Admin dashboards, technician and employee logins, and customer portals, with a custom CRM (Customer Relationship Management), invoicing, online payments, and automatic text and email notifications built in, plus optional add-ons like inventory, Team & HR, and analytics. On the web, Android, and iPhone.
Starting out, it is easy to run on spreadsheets, paper tickets, and separate billing tools. Growing, those same tools start costing real time. A turnkey platform puts every role on the same system from day one, so each job, part, invoice, and payment is connected.
Run the business from one screen: customers, jobs, staff, invoices, and payments.
Give your people exactly what they need for the day, and nothing they shouldn’t see.
A professional place for your customers to see their account and pay you directly.
Switch between the admin dashboard, the technician app, and the customer portal. Create an invoice, log parts on a job, and pay a bill. Every change carries across all three views.
Summit Mechanical is a fictional business and the demo uses sample data. It runs entirely in your browser: nothing is saved or sent, and no payment is processed.
Each platform is scoped to the business. These are the modules most operations platforms are built from, and every one is optional: start with what you need and add the rest later.
Customer records, contacts, locations, notes, and the full service and billing history in one place.
Book jobs, assign technicians, and see the day’s schedule across the whole team.
Job details, notes, photos, parts, and labor captured by staff in the field.
Invoices built from labor, parts, and services, with tax, discounts, and your branding.
Customers pay invoices from their portal or app through an established payment processor.
Each employee sees and does only what their role allows, from the owner down.
Revenue, outstanding balances, and job volume at a glance.
Companion apps for customers, technicians, and admins, published to both app stores.
Automatic texts and emails to customers, technicians, and admins when jobs, invoices, and payments change.
Appointment reminders, review requests, follow-ups, and marketing campaigns sent on schedule.
A public website connected to the platform, your domain and forwarding managed, and SEO so local customers find you on Google.
One connected workflow instead of six separate tools and a stack of paperwork.
A call, web form, or portal request becomes a record in the CRM, attached to the customer’s history.
The office books the job and assigns a technician. It appears in that technician’s app.
The technician sees customer notes and records labor and parts on site.
Completing the job builds an itemized invoice from the labor and parts. The office reviews and sends it.
The customer reviews the invoice in their portal or app and pays online.
Revenue, balances, and job status update on the admin dashboard.
Your customers, technicians, and admins can each have an app.
We build companion apps for Android and iPhone on the same accounts and data as the web platform, then publish them to the Apple App Store and Google Play. Technicians work from their phones in the field, customers pay from theirs, and owners can check on the business from anywhere.
We set up text message and email notifications for every role, triggered by what happens in the platform, plus email automation for reminders and marketing. We handle the setup, so it just works.
Fewer “Where’s my tech?” calls and fewer missed appointments.
Everyone knows where to be and what changed, without a phone call.
Know the moment something needs your attention.
Your platform connects to the payment, accounting, calendar, email, and social media tools you rely on. Don’t see yours? If it has an API, we can usually connect it.
None of these are required. Add them at launch, add them a year from now, or skip them entirely. Your platform only includes what your business will actually use.
For businesses that stock parts and products. Skip it if you don’t.
Manage your employees and internal staff, not just their jobs.
Win the job before it starts, then let the paperwork take care of itself.
Stop entering the same numbers twice.
Turn one-time customers into recurring revenue.
More ways to get paid, faster.
Customers book a time from your website or app, day or night.
Your whole team texts customers from one shared business number.
Every call answered, even when your whole team is on the job.
Turn happy customers into five-star reviews.
Plan once and post everywhere, automatically.
Know where your team is, and let customers know too.
Know where every truck, tool, and installed unit is.
The technician app keeps working with no signal.
Run every branch from one owner dashboard.
English and Spanish for customers and crews.
Peace of mind when your whole business runs on one system.
See how the business is trending and know which jobs, services, and people make you money.
No. The platform is scoped around your roles, services, pricing, and workflow. We reuse proven building blocks where they make sense, but the screens, data, and rules are shaped around how your business actually runs.
Not at all. Many businesses launch with their platform from day one, so bookings, invoices, payments, and customer records are organized before the first employee is hired. We start with what you need now and the system grows with you as you add staff, services, and locations.
Yes. Many businesses start with the admin dashboard, customer records, and invoicing, then add technician apps, inventory, or the customer portal in later releases.
No. Every module is optional, including the add-ons like Team & HR, quotes, accounting sync, and memberships. We build what you need now and add more whenever you are ready.
You can choose a VWEB care plan for hosting, updates, backups, support, and ongoing improvements, so the platform keeps up with your business.
Yes. Your customer, job, invoice, and employee data belongs to you, and it can be exported at any time.
Payments run through an established payment processor. Customers pay from their portal or app, and the payment posts to the invoice and the admin dashboard automatically.
Usually, yes. We review what your current tools can export, clean up the data, and import it so your team starts with real records instead of a blank system.
Yes. We set up automatic texts and emails for customers, technicians, and admins, plus reminder and marketing email campaigns. That includes sending numbers, email domains, templates, opt-in handling, and testing.
Yes. We register or transfer your domains, manage DNS, forward extra and old domains to the right pages, set up business email, and keep SSL and renewals handled. You keep ownership of every domain.
Yes. We set up business phone numbers, call forwarding and routing, missed-call text-back, and an optional AI receptionist that answers around the clock and books jobs into your schedule.
Yes. We design logos, color palettes, fonts, and brand guidelines, then apply the same look to your website, customer portal, apps, invoices, and emails. You can share the colors you like when you start a project.
Yes. The social media scheduling add-on lets you plan posts and ads once and publish them to Facebook, Instagram, Google, LinkedIn, TikTok, and X on a schedule, with AI help writing captions.
Usually, yes. Platforms connect to tools like Stripe, PayPal, Square, QuickBooks, Xero, Google Workspace, and Microsoft 365, and we can connect most other tools that offer an API.
Yes. We handle SEO, including technical fixes, service and location pages, Google Business Profile optimization, and monthly reporting on rankings and leads.
Not always. The web platform works on phones and computers. Native Android and iPhone apps are worth it when technicians work in the field, customers prefer an app, or you want push notifications.
A new website, a custom platform, or a process that needs to work better. Tell us where you want to go.
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