Get paid on the job
Estimates, invoices, and follow-up on the same record.
Ergova platform tour
Your work, one canvas
Follow a job from the first lead to collected payment—scheduling, dispatch, field work, and invoicing on one connected canvas.
Create a custom workspace with AI
Start from how you already run—or pick a trade and see the same job record on a board built for that day.
Or start with a trade
Make your mark, no extra stack needed
Build with drag and drop
Move jobs across the board when the day breaks. Office and truck stay on the same record.
Flex your schedule
Windows, skills, and travel sit in one calendar—not a whiteboard plus a chat thread.
Capture the job on site
Photos, notes, and checklists attach to the work so invoicing is not a reconstruction.
Tell the next step with AI
Priorities and suggested actions stay on the job—honest as the board changes.
Get paid and stay visible
Invoices that leave with the tech
Turn completed work into a payment link before the truck leaves the driveway.
Customer updates built in
Windows and status go out from the same job—no separate marketing stack required.
One workspace, every location
Roll up crews and cash without exporting to a sidecar spreadsheet.
Mobile-ready from day one
Technicians see the packet on the phone. Dispatch sees the same truth in the office.
Operations-ready from day one
One host for the day
Intake through cash collected—no extra tools to log into.
Secure by default
Roles, audit, and customer data stay in the operating system.
Walk the connected workflow
Lead intake that becomes a job
Calls, forms, and messages land in one queue. AI extracts intent, creates the customer record, and sets priority before your team picks up.
- Capture from web, phone, and partner channels
- Auto-create customers and job drafts
- Route high-value work first
Dispatch with live context
Assign by skill, territory, and urgency. When plans change, office and field stay aligned without phone tag.
- Drag-and-drop boards and smart suggestions
- Technician status in real time
- Customer notifications built in
Field work on mobile
Technicians see the full job—notes, photos, checklists, parts, and signatures—without calling the office.
- Offline-friendly job packets
- Photo and checklist capture on site
- Change orders while the crew is there
Invoicing and payments
Turn completed work into invoices and payment links immediately. Fewer end-of-week billing marathons.
- Estimates that convert to jobs
- Card and ACH collection
- Automated follow-up on open balances
AI automation where it helps
Prioritize the board, suggest next actions, and automate repetitive follow-ups—without replacing your team’s judgment.
- Job prioritization and revenue alerts
- Workflow triggers across modules
- After-hours and overflow handling
Reporting leaders trust
Dashboards for revenue, utilization, and cash—so operators see what changed this week, not last quarter.
- Live operational metrics
- Location and team roll-ups
- Export-friendly for finance
There is a module for that
When the built-in flow is not enough, extend with products and integrations—without a second operating system.
Dispatch
Assign by skill, territory, and urgency.
Jobs
One record from lead to paid.
Invoicing
Send links the moment work is done.
Mobile
Field packets without calling the office.
AI
Rank the board; keep judgment with the operator.
Integrations
Accounting and payments you already use.
Reporting
Revenue, utilization, and cash this week.
Customer portal
Self-serve windows and invoices.
Start building the day on one canvas
Get started, then walk intake, dispatch, field work, and invoicing in a live session if you want a guided tour.