Business Overview
Workflow tours
Three short walkthroughs. One control is live at a time; Esc or Leave tour hands the app back.
Operations workflow
Monday morning. Something has slipped and your rate hasn't moved in a year. Triage the queue, then change a price and watch the estimate follow.
Field audit workflow
An extinguisher is overdue and the only person who can look at it is in a van. Send the job to a phone and check what comes back. Have a phone nearby.
Close the loop workflow
A repair is priced and nobody has been asked to pay for it. Quote it, send it, record the answer, bill it.
30-second solutions
Five short answers to the things owners say first. Each one opens with the problem in their words, then shows this app answering it, right here in the app. Most steps advance with Next and drive themselves, so you can talk instead of hunting for buttons. Three of them change data as part of the demo — the safety stop, a real price edit, and one that actually sends a customer email — and the first two put themselves back when the tour ends, whether you finish or leave early; the email one can't be unsent, so Reset the demo data is the honest way to clear that one. Run them back to back all day; it's there whenever you want a clean slate anyway.
“My guys write notes nobody can use”
The phone form they can't half-fill, and the same data landing on your desk with the photo attached and nothing retyped.
“Things fall through the cracks”
What needs you today, on screen before you've clicked anything — including the repairs your crew finished and nobody billed.
“We can't prove what we did”
Every job for one customer, the trail from deficiency to invoice, the field photo, and the conversation filed against the record.
“Every quote is built by hand”
A report priced on arrival from your own catalog and rates, showing its arithmetic — and still yours to edit before it goes out.
“I forget to follow up on quotes”
Send a real quote, jump the clock forward three days, and watch the follow-up send itself — to the address already on the customer's file.
Report a Problem
Photograph the problem, fill in what the office needs, submit. Everything below is set by your manager — anything marked * has to be filled in before this will send.
Marks this equipment inspected today and moves its due date forward — the same as the office clicking Mark inspected on the Clients page. Found something wrong instead? Switch back to Found a problem above.
Date and time are read from the photo itself where the camera recorded it — you don't type them.
Settings
Team
Everyone who can log in. Each person gets their own private link — technicians only ever see their own jobs.
Alerts on this phone
Without this, a message in the app is something people have to remember to go and look at. With it, it buzzes like a text.
Delivery activity
A compact audit view of customer delivery. Before Gmail is connected, items stay honestly pending here. Once it is connected, this becomes the place to confirm what sent and what still needs attention.
Clients
Every building you look after, the equipment in it, and when each item is next due. Use “Full history” for everything you've quoted and billed them.
Work
Deficiencies
Quotes
Invoices
Pricing & Estimates
Services
These are your standard service prices for adding quote or invoice lines by hand. Think of this section as your manual rate card: inspection prices, testing prices, and other services you choose directly. The industry benchmark is only a sanity check, not a live local competitor lookup. Automatic estimates do not use this section directly. They are built from the two sections below instead: your labor/markup settings and your parts catalog.
Your Rates & Markup
The numbers auto-estimates are built fromEvery field report is priced with these the moment it arrives. Change them here and estimates you haven't approved into quotes yet are re-worked at the new numbers, along with every future one. Prices already on a quote don't move — edit those on the quote.
Parts Catalog
A part number captured in the field is matched against this list to price the material and the labor hours automatically. In other words: this section feeds auto-estimates, while the Services section above is for manual line items.