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Built for HVAC, plumbing, electrical, and recurring service teams.
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Everything your field team needs to complete jobs, capture data, and get paid—even without internet. Works offline, syncs automatically.
The bottom tab bar is purpose-built for field work. One thumb, zero confusion. Techs learn the app in minutes.
Shows today's job queue in dispatch order. Tap any job to open it. Swipe to update status without opening. Unread notifications badge on the tab.
Full weekly calendar view. See all assigned jobs across the week. Tap any day to drill into that day's jobs. Syncs with office schedule in real time.
Complete job history — past, present, and future. Filter by status, date, customer. Search by address, name, or job number. Full job records accessible offline.
In-app messaging with the office. Customer SMS threads appear here too. Unread count badge. Push notification triggers for new messages from dispatch.
Profile, settings, equipment lookup, price book, time-off requests, and logout. Access to technician profile and notification preferences.
A technician touches their phone once in the morning and doesn't need to call the office all day. Here's the complete workflow.
Each status change sends a real-time notification to the office AND to the customer. Swipe right to advance, swipe left to go back.
Technician receives a push notification for a new job assignment or schedule change. Tap to open the job directly. The notification includes customer name, address, job type, and appointment time. No phone call needed from dispatch.
Note: Notification types: new assignment, reschedule, customer message, office message, payment received.
Tap the address and the app opens turn-by-turn navigation. The office sees the technician's live position on the dispatch board. Status automatically advances from Scheduled to Dispatched when the tech starts driving.
Note: Works with Apple Maps, Google Maps, or Waze — whichever the tech prefers.
When the technician arrives, they tap "I've Arrived." The app records GPS coordinates, timestamps the arrival to the second, sends a customer notification ("Your tech has arrived"), advances status to Arrived, and starts the job clock. All of this happens with one tap.
Note: GPS coordinates are permanently stored on the job record for dispute resolution and auditing.
The job type-specific checklist loads automatically. Each item can be checked off as the work progresses. Items marked 'requires photo' are enforced — the app won't let the tech proceed until a photo is captured. Conditional logic shows or hides items based on previous answers.
Note: Checklists are fully customizable per job type (AC maintenance, furnace tune-up, plumbing inspection, etc.).
Photos taken in the app attach directly to the job record with automatic metadata: GPS location, timestamp, and the technician's name. Photos taken offline are queued locally and upload automatically when connectivity returns. There's no size limit — document everything.
Note: Photos appear immediately in the office job record, the customer portal, and can be attached to the invoice.
Tech selects parts from the price book or adds a custom item. Quantities, unit prices, and descriptions are captured. Each material entry flows directly to the job's invoice line items — no re-entry at the office. Inventory counts update automatically when items are marked used.
Note: Can also scan equipment barcodes or QR codes to look up part compatibility and service history.
The app presents an 800×240 pixel signature canvas. The customer signs with their finger or a stylus. The signature supports both touch and mouse input. Once signed, the image is saved as base64, timestamped, and permanently attached to the job record and the invoice PDF.
Note: Signatures are legally binding and include the date, time, job number, and technician name in the record metadata.
Four payment methods available without leaving the app: Cash (log the amount), Check (log check number and bank), Card (tap Payrix terminal — tech swipes or taps customer's card), ACH/Bank (send customer an SMS payment link they pay on their phone). Digital receipt sent automatically.
Note: All payment data syncs to the invoice instantly. No double-entry. Office sees payment status update in real time.
Tech taps Complete. Status advances to Completed, the clock stops, the final time is recorded, the invoice is finalized, and the office receives a real-time notification. Customer gets a job completion notification and a link to their invoice. The entire job record — photos, checklist, signature, materials, time, payment — is permanently stored and instantly accessible to the office.
Note: Average job close time: under 90 seconds from collecting signature to completed status.
The signature canvas is 800×240 pixels — wide enough for a natural signature, tall enough for clarity. It works with any finger, stylus, or mouse. No app download required for the customer.
Works with a bare finger, any stylus, or a mouse. Smooth 60fps rendering so the signature looks natural. The canvas uses pressure-sensitive input on devices that support it.
The completed signature is encoded as a base64 image and written directly to the job record in the database. It appears on every invoice PDF, the office job view, and the customer portal automatically.
The exact date and time of signing is recorded alongside the signature. The job number, technician name, and customer name are also embedded in the record metadata — creating an auditable, legally defensible record.
