Tuesday morning service call, Wednesday afternoon install, Friday maintenance check. Construction Scope keeps each one a job with its own scope, parts, labor, and invoice — so the tech on the truck can take payment and the office sees it the same minute.
Tech writes up the call on the phone. Customer signs. Invoice sent. ACH or card pays it before they leave the driveway.
Filter, capacitor, blower motor — each item from the parts catalog with its own price. Labor by the hour at the tech's rate. Customer sees a real invoice, not a guess.
Customer on a quarterly tune-up plan. The schedule view shows the next visit. Invoice auto-generates after the visit. Customer pays the same day.
Furnace make, model, serial, install date, warranty expiry. Tech opens the customer in the truck and knows exactly what's already there.
Who's on what call today. Where they are. What's the next stop. Without a separate dispatch tool.
Sales tech does the in-home estimate. Customer approves on the spot. Install crew gets the same job with the same line items. Office doesn't re-key anything.
Walk through what the same job looks like in the tool, from the first call to the final payment.
Customer calls about no cooling. Create a service ticket from the phone. Address, equipment type, symptom in one screen. Assigned to the closest tech via the Dispatch view.
Tech arrives, opens the customer record. Sees the install date, the unit's make and model, history of past visits. Diagnoses a bad capacitor. Adds the part from the catalog.
Repair quoted on the tablet — part plus labor. Customer signs the approval link on their phone. Tech makes the repair while the homeowner is still in the kitchen.
Repair done. Invoice generates from the line items. Customer pays by tap-to-pay card or ACH right then. Tech is in and out in under an hour, paid before they leave the driveway.
While the tech is there, offer the quarterly maintenance plan. Customer signs up via the approval link. Recurring billing starts the next month. Visits auto-schedule.
When the same customer needs a system replacement, a new Job is created against their record. Larger scope, line items for equipment + ductwork + labor + permits. Same workspace, same invoicing flow.