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Features Galore

Explore our massive toolkit helps you market, run, and analyze your business.

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Website & online presence

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Instant 20-second website generatorAlways freeTrade-specific copy, layouts and stock photography
High-performance cloud hostingAlways freeEnterprise AWS hosting with a 2048-bit SSL certificate
Free company subdomainAlways freeInstant live site on yourbrand.pagesmack.com
Mobile-responsive themes and templatesAlways freeTwo-click template switcher, fluid scaling down to 320px
Community pages for local SEOAlways freeDynamic city landing pages for hyper-local campaigns
Blog postsAlways freePublish business updates, articles, and service announcements
Contact formAlways freeDedicated communication form for fast and easy visitor inquiries
Interactive maps and directionsAlways freeBase map on the contact page with turn-by-turn navigation
Integrated SEO and analyticsAlways freeSemantic markup, meta tags, sitemaps and a tracking ID
Accessibility suiteAlways freeScreen-reader ready, keyboard navigation, high-contrast toggle
Live website chat integrationAlways freeFree visitor live-chat widget embedded across site pages
Mailing list intake formAlways freeFooter subscriber capture with compliant opt-out
External website integrationAlways freeEmbed booking and portal into an existing site
Custom domain connectionPremiumConnect your own domain from any registrar

Online booking & lead capture

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Real-time online booking engineAlways freeDynamic property driver pricing and schedule sync
Dynamic service pricing modelsAlways freeFlat base fees, property drivers, or crew hours and headcount
Service add-on extras and upsellsAlways freeUnit multipliers, flat rates and driver-scaled add-ons
Arrival window buffersAlways freeOne to two hour windows that protect drive times
Rolling booking blackout periodsAlways freeRequire 24 to 48 hours notice and block same-day slots
Coupons and frequency discountsAlways freeTiered recurrence discounts and trackable promo codes
First-booking anti-churn safeguardAlways freeRecurring discounts lock in starting on visit two
Automated multi-tier sales taxAlways freeCity, county, state and federal calculation by location
Interactive online quote requestsAlways freeUnpriced booking mode for custom estimates
Customer photo intakeAlways freeProspective clients upload smartphone photos with captions
Offline payment options at bookingAlways freePay-after-service by cash, check or offline invoice
Abandoned cart lead recoveryAlways freeTracks incomplete checkouts with resume booking links
Card intake at checkoutFree under $1,000/moPremiumAuthorize and charge cards online · unlimited on Premium
Card vaulting during bookingFree under $1,000/moPremiumSave cards for post-job billing without charging

Scheduling & dispatch

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Interactive master dispatch consoleAlways freeVertical team lanes, shift blocks and drag-and-drop actions
Unscheduled jobs drawer and target guideAlways freeSlide-out drawer with slot alignment projection
One-click copy-assigning and shadowingAlways freeDuplicate jobs to teammates with linked crew highlighting
Double-booking protectionAlways freeHard conflict blocking with an allow-overlaps override
Solo versus crew-locked job modesAlways freeColor-coded modes protecting apprentice and senior pairings
Calendar events and holiday blackoutsAlways freeNon-billable blocks and full-day website booking holds
Rolling 90-day recurring blueprintsAlways freeAuto-spawns recurring work orders three months ahead
Cascading updates and suppressionAlways freeMaster blueprint edits with per-visit suppress changes
Live check-in and check-out indicatorsAlways freeEdge bars for in progress and completed jobs
Eight-parameter auto-schedulerAlways freeAssigns crews on shifts, priority, skills and capacity
Entire-team dispatch safeguardAlways freeEnforces crew integrity and cascades if a member is busy
Preferred team customer routingAlways freePrioritizes preferred crews with automated fallbacks