Signature capture works without any internet connection. The base64 image is stored locally on the device and syncs to the cloud the next time connectivity is available. The customer never has to wait for a network.
Please sign below to authorize the completed work
Signature stored as base64 image, attached to job record permanently
Every byte of job data is cached on the device before the technician leaves the shop. Basements, metal buildings, rural areas — the app doesn't care.
The app clearly labels when a feature needs connectivity. Techs are never surprised.
Status changes, GPS check-ins, and signature captures from the field always overwrite stale office data. A tech who just arrived on-site has the ground truth.
When both parties change the same non-critical field, the later timestamp wins. Every write is timestamped at the device level before queuing for sync.
When a sync resolves a conflict, the office sees a notification showing what changed and why. Full audit trail preserved — nothing is silently overwritten.
Every part logged and every hour tracked in the field appears automatically on the invoice. Your office never has to chase a tech for job details after the fact.
Add parts as you use them
Tech points the camera at equipment or a part. The app looks up the item in the price book or pulls up service history for that serial number. No typing required.
Select any item from the company price book with pre-set pricing. Or add a custom one-off item with a description, quantity, and price. Both routes flow to the invoice.
Every part added in the field appears on the invoice line items in real time. The office sees it immediately. No end-of-day summary call needed.
Billable hours tracked automatically
When the tech taps "I've Arrived" and clocks in, the timer starts. It runs visibly on the job screen as a live counter so the tech always knows how long they've been on site.
When the job is completed and the tech clocks out, the exact billable hours are written to the invoice labor line. Round up rules are configurable — bill in 15-minute increments, 30-minute minimums, or exact time.
Time entries are also available for payroll export. Hours worked per day, per job, and per technician — all captured without any manual entry from the field or office.
AC Maintenance — Sarah Johnson, 123 Oak St. Today at 3:00 PM. Tap to open.
Plumbing Repair (Mike T.) moved to tomorrow at 10 AM. Previous slot now open.
"Can you come through the side gate? The front door is locked." — James H.
Heads up — customer wants estimate for duct cleaning too if you have time.
$347.50 collected via card for Job #JB-2843. Invoice marked paid.
Push notifications keep technicians informed of everything that matters — new jobs, changes, and customer messages — without requiring them to check the app constantly.
When dispatch assigns a new job, the tech gets a push notification instantly. Tap to open the job, see the customer, address, and job type. No radio call, no text chain.
If a job is moved, canceled, or a new job is inserted into the day, the affected tech gets notified immediately. The schedule in the app updates at the same time.
Inbound customer messages (via SMS) and office messages from dispatch both appear as push notifications. Tapping opens the conversation thread directly in the Messages tab.
When a customer pays an invoice via the customer portal, the assigned technician gets notified. Useful for jobs where the tech left before payment was collected.
Notification preferences: Techs can configure which notification types they receive and at what hours. Night mode automatically silences non-urgent notifications outside work hours.
Every feature designed for technicians working in basements, on rooftops, and everywhere in between
Real answers about how the app works in the field
All job data is also stored in the cloud and synced as the tech works (when online). If a tech loses their device, another tech can pick up the job from any device logged in to the same account. Photos queued offline would be lost if the device is not recoverable — which is why the app prompts for sync when connectivity returns after offline photo capture.
Yes. Multiple techs can be assigned to a single job. Each tech has their own clock-in/clock-out, their own photo uploads, and their own checklist items. Time and materials from all assigned techs are consolidated on the single job invoice automatically.
The Payrix terminal connects via Bluetooth. The tech opens the payment screen in the app, selects Card, and the app prompts to pair with the nearest terminal. Once paired, the customer taps or swipes their card on the terminal and the transaction processes through the app. Receipt is sent digitally — no printing needed.
No. Customer signatures are collected on the technician's own device. The customer takes the phone (or tablet) and signs the 800×240 pixel canvas with their finger. No customer app download, no account, no friction.
iOS 14 or later for Apple devices (iPhone and iPad). Android 8.0 or later for Android devices. The app is optimized for both phone and tablet screen sizes. React Native ensures near-identical feature parity across both platforms.
No by default. Each tech sees only their own assigned jobs. Admins and dispatchers can see all jobs across all techs on the web dashboard. This permission is configurable — you can grant lead techs visibility into a crew's jobs if needed.
Give your technicians the tools they need to work faster, smarter, and more professionally.