Working demo

Home services call booking and dispatch demo

Call booking that finds the caller, a dispatch board, a tech app and memberships for a home services company with several brands.

This is a working demo we built for a business deciding whether to hire us. It runs on example data.

Status
Working demo

The business

A heating, cooling and home services company that runs more than one business unit from the same office.

The problem

  • They kept moving between programs, hoping one would finally do it all.
  • Their setup had grown into four or five connected tools.
  • The office was stretched thin holding it all together.

The standout feature

The phone rings, the customer is already on screen

A customer calls. The app matches the number and opens the customer with their history and open jobs. The call-taker books the visit from that same screen and it lands on the dispatch board.

What we built

  • An incoming call brings up the customer and their history, ready to book the job.
  • A dispatch board with routes, and customer texts sent from dispatch.
  • A technician phone app with job forms, checklists, a map, a timesheet and messages.
  • Estimates with follow-ups and financing options, texted to the customer.
  • Invoicing with QuickBooks sync and past-due reminders.
  • Memberships with visits due and renewal reminders.
  • A price book, inventory, purchase orders and transfers to a truck.
  • Reports by business unit, automations, AI call actions and an open connection for other tools. Each business unit has its own job types.

How it works differently

BeforeNow
Four or five connected toolsOne system
Business units mixed togetherEach unit with its own job types and reports
Hunting for the caller's recordThe record opens with the call
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After we build it

Who fixes problems
We do. One year of bug fixes is standard in every contract. If something we built breaks, we fix it.
What you own
You own the code, the database and the accounts it runs on.
Your data
Your data moves with you. It sits in a database you own, so it is never locked inside our system or anyone else's.
Your team
Your team is trained on it. We walk your staff through the screens they will use.
If we disappear
You hold everything another developer needs to pick it up: the code, the database and the accounts.
Who you talk to
We are a US team based in Florida. The person who leads your build is the person you talk to.

Who builds it

  • A US team based in Florida.
  • The person who leads your build is the one you talk to, start to finish.
  • We copy what you like about your current software, fix what you don't, and you own the result.
See all our work

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