Add-on modules
Add them now,
later, or never.
Every add-on is optional and works with any package.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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