Features

Carefully Designed Features for Service Businesses


Schedule in Seconds
  • Schedule (and reschedule) appointments with ease, using an intuitive drag-and-drop interface.
  • Staff & Teams Schedule Transparency.
  • Create recurring jobs with any pattern.
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Complete View of your Business
  • Simple dashboard shows job and schedule statistics to track important business activities.
  • Online activity feed shows your status in one place.
  • Staff calendars and real-time map provide complete visibility over your entire staff schedule and location.
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Complete View of your Business
  • Simple dashboard shows job and schedule statistics to track important business activities.
  • Online activity feed shows your status in one place.
  • Staff calendars and real-time map provide complete visibility over your entire staff schedule and location.
Clear Job & Customer Details
  • Clean design that let you focus on important information.
  • Zoom in on specific job and customer records for detailed information.
  • Track job activities and statuses as well as location on the map.
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Email & SMS
  • Send Emails and SMS to customers and staff.
  • Automatic Email and SMS reminders sent to customers and staff.
  • Customize template of emails and SMS messages.
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Email & SMS
  • Send Emails and SMS to customers and staff.
  • Automatic Email and SMS reminders sent to customers and staff.
  • Customize template of emails and SMS messages.
Powerful Reporting
  • Create custom reports, select columns you want to show and apply filters and group data.
  • Store pre-defined reports with filters for easy access.
  • Export reports to excel format.
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Invoicing
  • Generate and Print Invoices and Estimates (Quotations) and capture digital signature.
  • Send invoices and payments to QuickBooks.
  • Allow your customers to pay online via Stripe.
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Invoicing
  • Generate and Print Invoices and Estimates (Quotations) and capture digital signature.
  • Send invoices and payments to QuickBooks.
  • Allow your customers to pay online via Stripe.
Track Job Status
  • Track details, status and progress of every job and define your own statuses.
  • Add notes and attach files to jobs and customers records.
  • Map integration shows the specific location of all jobs.
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Search and Filter
  • Find and filter any specific job, contact, or address.
  • Partial matching allows typing part of a word or address to see results that partially match.
  • Perform advanced filters and grouping using reports.
Automatic Cross Verification
  • Type a customer's address into a job, and it's automatically cross verified for accuracy by Google's national database.
  • Type part of a customer's name into a job, and it's automatically matched with existing customers.
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Map View
  • Find out locations of jobs on map view.
  • Track your staff in real time.
  • Calculate travel time between jobs and avoid delays.
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Map View
  • Find out locations of jobs on map view.
  • Track your staff in real time.
  • Calculate travel time between jobs and avoid delays.
Phone Apps (Android and iOS)
  • Dispatch job details to your field staff's phone
  • Track staff location and allow them to use navigation to reach assigned jobs.
  • Add notes and attach photos and capture signature right at job location using the app.
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Getting Started Video

 

Scheduler Screen Overview