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Operations & Field Dispatch |
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Jobs, notes, attachments & scope records
Centralized hub for all job-related information, ensuring everyone is on the same page.
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Visual calendar scheduling & drag-and-drop dispatch
Easily assign and reschedule jobs with a clean, intuitive drag-and-drop calendar interface.
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Live map view & geographic crew dispatching
See where your crews are in real-time to optimize routing and reduce travel time.
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Multi-branch
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Mobile field technician portal & timecards
Fully responsive web interface for field crews to log time, parts, and job completion from any mobile device without installing an app.
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Subcontractor portal & payout assignment
Secure portal for 1099 contractors to view assigned jobs and submit completion proofs.
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Standard (3 subs)
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Advanced (15 subs)
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Recurring service agreements & preventive maintenance
Automate recurring job creation for service contracts and seasonal maintenance.
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Up to 25 jobs
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Included (unlimited)
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Included (unlimited)
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Financials, Invoicing & Job Costing |
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Purchase order controls & manager approval flows
Prevent overspending by routing large material purchases through a managerial approval chain.
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Multi-tier approvals
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Invoice readiness & automated client PDF billing
Convert completed jobs into professional, branded PDF invoices with one click.
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Custom ERP sync
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Direct payment processing (Stripe & PayPal)
Accept credit cards and ACH payments directly on your invoices to get paid faster.
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Standard gateway
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Standard gateway
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Negotiated volume rates
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Real-time job labor costing & gross margin tracking
Automatically calculate labor and material costs against revenue to track exact job profitability.
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Basic recap
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Real-time dashboard
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Executive BI exports
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Tax jurisdiction calculation & split payments
Automate complex state and county tax rate calculations for accurate invoicing.
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Manual rates
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Automated rules
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Multi-state automated
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Grounded AI, Automation & Integrations |
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Grounded AI assistant with CRM record context
Ask the AI questions about your data. It understands your actual job history, notes, and schedules.
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Included (100k tokens/mo)
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High-Capacity Dedicated
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Workflow trigger rules (status changes, alerts, reminders)
Build "If This Then That" rules to automate SMS reminders, status updates, and task creation.
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Included (up to 50 rules)
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Unlimited multi-action
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QuickBooks Online two-way sync
Keep your CRM customers, invoices, and payments perfectly synced with your accounting software.
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Add-on ($39/mo)
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Included + reconciliation
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OneStepGPS live vehicle telemetry integration
View your physical truck GPS locations directly overlaid on your dispatch map.
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REST API access & outbound webhooks
Connect to external tools like Zapier, Make, or custom internal dashboards securely.
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Standard API (60 req/min)
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Enterprise API (unthrottled)
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Security, Governance & Architecture |
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Role-based access controls (RBAC) & field restrictions
Ensure users only see what they need. Hide financial data from field techs or restrict deletions.
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Standard roles
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Granular permissions
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Custom roles & matrix
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User activity audit logging & session tracking
Track every login, edit, and deletion for accountability and compliance.
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30-day retention
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90-day retention
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7-year compliance archive
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Database architecture
Your data is logically isolated to prevent cross-tenant leakage, ensuring strict privacy.
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Multi-tenant secure
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Multi-tenant isolated
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Dedicated database instance
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Single Sign-On (SAML / Okta / Azure AD)
Enforce corporate password policies by requiring login through your central identity provider.
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Included (SSO / SAML)
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Data encryption & disaster recovery
All data is encrypted in transit and at rest using banking-grade TLS 1.3 standards.
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TLS 1.3 + Daily backup
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TLS 1.3 + Automated backup
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Encrypted at rest + Point-in-time recovery
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Support, Onboarding & SLA |
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Uptime service level agreement (SLA)
Financially backed guarantees that your dispatch board will be online when you need it.
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99.5% standard
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99.9% guarantee
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99.99% financially backed
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Support channel & response time
How quickly our technical support team will respond to your critical tickets.
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Email support (24h SLA)
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Priority phone + email (4h SLA)
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Dedicated Technical AM + 1h SLA
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Legacy data migration assistance
Get help importing your old spreadsheets, customer lists, and equipment records into the system.
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Self-serve CSV tools
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Assisted import review
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White-glove full database migration
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Crew training & onboarding walkthrough
Ensure adoption with guided academy videos or live Zoom training sessions for your team.
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Video academy
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Live group session
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Tailored multi-crew training
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