Same board. Same click and drag. Just a lot more under the hood.
The Smart Service you’ve run your company on for years is in Cloud — the board, the customers, the QuickBooks. What’s new is the help sitting around it: assistants that find the open slot, catch the double-booking before you do, and answer “who owes us money?” in plain English. Same company. Same software. A lot more horsepower.
Mission Control. Your Scheduler, grown up.
Open it and you’ll know exactly what to do: click, drag, schedule. Your Waiting List is there. Your Quick Entries are there. Color by whatever you like. What’s new is everything sitting around the calendar — five assistants that watch it with you.
Looks like your board. Acts like your board.
Day, Work, Week, Month, and a Dispatch view laid out like the one you run today. Click in a tech’s column, drag down to the end time, and the job is on the board. Double-click, it opens. Keyboard shortcuts if you’re that person. Then, when you’re ready, meet the five assistants below.
See Mission Control →Wingman Just ask it.
“Who’s overloaded tomorrow?” “Who has room for a two-hour job Friday?” Type it or say it. Wingman answers, proposes the move, and waits for your OK. It never touches the schedule on its own.
Intelligence A second set of eyes.
Double-bookings, a tech running late, a gap you could fill, a waiting-list job that fits today’s route — ranked Critical, Important, Opportunity, with a one-click fix.
Night Vision Finds the slot for you.
Type the address, pick the skills the job needs, say when the customer wants it — ASAP, tomorrow, this week — and it ranks your five best openings, scored on drive time, overtime risk, skill match and route fit. Pick one and it’s booked. Nothing fits today? Night Vision keeps watching and pings you the moment a slot opens.
Forecasting See next week today.
It learns your last eight weeks — busy Mondays, quiet Fridays, the seasonal swing — and colors every upcoming day by how full it really is. Orange is capacity you haven’t sold yet. Red means you’re headed for overtime. It updates itself as the week fills in, so you steer bookings instead of just taking the next open slot.
Optimization Less windshield time.
One click reorders a tech’s stops for the day and shows the miles and minutes saved before anything moves. Confirmed appointments stay put. And you do it right here — without leaving Mission Control.
More on the assistants →The phone rings less. The money shows up sooner.
Two-way texting isn’t new to you. What’s new: one shared inbox the whole office works from, messages that send themselves when a job changes status, and one button that texts everyone on tomorrow’s board.
One inbox. The whole office. Photos included.
Every customer text lands in one shared inbox. Claim a conversation so two people don’t answer it. Drop a Whisper note your teammate sees and the customer never does. Reply from a template that fills in the name and the arrival window. Customers can text you a photo of the unit. And when they reply C, the appointment marks itself Confirmed via SMS.
More on texting →Reminders & “on the way” They send themselves.
Booked, reminded, on the way, done — every status change can fire a text or an email in your words. Desktop sends the reminder and the en-route text; Cloud lets you hang a message on any step. After hours, a keyword auto-reply answers “are you open?” so nobody has to.
More on notifications →Overdue sequences You stop being the one who remembers.
You can email past-due invoices from Desktop today — from Manage Invoices, by hand, when somebody thinks of it. Cloud runs the sequence: day 30 a friendly email, day 60 a firmer one plus a text, day 90 a statement. On its own, until it’s paid.
More on getting paid →Campaigns & bulk texts Everyone on tomorrow’s board, one send.
Pick tomorrow’s appointments in the Appointments Center, pick the template, send — and watch the confirmations come back. Storm rolling in? Text the whole crew the new start time from the same screen.
More on campaigns →Customer Portal They pay — and book — from the couch.
Their own page. Open invoices paid by card or bank. Quotes approved and signed, deposit down, from the kitchen table. The next visit booked from the services and times you allow — and it lands on your board without anyone typing it in. Every past visit, invoice, photo and report in one place. Card on file for the regulars.
More on the Customer Portal →Calls & follow-ups Every “maybe” lives somewhere.
One person at the front desk or a full call center — every call is logged with who took it, what they wanted, and what happens next. Managers see the whole team’s calls; each rep sees their own. Open quotes get a follow-up reminder on their own. Nothing rides on a sticky note.
More on call management →And the things you’ve been asking us for.
Most of these started as a phone call from a customer like you. All of them are in Cloud today.