Invoicing, quotes & payments

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Single-page work order intakeAlways freeDispatch, materials, scheduling and quoting in one screen
Two-step standalone invoice builderAlways freeBill completed work without holding a calendar slot
Bi-directional document morphingAlways freeWork orders become invoices on completion and can revert
Immutable digital quotes and proposalsAlways freeTamper-proof contracts with days-to-approve cutoffs
Tax-exempt other costs line itemsAlways freePass-through reimbursements bypass discounts and tax
Offline payment recordingAlways freeLog cash, check or wire settlements with audit stamps
Refunds and scope correctionsAlways freeIn-app card refunds with automated calendar slot release
Customer payment terms configurationAlways freeNet 15, Net 30 or due on receipt with early-pay discounts
Payment links and card chargingFree under $1,000/moPremiumOne-click vaulted card billing and hosted checkout links
Portal quote acceptanceFree under $1,000/moPremiumSelf-service approval or rejection with feedback notes
Customer prepayments on work ordersFree under $1,000/moPremiumAdvance payment on upcoming jobs
Digital customer tipping at checkoutPremiumGratuities tracked and split for payroll
Financing and late fee enginePremiumDaily compounding interest and automated fixed late fees

Client portal

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24/7 self-service web portalAlways freeMobile-responsive dashboard tied to a verified email
Two-factor authenticationAlways freeStandard authenticator app support for clients
Upcoming appointments and windowsAlways freeReview future bookings, arrival ranges and recurring plans
One-time self-service reschedulingAlways freeOne change per appointment with advance notice cutoffs
Multi-property address managementAlways freeClients view, add or edit service addresses, admin-gated
Technician headshots and assigned crewAlways freeShow names and photos while hiding technician cell numbers
Custom welcome center and upsellsAlways freeEditor for notices, announcements and seasonal specials
Document history accessAlways freePast work orders, invoices, receipts and shared photos
Online invoice settlementFree under $1,000/moPremiumCustomers pay balances online · unlimited on Premium
Client card vaulting and managementFree under $1,000/moPremiumAdd, replace or update stored cards without paying

Employee portal & mobile workforce

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Installable mobile app (PWA)Always freeFull-screen app on iOS and Android, no app store needed
Daily shift and job feedAlways freeToday and tomorrow's hours, addresses and scopes
Turn-by-turn GPS navigationAlways freeOne-tap launch into the device's native maps app
One-tap time trackingAlways freeOn-site check-in and check-out stamps with status rings
Auto-generated job checklistsAlways freeInteractive lists with concurrency collision protection
Multi-tech checklist syncAlways freeOne tap pulls in tasks completed by teammates
Property access codes and scopesAlways freeGate codes, lockbox pins and line items with prices hidden
Private internal job notesAlways freeField notes visible only to staff and administrators
Smartphone field photo captureAlways freeCamera uploads with captions, client sharing admin-locked
Self-scheduling and job claimingAlways freeFind Jobs lets staff claim unscheduled shift work
Up to 100 employee accounts and teamsAlways freeTechnicians, leads and operational crews
Privacy-first active GPS trackingAlways freeCoordinates logged only while the app is open, dual opt-in
On My Way customer SMSPremiumOne-tap dispatch to the client's phone, with MMS photos
Arrival delay SMS presetsPremium15, 30 or 45 minute presets send an updated ETA

Customer management & surveys

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Customer profile hub and CRMAlways freeContact details, history counters, vaulted cards and maps
Multi-property architectureAlways freeUnlimited service locations on one commercial account
Customer-level overridesAlways freeAssign custom default payment terms per profile
Landmark photos and safety warningsAlways freeOperational notes and entrance images for field crews
Multi-field global searchAlways freeSearch by name, phone, email, service address or order ID
Automated A2P SMS complianceAlways freeAutomatic STOP and START opt-out handling
Friction-free three-question surveysAlways freeOne-to-five star framework with an open comment box
Smart review gatingAlways freeScores of 4.0 and up route public, lower scores stay internal
Automated survey discount couponsAlways freeDelivers a promo code on submission
Survey locator and staff attributionAlways freeReviews link to assigned crews and update star ratings

