Let clients book, approve and pay without calling you.
A booking page for the residential side, and a portal for commercial clients that lists their sites and doors. Finished jobs turn into review requests on their own.
Included on every plan.
What it does
- 01
Three booking modes
Instant booking for fixed-duration residential work, request-a-quote for commercial, and an emergency option for lockouts with your emergency rate.
- 02
A portal by magic link
No password. Clients open a link from email or text to approve estimates, pay invoices and see upcoming visits. Links expire after 30 days and can be re-sent or revoked.
- 03
Request service on this door
Commercial clients pick the opening. The job arrives with its device list and last service already filled in.
- 04
Documents in one place
Proposals, invoices, warranty certificates and the service plan schedule.
- 05
Review requests
Sent by text and email 2 hours after completion with your Google link. One request per client every 90 days, and opt-outs are respected.
- 06
You choose what clients see
Hide line prices, keep internal notes internal, show or hide the tech's name and photo.
In practice
A rekey booked from a phone
- 1
A homeowner picks rekey and a 10 to 12 window for tomorrow on your booking page.
- 2
The visit shows up on the calendar marked as booked online.
- 3
Confirmation and reminders go out on your sequence.
- 4
Two hours after the job is completed, the review request is sent and the click is recorded.
Not built yet
On the roadmap for this module.
Rundown is a pilot build. These are planned and not in the product today. We list them so you can decide with the full picture.
- PlannedReserve with Google
- PlannedLogins for facility managers, with several users per client
- PlannedClients choosing their own inspection dates inside a window