Features
One platform. Intelligent motion from lead to cash.
Service Velocity replaces the maze of disconnected scheduling, CRM, dispatch, estimating, messaging, approvals, and payments with a single AI-native layer—built by operators who measure speed, utilization, and days-to-cash.
Platform
Built for office, field, and customers.
Legacy field service software centers forms and static workflows. We center agents that execute continuously—people step in for judgment, trade-offs, and relationships.
Lead-to-cash fabric
Leads, estimates, jobs, invoices, and payments stay on one continuous thread—context travels with the customer and the job without re-keying the day.
Scheduling & dispatch
Board placement, crew assignment, and day-of changes in one operations view—plus crew schedule optimization for capacity and geography.
Workflow conversions
Request → assessment → quote pipelines with conversion rules and web UX so work advances without manual handoffs between modules.
Field technician mobile
Schedule, check-in/out with geofence gates, job details, customer context, and push notifications—built for crews on the road.
Role-based access
Microsoft Entra authentication, custom roles, and protected routes so office, field, and admin surfaces match who should see what.
Operations intelligence
Utilization, SLA risk, repeat complaints, and margin signals summarized for managers—recommendations on where limited attention pays off.
AI agents
Operations, not a chatbot on the side.
Each agent owns a slice of business motion under policies you control—working with the same data your people trust.
Qualify leads
Inquiries from web, phone, and partners are triaged on arrival—urgency, fit, and routing so hot leads do not age in a queue.
Estimates & proposals
Scopes from templates and history, packaged options, pricing rules, and customer-ready proposals—faster time-to-estimate without sacrificing accuracy.
Schedule & dispatch
Work on the board, capacity and geography balanced, cancellations and weather adapted—techs focused on the next right job.
Customer comms
Reminders, ETAs, completion summaries, and routine answers with grounded context—escalation when a human touch is required.
Approvals & follow-up
Signatures, purchase orders, and change orders tracked with structured reminders—stuck deals surfaced before revenue dies in limbo.
Payments & books
Deposits matched to jobs, exceptions flagged, and field completion tied to accounting—owners see cash clearly, not weeks late.
Product visuals
See the workflows in motion
dispatch · scheduling · crew calendar
Dispatch & scheduling
Run the dispatch board and crew calendar from one operations view. Drag jobs, resolve scheduling conflicts, and keep technicians on the right route without spreadsheet sidecars.
- Dispatch board with crew assignments and appointment windows
- Scheduling calendar synced to jobs, requests, and assessments
- Conflict detection when technicians are double-booked
quote · job · work order pipeline
Quotes to jobs
Move approved quotes into scheduled jobs without re-keying scope or pricing. The quote-to-job pipeline preserves line items, client context, and conversion history.
- Convert sent quotes to jobs in one workflow step
- Work order details carry forward from the quote pipeline
- Track quote-to-job conversion in dashboard KPIs
invoice · billing · payment · AR
Invoicing & payments
Bill completed work faster with invoices tied to jobs, deposits, and payment schedules. Office teams see billing status; owners see days-to-cash.
- Invoice from completed jobs with line-item parity
- Record payments, partial pay, and overdue billing follow-up
- Payment schedules and deposit collection on the same thread
mobile · technician · field
Mobile field app
Technicians run the day from iOS and Android: schedule, job details, check-in, photos, and customer context—built for crews on the road, not desk-only CRM.
- Mobile schedule and job list for each technician
- Field check-in with geofence and time-on-site tracking
- Push notifications for dispatch and schedule changes
client · customer · CRM · property
Clients & CRM
Every client, property, and contact lives in one CRM layer. Service history, open quotes, and active jobs surface before anyone picks up the phone.
- Client and property records with service history
- CRM search across name, phone, email, and address
- Workspace-scoped customer data for multi-branch operators
request · assessment · intake
Requests & assessments
Capture service requests and assessment schedules in one intake pipeline. Convert completed assessments to quotes without losing arrival windows or scope notes.
- Service request intake with status and priority filters
- Assessment scheduling linked to requests and properties
- Unscheduled request KPIs on the operations dashboard
dashboard · report · KPI · analytics
Reporting & dashboard
Operations dashboard and KPI reporting summarize what needs attention: overdue invoices, unassigned jobs, stalled quotes, and conversion rates—without exporting to spreadsheets.
- Tenant and workspace dashboard with live KPI chips
- Reporting on quote, job, invoice, and request pipeline health
- Proactive insight analytics for managers (Sandy Kleen)
role · permission · admin · workspace
Roles & permissions
Role-based access control with Microsoft Entra sign-in. Dispatchers, technicians, managers, and tenant admins each see routes and data matched to their permission matrix.
- Custom roles and workspace-scoped data isolation
- Protected routes and API permission checks per persona
- Tenant admin surfaces for users, workspaces, and integrations
Book a demo to see dispatch, invoicing, and mobile workflows on your operation.
See features on your workflows
Tell us your trades, branches, and where work stalls—we will map what agents and platform capabilities take off the board first.
Book a demo