Scheduling and dispatch
Look for a clear calendar and dispatch board so you can assign jobs to technicians, see who is available, and avoid double-booking. Drag-and-drop scheduling and route optimization save time as your team grows.
Mobile apps for technicians
Technicians need to view their schedule, update job status, capture signatures, and add notes or photos from the field. A solid mobile app keeps office and field in sync and reduces call-backs for status updates.
Invoicing and payments
Generate estimates and invoices from jobs, send them by email or customer portal, and accept online payments. Recurring billing for maintenance contracts and integration with accounting software help you get paid faster and keep books straight.
Customer management
Keep customer details, job history, and property information in one place. Customer portals let clients book, view estimates, and pay online. Good FSM tools replace scattered spreadsheets and sticky notes with a single source of truth.
Reporting and automation
Reports on revenue, job completion, technician productivity, and pipeline help you run the business. Automations—like sending reminders when a job is scheduled or triggering an invoice when work is marked complete—reduce manual follow-up.