The whole bill
Every one of the 90.
80 running today, 10 on the build list. Each line says where it stands.
Phone and new work
13 of 16 running today.
- RunningRings you first. If you don't pick up, the line answers instead of voicemail, handles gas and CO calls with a safety script, and never quotes a price except your service-call fee.A phone line that sits in front of your business number. Calls ring your phone first; if you don't pick up, an AI voice answers instead of voicemail and takes down who is calling, where, and what's wrong. A gas smell or CO alarm call gets a safety script before anything else. It never quotes a price except the service-call fee you set. It rings you first and only answers when you'd have gone to voicemail. Running on a test number; not on a shop's real line yet.
- RunningOffers the caller two real open times from your calendar. Your office confirms; it never books on its own.When a caller wants a visit, the line checks your real calendar and offers two open times. The pick goes to your office as a request; nothing is booked until a person confirms it, so the line can't double-book a crew or promise a time you can't keep. It offers real open times from your calendar and your office confirms.
- RunningEvery call becomes a job ticket: address, job type, likely cause, priority, sorted into Service, Install and Builder on one screen with Accept and assign.Every call the line takes is written up as a job ticket: name, address, job type, the likely cause from what the caller described, and how urgent it is. Tickets land on one Phone requests screen sorted into Service, Install and Builder, where the office taps Accept and picks the tech, or dismisses it. Every call the line takes lands as a written-up job request your office accepts or dismisses.
- RunningA text after every call with who called and what they need.Right after a call ends you get a text: who called, their number, what they need and how urgent it is. You know what came in while you were on a roof without opening anything or listening to a recording. You get a recap text after every call the line takes.
- RunningCalls you answer yourself get recorded, transcribed and turned into a ticket too.Calls you pick up yourself are recorded, transcribed and turned into the same job ticket the line writes. What you heard on the phone ends up in the system instead of in your head or on a scrap of paper. On a forwarded cell, calls answered on the cell itself aren't captured; full capture means moving your number onto the line. Built and running on the test line; not yet proven on a real call.
- RunningYour builders, suppliers and family ring straight through to you.You keep a list of people who always get you directly: builders, your supply house, family. When one of those numbers calls, the line never answers; it rings straight through like a normal phone. People you name always ring straight through.
- RunningA caller who hangs up or misses you gets a text back.If a caller hangs up before the line finishes with them, they get a text back from your shop asking what they need. The person who was about to dial the next company on Google hears from you first. Not live yet. It waits on the shop's texting registration.
- RunningCallers can always ask for a person (callback or transfer), and the line says it's automated when asked.At any point a caller can say they want a real person. The line takes a callback or transfers them. If anyone asks whether they're talking to a machine, it says yes; it never pretends to be human. Callers can always get a person, and it never pretends to be one.
- RunningEvery web or email inquiry gets a reply within a minute.Inquiries from your website form or email get an answer inside a minute, in your shop's words, asking what you'd ask and offering to set up a visit. Replies sit as drafts until your channels are connected, so nothing goes out in your name before you've seen how it reads. Built; replies stay drafts until the shop's channels and texting are connected.
- RunningA builder's plan set gets read into rooms for you.Drop in a builder's plan set and it's read into a room list: each room's size, ceiling height, windows and floor. The load calc, duct layout and material list all run from that list, so nobody retypes the plans. A plan set gets read into rooms for you.
- On the build listPlan sets pulled from builders' emails with no touch.When a builder emails a new plan set, it's pulled from your inbox, filed under the right builder and project, and read into rooms on its own. You open your bid list and the new house is already there. Coming; not built.
- RunningCustomers book a visit themselves on a web page.A booking page for your website, or a link you text out. The homeowner picks the kind of visit, says what's wrong, adds up to three photos and picks one of your real open times. It lands in Phone requests marked ONLINE with the time held 24 hours, and your office confirms. It never double-books and never books itself. Built and tested; goes live once your shop has its web address.
