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
Demo talk-tracks
Three scripts on the live product
Run these on the shared play tenant, or watch a prospect complete the in-app tour. Same screens either way — not a separate wizard.
orientation → create_quote → invoice_pay
Owner / operator
Dashboard pipeline — judgment vs autonomous — then quote to cash.
- Open the dashboard command center (tour: orientation).
- Read the pipeline cards — each stage shows where work sits from lead to payment.
- Call out judgment vs autonomous: agents carry routine motion; the owner stays on exceptions.
- Send a quote (tour: create_quote) so work enters the pipeline.
- Follow it to cash — invoice and record payment (tour: invoice_pay).
dispatch → run_job
Ops manager
Board placement, crew assignment, and day-of job status.
- Open the dispatch board (tour: dispatch).
- Assign a technician and put the job on the calendar.
- Confirm the Jobs pipeline card picks up the scheduled work.
- Run the job — dispatched, in progress, then completed (tour: run_job).
- Watch status updates land without a phone-and-spreadsheet loop.
create_quote → invoice_pay
Office / admin
Quote send through invoice so billing follows the field.
- Add a customer if needed (tour: create_client).
- Build and send a quote (tour: create_quote).
- After the job closes, turn completed work into an invoice (tour: invoice_pay).
- Send the invoice — job-linked billing, not a re-key.
- Record payment when it arrives and confirm the pipeline moved.
See the live product — start the in-app tour from the dashboard.
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.