Inventory & materials

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Company-wide stock balancesAlways freeReal-time aggregate quantities that never go below zero
Automated job stock deductionsAlways freeMarking jobs complete decrements stock automatically
Forward demand forecastingAlways freeTracks quantity needed for future scheduled work orders
Vendor management and purchase ordersAlways freeLog supplier orders, PO numbers and vendor profiles
Multi-shipment receivings and landed costAlways freeSplit deliveries factoring freight, customs and taxes
Four inventory costing methodsAlways freeFIFO, LIFO, weighted average cost or no costing
Dynamic auto-markup pricingAlways freeRetail prices track the current average landed cost
Fixed-price loss margin warningsAlways freeFlags items when average cost exceeds selling price
Combined items invoice bundlingAlways freeBundles minor hardware for clients, expands for staff
Write-off and adjustment ledgerAlways freeImmutable log for internal use, damage or loss
Vehicle location transaction auditingAlways freeAssign storage locations to vans to audit technician usage
Monthly valuation snapshotsAlways freeEnd-of-month asset valuation by item or category

Communications, phone & team chat

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Internal team chat applicationAlways freeReal-time messaging, photo sharing and room management
High-priority staff push notificationsAlways freeUrgent alerts to technician lock screens from the composer
Dedicated notifications roomAlways freeAuto-logs system and dispatch alerts with work order links
Expiring media linksAlways freeHosted images delivered on one-hour signed URLs
Sensitive link redaction for staffAlways freeHides customer payment and quote authorization URLs
Two-way customer SMS and MMSPremiumInbound and outbound customer texts and photos route into chat
Managed 10DLC carrier registrationPremiumHandled end to end at no additional charge
Dedicated 10-digit business numberPremiumA provisioned local line for company messaging and inbound calls
Caller ID number maskingPremiumOutbound messages and forwarded calls show the business line
30-minute unread message alertPremiumAlerts and auto-adds the account admin if staff miss a text
Intelligent Call ManagerPremiumAutomated receptionist, forwarding and spam firewall
Personalized smart call routingPremiumGreets by name and routes to the assigned tech or texter
Missed call recovery pathsPremiumCallback requests, text requests and voice messages
In-chat voicemail transcriptionsPremiumTranscribes voicemail to text with embedded audio
After-hours call handlingPremiumCustom after-hours forwarding or missed call routing
Robocall and spam blockingPremiumSystem-level rejection of blocked numbers

Automations, reporting & integrations

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Visual workflow tagging engineAlways freeCustom-colored icon tags for filtering, context and scoping
Automation design and builderAlways freeBuild and configure up to 30 workflows · execution on Premium
Executive command center dashboardAlways freeTrailing 30-day sales, bottlenecks and forecast metrics
Interactive sales summary reportAlways freeDual-mode accrual versus cash basis reporting
Interactive audit drill-down ledgersAlways freeClick any summary metric to open contributing transactions
Pipeline foresight and forecast hubAlways freeForward demand, accepted quotes and cancellation metrics
Automated workflow execution enginePremiumRuns up to 30 background automations across 40+ triggers
Automated card-on-file autopayPremiumAuto-charges default cards for subscription and standard jobs
Chained multi-step automationsPremiumMark a job complete, then charge the card on file in sequence
Automated SMS and email remindersPremiumAdvance notices and reverse-timed post-service follow-ups
Quiet-hours delivery windowsPremiumHolds overnight triggers until morning with a daily cap
Bi-directional QuickBooks Online syncPremiumReal-time ledger sync with a 10-minute stabilization hold
Automated revenue recognitionPremiumPosts unearned and earned revenue entries automatically
Automated inventory receiving journalsPremiumPosts balanced inventory asset and accounts payable entries
Live document reconciliationPremiumLive API audit highlighting tax and balance variances
Error manager with automated retriesPremiumClears API glitches and flags closed reporting periods
Receipt and bill capturePremiumUpload photo or PDF receipts, split lines and link to jobs

Start with Free. Upgrade When the Phone Gets Busy.

Launch the website, take bookings and run the schedule for nothing. The Premium Plan adds the an inbound call manager, texting, autopay and QuickBooks.

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