- On the build listA phone line that knows your trade (plumbing, electrical, roofing and the rest), not just HVAC.The same answering line, taught your trade instead of HVAC: the questions a plumber or electrician would ask, the words your customers use, and the right safety script for that trade, like shutting off the water main or staying away from a sparking outlet. The line is tuned for HVAC today; other trades get theirs at install once built.
- On the build listWe find new builders for you to bid for.We find builders in your area starting projects you could bid on and reach out for you, so new builder work comes to you instead of you chasing it by phone. Not offered yet.
- RunningA chat on your own website: a homeowner tells it what's wrong, gets two open times and a text from you, and it files the same request a phone call does.One line of code on your website adds a chat in your shop's name. It asks what's going on, the address, name and mobile, asks before texting, and offers two real open times; your office confirms. Gas smell or a CO alarm gets leave-the-house steps at once. A chat on your website in your shop's name: what's wrong, address, mobile, OK to text, two open times; your office confirms. Texts need the shop's texting registration.
- RunningOne inbox for calls, texts, web chats and email, with the call recap and the customer beside each one.Every call, text, web chat and email to the shop in one list, newest first, with how long each person has been waiting. Open one and the recap, recording, transcript, customer and ticket are beside it, with a reply box. Calls, texts and web chats in one list, newest first, with how long each person has waited. Email is not connected yet.
Bidding
10 of 10 running today.
- RunningLoad calc (Manual J) from the plans in minutes.Runs a Manual J heating and cooling load for every room straight from the plans: the BTUs each room needs and the total tonnage for the house. Hours of hand math become minutes, and you check the numbers instead of producing them. The load calc runs in minutes. Not calibrated yet; don't claim it is.
- RunningDuct layout drawn for you, using your sizing rules.Takes the room loads and draws the duct system: trunk and branch runs, sizes and register locations, following the sizing rules you gave us, not a textbook's. You correct a drawing instead of starting from blank paper. The duct layout gets you a good part of the way before you pick up a pencil.
- RunningA material list per house, split the way your supply house delivers.Counts every part the house needs (duct, fittings, boots, registers, line set, equipment) into a material list per house, split by phase the way your supply house delivers it: rough-in, then trim. You send an order instead of building one line by line. A material list per house, split by delivery phase. Prices are placeholders until we have yours.
- RunningEvery builder bid in one list and one page: quick ballpark, full price, $ per sq ft, $ per ton, due date, won or lost and why.One page for every builder bid you've done or owe. Each row shows a quick ballpark, the full price, dollars per square foot and per ton, the due date, and whether you won or lost and why. You see where you're bidding high or low and which builders actually award you work. One list of every builder bid: ballpark, full price, $ per sq ft and per ton, due date, won or lost and why.
- RunningEvery quote goes good / better / best with a pay link.Every quote goes out as three options, good, better and best, at your prices, so the customer chooses between your options instead of between you and a competitor. Each one carries a pay link so they can say yes and pay on the spot. Every quote goes out with three options and a pay link.
- RunningQuote follow-ups that stop the moment the customer answers.Open quotes get followed up on a schedule, day 2, 5 and 10 by default and adjustable. The moment the customer replies, accepts or declines, the follow-ups stop, so nobody gets nagged after they've answered. Every open quote gets followed up until the customer answers.
- RunningThe customer signs the quote online and pays the deposit.The customer opens the quote on their phone, approves it by typing their name, and pays the deposit by card. The signed quote and the payment land on the job, so the work can be scheduled without a second visit or a paper form. Customers approve online. Deposits go live once payments are connected.
- RunningFinancing offered on quotes.Adds one line to the customer's quote page: as low as $X a month for N months at Y% APR, if approved, with the apply link and the required disclosure. It only shows terms you typed in from your financing provider; no terms, no line. A big install becomes a monthly number a homeowner can say yes to. Built: a monthly-payment line on the quote, from your financing provider's terms. You need a financing partner first; we don't supply one.
