How modern contractors make more money in less time, effort, and mistakes.

Rules & safeguards

Your rules. Built into the work.

Set your pricing rules. Give your team a clear way to work. See where prices differ before an invoice goes out.

How it comes together

Rules & safeguards

Conditional pricing

Give each service a repeatable pricing calculation, shaped by the property and the work.

Built into the workflow

Define the conditions

Set service pricing rules using Site details, city, state, and straight-line distance from the office. Use fixed amounts or formulas with numeric Site fields.

Carry the decision forward

Set a rate or add to it when conditions match, in the order you define. Preview the calculation at a customer Site before relying on it.

Rules & safeguards

Tags that drive pricing

Turn customer labels into customer benefits. Owner tags can carry percentage or fixed discounts into new estimates and work orders across that owner’s Sites.

Built into the workflow

Recognize the customer

Set a fixed or percentage discount, with an optional maximum for percentage discounts. Where automatic benefits overlap, the best eligible benefit applies to the work.

Put policy into practice

Existing customers keep their saved tag terms. Covered membership visits keep their agreed price; eligible extra work can receive the discount.

Rules & safeguards

Pricing checks

Spot differences during invoice review, then open the work order to understand the price.

Built into the workflow

Surface the exception

Compare a marked rate with the current calculation and see what changed. Missing distance inputs and recognized member rates have their own explanations.

Keep a person in command

Apply the current calculation on supported editable lines, or save a deliberate Site price for supported services. Pricing checks guide the decision; they do not change the price automatically.

Rules & safeguards

Requirements by design

The right paperwork should follow the job. Set conditions that determine when a form is required and which questions appear.

Built into the workflow

Match the work

Require forms by service or Site location and carry them into the mobile completion flow.

Ask what matters

Show follow-up fields based on earlier answers. Pre-fill configured fields with existing customer and Site information.

Built-in best practices

Memberships that sell themselves.

Bring customers back with membership offers. See who has committed and who still needs a decision, so your office can focus follow-up and plan the work ahead.

How it comes together

Built-in best practices

Campaigns with a next step

Give customers a clear next step, from requesting an estimate or service to reviewing a property-specific plan.

Built into the workflow

Turn interest into work

Route estimate requests into Sales and service requests into Command for the office to review and schedule.

See the response

See campaign sends and clicks alongside membership acceptances and booked work. Each tells you something different about the customer’s next step.

Built-in best practices

Memberships made concrete

Give customers a plan for their property, with clear services, pricing, and payment choices.

Built into the workflow

Make the choice clear

Present the plans and payment options available for each property, with calculated savings when prepay costs less than paying per visit.

Record the commitment

Keep the accepted services, term, rates, consent, and signature connected to the membership.

Built-in best practices

Follow-up with context

Keep follow-up relevant to what the customer has already done, and what is already planned for their property.

Built into the workflow

Know who still needs a nudge

Follow up on offers still awaiting a customer decision, while keeping accepted or booked targets out of that reminder audience.

See overlap before sending

Coverage signals surface existing memberships, overlapping offers, recent contact, and existing work.

One premium system

A single work stream for clarity from estimate to invoice paid.

From the first estimate visit to the final payment, keep the work in context. Familiar detail views bring the agreed items, photos, forms, and team notes together, so the next person can pick up where the last one left off.

How it comes together

One premium system

Your forms. Your brand.

Use your own PDF forms and share completed documents with your company name and logo. Each form stays connected to the job.

Built into the workflow

Use your documents

Place fields and signatures on an uploaded PDF, then reuse the template on work orders.

Share a branded document

Give customers a page to view, download, or print the completed form with your business identity.

One premium system

Estimate to signed acceptance

Let customers review the estimate, choose from the options you offer, sign, and pay a deposit when one is due.

Built into the workflow

Make agreement clear

Capture the signer's name, signature, consent, and selected options with the acceptance.

Keep what was agreed

Save the accepted terms and chosen options alongside the sales record.

