Guide
A home service job is a short chain. Someone asks for help. You put it on the board. You price it. You do the work. You get paid. This is that chain in Own The Field.
14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.
What you get today
The request form creates a lead. The office turns that into a customer and a job, with a time on the day board.
A quote can require a deposit. Invoice the deposit before the rest. The customer can accept a sent quote in the portal.
The tech writes the service report on the job, with photos. The office invoices what is left when the work is done.
The customer pays from the portal or a pay link. The portal page stays up, so they can open the invoice and the next visit later.
On the lead board. It does not book itself onto the calendar. A person still turns it into a job.
On this site
Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.