- RunningFlooring takeoff from the plan: sq ft per room, waste, adhesive, labor hours.For flooring shops: reads the plan into square feet per room, adds waste for the material and layout, and works out adhesive and labor hours. The first floor shop's real numbers set the defaults. Built and tested; first floor shop sets the defaults.
- RunningBuilder change-order package: field ticket read, priced from your rate sheet, cover page, emailed from your own mailbox after you approve.When a builder sends a change in the field, the ticket is read, priced from your rate sheet and put into a change-order package with a cover page. After you approve it, it's emailed from your own mailbox to the builder, so extra work gets paid for instead of absorbed. A field change becomes a priced change-order package with a cover page; after your yes it is emailed to the builder and lands on the next bill.
Scheduling and crew
13 of 13 running today.
- RunningOne company calendar: week, 2 weeks, month, multi-day builds, crew rows.One calendar for the whole company: every job and every crew, in week, two-week or month view. Multi-day builder jobs stretch across the days they take and each crew gets its own row, so you see who's where at a glance. It lives in the same app as your quotes and invoices. One calendar for the whole shop, in the same app as the money.
- RunningDrag a job to move it, stretch it, or hand it to another crew, with undo.Drag a job to a new day to move it, stretch it to make it longer, or drop it on another crew's row to hand it over. Every move can be undone, so reworking the week takes seconds instead of a round of phone calls. Drag a job to move it, stretch a build, or hand it to another crew; undo any of today's moves. A one-day visit's length isn't dragged.
- RunningPhone requests go to the right tech by skill and daily load, with a 2-hour undo.When the phone line books a request, it's matched to a tech by skill (who can do this kind of job) and by how full their day already is. The office sees the pick and can change it, and any assignment can be undone for two hours. Built; turns on once your crew's skills are entered.
- RunningCrews scheduled onto builder phases automatically.For builder work: when a house reaches a phase like rough-in or trim, the system proposes the crew: right skill, free on those dates, under the daily cap, and the same faces who worked that house before. Nothing changes until the office confirms, and a confirmed pick can be undone for two hours. Built: it proposes the crew for each builder phase, and your office confirms before anything changes. Running on a test shop, not proven on real work yet.
- RunningDay-before YES/NO confirmation text, one follow-up, then the office's call list.The day before every appointment the customer gets a text: reply YES to confirm or NO to reschedule. No answer gets one follow-up; still nothing and the job goes on the office's call list. Fewer trucks roll up to an empty house. Built and installed; texts stay drafts until the shop's texting registration clears.
- RunningA cancelled slot is offered to your waitlist; the first YES gets it.Customers who wanted an earlier time can sit on a waitlist. When a cancellation opens a slot, the waitlist gets a text offering it and the first one to reply YES gets it. A cancellation becomes a booked job instead of a hole in the day. Built and installed; texts stay drafts until registration clears.
- RunningAn on-my-way text when the tech heads out.When the tech heads out, the customer gets a text that they're on the way. Someone's home and the dog is put away when the truck pulls up. Built; texts stay drafts until registration clears.
- RunningThe system calls customers who don't answer the confirmation text.If a customer ignores both confirmation texts, a call is set up for the office inside calling hours. If the customer texts back first, the call is withdrawn. The office makes the call by hand and records how it went. Built as drafts only; the line does not dial out yet.
- RunningAn app icon on every crew phone: their jobs, hours, photos and notes, never money, works on a weak signal.Each crew member gets an app icon on their phone, no app store needed, showing their jobs, hours, photos and notes. They never see prices or money. It keeps working on a weak job-site signal and catches up when it reconnects. Built; reaches phones once your shop's server is up.
- RunningClock in and out by one button or a text ('in Lot 7'); hours land by job and phase.Crew clock in and out with one button in the app, or by texting something like 'in Lot 7'. Hours land on the right job and phase automatically, which is what job costing and payroll are built from. Press one button when you get to the house, one when you leave.
- RunningAdd a crew member by text, no visit.Add a new hire by texting them an invite. They tap the link, get the app on their phone and show up on the schedule, without anyone driving out to set up their phone. Built; needs your crew list and your server.