One premium system

Photos & before-and-after

Let the work tell its own story. Keep visual details with the job so the next person can see what happened.

Built into the workflow

Capture the work

Attach photos to the work order. Video is available when enabled for your company.

Show the difference

Pair before-and-after photos, open them full screen, and zoom into details. Add annotations to the original photos for your team.

Payments & trust

Make paying easy. Spend less time chasing.

Let customers review the work and pay with a saved card. See when payment links are clicked, when the payment page is viewed, and when the money comes in.

1. Ready to invoice
2. Sent
3. Clicked
4. Viewed
5. Paid

Invoices

Activity

Outstanding$3,595

Five illustrative invoices and their latest activity

Customer	Balance	Activity
Alex MorganINV-2086	$435	ViewedJust now
Sam RiveraINV-2071	$680	Viewed 3 days ago
Taylor ParkINV-2080	$1,240	Delivered yesterday
Jordan LeeINV-2082	$920	Clicked 27 minutes ago
Morgan ChenINV-2084	$320	Sent 1 hour ago

Payment page viewedAlex Morgan

Northline IrrigationInvoice INV-2086

Amount due$435.00

Front lawn irrigation repair12 Maple Lane · Apr 16

Irrigation diagnostic

$95

Rotor replacement × 2

$130

Valve replacement

$210

Tax (not applied)

$0

No leaks. Coverage checked.

Payment method

VISAVisa •••• 4242Card on fileDefault

By confirming your payment, you allow Northline Irrigation to process this payment and securely save your payment method for future payments. Payment terms.

Pay $435.00

How it comes together

Payments & trust

A clear customer checkout

Show the amount due, invoice details, and payment action on one customer page, on a phone or at a desk.

Northline IrrigationInvoice INV-2086

Amount due$435.00

Front lawn irrigation repair12 Maple Lane · Apr 16

Irrigation diagnostic

$95

Rotor replacement × 2

$130

Valve replacement

$210

Tax (not applied)

$0

No leaks. Coverage checked.

Payment method

VISAVisa •••• 4242Card on fileDefault

By confirming your payment, you allow Northline Irrigation to process this payment and securely save your payment method for future payments. Payment terms.

Pay $435.00

Built into the workflow

Keep payment in reach

A visible mobile payment bar and a desktop payment panel keep the next action close while customers review the invoice.

Put the work beside the bill

Include customer-visible job photos, notes, and service activity where available.

Payments & trust

Cards on file

Let returning customers choose a saved card, with payment and card-storage disclosures shown before they pay.

Northline IrrigationInvoice INV-2086

Amount due$435.00

Front lawn irrigation repair12 Maple Lane · Apr 16

Irrigation diagnostic

$95

Rotor replacement × 2

$130

Valve replacement

$210

Tax (not applied)

$0

No leaks. Coverage checked.

Payment method

VISAVisa •••• 4242Card on fileDefault

By confirming your payment, you allow Northline Irrigation to process this payment and securely save your payment method for future payments. Payment terms.

Pay $435.00

Built into the workflow

Less re-entry

Customers can choose an active saved card or enter a different one.

Consent stays connected

Keep the payment disclosure and confirmation record connected to the customer payment. A saved card is not the same as an automatic charge.

Payments & trust

Follow-ups prepared for review

In the agent beta, review an overdue invoice alongside its recent activity and a suggested next step. Eligible invoices can include a prepared email draft.

Built into the workflow

Start with the context

Review the balance, due date, recorded contact, link clicks and payment-page activity before deciding what to do next.

Keep the office in control

Suggested reminders are drafts for review. They are not sent automatically. Check for a payment arrangement or recent contact outside ServeCommand.

Payments & trustComing soon

Evidence & auto-charging

Planned: bring service evidence, explicit authorization, and required notices into an automatic-charging workflow.

What’s planned

Evidence for the payment

Planned: bring the relevant service and payment evidence together to support the charge.

Automatic charging

Planned: charge eligible saved payment methods under the customer's authorization and the required notification workflow.