Try It Out
Explore the scheduling interface - click on features to learn more
Scheduling Tools
Everything you need to manage a busy service schedule
Feature Catalog
Search every product area with status badges and links to detailed guides.
Setup & Configuration
Configure your business, payments, and notifications.
Timeline View
See all technicians and jobs in a horizontal timeline. Drag jobs to reschedule instantly.
Calendar View
Weekly calendar with compact and expanded modes. Click any time slot to create a job.
Route Planning
View stops per technician and open Google Maps. Automatic optimization is coming soon.
Technician Management
Assign jobs by skill, availability, and location. Track workload at a glance.
Real Results
Join thousands of service businesses saving time every day
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See It In Action
Watch a quick walkthrough of the scheduling tools and see how easy it is to:
- Schedule and reschedule jobs with drag-and-drop
- View all technician availability at a glance
- View route planning stops and Google Maps links
- Track technicians on the live GPS map
Video Coming Soon
Ready to Get Organized?
Start using the scheduling tools now and see the difference.
Documentation
Setup & Configuration
Business settings, Stripe, SMS/email, customer portal
Business settings, Stripe, SMS/email, customer portal
Quick Start Guide
Get up and running in 5 minutes
Get up and running in 5 minutes
Scheduler Dashboard
Overview of the main interface
Overview of the main interface
Timeline View
Horizontal view of all jobs
Horizontal view of all jobs
Calendar View
Weekly column-based scheduling
Weekly column-based scheduling
Route Optimization
Smart route planning
Smart route planning
Inventory Flow
Stock reservations & deductions
Stock reservations & deductions
Feature Guides
In-depth guides for price book, AI estimating, inventory, and automation. Shop inventory overview remains on Inventory Flow.
Getting Started
Onboarding & Navigation
First login, onboarding wizard, and customizing your sidebar menu.
First login, onboarding wizard, and customizing your sidebar menu.
Customers & CRM
Customer Management
Search, create, edit, merge, and soft-delete customers.
Search, create, edit, merge, and soft-delete customers.
Customer Detail & Workspace
Jobs, estimates, invoices, communications, and AI insights on a customer record.
Jobs, estimates, invoices, communications, and AI insights on a customer record.
Leads
Capture and convert leads before they become customers.
Capture and convert leads before they become customers.
Intake Flows
Custom forms that guide new jobs from first contact through scheduling.
Custom forms that guide new jobs from first contact through scheduling.
Customer Forms
Build and send custom forms customers complete in the portal.
Build and send custom forms customers complete in the portal.
Jobs & Scheduling
Jobs List & Detail
Create jobs, track status, assign technicians, and view job history.
Create jobs, track status, assign technicians, and view job history.
Job Pipeline Board
Drag jobs between status columns on a Kanban board.
Drag jobs between status columns on a Kanban board.
Scheduler & Dispatch
Day view dispatch board for assigning and moving jobs.
Day view dispatch board for assigning and moving jobs.
Timeline View
Horizontal technician timeline for drag-and-drop rescheduling.
Horizontal technician timeline for drag-and-drop rescheduling.
Calendar View
Weekly calendar with compact and expanded technician panels.
Weekly calendar with compact and expanded technician panels.
Route Optimization & Bulk Scheduling
Planned route optimization and bulk scheduling from the scheduler.
Planned route optimization and bulk scheduling from the scheduler.
Maintenance Schedules
Recurring maintenance plans linked to customers and jobs.
Recurring maintenance plans linked to customers and jobs.
On-Call Schedule
Configure after-hours on-call rotation for your team.
Configure after-hours on-call rotation for your team.
Live GPS Tracking
See technician locations on a live map.
See technician locations on a live map.
Time Clock & Compliance
Clock in/out, time management, and compliance reports.
Clock in/out, time management, and compliance reports.
Scheduling & Pipeline Boards
Calendar, estimate board, and job board workflows.
Calendar, estimate board, and job board workflows.
Estimates & Quotes
Estimates List & Detail
Create, send, approve, and convert estimates to jobs.
Create, send, approve, and convert estimates to jobs.
Estimate Pipeline Board
Move estimates through draft, sent, viewed, approved, and declined.
Move estimates through draft, sent, viewed, approved, and declined.
Estimate Builder
Multi-option estimates with price book lines, tax, deposits, and integrated AI Assistant.
Multi-option estimates with price book lines, tax, deposits, and integrated AI Assistant.
Estimate Deposits
Collect deposits when estimates are approved via payment links.
Collect deposits when estimates are approved via payment links.
AI Draft Assistants
@mentions, form auto-fill, and line-item suggestions for estimates, jobs, and invoices from job description with OpenAI or rules fallback.
@mentions, form auto-fill, and line-item suggestions for estimates, jobs, and invoices from job description with OpenAI or rules fallback.
Garage Door Quote Builder
Visual door quotes with options, add-ons, and pricing breakdowns.
Visual door quotes with options, add-ons, and pricing breakdowns.
Invoices & Payments
Invoices
Create, send, and collect payment on invoices.
Create, send, and collect payment on invoices.
Recurring Invoices
Enable scheduled billing templates, business send-day defaults, customer overrides, and the Recurring tab.
Enable scheduled billing templates, business send-day defaults, customer overrides, and the Recurring tab.
Credit Memos
Issue credits against customer balances.
Issue credits against customer balances.
Stripe Payments
Connect Stripe, payment links, ACH, and Connect payouts.
Connect Stripe, payment links, ACH, and Connect payouts.