- RunningPhone notifications: new job, job moved, booked by the line.Phone notifications for the things that change your day: a new job, a job moved, or a visit booked by the phone line. You find out when it happens, not the next time you open the app. Built; not tested on a real phone yet.
- RunningA checklist and truck list for every job type.Every job type, from a no-heat call to a tune-up to a new install, gets a checklist of steps and a truck list of parts and tools. You approve or rewrite each one; after that every tech does the job the same way and shows up with what they need. Every job type gets a checklist and truck list you approve.
On the job
4 of 7 running today.
- RunningChange orders by text and photo; the customer taps approve; it lands on the invoice.When the job changes on site, the tech texts in the extra work or snaps a photo. A change order is written up and sent to the customer, who taps approve, and the extra lands on the invoice. Extra work gets agreed to in writing and actually billed. Change orders drafted from the field, approved by the customer, on the invoice. Built, not proven.
- RunningPhotos, videos, plans and voice memos land in the job file, from the app's camera or by text.Photos, videos, plan pages and voice memos go straight into the right job's file, from the app's camera or by text. Anyone in the office can see what the tech saw without asking them to resend it. Photos and plans texted in land in the right job.
- On the build listStep-by-step troubleshooting guides for techs, one question per screen, sourced from the manufacturer manuals.Troubleshooting guides built from the manuals for the equipment you install. One question per screen (is the blower running? what's the board code?) walks a tech to the fix. Every guide is a draft until you approve it. Being built; every guide is a draft until the owner approves it.
- RunningThe tech enters model, serial and symptom and gets likely causes, parts and a price.A tech enters the unit's model, serial number and symptom and gets the likely causes, the checks to run, the usual parts and the service type to bill it as. It runs from your own library of fixes, which you approve entry by entry. Techs never see prices; the office sees yours. Built: a tech looks up model, serial and symptom against your own fix library. The library starts empty and fills as you approve entries. Not proven on real jobs yet.
- On the build listWalk-and-talk video in, survey paperwork out.The tech walks the house filming and talking through what they see. The video becomes survey paperwork: a written note of what's there, with key frames pulled out as photos. No clipboard on a walkthrough. Built; turned on once the shop computer has the video and speech tools.
- RunningUnit records and warranty registration deadlines, so no unit loses its 10-year warranty.A record of every unit you install (model, serial, install date) with the manufacturer's registration deadline on it. You're reminded before the deadline passes, so no customer loses a 10-year parts warranty because nobody registered it. Every unit carries its registration deadline; you're warned on Today, desk and phone, before it passes.
- On the build listSupply-house orders placed by phase.Supply-house orders placed by phase from each house's material list: rough-in materials when rough-in is scheduled, trim when trim is. Nobody builds the order by hand or forgets a piece. Don't lead with it.
Getting paid
9 of 10 running today.
- RunningAn invoice drafted from the job with a pay link, one tap.When a service or install job is marked done, its invoice is drafted from the quote plus any approved change orders, with a pay link. You review it and send it in one tap, and a closed job with money still owed gets flagged. Invoices draft from the job in one tap, and a closed job with money left gets flagged.
- RunningReminders on unpaid invoices at 7, 14 and 30 days, in your words.Unpaid invoices get reminders at 7, 14 and 30 days, worded the way you'd say it. They wait in Approvals for your OK and stop the moment the customer pays. Builder accounts are skipped, so you never nag the people who give you work. Built: reminders at 7, 14 and 30 days wait for your OK and stop the moment the customer pays. Off until you switch it on; texts go out once your texting registration clears.
- RunningEvery next builder bill drafted at each phase (rough-in, trim); Approve, Change or Skip.For builder work billed by phase: each time a house reaches rough-in or trim, the bill for that phase is drafted and you tap Approve, Change or Skip. On its first run it lined up every next bill and caught a finished job that had never been invoiced. The first run lined up every next bill and caught a finished job never invoiced.
