From quote to installed unit to maintenance visit: every order has a date, a two-man crew and a checklist. The season is planned on a calendar, not in a chat.
Tools built around how your team actually works
Send the quote from the order card. Client approves — the install date locks onto the calendar with the crew attached.
Assign installer plus assistant as one unit. Both see the address, the unit model and the drill-points note on the phone.
Weeks of installs laid out per crew. Gaps and overloads visible before the client asks about them.
Every installed unit schedules its first service visit. Filter-cleaning season becomes planned work, not forgotten work.
Start free, upgrade when you grow
Need more users? Add extra seats at any plan — price shown per card.
BizBoard grew out of our own service company's daily work — from dispatcher to field worker. We use the product we sell.
Set up in 30 seconds. No credit card required.