Calls become jobs immediately
Create the customer and the job in one pass, drop it on the board, and assign a tech. Conflicts are flagged before you double book somebody.
- Jobs
- Dispatch board
- Schedule
Home and building trades
Software for contractors running more than one trade
Plenty of shops do two or three of these trades. The office problem that creates is not scheduling, it is that the trades carry different licences, different inspections, and different billing rhythms, on one calendar and one customer list.
What does a multi trade shop need from its software?
It has to hold one customer list and one board across every trade you sell, so a property that gets a furnace service in November and a panel upgrade in March is one history rather than two. It also has to let you assign work to the person qualified for it, because the licence that covers a drain does not cover a service panel. If you run a single trade, the trade page for it is the better read.
How does a service day run on it?
The same tools every Pinstripe Fleet customer gets, set up the way this trade runs.
The tech gets the history
Everything ever done at that address is on the job: past visits, notes, photos, and the equipment involved. No calling the office to ask what happened last time.
- Customers
- Job timeline
- Equipment
The write up happens on site
Checklists, photos, and a customer signature are captured on the phone before the tech leaves, so the paperwork is done when the truck pulls away.
- Checklists
- Photo capture
- Signatures
Bill the same day
Issue the invoice off the finished job with the labor hours already attached, send a payment link, and let the payment post against the invoice on its own.
- Invoices
- Time tracking
- Card payments
What is set up for a trade contractor?
Setup starts you with open dispatch slots rather than fixed routes, a service list built around diagnostics and repairs, a required write up checklist with photos and signature, and same day invoicing.
Common questions from multi trade contractors companies
Can I dispatch without dragging things around?
Yes. The dispatch board supports dragging, and there is a move and reassign dialog that does exactly the same thing from the keyboard, which is faster when you are on the phone with a customer.
Can a tech see the price of the job?
Only if you allow it. You decide who can see money, and for everyone else the prices and totals are never sent to their device at all.
Does it handle maintenance agreements?
Yes. A maintenance agreement runs as recurring work on the calendar for the length of the agreement, and the visits show up in the same history as the service calls for that address.
Can I track equipment installed at a customer site?
Equipment is its own record and can be attached to jobs and crews. It is built for the tools and units your business tracks rather than for a full parts inventory.
What else does it run?
The same platform, set up for a different trade.
- HVACWhat does HVAC software need to do?
- PlumbingWhat does plumbing software need to do?
- ElectricalWhat does electrical contractor software need to do?
- Pool serviceWhat does pool service software need to do?
- HVAC softwareSeasonal load and maintenance agreements.
- Plumbing softwareCallouts and annual backflow tests.
- Electrical contractor softwarePermits and inspection holds.
Not sure it fits how you work?
Bring three jobs you ran last week and we will build them in front of you. If it cannot handle your real work, you will know in twenty minutes.
Pinstripe Fleet Management is built and supported by Pinstripe Business Services.