Staff Dashboard
Run your service business from one private operating system.
Industry Setup Wizard
Choose from 48 service-business presets, configure terminology, modules, quote questions, services and pricing.
Customize Business TypeBusiness Operating System
Work orders, leads, crew field app, customer portal, service plans, equipment, expenses, automations, SMS and profitability reports.
Open OperationsCustomer Profiles
Store contact information, locations, photos, quoted prices, services and notes.
Open CustomersYardbook CSV Import
Bulk-add Yardbook customers and properties with automatic field matching and duplicate protection.
Import CustomersBilling & Payments
Create invoices, recurring bills, collect credit/debit, Cash App Pay, PayPal/Venmo, record cash/check payments, and invoice completed route jobs.
Open BillingAI Customer Service
Answer service questions on the website, guide customers to Smart Quote, edit business knowledge, test responses, and review conversations.
Open AI ChatbotCustomer Email Center
Send branded bulk email campaigns with pictures, privacy protection, personalization, and unsubscribe handling.
Open Email CenterRoute Calendar
Schedule weekly, biweekly, and one-time customers for the season. Move one recurring visit and shift all future visits automatically.
Open RoutingSmart Route Map
Map scheduled stops, optimize their order to reduce driving, and save the improved order back to the Route Calendar.
Open Route MapRoute Job Import
Import scheduled jobs from CSV, match them to customer profiles, and place them directly onto the Route Calendar.
Import Route JobsWeather Route Control
Watch the 5 AMβ2 PM forecast and move an entire rain-day route when precipitation is over 80%. Includes safe Test Mode and undo history.
Open Weather RoutingVisual Website Editor
Edit text, replace/add images, add content, reorder elements, duplicate sections, and publish changes.
Edit WebsiteWebsite Design Studio
Control fonts, font sizes, colors, spacing, weather typography, promo bars, mobile call/quote tools, and homepage visibility.
Customize DesignMap & Measurement
Manage Google Maps settings and run satellite/address diagnostics.
Map SettingsRecently Updated Customers
| Customer | Address | Phone | Quoted | Status |
|---|---|---|---|---|
| Jordan Miller | 108 Maple Grove Dr, Middletown | (302) 555-0142 | $65 | Active |
| Avery Johnson | 44 Silver Lake Rd, Middletown | (302) 555-0118 | $85 | Active |
| BrightPath Offices | 275 Commerce Blvd, Newark | (302) 555-0164 | $240 | Active |
| Taylor Rivera | 912 Cedar Run Ct, Odessa | (302) 555-0191 | $70 | Active |
| Morgan Lee | 31 Appoquinimink Ave, Townsend | (302) 555-0125 | $475 | Active |