Service Management Module
Roofing service, from request to invoice.
Schedule technicians, document repairs, and manage billing in one service workflow.
Step 1: Log the Request
Keep every service request in view.
Log repairs, warranty visits, and inspections on one service board. Assign work by region or client.
- Central service ticket board
- Assign by technician or region
- Set due dates
- Attach notes, photos, or client details
- All requests stored under the client’s record
01Log the Request
Step 2: Dispatch the Technician
Dispatch with the job details ready.
Schedule by technician availability and location. Send mobile alerts with the scope, directions, and job files.
- Drag-and-drop technician scheduler
- Route planning and optimization
- Automatic technician notifications
- Mobile access to job details and files
- Real-time calendar visibility across teams
02Dispatch the Technician
Step 3: Complete & Document the Work
Document the work from the field.
Technicians log work, photos, signatures, and materials in the field. Updates sync back to the office for review.
- Mobile field app for task logging and photo capture
- Timekeeping linked to service tickets
- Track labor, materials, and travel
- Capture roof repair locations via drawing or photo
- Signature capture and field completion forms
03Complete & Document the Work
Step 4: Supervisor Review
Review tickets before billing.
Check labor, photos, and ticket details before approval. Add comments or return work for revision.
- Supervisor view of ticket data, photos, and notes
- Checklist for close-out compliance
- Approval gates before billing triggers
- Add comments or send back for revision
04Supervisor Review
Step 5: Notify the Client
Send clients a clear service record.
Email clients when work is complete. Include the job summary, service details, and photos with the invoice.
- Automated client notification emails
- Job summary with embedded media
- Branded invoices with service details
- Option to include PDF reports or service details
05Notify the Client
Step 6: Invoice & Sync
Bring approved work into billing.
Create invoices from approved labor, materials, and markup. Sync with QuickBooks or your ERP as configured.
- Invoicing based on ticket data
- Material and labor expense capture
- Profit margin reporting on each ticket
- Sync with QuickBooks and ERP tools
- Payment tracking inside the client profile
06Invoice & Sync
Trusted by 320 contractors across 540 locations.
