SERVICE MANAGEMENT MODULE
A Service Workflow That’s Built to Scale.
Run a faster, more accountable service division — from the first call to the final invoice — all inside Centerpoint.
1
Step 1: Log the Request
Capture Every Service Call - Instantly and Accurately.
Whether it’s a leak repair, warranty visit, or recurring inspection, every request is entered into a centralized service board. Assign it by region, or client, and ensure your team sees exactly what needs attention.
Feature Highlights:
- 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
2
Step 2: Dispatch the Technician
Send the Right Tech
with the Right Info.
Easily schedule service work based on technician availability and location. Technicians receive mobile alerts with access to scope, directions, and job files – without relying on phone calls or paper packets.
Feature Highlights:
- 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
3
Step 3: Complete & Document the Work
Everything Your Techs Need - In Their Pocket.
Once dispatched, technicians can log work performed, take photos, collect signatures, and track materials – all from the field. Everything syncs back to the office, so your team can close jobs faster and with full visibility.
Feature Highlights:
- 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
4
Step 4: Supervisor Review
Review, Verify, and Approve Before You Bill.
Supervisors get full access to completed ticket details. Review labor entries, check field photos, and ensure everything meets quality standards before moving the job forward. It’s quality control – built into the workflow.
Feature Highlights:
- 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
5
Step 5: Notify the Client
Keep Clients Informed When Service Is Complete.
Once service work is complete, your team can notify the client by email. The job summary, service details, and supporting photos can be delivered with the invoice, giving the client a clear record of the work performed.
Feature Highlights:
- Automated client notification emails
- Job summary with embedded media
- Branded invoices with service details
- Option to include PDF reports or service details
6
Step 6: Invoice & Sync
Get Paid Faster with No Gaps Between Field and Office.
Once the job is reviewed and approved, it’s ready for billing. Centerpoint automatically pulls in labor, materials, and markup – generating an invoice that can be synced with QuickBooks or your ERP system.
Feature Highlights:
- 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
Trusted by More than 250 Roofing Contractors Across North America.