- RunningCatches money left on the table: closed with money left, never invoiced, stale, billed over bid.Watches for money left on the table: jobs closed with a balance owed, finished work never invoiced, quotes and invoices gone stale, and jobs billed for more than the bid. Each one shows up on your home screen to deal with. It flags finished work that never got billed.
- RunningOn builder billing day it calls you in the morning and pushes again at 3 PM if anything's unbilled.On the day your builders want invoices, it calls you in the morning, then checks again at 3 PM and pushes you if anything is still unbilled. Miss a builder's billing day and you can wait a month to get paid. On billing day it calls you, and again in the afternoon if anything's still unbilled.
- RunningPreliminary notice and lien deadlines tracked per job, with the notice prepared for you to file.For every builder job it tracks the Utah preliminary notice and lien deadlines and prepares the notice for you to file, so if a builder doesn't pay, your right to a lien is still intact. Utah rules only, and your attorney signs off on the rule. Utah preliminary notice (20 days) and notice of lien (180 days after completion, or 90 after a filed notice of completion) tracked per job. Your attorney confirms the rule.
- RunningCustomers pay by card from the invoice or quote; the money lands in your own Stripe account.Customers pay by card from the quote or invoice link. The money lands in your own Stripe account, not ours, and the payment marks the invoice paid on its own. Built; goes live once payments are connected.
- On the build listBuilders pay by bank transfer.Builders and bigger customers pay by bank transfer from the same invoice link. On large invoices the fee is far lower than a card, and the payment matches itself to the invoice. Built and tested; goes live once the Stripe account is set up.
- RunningUtah sales tax right on each invoice line (installs vs repair parts).Puts Utah sales tax on each invoice line the right way: install work under the furnish-and-install rule isn't taxed to the customer, repair parts are, labor isn't. It stays off until you enter your own rate and confirm your CPA checked the rule. Built for Utah's install-versus-repair rule. It stays off until your CPA confirms the rule and you enter your rate.
- RunningA free audit of your Jobber export that finds finished work you never billed.A free, read-only check of your Jobber export that finds work you finished but never invoiced, and other money that slipped. It's how a new shop sees what it's losing before buying anything. We can run a free, read-only audit on your Jobber export.
Back office
10 of 12 running today.
- RunningWhat every job actually made: billed minus labor minus materials.For every job: what you billed, minus crew hours at their cost, minus materials. Quoted next to actual, so you see which jobs and job types make money and where you're pricing low. Crew hours land against the quote, job by job. Don't sell full profit-per-job yet.
- RunningSupply-house bills matched to the right job automatically.Bills from your supply house are read and matched to the job the material went to. Material cost lands on the right job without anyone sorting invoices, which is what makes job costing accurate. Supply-house PDFs and saved emails are read, checked to add up, and matched to the job; you confirm before cost posts.
- On the build listQuickBooks connected: bills coded to jobs, both companies' books in one view, history cleaned up.Connects your QuickBooks: bills coded to the right job, both of your companies' books in one view, and the old history cleaned up so the numbers can be trusted. Coming once your logins are in.
- RunningPayroll export by pay period: regular and overtime hours, W-2 and 1099 split.At the end of each pay period, crew hours are exported per person with regular and overtime split and W-2 employees separated from 1099 contractors, ready for your payroll service. Nobody adds up timesheets by hand. Hours per person per pay period: overtime over 40 a week, W-2 and 1099 kept apart.
- RunningBooks organized for your CPA: income, expenses, labor, per-job net, quarterly dates and set-aside, 1099 watch, missing W-9s, mileage; your 1099 crew get their own.Your books organized for your CPA: income, expenses, labor, net per job, quarterly tax dates and how much to set aside, which contractors are nearing a 1099, who's missing a W-9, and mileage. Your 1099 crew get their own summary. It organizes the numbers; it isn't tax advice. Built; organized for your CPA, not tax advice.
