00 Everything in the box

Features

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

One app on every screen: Android phones (old ones too), iPhone and iPad in Safari, or any browser on a PC, Mac or tablet. The phone apps are coming to Google Play and the App Store. English, Spanish and French: each person picks their own.

Built for: HVAC · Fire & security · Plumbing · Electrical · Fleet & diesel

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.

Video calls & walkie-talkie

Start a call from any chat, flip to the rear camera to show the problem, and share your screen. The walkie-talkie is push-to-talk, so nobody is stuck on an open mic. "Call about this" starts one straight from a ticket.

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.

Millie 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 audits

Walk the plan on site, mark every planned item pass or fail, and hand the client a clean PDF report of exactly what was checked and found.

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

Five built-in roles: Admin, Portfolio Manager, Dispatcher, Tech and Client. Make your own roles from the same switches. Every screen shows what that person should see.

Simple plans

Every feature is included on every plan. Try it free for 30 days with your whole team on board, no card needed. When the trial ends nothing is charged unless you pick seats; your data stays put. After the trial it's $25 per working seat per month for the seats you keep, or $250 a year (two months free). Clients and viewers are always free.

AI seats & extras

Upgrade any seat to an AI seat with the Millie assistant: $40 a seat per month all-in ($400 a year), replacing that seat's $25 base. Plans and seats are managed on the website.

Customer · free

Client

Your customer, with a login to their own world, not yours.

  • Their own sites, tickets & equipment
  • Ask for service
  • Review & approve quotes
  • Chat & shared files
  • Your other customers & your costs
Field

Tech

The person on site getting the job closed.

  • Tickets, calendar & site map
  • Trips, photos, parts & sign-off
  • Their own van stock
  • Sees the whole company’s work
  • Prices, reports & admin tools
Office

Dispatcher

Sends the right tech to the right site.

  • Everything a tech can do
  • Assign & dispatch work
  • Trips board & live status
  • Projects, invoices & reports
  • Quotes, margins & admin tools
Office

Portfolio Manager

Runs the jobs and the money side of them.

  • Everything a dispatcher can do
  • Quotes, margins & job budgets
  • Approvals & deletes
  • Admin tools & data export
  • Staff, roles & billing
Owner

Admin

The account owner’s seat: the keys to everything.

  • The entire app, unlocked
  • Add & remove people, set roles
  • Company settings, rules & paycodes
  • Billing & seats

Want to see it in action?

Try all of it free for 30 days with your whole team. No install, no card. Or browse the screenshots first.

Start free 30-day trial   View screenshots