xero
  • Advanced security and audit logs
  • Data migration from your current tools
  • Hands-on launch and staff training

Pricing depends on the modules, apps, and integrations you choose. You get a written quote before any work begins.

Add-on modules

Add them now,
later, or never.

Every add-on is optional and works with any package.

Optional

Inventory management

For businesses that stock parts and products. Skip it if you don’t.

  • Stock levels and reorder points
  • Parts deducted automatically when used on a job
  • Low-stock alerts and purchase lists
  • Stock tracked by warehouse or by truck
  • Barcode scanning from the technician app
Optional

Team & HR

Manage your employees and internal staff, not just their jobs.

  • Employee profiles, documents, and emergency contacts
  • Onboarding checklists and e-signed policies
  • GPS time clock and timesheets
  • Payroll export to QuickBooks Payroll or your payroll provider
  • Time-off requests and approvals
  • License and certification expiry alerts
  • Commission and bonus tracking
  • Internal announcements and training
Optional

Quotes & e-signatures

Win the job before it starts, then let the paperwork take care of itself.

  • Branded quotes with good, better, best options
  • Customers approve and sign online
  • Deposits collected at approval
  • Approved quote becomes a job, then an invoice
  • Automatic follow-ups on open quotes
Optional

Accounting sync

Stop entering the same numbers twice.

  • QuickBooks Online or Xero
  • Invoices, payments, and customers sync automatically
  • Products, services, and tax rates stay matched
  • Cleaner books for you and your accountant
Optional

Service plans & memberships

Turn one-time customers into recurring revenue.

  • Maintenance agreements and memberships
  • Automatic monthly or annual billing
  • Visits scheduled automatically
  • Member pricing and discounts
  • Renewal reminders
Optional

Payment extras

More ways to get paid, faster.

  • Text-to-pay links sent with every invoice
  • Tap-to-pay on the technician’s phone
  • Customer financing for larger jobs
  • Card on file and autopay
  • Stripe, PayPal, or Square
Optional

Online booking

Customers book a time from your website or app, day or night.

  • Real-time availability by service and area
  • Deposits or card on file at booking
  • Instant confirmations and reminders
  • Bookings land straight in dispatch
Optional

Two-way texting inbox

Your whole team texts customers from one shared business number.

  • One inbox for every customer conversation
  • Assign threads to the right person
  • Texts saved to the customer record
  • Photos, quick replies, and templates
  • Works on the web and in the apps
Optional

Business phone & AI receptionist

Every call answered, even when your whole team is on the job.

  • Business numbers on staff phones
  • Call forwarding and routing by schedule
  • AI receptionist that answers and books 24/7
  • Missed-call text-back
  • Voicemail to text
  • Call recordings and transcripts in the CRM
Optional

Reviews & reputation

Turn happy customers into five-star reviews.

  • Automatic review requests after each job
  • Unhappy feedback routed to you privately first
  • Reviews dashboard across Google and other sites
  • Reply to Google reviews from the platform
  • Review widgets for your website
Optional

Social media scheduling

Plan once and post everywhere, automatically.

  • Schedule posts and ads to Facebook, Instagram, Google, LinkedIn, TikTok, and X
  • One content calendar for every account
  • AI-written captions and post ideas
  • Auto-post finished jobs and new reviews
  • Engagement and results in one report
Optional

Live technician tracking

Know where your team is, and let customers know too.

  • Live dispatch map of every technician
  • Smarter routing and job assignment
  • “Your tech is 10 minutes away” links for customers
  • Arrival and completion times logged automatically
Optional

Equipment & fleet tracking

Know where every truck, tool, and installed unit is.

  • Vehicles and tools assigned to staff
  • Maintenance and inspection schedules
  • Customer equipment with serial numbers and warranties
  • Service history for every unit
Optional

Offline mode

The technician app keeps working with no signal.

  • View jobs, notes, and customer details offline
  • Log parts, photos, and signatures in dead zones
  • Everything syncs automatically when back online
Optional

Multi-location & franchise

Run every branch from one owner dashboard.

  • Separate locations, teams, and schedules
  • Per-location pricing, tax, and reporting
  • Roll-up reporting across every branch
  • Franchise-level controls and permissions
Optional

Bilingual support

English and Spanish for customers and crews.

  • Customer portal and apps in Spanish
  • Staff apps in each person’s preferred language
  • Texts and emails sent in the customer’s language
  • Bilingual invoices and quotes
Optional

Advanced security & data ownership

Peace of mind when your whole business runs on one system.

  • Two-factor sign-in for staff
  • Audit log of who changed what
  • Automatic daily backups
  • Full data export at any time. You own your data.
Optional

Analytics & reporting

See how the business is trending and know which jobs, services, and people make you money.

  • Daily, weekly, monthly, and yearly trends
  • Revenue, jobs, average ticket, and new customers
  • Revenue by service and technician performance
  • Profit per job and unpaid balance aging
  • Reports emailed to you automatically
  • Custom exports for your accountant
Care plans

We don’t disappear
after launch.

Optional monthly plans for hosting, updates, backups, support, and ongoing improvements, so the platform keeps up with the business.

Care plan

Essentials

Keep everything running, secure, and backed up.

  • Hosting and SSL certificates
  • Domain, DNS, and URL forwarding management
  • Security and software updates
  • Automatic daily backups
  • Uptime monitoring
Care plan

Partner

Your platform keeps growing with the business.

  • Everything in Plus
  • Ongoing feature development
  • Add new modules at any time
  • Priority support
Security & ownership

Your business.
Your data.

  • Role-based access: each person sees only what they should
  • Payments run through established, PCI-compliant processors
  • Encrypted connections and automatic daily backups
  • Optional two-factor sign-in and audit logs
  • Your data belongs to you and can be exported at any time
How much does a platform cost?

It depends on the modules, apps, and integrations you choose. After a short conversation about how your business runs, you get a written quote with the scope spelled out before any work begins.

Do we have to pick one of these packages?

No. They are common starting points. Many projects mix modules from different packages, and every add-on is optional.

Can we start small and add more later?

Yes. Plenty of businesses launch with the essentials, then add technician apps, Team & HR, memberships, or accounting sync as they grow.

Is a care plan required?

No. Care plans are optional, but most businesses choose one so hosting, updates, backups, and support are handled.

What if we already use QuickBooks or other tools?

We connect to the tools worth keeping, like QuickBooks or Xero, and import data from the ones you are replacing.

Your next move starts here

Bring the ambition.
We’ll help build the system.

A new website, a custom platform, or a process that needs to work better. Tell us where you want to go.

Start a project