Everything you need - from AI quote to paid

AI Quoting

Your inbox is your estimator

Forward a customer enquiry and get a fully itemised, priced draft quote back in seconds - or describe the job in a few words, or just speak it out loud. You reply first, you win the job.

• Forward (or auto-forward) any enquiry → an itemised draft quote appears
• Priced from your catalogue - never invented numbers; unmatched lines flagged for you
• Or describe a job in a sentence and let AI draft the estimate
• Send a branded quote; customers accept online with e-signature
• See when a quote is viewed, accepted or declined
• Photo-to-quote: snap the job on your phone and the AI itemises what it sees - priced from your rates

Scheduling

Schedule & dispatch the day

Drag jobs onto the calendar and keep the whole crew in sync.

• Day, week and month views, filtered per technician
• Drag-and-drop to schedule and reassign
• Everyone sees their own run for the day
• Daily & weekly run sheets to print or send

Routing

Optimised routes

Reach more jobs with less driving.

• Plot the day’s stops on a live Google map
• Automatic most-efficient driving order
• Real distance and drive-time totals

On the job

Everything about the job, on site

Your team has the full picture in their pocket.

• Custom job forms tailored to your trade
• Photos, attachments and notes on every job
• Clear status from scheduled to completed
• “On my way” ETA text to the customer in one tap
• Job location on a map - one tap for turn-by-turn directions
• Clock on when you arrive, off when you’re done - hours land on the job automatically

Recurring

Maintenance plans & recurring work

Turn one-off customers into recurring revenue.

• Weekly-to-yearly contracts per client
• Jobs auto-created ahead of each visit
• Ideal for pest, pool, cleaning, HVAC & lawn care

Invoicing

Invoice and get paid

From finished job to money in the bank.

• One-tap invoice from a quote or completed job
• GST and your ABN handled automatically
• Reuse price-list items for fast, accurate invoices
• Card payments via Stripe - funds to your own bank
• Push invoices & payments to your own Xero
• Optional deposits: “Accept & pay deposit” on quotes - cash upfront, auto-credited to the invoice
• Overdue invoices chased automatically (3 & 10 days past due) - you get paid while you sleep

Comms

Reminders, ETAs & follow-ups

Fewer no-shows, faster payments, happier customers.

• Automatic day-before SMS reminders
• “On my way” ETA texts
• Email templates & scheduled notifications
• Free monthly SMS allowance, prepaid packs beyond
• Automatic quote follow-ups at 3 & 7 days - stops the moment the customer decides

Reputation

Automated review requests

Grow your Google reviews on autopilot.

• Ask for a review the moment a job is done
• Sent by SMS, email or both
• Straight to your Google review link

Customers

Client portal

A self-service account for your customers.

• Passwordless login - just their email
• View all their quotes, jobs and invoices
• Accept quotes and pay invoices online
• Their whole history in one place

Insight

Reports & business health

Know exactly how the business is tracking.

• Job run sheets - daily, weekly, monthly
• Revenue, outstanding and activity at a glance
• Job profitability: revenue vs cost vs margin per quote, tracked automatically from your price list

Team

Your whole team

Bring on the crew with the right access.

• Invite teammates by email - they set their own password
• Per-seat pricing that scales with your team
• Roles for admins and technicians
• Vehicles & depots for dispatch
• Time tracking: techs clock on/off any job from their phone - timesheets and labour cost, ready for payroll

Tracking

Live “on my way” tracking

Your customer watches you approach — no more “what time are you coming?”.

• One tap starts sharing your location with the customer
• They open a link — no app, no account, nothing to install
• Live map and ETA that updates as you drive
• Sharing stops the moment you arrive, or when you tap Stop

Booking

Customers book you online

Turn your website into a booking form that fills your calendar.

• A booking page customers reach from your site or a link
• You choose the services, durations and prices shown
• Bookings arrive as a job and a customer record, ready to schedule
• Optional deposit taken at the time of booking

Compliance

Certificates & compliance docs

The paperwork that proves the job was done properly.

• Starter templates for common Australian trade certificates
• Filled out on site, on the phone, with photos attached
• Emailed to the customer as a permanent link they can always reopen
• Every issued certificate kept against the job and the customer

Quoting

Good, better, best

Let the customer choose up — the single easiest way to lift job value.

• Offer up to three priced options on one quote
• Optional add-ons the customer can tick themselves
• They pick and accept online, with a signature
• The accepted option becomes the job and the invoice

Calendar

Your jobs in your own calendar

Every technician sees their work where they already look.

• A private feed for each person on the team
• Works with Apple Calendar, Google Calendar and Outlook
• Job name, customer, phone and address on every event
• Updates itself — reschedule in ServicePilot and the calendar follows

Assets

Equipment & service history

Know every unit you look after, and when it was last touched.

• Make, model, serial number and where it is installed
• Warranty dates, with expiring-soon flagged before you quote
• Every job that unit has ever had, in one place
• Built for HVAC, plumbing, fire and maintenance contracts

Invoicing

Progress claims & retentions

Bill contracts in stages, the way builders actually pay.

• Claim by percentage complete or by dollar value
• Retention withheld automatically on each claim
• Running total of claimed, remaining and retention held
• Over-claiming is blocked — you cannot bill past the contract
• Release retention as its own invoice when the job is signed off

Materials

Suppliers & purchase orders

Know what you ordered, what arrived, and what it cost.

• Supplier list with contacts and account numbers
• Raise a purchase order in seconds from your price list
• Receive stock in full or in part — it updates your inventory
• Anything below its reorder point, grouped by supplier, one tap to order
• Receiving more than you ordered is refused, so the numbers stay honest

Payroll

Timesheets out to payroll

Hours the team already logged, in the format payroll wants.

• Clock on and off from any job, on any device
• Export a pay period as CSV for Employment Hero or KeyPay
• Times exported in your local timezone, so hours land in the right week
• Unfinished shifts are left out — nobody gets paid for a job still running

Offline

Keeps working without signal

Basements, roof cavities, the back of nowhere — the job still gets done.

• Notes, photos and status changes save on the phone
• Everything queues up and syncs the moment signal returns
• A visible count of what is still waiting, so nothing goes quiet
• Nothing is lost if the app closes or the battery dies

Integrations

Works with your tools

Connect the tools you already run on.

• Xero - sync invoices & payments
• Stripe - card payments to your own account
• Google Maps - routing & travel times
• QuickBooks & Reckon One coming soon