Run your whole shop.
From one platform.
Every tool a home-service contractor needs, organized into 5 workflow hubs — Daily Ops, Revenue & Finance, Win-More-Jobs, Back-Office, and Rex AI. ONEREQ PRO Field, native iPhone, iPad and Android app. Spanish customer documents. Live in 14 days.
Run the office. Dispatch the trucks.
The everyday tools your office team, dispatchers, CSRs and techs live inside.
CRM & Customers
Equipment age-based replacement flags, full service history, custom tags, multi-location, pinned notes, encrypted PII fields, SMS consent tracking.
IncludedDispatch Board
4 view modes (timeline, board, week, month), drag-to-resize, multi-tech splits, Shift+drag percentages, live tech GPS, auto SMS/MMS on assign, priority overrides.
IncludedONEREQ PRO Field
Native iPhone, iPad and Android app (App Store and Google Play). Data plate scanning, voice-to-text notes, offline workflows, signatures, card/cash/check capture, push notifications.
IncludedHomigo
Your customers’ app, in any browser and on iPhone, iPad and Android, under your brand. Pay Now, online booking into dispatch, e-signed estimates, membership signup, equipment and service history, push alerts, English + Spanish.
IncludedCall Center
Twilio integration, caller ID lookup, call recording, one-click dispatch, Rex call summaries. Managed lines or BYO Twilio account.
Add-onQuote. Invoice. Get paid.
Where money moves — estimates to invoices, membership billing, financing, accounting reconciliation.
Invoicing & Estimates
Auto-generated from proposals, tax calc per zip, membership discounts, digital signatures (in-person + remote), Stripe payments, AR Collection Loop.
IncludedMemberships & Agreements
Tiered plans (Basic / Classic / Deluxe / Optimum / Premium), recurring revenue, visit scheduling, deferred revenue tracking, brand-specific signing pages.
IncludedReports & Analytics
KPI dashboard, revenue, P&L by trade, job costing, AR aging, technician leaderboard with closing %, outreach funnel, custom report builder.
IncludedCustomer Financing
Load the plans your lender rep gave you and every quote shows a real monthly payment. Per-quote eligibility gating. Whole-Home plan treatment.
IncludedQuickBooks Online Sync
Two-way sync — customers, invoices, payments, deposits. Live since 2026-04-28. Manual Sync All Now + change-detection delta sync (80s → ~1s).
IncludedCommissions & Earnings
Multi-plan matrix by trade × position × seniority. Auto-calculated on invoice payment. Approve / reject / mark-paid inline. Spiffs + contests.
IncludedAR Collection Loop
Cron → email → portal Pay-Now → Stripe → webhook. Reminders, automatic mark-paid + QB sync. Closes the AR loop end-to-end without manual follow-up.
IncludedBatch QuickBooks Export
Bundle invoices for batched export to QuickBooks Online — clean books, no manual entry, accountant-friendly.
IncludedClose bigger. Bring them back.
Sales presentations, marketing, social, follow-ups — the tools that lift average ticket and fill the pipeline.
Sales Advisor (per trade)
The in-home advisor wizard for HVAC, Electrical, or Plumbing. Real images on every step, financing flow, safety quiz, customer contacts, live commission preview.
Add-onQuote Builder
Multi-tier proposals (Optimum / Premium / Deluxe / Basic + Hybrid for GFAC). Divisor pricing model. Estimate snapshot at signature locks the authorized total.
IncludedMarketing Module
Lead Inbox (Angi / Thumbtack / LSA), audiences, campaigns (Email / SMS / Push), Items hero artwork, QR Codes library, outreach reports.
Add-onFollow-Up Engine
Sold + unsold estimates, expiring memberships, expiring cards, recurring service events, surveys. Automated nurture with the right cadence.
IncludedReputation Sync
Google Reviews ingestion + reply (live via Business Profile API), automated review-request flow, AI-drafted public response, per-tech leaderboard.
