Run your whole service business from one place.
ServiceIQ brings customers, scheduling, online booking, invoicing, payments, phone, and AI-powered quoting together — so your team books more jobs, gets paid faster, and never misses a call.
CRM · Scheduling · Online booking · Billing · Phone & Texting · AI Quoting
Good morning,
Jordan
Everything a field-service team needs
One connected platform instead of a stack of disconnected tools.
Customer CRM
Every customer, property, and full job history in one searchable place — with click-to-call, text, and directions.
Scheduling & Dispatch
A mobile-first day and week view. Tap a time to add a job or event, assign your crew, and see today's route mapped in order.
Online Booking
A beautiful mobile booking tool customers can use 24/7. It respects your hours, crew capacity, and confirms a 2-hour arrival window automatically.
Technician Routing
Each tech opens the app to their own jobs for the day, mapped as an efficient route in appointment order, starting from their live location.
Invoicing & Payments
Turn completed work into clean invoices with itemized parts and labor, attach job photos, and collect by card, Zelle, or ACH.
Appointment Comms
Automatic confirmation, on-my-way, and job-complete texts and emails — each showing the assigned tech's name and photo so customers know who's coming.
Built-in Phone & Texting
A real business phone in the browser. Call and text customers from your company number, with voicemail, ring groups, and business hours.
Property Insights
Every job opens with a Street View of the home plus square footage, estimated value, beds/baths, and year built — context before you knock.
Per-Tech Commission
Set commission pay per technician, net of parts. Each tech sees only their own running total; admins see the whole team.
Truck & Van Inventory
Track parts on every truck with par levels and low-stock alerts. Scan a box to add it, auto-deduct parts as they're billed, and build a resupply list in one tap.
Membership Plans
Sell recurring maintenance plans right from a job, apply member pricing automatically, and let ServiceIQ send maintenance-due reminders for you.
Payouts & Reporting
Take card, ACH, and Zelle, then see every payment and Stripe payout — amounts, fees, statuses, and your next deposit — in one clean report.
Stop losing time to missing parts
Track what’s on every truck and in the shop in real time. Set par levels, get low-stock alerts, and scan a box to add it — then build a one-tap resupply list before the day starts. Parts used on a job come off the truck automatically.
- Per-truck stock with par levels & low-stock alerts
- Snap a photo to identify and add a part
- Parts auto-deduct as they're billed on a job
A real texting inbox for your team
Text any number — saved customer or not — from your company line, and keep the whole back-and-forth in one threaded inbox. Replies land right in the app, unread badges keep everyone in sync, and every message is carrier-compliant with automatic opt-out handling.
- Threaded conversations, even with unsaved numbers
- Inbound replies show up instantly in the app
- A2P 10DLC compliant — STOP / HELP handled for you
Get paid, and see exactly what landed
Collect by card, ACH, or Zelle, then track every payment and Stripe payout in one report — amounts, fees, statuses, and what’s hitting your bank next. No more logging into three dashboards to reconcile a day’s work.
- Card, ACH & Zelle in one flow
- Payout log with statuses and next deposit
- Fees and net totals, always reconciled
- • 1 tune-up / year
- • 10% off repairs
- • 2 tune-ups / year
- • 15% off repairs
- • Priority scheduling
Turn one-time jobs into recurring revenue
Build maintenance plans, enroll customers right from a job, and let ServiceIQ track who’s due. Members get their discount applied automatically, and maintenance reminders go out on schedule — so your calendar fills itself.
- Sell plans on-site during a job
- Automatic member pricing & repair discounts
- Maintenance-due reminders sent for you
Walk up already knowing the home
Each job opens with a Street View of the property and key details — square footage, estimated value, beds and baths — right alongside the customer, the 2-hour arrival window, and the assigned technician. Techs tap "On my way" and the customer gets an instant heads-up.
- Street View + property insights on every job
- 2-hour arrival windows customers can count on
- Photos from the field, optionally added to the invoice
Dana Whitfield · (720) 555-0148
Pick a service and we'll confirm your 2-hour arrival window.
Let customers book you 24/7
A polished, mobile-first booking tool you can drop into your website. Customers pick a service, choose a time, and get a confirmed 2-hour arrival window — while ServiceIQ enforces your business hours, per-tech availability, and crew capacity, then auto-assigns an available technician.
- Embeddable on any website
- Respects your hours, capacity & vacations
- Auto-confirms and books an available tech
Clean invoices that get you paid faster
Parts and labor are itemized automatically, taxes and balances are always right, and job photos can be attached to the PDF. Customers pay online by card, Zelle, or ACH — and everything reads great on a phone.
A business phone built right in
Call and text from your company number, route calls by business hours, and capture every voicemail — all without a separate phone system or your team's personal cells. Every call is tied to the right customer automatically.
Make it yours
Pick a company look, and let each technician choose their own theme — including dark modes for early mornings and late nights.
Failed run capacitor is the likely cause; recommend replacement and a full system check.
Instant Quote AI
Your technicians describe what they're seeing in the field, and Instant Quote diagnoses the problem, lists the checks to run, and writes a warm, customer-ready summary — then turns it into a priced quote you can push to a job in one tap.
- AI field diagnostics with photo support
- Customer-ready write-ups for quotes & invoices
- One-tap push to a ServiceIQ job or invoice
Up and running fast
We set you up
We migrate your customers and connect your phone number and tools.
Your team works
Book jobs, dispatch, quote, and collect — from any phone or laptop.
You grow
Fewer missed calls, faster payments, and a clear view of your business.
See ServiceIQ in action
Tell us a little about your business and we'll set up a personalized walkthrough — and get you started.
- Live demo tailored to your trade
- Help migrating your customers
- No obligation, no credit card