Features / Team, roles & payroll
Team, roles & payroll
Five views. One version of the truth.
Everyone sees the day through their own lens: the owner sees the business, the dispatcher sees the board, the tech sees their route, the comfort advisor sees their pipeline, and the customer sees their home. Same data underneath — zero telephone-game.
Role-based views for the whole shop
Permissions and screens shaped to the job. Nobody wades through what isn't theirs; nobody sees what they shouldn't.
- Owner view — full dashboards, pricing, settings
- Dispatcher view — board, map, booking queue
- Technician view — their day, their jobs, their payout
- Comfort advisor view — estimate pipeline and follow-ups
- Customer view — the self-serve portal
Dispatch board · Wed, Aug 12LIVE
NOW 10:42
M. TORRESHVAC
AC no-cool · Arcadia08:00 – 10:30
Compressor swap11:00 – 14:00
Open slot14:30 –
D. OKAFORPLUMB
Water heater install08:30 – 12:00
Slab leak est.13:00 – 14:30
Drain clear · Tempe15:00 – 16:30
S. NGUYENHVAC
Maintenance plan x308:00 – 12:30
Thermostat + duct13:30 – 15:00
J. WHITTPLUMB
Emergency · burst line09:15 – 12:00
Repipe walkthrough13:00 – 14:00
Open slot14:30 –
The HR layer a growing shop needs
Certifications, commissions and pay transparency — because keeping good techs is cheaper than hiring new ones.
- Certifications & licenses tracked with expiry alerts
- Commission & spiff rules calculated automatically
- My Payout view so techs see earnings in real time
- Time & labor tracking flowing from the field app
- White-label settings — your brand across portal, quotes and invoices
See this running on your jobs.
Every capability on this page is live in the demo. Book 30 minutes and we'll walk it with your services, your zones and your price book.