Helcim Payments
Alternative card processor with hosted checkout.
Alternative card processor with hosted checkout.
Stripe Financing (Affirm)
Buy-now-pay-later on estimates and invoices via Stripe—pre-qual, payment links, and staff financing status.
Buy-now-pay-later on estimates and invoices via Stripe—pre-qual, payment links, and staff financing status.
Payment Links
Generate and send one-click payment links by email or SMS.
Generate and send one-click payment links by email or SMS.
Employee Payouts
Stripe Connect payouts to technicians and staff.
Stripe Connect payouts to technicians and staff.
QuickBooks Online Sync
Sync customers, invoices, and payments with QuickBooks.
Sync customers, invoices, and payments with QuickBooks.
Tax Rates
Configure sales tax by location for estimates and invoices.
Configure sales tax by location for estimates and invoices.
Price Book & Catalog
Price Book Components
Bundle materials with services; required vs optional parts.
Bundle materials with services; required vs optional parts.
Automatic Cost & Pricing
How component costs roll into sell price and margin.
How component costs roll into sell price and margin.
Category Attributes
Default attributes when you pick a category.
Default attributes when you pick a category.
Using Attributes on Items
Custom fields, search, and estimates.
Custom fields, search, and estimates.
Bulk Price Book Updates
Apply price or cost changes across many items at once.
Apply price or cost changes across many items at once.
Inventory & Manufacturing
Purchase Orders & Receiving
Order from suppliers and receive into shop stock.
Order from suppliers and receive into shop stock.
Inventory & Locations
Track stock levels, transfers, and reservations.
Track stock levels, transfers, and reservations.
Count Sheets
Physical inventory counts and adjustments.
Physical inventory counts and adjustments.
Return Receipts
Process returns to suppliers and adjust inventory.
Process returns to suppliers and adjust inventory.
Manufacturing Module
BOM, production orders, work centers, and MRP.
BOM, production orders, work centers, and MRP.
Communications
Messaging Timeline
Unified SMS and email threads with customers.
Unified SMS and email threads with customers.
Email & PDF Templates
Customize outbound email, SMS, and PDF layouts.
Customize outbound email, SMS, and PDF layouts.
Send to Customer (Default)
Configure whether job, estimate, and invoice forms start with Send to customer checked on web.
Configure whether job, estimate, and invoice forms start with Send to customer checked on web.
Twilio & Telnyx
SMS and voice provider setup.
SMS and voice provider setup.
Gmail Integration
Connect Gmail for two-way email sync.
Connect Gmail for two-way email sync.
Meta Messenger AI
Facebook Messenger lead capture and AI replies.
Facebook Messenger lead capture and AI replies.
Call Center & AI Receptionist
IVR, contact center, AI voice agent, and call analytics.
IVR, contact center, AI voice agent, and call analytics.
Marketing & Website
Leads, Campaigns & Intake
Leads, nurture view, marketing campaigns, and intake.
Leads, nurture view, marketing campaigns, and intake.
Website Builder
Build and publish a business website with content blocks.
Build and publish a business website with content blocks.
Website Widgets & Embeds
Lead forms, price book search, visualizer, and review widgets.
Lead forms, price book search, visualizer, and review widgets.
Google Ads & LSA Setup
Connect Google Ads and Local Services Ads lead intake.
Connect Google Ads and Local Services Ads lead intake.
Angi Lead Integration
Receive Angi leads via webhook.
Receive Angi leads via webhook.
Review Management
Request, track, and respond to customer reviews.
Request, track, and respond to customer reviews.
Yelp Responder
Automated Yelp message responses.
Automated Yelp message responses.
Marketing Portal
Email campaigns and contact management in a dedicated app.
Email campaigns and contact management in a dedicated app.
AI & Automation
OpenAI Setup Guide
Enable OpenAI under Settings → Integrations for AI features.
Enable OpenAI under Settings → Integrations for AI features.
AI Entity Insights
AI summaries on customer, job, estimate, and invoice records.
AI summaries on customer, job, estimate, and invoice records.
Dashboard & AI Chat
Custom dashboard widgets and floating AI assistant.
Custom dashboard widgets and floating AI assistant.
Reporting & Admin
Reports & Analytics
Invoice profit, commission breakdown, and dashboard reports.
Invoice profit, commission breakdown, and dashboard reports.
Data Explorer
Run saved queries and explore business data.
Run saved queries and explore business data.
Bulk Upload
Import CSV data with column mapping for customers, leads, inventory, and more.
Import CSV data with column mapping for customers, leads, inventory, and more.
Import Archive
Review and merge records from previous systems.
Review and merge records from previous systems.
Users & Roles
Invite team members and manage permissions.
Invite team members and manage permissions.
Audit Logs
Review system activity and changes.
Review system activity and changes.
ServiceFlow Accounting
Internal accounting portal for advanced bookkeeping.
Internal accounting portal for advanced bookkeeping.
3D Visualizer
Photo-based product visualization for customers.
Photo-based product visualization for customers.
Mobile & Desktop Apps
Field technician mobile apps and desktop download.
Field technician mobile apps and desktop download.
Customer Portal
Customer Portal (Admin Setup)
Enable portal, branding, and magic-link settings.
Enable portal, branding, and magic-link settings.
Customer Portal (Customer Guide)
What your customers see: pay, approve, track, and review.
What your customers see: pay, approve, track, and review.
AI Receptionist
Call Center voice agent docs (external)
Call Center voice agent docs (external)
Ready to get started? View product features or start a free trial.