The whole service call on one tablet: arrive, fix, sign, get paid.

From the driveway to paid, without a trip back to the office.

Technicians see the customer, the house's history and what their maintenance plan covers. They build the estimate, get it signed, use parts from the truck, present the invoice with the plan savings and take the card on the spot. The office sees it happen.

For heating and cooling, plumbing and electrical companies.

Book a 20-minute demo Follow one day on the truck

A maintenance visit on a technician's tablet: the household's address, phone number, arrival window and job note, the maintenance plan that covers the house, and On my way, Arrived and Start work buttons — Everything about the house in one place, and the buttons that run the job.

Built for companies that send technicians into homes, and for any field-service business that sells maintenance plans. The Home services preset switches it on per department, on top of Field Operations: the same catalog, truck stock and crew scheduling.

One Day on the Truck

Today's visits, and everything about each house.

The day on a tablet. Each technician sees today's visits for their truck: the arrival window, the customer, the address and the visit type.
Everything about the house in one place. Tap to call, open the map, read the job notes (“dog in the back yard”), see the maintenance plan that covers this address and the earlier visits there. On my way, Arrived and Start work run the clock on the job.

My visits today: four visits with arrival windows, household names, addresses in Rockford and Maintenance or Repair labels — A technician's visits for today, with arrival windows.

Covered or billable labor is decided by the customer's plan, not by the technician
Checklists per visit type, with spring AC and fall furnace tune-ups ready to use
Photos straight from the tablet's camera
Found a repair? turns into its own linked repair visit, so the tune-up stays covered

Phone screen of the same maintenance visit with the address, phone number, job note and plan — The same visit on a phone.

Estimate and Parts

Signed on the glass before the work starts.

Estimate first, signed on the tablet. For a repair, the technician prepares the work and a not-to-exceed amount, and the homeowner signs on the tablet. Extra parts that would go over the approved amount are blocked until the homeowner approves the change.

The final bill can be lower than the estimate. It can't go over the not-to-exceed amount without the homeowner's approval.

Estimate for your approval: replace the failed run capacitor and contactor, estimated labor, a $450 not-to-exceed amount, the approval wording and a box for the homeowner's name and signature — The estimate the homeowner signs, with the not-to-exceed amount.

Parts straight off the truck. Search the price book, or tap Use next to what's on the truck and it comes off the truck's stock. Each part shows whether the plan includes it, discounts it or bills it.

Parts and services on a visit: a price book search on the left and the parts on Truck 1 on the right, each with how many are on the truck and a Use button — The price book on one side, what's on the truck on the other.

At the Door

Invoice, signature and payment before you leave the driveway.

Invoice and payment at the door. Bill this visit now builds the invoice from the time and parts, with the plan's included labor and parts shown at $0 and its discounts on their own lines. The homeowner signs to accept it and pays by card on the reader, by scanning a code with their own phone, by cash or check, or with a financing approval. The receipt goes to their email.

Card reader settings: create a location, pair a reader with the code on its screen and assign it to a technician; at-the-door switches for tips and for typing a card on the tablet — Pair a reader, hand it to a technician, and choose the at-the-door options.

Card readers you manage. Pair a reader with the code on its screen and assign it to a technician. Switch tips on if you want them.

Tips go to a tips-payable account for the technician, never into your revenue.

Maintenance Plans

Sell the plan while you're there. Run it from the office.

Sell the plan at the door. A customer without a plan sees what today's visit would have cost as a member (“Join today”), and a member whose plan ends soon is offered the renewal. They sign the terms on the tablet, and the plan starts when it's paid.
Plans the office controls. Price, term, tune-ups a year, parts discount, labor terms, and exactly what's included: “filters on tune-ups”, “refrigerant up to 2 lb per visit”.

Plans are versioned. Changing a plan never changes what existing members bought.

The Comfort Club maintenance plan: name, what the customer gets, price per year, tune-ups per year, terms, parts discount, labor terms, cancellation fee and the terms the homeowner signs, with a note that version 1 is already sold — A plan's price, terms and labor policy. Saving it creates a new version.

Maintenance Agreements list with two customers on the Comfort Club plan, the addresses covered, dates, price and status, one renewing in 44 days — Customers on a plan, and who renews soon.

One maintenance agreement: what's covered as sold, the covered address, visits during the agreement, its record, and actions for a reversed payment or cancelling — One agreement: what it covers, its address and its visits.

Everything in Home Services

On the tablet, at the door and in the office.

On the tablet

Today's visits per technician: tap to call, map, notes, plan and house history
Status taps that run the job timer
Checklists per visit type, photos from the camera
Estimates with a not-to-exceed amount, signed on the tablet, plus change approvals and optional phone authorization
Parts from the price book or the truck, with plan coverage shown as you add them

At the door

An invoice built from the visit's time and parts, with plan coverage and savings line by line
The homeowner signs to accept the exact invoice
Card reader, scan-to-pay, cash, check and financing approvals
Optional tips, booked separately from the invoice
Join or renew a maintenance plan on the spot

In the office

Maintenance plans with versioned terms, included parts and allowances, parts discounts and labor terms
Agreements per address: pending until paid, active, suspended after a returned payment, cancelled with the plan's refund rule
Visit checklists and card readers, managed in one place

Follow one service call, start to finish.

We'll walk one visit from the technician's day to a signed estimate, parts off the truck and payment at the door, then the maintenance plans behind it.

Book a 20-minute demo Everything in Infinite Expansion