Service Tech

My Board

Today

0 items
TimeTechnicianCustomerJobStatus

Performance & attention

Metrics are calculated from CRM activity already captured.

Phone & Contact Center

Softphone-ready office calling tied directly to customers, jobs, notes and attribution.

Enter number
AI call notes
Backend hook only. OpenAI credentials must stay server-side.

Contacts

Phone provider

Live PSTN calling requires a secure backend. Twilio Account SID/Auth Token/API secrets are intentionally not stored in this HTML or localStorage.

Calls, Messages & Attribution

Every customer conversation tied to source, booking outcome, job and revenue.

Communication inbox

Marketing attribution

SourceInteractionsBookedRevenue

Tracking numbers

Follow-up & Reviews

One office queue for missed calls, unsold estimates, review requests and customer callbacks.

Recent review outreach

Customers

Directory-first customer management with filterable portfolio data instead of a fixed detail pane.

0 customers
CustomerLocationTypePrimary systemAgeOpen workRevenueActions

Dispatch

Technician timeline, capacity, unassigned work and job detail on one operating surface.

Unassigned & alertsJobs needing a dispatcher decision stay visible.
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Office Operations

Calls, tasks and jobs in one evidence-based operating queue with linked work and durable dispatch changes.

Operating queue

Jobs

Create, schedule and update field work from one operational record.

Office follow-up and review tasks connect missed calls, unsold estimates and completed jobs. Field status stays synced to live Dispatch.
JobCustomer / PropertyTechScheduleStatusValueInvoice

Technician Mobile

Phone-first work orders with live dispatch status, reported ETA, on-demand GPS, time/material capture, field notes and close-out.

My day

Sales Pipeline Command Center

Owned leads and proposals stay visible beside the selected record, with reassignment and conversion evidence.

Pipeline

Estimates & Proposals

Build Good / Better / Best options from the price book, capture acceptance, then convert the sold option directly into a field job.

Proposal templates

Proposal pipeline

Invoices, Payments & Job Costing

Turn completed or sold work into receivables, collect partial/full payments, and preserve the cost snapshot behind each job.

Accounts receivable

HVAC Price Book

Service repairs, maintenance and 2–5 ton replacement templates in one editable catalog.

Starter costs and margins are planning templates, not market truth. Replace them with your distributor costs, labor burden and company margin. Proposal snapshots remain immutable after creation.
System replacement sizing requires a real load/sizing review. Tonnage is never selected from square footage alone. Replacement templates keep a Manual J/load-calculation status and must be verified before presentation.
HVAC serviceReplacement templateEditing one item never bulk-modifies other catalog items.
Code / CategoryService / scopeLaborMaterialsOverheadSell priceMargin

Commercial Mechanical Takeoff

Plans → takeoff → vendor quotes → pricing → proposal → award, all on the same customer/property record.

Estimator-controlled inputs: plans/specs, supplier quotes and your own labor/job-cost history govern the bid. Labor units, waste, markups and unit costs below are editable assumptions—not code or manufacturer truth.

Bid projects

People & Performance

Add and edit Office, Installer, Service Tech and Sales Tech team members in one place. Service Techs and Installers automatically become available to Jobs, Dispatch and the Technician App.

One person, one record. Field roles automatically receive a dispatch technician identity; changing or deactivating the person updates that identity without deleting historical jobs. Default scorecards remain available as factory templates. Metric formulas, evidence, targets and weights are inspectable and configurable; invalid weighted profiles do not produce a composite score. Production authorization must be enforced server-side.

Management Trends

7 / 30 / 90-day department performance with score, coverage, evidence and explicit sample context.

Department metrics aggregate the underlying CRM evidence first, then apply the configured role scorecard. Missing evidence stays visible and is never fabricated. Coverage, evidence points and source-record sample size stay visible so thin periods never look equivalent to broad evidence. No manual manager grades are used.

7 / 30 / 90 comparison

Every period ends today; source counts and evidence quality travel with the score.
Company departments

Department evidence

Staff period detail

Individual score, coverage, evidence points and source-record count for the selected window.

Filter & Sort

Refine the customer directory without leaving the list.

Custom equipment filterBuild a reusable filter for system/equipment type, equipment location, duct type/condition/install year, manufacturer, model/serial, or other tracked HVAC detail.
Workspace StudioDrag panels. Drag a corner to resize. Layout saves per role + screen.

New follow-up task

Log customer interaction

Takeoff assembly

Vendor / supplier quote

Plan Set Measurement

Each sheet keeps its own scale and measurement log. In IndexedDB mode, plan images persist in this browser/profile across reloads; they are not a cross-device backup and can be lost if site data is cleared. Remote mode stores images through the configured object-storage backend.

Plan set

New uploads use the configured asset adapter. IndexedDB keeps image bytes in this browser/profile across reloads; object-storage mode uses the configured backend for portable production storage. Existing assets stay with the provider that originally stored them.

Scale calibration

No scale set for this sheet.

Measurement

Editing a committed measurement. Changes update only its linked takeoff lines.
Count assemblies scale all components by count. Linear assemblies set LF components to measured LF; non-LF accessories remain one allowance/count unless edited later.
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Choose a mode and click on the plan.

Sheet legend

Measurement log

Commercial mechanical takeoff

Saved filter

Proposal template

Team member

Create one person record.Service Techs and Installers automatically appear in Jobs, Dispatch and the Technician App.
Field technician setupCreated automatically for Service Tech and Installer roles.
A dispatch identity will be created when this person is saved.

New job

HVAC intake · system, age, ductwork & customer concern
Select a customer, property and equipment.Tracked equipment/property details are reused instead of retyped.
Property ductworkSaved once on this property and reused on later calls.
Known equipment values stay authoritative. Missing equipment details can be completed here; customer-reported values without linked equipment stay labeled as reported on this job.

Add property

Add equipment

Efficiency, electrical & replacement planning

Build HVAC Options

Select a job to build customer options.
Starter selections are a workflow shortcut, not a diagnosis. Verify the actual fault, compatibility, code requirements and scope before presenting.

New estimate

Price book item

HVAC replacement template details
Sizing/load calculation required. This template must not be used to select tonnage from square footage alone.

Create invoice from job

Choose a job. Sold proposal pricing and cost snapshots are preserved when available.

Record payment

Dispatch job

Update assignment, capacity and ETA without changing the customer-facing scope.

Add material used