Office, field, warehouse, and customer — in perfect sync
Native iOS and Android apps for technicians, a dedicated Warehouse app for barcode-first receiving, built-in team chat with channels, smart TODOs, and a branded customer portal — all in one platform.
Empower your technicians with everything they need
From arrival to invoice, the field experience is purpose-built with powerful role-based controls. Plus a dedicated Warehouse app that puts barcode scanning, shipment receiving, and truck restocking into the warehouse manager's hands.
Fine-grained permissions
Choose whether techs simply work assigned jobs or have full admin access to create clients, jobs, and invoices with role-based controls.
FlexShift Dispatch mode
Flip on the Dispatch permission and a tech's app grows a live dispatch board — two-tap assignment, real-time crew status, and a flagship iPad timeline for whoever runs the show after hours.
CarPlay & Android Auto
The drive between jobs stops being dead time. Today’s schedule, one-tap navigation to the verified address, and En Route / Arrived status — on the dashboard display, with the phone still in the console.
Live Activities & widgets
The next job, a live en-route ETA, and a running time-on-site timer sit on the lock screen — no unlock, no app launch. Home Screen widgets add one-tap “On My Way.”
On-site tools
Capture photos and videos, complete job forms, gather customer signatures, and send invoices by text or email — synced instantly.
Tags travel with the job
Every job's tags — VIP, Pet on Site, Gated, Recall — show on the tech's job detail screen so they know what they're walking into before they pull up to the door.
Always connected
Real-time updates keep schedules, notes, and job statuses current across your entire team for seamless coordination.
Dedicated Warehouse app
Scan-first receiving, transfers, and physical counts. Built for the warehouse floor, not a repurposed dispatch view.
Photo & signature capture
Document job site conditions, before/after shots, and gather signatures on the customer's signature line.
Click-to-call privacy
Outbound calls use your business number as caller ID. Recorded, logged, attributed — personal numbers stay private.
Stop paying for Slack on top of everything else
Direct messages for quick conversations. Channels for organizing departments and teams. File sharing, searchable history, and one-tap "convert to TODO" — all in your dispatch platform.
Direct messages
One-on-one and group messaging between office and field. Connect dispatchers with techs in real time — no more phone tag.
Channels
Organize by department or topic. Create #sales, #service, #install and link channels to departments for auto-membership.
Files & photos
Share documents, photos, and files instantly in any conversation or channel. Perfect for quick clarifications.
Searchable history
Find any message with built-in search. Pin important updates, star key messages, and convert any message into a TODO.
Never drop the ball again
Assignable tasks with multiple assignees, a comment thread on every todo, media attachments, record linking, and seamless integration across web and mobile. KanBan board in the admin portal, task list in the tech apps.
Create & assign tasks
Detailed todos with multiple assignees for back-office admins or technicians. Priorities, due dates, and completion tracking across your team.
Comment threads
Every todo has a discussion thread — ask questions, drop updates, and keep the context with the task instead of buried in chat.
Documents & context
Attach images, documents, and instructions directly to todos. Link to specific Client or Job records for complete context.
KanBan & mobile access
Visual KanBan board in the admin portal, or access your task list directly in the technician mobile apps.
A modern, self-service experience for your customers
Offer a professional, branded portal where customers approve estimates, pay invoices and deposits, confirm visits, track the tech, and manage memberships — plus secure links that do all of it without a login. See the full Customer Portal page.
Branded access
Your logo, your colors, your email templates — a professional customer portal that matches your brand.
Deep-link payments
Secure invoice links for instant checkout via Stripe, Authorize.net, or NMI — customers pay without logging in, from any device.
Self-scheduling & confirmations
Customers confirm appointments in one tap and book their own service plan visits into real arrival windows you control.
Two-way SMS messaging Coming Soon
Chat via SMS while your team replies from the web app. Every conversation stays tied to its job for total context.
Job-tied audit trail
Every exchange — inbound or outbound — is automatically logged in the job timeline for complete accountability.
Templates & branding
Branded confirmations, en-route notices, and membership messages keep every touchpoint consistent with your identity.
One platform for the whole team
Office, field, warehouse, and customer — connected in real time with apps, chat, tasks, and a branded portal.