
Johnson Residence
WO #H-204 · No cool
Ergova HVAC
Customers get a faster truck. You save the hunt across texts and job files. Everybody works from the same no-cool.

Johnson Residence
WO #H-204 · No cool

Oak Street Office
Tune-up · AM block

Dispatch
Assign the next truck
Johnson Residence · no cool · 94°F
Mike R. · 18 min out
WO #H-204 · 2 hr window
No more bouncing between the board, a group chat, and last year’s invoice. Priority, skills, and equipment history sit on the call before anyone starts driving.
Priority · tech · SLA · last update
| Customer / job | Service | Status | Technician | SLA | Updated |
|---|---|---|---|---|---|
| Johnson Residence | Emergency AC repair | En route | Mike R. | 2 hr window | Just now |
| Oak Street Office | Seasonal tune-up | Scheduled | Sarah J. | AM block | 25 min ago |
| Maria Lopez | System replacement quote | Estimate sent | Office | Follow-up Fri | 1 hr ago |
Model numbers, filters, open estimates, and the next window—without tab-hopping between a CRM row and a work order.
Priority, skills, and who’s closest—on one board, not a group chat.
Seasonal tune-ups stay on the same timeline as the 7 a.m. emergency.
Quotes, equipment, and crew days sit on the job through close-out.
Completed work becomes a bill before the truck leaves.
Model, filters, and prior visits travel with the tech.
En route, on site, and next stop update without a callback.
Recurring plans and warranties stay attached to the account.
Office and the truck see the same SLA and last update.
Get a tailored walkthrough and see how scheduling, dispatch, jobs, invoicing, and visibility fit together for your team.