One Tap Ends the Job. Six Systems Close the Books.
Check-out stamps the job, converts the work order to an invoice, decrements stock, charges the card on file, posts earned revenue to QuickBooks & sends the review request — in that order, without a phone call.
One Tap in the Field Ignites the Entire Operational Chain Reaction
Technician mobile check-out stamps GPS timestamps, updates the dispatch board, and fires background workflows instantly.
- Update the master scheduling board to completed status the second a technician checks out.
- Record departure timestamps and verified GPS coordinates permanently against the job.
- Release team and floater capacity on the dispatch board immediately for their next assignment.
Active Work Orders Instantly Transform into Finalized Bills
Convert completed work orders into finalized invoices with itemized lines, taxes, and payment terms automatically.
- Crystallize field service scopes, materials, and technician notes directly into customer invoices.
- Activate assigned Net payment terms and due date schedules the moment work is completed.
- Calculate multi-tier jurisdictional sales taxes automatically based on property location and item rules.
Deduct Consumed Supplies and Rebalance Stock Ledgers in Real Time
Deduct consumed parts and supplies from warehouse or service vehicle stock the moment the job closes.
- Reduce on-hand inventory across storage facilities or technician vans automatically upon checkout.
- Clear future demand counters automatically to keep procurement forecasts honest.
- Log traceable deduction transactions in the Inventory Explorer tied directly to the invoice ID.
Collect Payment on the Spot with Hands-Free Automated Charging
Charge vaulted cards automatically or send instant checkout links the moment service finishes.
- Charge vaulted Stripe payment methods on completion and deliver digital receipts immediately.
- Dispatch secure mobile checkout links via text and email for invoices requiring manual payment.
- Suppress auto-charges automatically if late fees exist or custom work requires signed approval.
Recognize Earned Income and Balance Your Books Without Manual Entries
Recognize earned revenue and release deposit liabilities in QuickBooks Online automatically upon job completion.
- Post balanced journal entries automatically that debit unearned revenue and credit earned sales income.
- Transmit itemized line descriptions, quantities, and customer IDs with every accounting sync.
- Keep general ledgers aligned with completed field work without touching manual journal entries.
Capture Instant Feedback and Funnel 5-Star Reviews to Google
Deliver post-service satisfaction surveys automatically and direct positive ratings straight to public review profiles.
- Gather customer feedback with short star-rating surveys that maintain high response rates.
- Direct scores of 4.0+ to Google and Facebook while keeping negative feedback internal.
- Email automated promotional discount codes upon survey completion to incentivize re-bookings.
Let the Last Tap Do the Paperwork
Turn on the cascade and the invoice, the stock ledger, the payment, the books and the review all take care of themselves.