July does not care that you had a plan. Put the day's calls on the dispatch board, offer the replacement as three options on one link, and keep the maintenance agreements renewing on their own.
The dispatch board shows one day, every tech, and the unscheduled queue. Drag a call onto the tech, and the customer gets the arrival window by text. Booking requests and lead-board jobs arrive in the same queue instead of the voicemail.
Build the tiers once as templates, combine them into a Good / Better / Best packet, and use it per customer — one link, cover page, photos, prices, deposits. They pick and sign online. The chosen quote becomes the job.
Memberships are recurring plans per customer with a price and interval; the list shows what is active, what renews next and the monthly recurring revenue. Set the tune-up job to repeat and completing spring books fall.
Every item is a screen you can open the day you sign in.
Dispatch it, quote it three ways, sign it, invoice it, renew the agreement — one record.
Yes. Set up a membership plan per customer with its price and interval; renewals due and monthly recurring revenue are on the Memberships screen. Schedule the visits as repeating jobs.
Yes. The phone shows the tech their jobs; they can build the quote from templates, send it, and once the work is done convert it to an invoice with an online pay link, all from the job.
Warranties are logged on the job with a term; active, expiring and expired sit on their own list. There is no separate equipment record with model and serial today — put those on the job or the customer's notes.
Yes. Inventory tracks stock by location — the shop and each truck — and the scan screen receives, transfers and checks parts out from a phone, with a record of who moved what.
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
The right tech, the right options, the invoice on the spot.
