One connected workday · Product preview
Less juggling.
More doing.
The schedule. The job. The customer. The bill. A simpler way to bring it all together.
Explore the ServiceCanopy direction for HVAC and plumbing teams, from the first call to the next service visit.
In development. These are planned workflows; feature availability has not been verified.
Built around your workday.01 / A clearer start
A full day.
A clear plan.
When an urgent call comes in, the whole day can shift. The goal: see the schedule, check availability, and give the right person the next job.
Explore how scheduling and dispatch are intended to work together, with fewer calls back to the office.
Explore scheduling Explore dispatching02 / From office to field
Less back-and-forth.
More getting it done.
The next stop should come with the details that matter: the job, service history, and what needs attention.
The planned field workflow connects work orders, equipment notes, and estimates so the crew and office can follow the same job.
Explore the technician job view See the mobile directionYour next job
Water heater repair
Example service call
- Arrival window
- 10:00–11:00 a.m.
- Job notes
- Check the reported leak. Review equipment history.
- Review the work order
- Record findings and parts
- Prepare the next step
03 / Keep the work moving
Finish the job.
Follow through.
An estimate, a completed job, and an invoice should tell the same story. Keep the details clear for the customer and the office.
Explore the planned path from field estimate to invoice and payment record. Payment processing is not enabled on this website.
Explore invoicing See the payments directionExample HVAC repair
Work completed → Invoice prepared
Illustrative amounts, not ServiceCanopy pricing or a payment request.
Find your next step
Big picture.
Everyday details.
Start with the part of the day you want to improve. Each page explains a planned workflow and what to check before relying on it.
Do the work
Give every job a clear next step.
Know your customers
Keep the conversation connected.
Room to grow
More teams.
One direction.
Explore the plans for branches, connected tools, and a thoughtful move from your current system.
Different roles. Shared goals.
Your team.
On the same page.
A planned workflow for each part of the business. Role screens and permissions remain in development.
See what needs your attention.
A useful business view starts with the work waiting, invoices to follow up, and the questions behind the numbers.
- Review jobs that need a next step
- Trace an invoice back to the work
- Evaluate branch and team reporting
Give the day a clear direction.
When the plan changes, the office needs a way to see who is available and what each job needs.
- Compare jobs and crew availability
- Keep the assignment clear
- Plan for urgent calls and return visits
Know the job before you arrive.
The field workflow is designed around a simple question: what do I need to do next?
- Review the job and equipment history
- Keep work notes with the job
- Prepare an estimate or closeout
Good questions
What else would
you like to know?
Are all listed features released?
No. This is a product planning and evaluation directory. Individual feature availability must be verified before you buy.
Where should we begin?
Most teams start with scheduling, dispatching, customer records, field work, and invoicing.
Can different teams use different tools?
Role-based screens are part of the proposed design; verify current permissions and module access during the product review.