Features

A configurable platform, not a rigid template. Turn modules on and off; change terminology; add custom fields — without changing the underlying system.

Scheduling & dispatch

  • · Day, week, month, agenda, employee, team, vehicle views
  • · Drag-and-drop reassignment with conflict warnings
  • · Recurring appointments
  • · Travel buffers and operating hours

Jobs & workflow

  • · Configurable statuses that map to system states
  • · Required checklists, forms, before/after media, signatures
  • · Job templates & duplicate
  • · Custom fields per organization

Customer experience

  • · Secure portal links — no customer login required
  • · Verification with ZIP or phone last-4
  • · Branded emails and portal pages
  • · Feedback capture

Team & mobile

  • · Roles: owner, admin, manager, employee
  • · Employee mobile experience with large targets
  • · Time tracking with manager review + audit
  • · Offline-safe drafts (roadmap)

Payments

  • · Platform billing via Stripe Billing (org pays us)
  • · Customer payments via Stripe Connect (org's customers pay them)
  • · Offline payment records: cash, check, Zelle, terminal
  • · Estimates, invoices, refunds

Trust & operations

  • · Multi-tenant isolation with Row-Level Security
  • · Audited superadmin support mode with persistent banner
  • · Signed uploads for media; revocable portal tokens
  • · Full audit history for sensitive changes