Add-onFunnel Builder
Landing pages for offers, lead capture forms, UTM attribution, hosted at /f/your-offer. Drives qualified leads into the same CRM record.
IncludedLead Provider Ingestion
Universal webhook for Angi, Thumbtack, Google LSA + any source that can send a webhook. Lead Inbox booking creates customer + property + job atomically.
Add-onCall Center
Managed Twilio lines or bring your own. Inbound calls land in the CRM with recording, disclosure to both parties, routing and transcription — and a booking becomes a job with the customer and property already created.
Add-onPricing. Inventory. Permits. Paperwork.
The "behind the curtain" tools that keep the operation running without drama.
Pricebook
Full category hierarchy, equipment + materials + labor + commission + warranty pricing. ServiceTitan sequential positional hierarchy import.
IncludedWarehouse Pro
VMI Phase 3 + bulk import + Restock→PO, Returns state machine, Receive Goods attachments, refrigerant 608 logs, Cross-Truck Parts Locator.
Add-onTruck Inventory
Per-truck stock with shared dataset across CRM and the ONEREQ PRO Field app. Atomic driver reassignment. Stock Count Review Queue for high-value shrinkage.
IncludedPermit Pro
Parcel auto-fill (block / lot / qualifier), spec-sheet attachments, grouped-by-install applications view, status tracking through inspection.
Add-onRebate Catalog
21 NJ utility + federal/IRA programs seeded. Auto-attach to qualifying quotes. Tracking #s, attachments, coordinator workflow, recipient split.
IncludedFleet Pro
10 telematics dashboards on top of free base GPS — driver behavior, event reports, camera, job-site visit, vehicle data, live map.
Add-onVehicle Maintenance
Per-vehicle service history + scheduled intervals + vendor + cost tracking. YTD spend KPI. Overdue / due-soon highlights. Auto-post to AP.
IncludedDigital Signatures
On-screen signatures for estimates, invoices, service forms, agreements — in-person or remote via email link. Brand-specific signing pages.
IncludedAI that actually does the work.
Rex isn't a chatbot bolted on. He's built into every screen — diagnosis, planning, writing, scanning, summarizing.
Voice-to-Diagnosis
Tech speaks rough notes. Rex rewrites as a professional, customer-ready diagnosis. Tech approves before save.
AI includedData Plate Scan
Point camera. Rex reads make, model, serial, refrigerant, specs — even on faded plates. Vision API.
AI includedParts Recommendations
Rex suggests parts from your pricebook based on diagnosed symptoms, with vendor routing and inventory check.
AI includedCompatibility Check
Blocks wrong-sized coils, mismatched tonnage, wrong breaker brands, wrong gas valve type before the order goes out.
AI includedRoute sequencing
Orders a technician’s day by distance from the job before it — ask first, one tech, or the whole board. Straight-line distance, not road network: it sequences a day, it does not pretend to be a routing engine.
IncludedCall Summaries
Customer calls transcribed and summarized, right on the customer record. OpenAI Whisper transcription pipeline.
AI includedEquipment Intelligence
Spots replacement opportunities from age + service history. Flags on the dispatch board and customer card.
AI includedAI Image Generation
Marketing Items + Sales Advisor hero artwork via Vercel AI Gateway with OpenAI fallback. Branded media library.
AI includedRex is built into the base platform — not a separate AI add-on to buy per seat.
The screens you'll actually live in.
Real captures from the production app. CRM in the browser, native iPhone, iPad and Android in the field.
Run the office in the browser.
Full-fidelity dashboards across dispatch, revenue, leaderboard, fleet tracking, and team hub.
iPhone + iPad + Android · App Store & Google Play
Live in the field on iPad.
Native iOS, App Store live since 2026-05-07. Daily dashboard, AI scanner, truck inventory, memberships, earnings, team hub.
Want the full platform tour?
Book a 30-minute demo. No deck, no slides — we walk through the 5 hubs using your real workflow.