Everything You Need to Run Your Operation
ServiceTitan-level features plus the parts trades actually need. No forced modules. No tier-gating core tools.
CRM (Advanced)
Everything you need to manage clients, leads, and properties with complete history tracking.
Included Features
- ✓Leads management & tracking
- ✓Client database & profiles
- ✓Property records
- ✓Commercial client hierarchies
- ✓Job history per client
- ✓Project history per property
- ✓Communication logs (SMS, email, calls)
- ✓File storage per client and job
Beyond ServiceTitan
- ★Corporate → location → unit hierarchy
- ★Unlimited custom fields
- ★Fast global search across all objects
- ★Contact-level profitability tracking
Scheduling, Dispatch & Crews
Crew-first scheduling for single jobs, multi-crew projects, and everything in between.
Included Features
- ✓Single tech jobs
- ✓Multi-crew jobs
- ✓Multi-day projects
- ✓Phase-based scheduling
- ✓Drag-and-drop scheduler
- ✓Crew grouping
- ✓Live GPS tracking
- ✓Route optimization
- ✓Time windows
- ✓Weather-aware scheduling
Beyond ServiceTitan
- ★Crew-first assignments
- ★Job dependency logic
- ★Project timeline views
- ★Commercial block scheduling
Estimates, Bids & Proposals
Professional estimates with trade-specific pricing and e-signatures.
Included Features
- ✓Line-item estimates
- ✓Assemblies
- ✓Square metre pricing
- ✓Linear metre pricing
- ✓Room-based pricing
- ✓Packages
- ✓E-signatures
- ✓Estimate version history
Beyond ServiceTitan
- ★Trade-specific templates (flooring, waterproofing, cleaning)
- ★Margin floor protection
- ★Internal cost vs sell view
- ★Side-by-side revision comparison
Job Costing & Project Control
Real-time visibility into job profitability and project margins.
Included Features
- ✓Real-time job costing
- ✓Labour tracking
- ✓Materials tracking
- ✓Overhead allocation
- ✓Budget vs actual tracking
- ✓Change orders
- ✓Phase profitability
- ✓Margin forecasting
Beyond ServiceTitan
- ★Construction-grade project accounting
- ★Commercial job tracking
- ★Retainage handling
Invoicing & Payments
Flexible invoicing for progress billing, deposits, and online payments.
Included Features
- ✓Progress billing
- ✓Milestone invoices
- ✓Deposits
- ✓Retainage
- ✓Partial payments
- ✓Automated reminders
- ✓Online payments
- ✓Payment tracking
Inventory, Materials & Equipment
Track everything from truck stock to serialized tools.
Included Features
- ✓Truck stock
- ✓Warehouse stock
- ✓Serialized tools
- ✓Equipment assignment
- ✓Maintenance logs
- ✓Supplier pricing
- ✓Purchase orders
Beyond ServiceTitan
- ★Project-based material forecasting
- ★Loss and theft tracking
- ★Tool usage history per crew
Mobile App (Field-First)
Built for field reality. Works offline, captures everything.
Included Features
- ✓Offline mode
- ✓Photos and video
- ✓Draw-on-photo annotations
- ✓Voice notes
- ✓Safety forms
- ✓Hazard assessments
- ✓Checklists
- ✓Digital signatures
Beyond ServiceTitan
- ★Voice-to-text notes
- ★On-site measurement capture
- ★Blueprint and plan uploads
- ★Crew chat per job
- ★Job recap auto-generation
Automation & AI
Smart automation that saves time and catches problems early.
Included Features
- ✓Auto job assignment by skill, crew, distance
- ✓Price recommendations by region and trade
- ✓Missed call → SMS → booking flow
- ✓Estimate follow-ups
- ✓Review requests
- ✓Schedule gap detection
- ✓Margin erosion alerts
- ✓Churn risk alerts
- ✓AI job summaries for office staff
Built for Every Team Member
Granular permissions, custom dashboards, and role-specific KPIs.
Integrations
Ready to See It In Action?
Same-day setup. Live human onboarding. No dead demo period.