The board goes where you go. Live on every screen.
Laptop at the kitchen table, iPad at the airport, phone in the bleachers. It’s the same Mission Control, and a job you move on one is moved on the others before you look up. Nothing to install, nothing to remote into, no office PC that has to stay on.
More on Smart Service Cloud →Task Boards For the work that isn’t a work order.
Plenty of your business doesn’t involve a wrench and a customer, and it still needs scheduling, organizing, and somebody owning it. Truck inspections. Onboarding the new guy. The permit pile. Drag it across the board; it moves itself as the work does.
More on Task Boards →Price Books The vendor’s catalog, right on the quote.
Your suppliers’ catalogs live inside the app — pictures, descriptions, product pages, even the product video. Open one right from the quote or work order, show the customer the options, tap Add Item, and the purchase order is one click away. Your Price Breaks come along too.
More on quoting →Service Agreements Any shape. They bill themselves.
Standard, Premium, Gold — or whatever your customers actually need. Billing, payment, and the next appointment all tied to the equipment. Card on file, “Invoice and Pay,” done. confirm vs. Desktop SA module
More on service agreements →Commissions Three days a month, back.
Per item, per tech, per plan. Calculated on the job, visible to the team all month, one report at the end. No spreadsheet fights on payday.
More on managing the team →Custom workflows Your way, automated.
When this happens, do that. Our team builds the automations around how you already run the shop, not the other way around. confirm scope wording
Route Logistics For shops that need the bigger route tools.
Optimization in Mission Control handles a tech’s day. If you run crews on recurring routes with revenue and hours goals, the Route Logistics Calendar puts every route against its goal, color-coded, on one calendar with a map.
More on routing →Dashboards On the shop TV.
Live numbers, nine boards, rotating on the wall so the crew sees the score.
More on dashboards →Thirty minutes. Your board, your customers, running in Cloud.
Your questions, your pace, and if you want it, your own data on the board. No slide deck.
The Oracle. Ask. Don’t run reports.
You know the question. You just don’t want to build the report to answer it. Ask The Oracle in plain English and it comes back with the table, the chart, or the statement — from your live data.
Save the questions you ask every Monday and they rerun on fresh data.
Meet The Oracle →Writing Assistant. Every note sounds like your best day.
Your techs are great at the work and bad at the write-up. That’s fine now. One click turns the note into something you’d let a customer read — cleaner, shorter, friendlier, more formal, or in Spanish.
Knowledge Center. Thirty years of know-how, on the tablet.
Load the service manuals, the spec sheets, and the stuff only your senior guy knows. Now the new guy asks a question on site and gets the answer — page reference and all — instead of calling the shop.
Change is a pain. Here’s what doesn’t change.
Nobody wakes up wanting new software. You want the business to run and the phone to stop. So here’s what Desktop customers actually ask us, answered straight.
“I’ve got fifteen years of customers in there.”
They all come. Customers, locations, jobs, equipment, history — our conversion tool moves Desktop data to Cloud automatically, and a person checks it with you before you go live. confirm list
“My office manager will kill me.”
She’s usually the first convert — hers is the phone that stops ringing. We train her first, in short sessions, on your data, and she decides when you flip.
“What if the internet goes down?”
Your phone is a hotspot and your techs are already on cellular. And the flip side: when the office PC dies at 4:50 on a Friday, the business is still up.
“I’m not switching QuickBooks.”
You don’t have to. Cloud works with QuickBooks Online and QuickBooks Desktop. Your books stay your books.
“Nothing changes until I say so.”
Correct. Desktop keeps running while you learn Cloud. You pick the go-live day. confirm
“Who do I call?”
Same number, same building in Dublin, Ohio, same people who answer your Desktop calls today — nine out of ten of them live.
The guy bidding against you next week is texting the customer a quote from his truck.
Same trade, same town, same customers. He’s just answering faster. You have the same tools waiting — you’ve had them for years, you just haven’t turned them on.
“Just by having Smart Service with this already built in, it’s been a game changer. It’s turbo fuel. Rocket fuel.”
Brock Hennigh · CEO & Owner, Cape EquipmentQuestions Desktop customers ask.
See your business running in Cloud.
Tell us you’re a Desktop customer in the notes and we’ll skip the sales pitch and go straight to your board.