Everything in the box

Features

A complete field-service workspace. Here's the rundown, organized the way you'll actually use it.

01

Tickets & Projects

Service tickets

Create, assign, prioritize, and resolve work orders with attachments, comments, and audit trail.

Project trees

Hierarchical projects with tasks and subtasks. Drill in, reassign, and reschedule without leaving the tree.

Task details

Per-task sheets with status, owner, due dates, related tickets, and inline editing.

Dispatcher view

See who's free, where the open tickets are, and who's already over capacity — built for the person assigning work.

02

Site Directory & Walkthroughs

Virtual walkthroughs

Walk a site from your phone or laptop — building, floor, zone, individual asset, all in one tree.

Asset edit dialogs

Tap any asset to inspect, update, attach photos, or link it to a ticket.

Walkthrough drill

Structured assessments that step a technician through what to check, with results saved to the asset.

Client phone book

Per-client directory of contacts with site-tag links — call the right person from the right place.

03

Inventory & Catalog

Catalog browser

Searchable catalog of parts and items with categories, photos, and per-row drill-down.

Containers

Track trucks, bins, and shelves as containers — see what's in each, move parts between them.

Assemblies

Group parts into reusable assemblies. Build a unit once, drop it into any ticket or project.

Add to job

Pull parts from the catalog directly into a walkthrough, ticket, or work order — no double entry.

04

Team & Communication

Built-in chat

Talk to teammates, share photos, and link conversations to tickets without bouncing to another app.

Role-aware views

Technicians, dispatchers, admins, and clients each get a view tuned to their job — no clutter.

Client portal

Customers get a clean window into their own tickets, sites, and contacts without seeing the back office.

Profile & tabs

Customize which tabs show up on your home — surface what you actually use.

05

My Day & AI Assistance

My Day dashboard

The first screen most people see — what's due, what's mine, what changed since yesterday.

Streaks & badges

Lightweight gamification that nudges good habits — closed-on-time tickets, completed walkthroughs.

Clippy AI assistant

Draft, summarize, and triage from inside the workflow — not a separate window. Built to keep working off-grid, so it's useful in the field with no signal.

Walkthrough summaries

After a walkthrough, get a clean summary of issues found, parts needed, and follow-ups to schedule.

06

Scheduling & Field Ops

Schedule & calendar

A shared calendar of work, per-person and dispatch-wide, with reminders that turn red when something needs scheduling.

Events & PMs

Recurring inspections, preventative maintenance, and compliance deadlines from an event catalog — auto-generated onto sites with lead-time alerts.

Status map

Every site as a pin, colored by status, priority, or health. See where the fires are at a glance.

Trips & time

Trip and mileage tracking plus timecards and paycodes, ready to export to payroll.

07

Documents, Contracts & Reporting

File locker

Company files and per-site documents in one place — manuals, warranties, sign-offs, and photos.

Contracts & SLA

Track service contracts and response/resolution targets per priority, with escalation when a deadline slips.

Reports

Live rollups across tickets, team, and inventory — the numbers managers ask for, without a spreadsheet.

Regions & branches

Scope people, work, and events by branch so each region sees its own board.

08

Admin, Roles & Plans

Company settings & rules

Set company-wide rules — ticket defaults, who can close work, timecard and inventory policy, numbering, branding — from one Admin Settings tab.

Roles & permissions

A seven-tier role model plus custom titles and per-account overrides — every screen shows exactly what that person should see.

Simple plans

Every feature is included on every plan. Start free with 3 working seats; grow to $19 per working seat when you're ready. Clients and viewers are always free.

Optional add-ons

Turn on extras like the Clippy AI assistant ($34.99/seat) or a Games Arcade from the marketplace. Plans and seats are managed on the website.

Want to see it in action?

Open the web app — it loads in seconds and needs no install. Or browse the screenshots first.

Launch Web App   View Screenshots