Features

Everything you need to run jobs, protect margin, and keep cash moving.

Core Operations

Scheduling + Dispatch

Assign the right tech at the right time, keep routes tight, and keep jobs moving.

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Quotes + Invoices + Payments

Move from estimate to paid invoice in one connected workflow.

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Job Costing + Margin Tracking

See true job profitability before it becomes an end-of-month surprise.

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Customer CRM

Keep customer history, property data, and communication in one profile.

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Online Booking + Client Portal

Let customers book and self-serve while your office stays focused.

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Time Tracking + Crew Management

Track crews, hours, and job activity without clipboard chaos.

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AI Automation

AI Intake + Classification

Auto-triage incoming requests so your office can act fast.

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AI Receptionist

Capture leads and bookings 24/7, even when the line is busy.

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AI Photo Estimator

Turn customer photos into faster estimate drafts.

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AI Business Advisor

Get recommendations on pricing, staffing, and margins.

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Voice-First Job Documentation

Capture field notes by voice and turn them into clean records.

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Smart Scheduling (AI-optimized)

Balance schedule load with route and skill awareness.

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Growth + Control

GPS Routing + Telematics

Improve ETAs and reduce windshield time across crews.

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Marketing Automation

Drive repeat jobs without manual follow-up grind.

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Inventory Management

Keep parts visibility across trucks and warehouse.

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Service Agreements + Recurring Billing

Build predictable recurring revenue with less admin.

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Subcontractor Management

Coordinate subs with clear scope, schedule, and quality control.

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Website Builder + Lead Capture

Launch a conversion-focused site that pipes leads into dispatch.

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Enterprise Readiness

Customer Communication + Reminders

Reduce no-shows and status calls with automated communication.

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Reporting + Command Center

Get one dashboard for revenue, margins, crew performance, and trends.

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Custom Integrations + API

Connect JobHelm with finance, BI, and internal systems.

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Video Consultation / Remote Diagnostics

Resolve and scope more jobs before a truck roll.

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Equipment + Tool Tracking

Know where critical tools are and who has them.

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Multi-Location Management

Operate multiple branches with shared standards and local control.

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