One Portal for Your Entire Operation
CRM, ticketing, invoicing, communications, client portal, and AI assistant — deployed under your brand with enterprise performance.
Everything Built In, Fully Integrated
No third-party plugins. No per-seat licensing traps. No integration headaches. Every module works together from day one.
CRM & Contacts
Full contact and company management with custom fields, tagging, activity timelines, and document linking. Track every interaction from first call to final invoice.
Ticketing & Service Calls
Priority levels, assignment rules, status workflows, and SLA timers. Clients submit tickets directly from their branded portal.
Invoicing & Quotes
Generate quotes from BOM data, convert to invoices on approval, and track payments with deposit/milestone schedules.
Client Portal (PWA)
Branded progressive web app where clients view projects, approve quotes, upload documents, submit tickets, and track service history. Installable on any device.
Unified Communications
Email, SMS/MMS, and browser-based softphone — all in one inbox. Make and receive calls, send texts, and track every conversation in one place.
File Management
Cloud storage with folder organization, drag-and-drop upload, client/project assignment, and client portal upload access. Unlimited bandwidth.
Automations
30 event types with conditional triggers, scheduled execution, and per-client overrides. Automate follow-ups, notifications, and internal workflows.
AI Assistant
Built-in AI assistant with 30 tools including vision analysis, audio transcription, web search, report generation, and full portal management via natural language.
Team Management
Role-based access control with three tiers: Admin, Project Manager, and Technician. Scoped visibility ensures team members see only what they need.
Live in 3 Steps
No servers to provision. No software to install. Your portal is ready within 24 hours.
Sign Up
Choose your plan and receive your portal instance within 24 hours. We handle all infrastructure provisioning — database, storage, SSL, and deployment.
Configure
Upload your logo, set brand colors, connect email and phone integrations, define team roles, and customize your automation rules.
Go Live
Send branded portal invitations to your clients. They get their own login to view projects, approve quotes, submit tickets, and upload files.
Built for Companies That Dispatch Technicians
If you manage projects on-site and need to keep clients informed, this platform was built for you.
Transparent Pricing That Scales With You
Every plan includes the core platform with full white-label capability, client portal, and mobile PWA. Pay annually and get 2 months free.
- CRM & Contacts
- Ticketing & Service Calls
- Client Portal (PWA)
- Invoicing & Quotes
- File Management
- Mobile PWA App
- Team Management (RBAC)
- Communications
- Automations & AI
- Everything in Starter
- Email Integration
- SMS/MMS Messaging
- Browser-Based Softphone
- 20 Automation Rules
- AI Assistant
- Calendar Sync
- Full White-Label Branding
- Guided Onboarding
- Everything in Professional
- Voicemail Integration
- Unlimited Automations
- Full AI Suite — 30 tools, vision, reports
- Custom Domain
- Dedicated Setup & Training
- Priority Support (4h response)
- Monthly Account Reviews
- Custom Integrations Available
Stop Stitching Together Five SaaS Tools
No Per-Seat Licensing
Flat monthly pricing with generous user limits. Add team members at $10/mo each instead of the $50–80/seat that enterprise FSM tools charge.
True White-Label
Your logo, your colors, your domain. Clients see your brand at every touchpoint — portal login, email notifications, invoices, and the mobile app.
Lightning-Fast Performance
Deployed across 300+ global edge locations with zero cold starts. Sub-50ms response times regardless of where your clients are.
All-In-One Platform
CRM, communications, file storage, invoicing, and AI are built into one integrated system. No stitching together five different SaaS tools.
Ready to Run Your Business From One Platform?
Schedule a personalized demo. We'll walk you through the portal, configure it with your branding, and show you exactly how it fits your workflow.