Product
One platform. Your whole operation.
Service Velocity is the AI-native operating system for field service businesses. It unifies scheduling, dispatch, CRM, quotes, jobs, invoicing, payments, mobile field, requests, assessments, dashboard reporting, and role-based permissions—replacing disconnected tools with one intelligent layer.
Legacy FSM products center forms and static workflows. We center agents that execute: qualifying leads, building quotes, dispatching crews, sending invoices, and reconciling payments—continuously.
Product visuals
See the workflows in motion
Workflow coverage
Every stage from intake to cash
Marketing copy aligned with product vault documentation — dispatch, scheduling, CRM, mobile field, requests, reporting, and role-based permissions on one platform.
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.