- RunningYour service price book, written down from what you actually charged.Your service prices, pulled from what you actually charged on past invoices and matched to your service types. You set the price you want for each one, and that becomes the default on new quotes. Crew can't see it. Your real prices, pulled from what you actually charged.
- RunningMonthly value report: money caught or saved, next to your bill, counted by written rules.Once a month, a report of the money the system caught or saved you, next to what you pay us. Every counted dollar ties to a job, invoice or call record you can open, estimates are shown separately and never counted, and you can mark any line disputed. Measured on your own invoices and call records.
- RunningMiles per job, costed per mile.Works out the miles each job took from the crew's clock-ins, driving there and home from the last stop, and costs them at your per-mile rate. Drive time shows up in what a job really cost, and the mileage is there at tax time. Built.
- RunningTruck records: service, registration and insurance due dates on your Today list.A record for each truck: service, registration renewal and insurance due dates. When one is coming due it shows up on your Today list, before a truck gets pulled over or breaks down. Service, registration and insurance due dates per truck, on Today on the desk and the phone.
- RunningA new-hire handbook and a training checklist each hire works through.A new-hire handbook written for your shop (rules, pay, safety, how jobs run) plus a training checklist each hire works through and checks off. Every new tech gets the same start without you repeating yourself. A starter handbook in your shop's name, a draft until you publish it, plus a checklist each hire ticks off.
- On the build listMove every record out of Jobber, run side by side, then cancel it.Moves every customer, job, quote and invoice out of Jobber into your system. Both run side by side until you trust the new one, then you cancel Jobber and stop paying for it. Keep Jobber while you get comfortable; we move the rest when the system has carried your office.
- RunningOne search across every customer and job.One search box across every customer, job, address and phone number. Type a name or a street and everything about it comes up in one place. Built.
After the job
8 of 8 running today.
- RunningReview request after the job, one reminder, reviews pulled in and replies drafted in your voice; a bad review opens a callback.After a job the customer gets a review request and one reminder, never a third and never an incentive. Your Google reviews come into the app with replies drafted in your voice for you to approve. A one-to-three-star review texts you and opens a callback, so you fix the problem instead of just answering it. Built; needs your Google profile connected.
- RunningDay-30 referral ask, plus a thank-you to whoever sent the job.Thirty days after a job, the customer is asked who else they know who needs work done. It's skipped while a callback is open. When a referral turns into a job, the person who sent it gets a thank-you you approve. Built.
- RunningHandover packet the day the job closes: equipment, labor warranty end date, care steps, first-year check-up.The day an install closes, the customer gets a handover page: the equipment installed, when your labor warranty ends, how to care for it, and when their first-year check-up is due. They know who to call, and the next visit is already in view. Built.
- RunningCallbacks and warranty claims logged to the house, with a callback rate per tech.Every callback and warranty claim is logged to the house and the job it came from, whether it came from a complaint text, a low review, the phone line or the office. Each tech gets a callback rate, so you see which installs and which techs keep bringing you back for free. Built; screens coming.
- RunningOne page a month to every builder you work under.On the 1st of every month, a one-page report for each builder you work under, covering your work on their houses, drafted into Approvals and emailed only after you OK it. It never shows your costs. It keeps you looking organized to the people who decide who gets the next subdivision. Built.
- RunningEvery unit you ever installed in one list: tune-ups, first-year visits, year-12 replacements, due dates.Every unit you've ever installed in one list with what's due: spring tune-ups, first-year visits, year-12 replacements. It's your book of repeat work, sorted by date. Every unit you installed, each with its next due date, soonest first.
- RunningSpring tune-up and first-year / year-12 campaigns sent from that list.Spring tune-up, first-year check-up and 12-year check campaigns drafted from your equipment records. You start each one; email goes first, a text only to customers who said yes to texts, and nobody hears from it more than once a year. Built: tune-up and check-up campaigns drafted from your equipment list. You start each one. Nothing has gone to a real customer yet.
