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From the first request to a well-documented job.

Give the office, technician, and customer a connected workflow for estimates, scheduled work, completion records, and payment. Premium with Service is $349/month, with website setup waived.

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Keep customer context with the work

Manage Ease Service supports one-time jobs, recurring service, and the practical handoffs between your team and your customers.

Customers and properties

Maintain individuals, companies, contacts, multiple service locations, access instructions, notes, and customer history.

Requests and estimates

Capture website, phone, and messaging inquiries; assign follow-ups and assessments; prepare options and collect estimate acceptance, signatures, and deposits.

Work orders and visits

Organize one-time or recurring jobs with multiple visits, instructions, assignments, statuses, and completion tracking.

Scheduling and dispatch

View technician availability, assign crews, reschedule work, plan routes, and notify customers of arrival windows.

Equipment and service records

Track equipment, components, warranties, coverage, maintenance needs, and repair history. Document findings, checklists, photos, parts used, and customer acknowledgments.

Time, costs, and invoices

Record labor, travel, materials, and expenses; approve timesheets; compare costs with revenue; invoice visits or milestones and track deposits and balances.

Follow one job through the business

1

Qualify the request

Identify the customer, property, requested work, and next action before sending the request to estimating.

2

Agree the work

Prepare an estimate, record acceptance, and connect deposits or agreed milestones to the job.

3

Deliver and document

Assign the visit, give the technician relevant context, and record what happened on site.

4

Invoice and follow through

Send the invoice, track payment, and retain the service history for the next conversation.

Useful beyond the dispatch board

Customer communication and business oversight are part of the workflow.

Customer self-service

Customers can request service, approve estimates, see appointments, access documents, and pay invoices.

Conversations and reminders

Maintain shared conversations, send reminders, and follow up on quotes and payments. AI assistance supports drafting and triage; staff remain responsible for messages.

Performance and growth

Review pipeline, revenue, technician productivity, and margins. Support reviews, referrals, campaigns, and integrations appropriate to your setup.

Questions before you choose

See your workflow in Manage Ease

Tell us how your team works today. We can focus the conversation on the handoffs, information, and industry tools that matter to you.

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