Intake and estimates
Turns customer requests into scoped, trackable estimates.
From request to paid job
A configurable operations platform for trade and field-service teams, connecting customer intake, estimates, scheduling, dispatch, job evidence, invoicing, payments, and management reporting.
Recommended App Care
Intelligence Care · from $750/month
Billed monthly for hosting, monitoring, maintenance and support. Separate from the one-time purchase price.
Same model as
Designed for
Delivery: 15–25 business days
One-time configuration covers the core workflow and launch. Hosting, support, messaging, and future workflow changes are separate.
Turns customer requests into scoped, trackable estimates.
Coordinates jobs, crews, timing, and status changes.
Guides arrival, photos, notes, completion, and exceptions.
Creates invoices from completed work and records settlement.
Customer details and service needs enter one record.
Staff price the job, secure approval, and assign a time and team.
Technicians follow stages, attach evidence, and record exceptions.
Completion produces billing and management reporting.
Integrations
CAB configures the included workflows and integrations. Pre-Built pricing covers the product's defined configuration and personalization scope. Major new workflows, new roles, large integrations or new AI architecture are quoted separately.
Yes. The field workflow is responsive and designed for mobile use.
Yes. The included configuration maps the platform to your real operating stages.