- RunningCustomer lists from your own data: part-time residents, installs by age, high-end installs.Counts of customers pulled from your own data: part-time residents, builders, tune-up overdue, equipment by age, high-end installs above a dollar line you set. You see who's worth a campaign before anything goes out. Counts only; nothing is sent from here. Built: counts of your customers by type, from your own data. Counts only; nothing is sent from it.
The owner
5 of 5 running today.
- RunningOne office app for customers, jobs, quotes, invoices and crew, on the office computer and every phone.One app for customers, jobs, quotes, invoices and crew, on the office computer and every phone. Everyone works from the same records instead of spreadsheets, sticky notes and three other apps. One system, one login per person.
- RunningThe home screen opens on the money and the deadlines; red means act now.The app opens on what matters today: money owed, money coming in, and deadlines. Anything in red needs action now, so you know where to start without digging. Built.
- RunningAnything with your price or a bill on it waits for your tap.Anything with your price or a bill on it (a quote, an invoice, a reminder, a change order) waits in Approvals until you tap OK. The system drafts; you decide what goes out with your name and your numbers on it. Anything with your price on it waits for your OK.
- RunningA 7 AM weekday text: what needs you, what got booked, what got paid.Every weekday at 7 AM, one text: up to three things that need you, what got booked, what got paid. On a quiet day it says nothing needs you. You start the day knowing where things stand without opening the app. One text every weekday morning. First version built; switched off until the owner says yes.
- RunningAsk the Pilot: ask about customers, jobs and money in plain words and get the answer from your own records; anything that would text a customer comes back as a draft for your tap.Type or say a question like "who hasn't had a tune-up in a year" or "what did Lot 19 make" and get the answer with the numbers and the list. If the answer leads to texting customers, it drafts the texts and waits for your tap. It never sends, books or bills on its own. Ask about customers, jobs and money and get the answer from your own records; texts it suggests wait for your tap.
Platform and safety
8 of 9 running today.
- RunningSign in by code, no passwords. The owner sees everything, the office the office side, techs only their own jobs.Everyone signs in with a one-time code, so there are no passwords to forget or share. What each person sees depends on their role: the owner sees everything, the office sees the office side, and techs see only their own jobs and never the money. Built.
- RunningSign in with your phone number and a texted code.Sign in with your mobile number: a code is texted to you and you're in. Techs in the field don't need an email address or a password. Built: sign in with your phone number and a texted code. Until your shop's texting is set up, the code comes by email.
- RunningRemove a person in one click, with a log of who did what.When someone leaves, remove them in one click and their access is gone everywhere. A log shows who did what in the system, so you can see what anyone changed. Built.
- RunningLeave any time with a full export of your data.Leave any time and take a full export of your data: customers, jobs, quotes, invoices, everything. You're never locked in. Built.
- RunningNightly backups, plus an encrypted copy off-site.Everything is backed up every night, with an encrypted copy kept off-site. A dead computer or a fire doesn't take your business records with it. Nightly backups built; off-site copy coming.
- RunningIf the system is down, calls still ring through to you.If the system goes down, the phone line falls back to ringing straight through to you. Customers still reach you when the AI or the server is out. If the server is down, the phone still rings through to you.
- RunningYour own private server, installed remotely, no hardware at the shop.Your shop gets its own private server, set up remotely. There's no computer to install or babysit at the shop; the app and the phone line run there and reach every office computer and phone. Each shop gets its own private server, set up remotely. Dymond Heat and Air has run on theirs since Oct 19.
- RunningSet up for your trade: your words, your estimate shape, your repeat-work hook.The system is set to your trade at install: the words your customers use, how your estimates are shaped, the names of your three quote options, and the repeat-work hook that brings customers back. HVAC is the default. Config is written at the first install in each trade.
- On the build listLien and call-recording rules for states beyond Utah (California first).The lien deadlines and call-recording rules are written for Utah today. This extends them to other states, California first, each checked by a lawyer, so shops outside Utah get the same protection. Utah and Arizona rules built; your attorney confirms. California not yet.