Jobs & customers Every customer, job site and appointment connected, so history is never in a text thread.
Customer records with contact details, address and linked jobs Jobs with site location, additional contact, travel time, site photo and status Import customers from a CSV template Global search across customers, jobs and events Refer & Create Event to book follow-up visits with the same job context Routes & ETAs Calculate the drive, warn about early or late arrival, and tell the customer when you’ll be there.
Calculate Route shows the driving route, ETA and service completion estimate Warnings when a technician may be late or will arrive too early Send ETA & Start Navigation notifies the customer and opens GPS navigation Or skip the ETA and start navigating Photos & proof of work Photos are captured inside the job form, attached to the event and visible to the office.
Image upload fields on any form Required-image checks before a form can be submitted Submissions, images and timestamps reviewed from the event’s Forms tab Notifications Keep technicians and customers informed without a phone call.
Push notifications for assignments, time changes and sent ETAs Customer ETA messages with the technician’s name, arrival time and job reference Per-user control of push notifications on mobile Time & work sessions Clock in and clock out on each appointment to record actual time on site.
Clock in starts the work session; clock out ends it with optional notes Status updates automatically as work starts and finishes Team Pulse on the admin dashboard shows who is clocked in right now Reporting & exports See how the week is going and take the data with you.
Admin dashboard: total events, jobs and form submissions, completion rates and quick insights Job reports with technician and tag breakdowns as CSV Export form submissions as XLSX, email them, or bulk-export by appointment type and date range Administration & permissions Set the rules once and the schedule respects them.
Custom roles with permission levels, from read-only to full admin Company work hours, custom holidays and statutory holiday settings Vacation requests and blocks that prevent double-booking Subscription management and billing portal Integrations API access and integrations are part of the Enterprise plan. Tell us what you need to
connect and we’ll talk through it.
Ask about integrations