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Service

A complete field-service platform for residential electrical work.

Service runs the residential side from first call to paid invoice: intake, scheduling and dispatch, the technician’s day, quotes that are signed contracts, invoices, payments, texting and reporting. It is the platform behind A.E.E. Services.

iPhone · Android · Web

Service app technician “My day” screen with two scheduled visits
My day: the technician’s visits, with directions and calls.
Service app “Take a call” intake screen with a returning customer found by phone number
Take a call: the intake script, top to bottom.
Service app visit screen with a before-you-start checklist
A visit: the customer’s OK and checks before work starts.
Service app invoice screen with payment and line items
An invoice: payments, price book and NJ sales tax.

Screenshots from the real app, with made-up names and sample data.

The problem

A residential service business lives on the phone: a call comes in, someone has to be sent, the work has to be signed for, and the invoice has to be paid before the tech leaves.

What it does

Take a call

An intake script that runs top to bottom: who’s calling, what’s wrong, safety questions for emergencies, the service fee read out, and open slots ranked by how well they fit each tech’s route.

Dispatch and live map

A schedule board and a live map of technicians while they’re on the clock.

The tech’s day, step by step

On my way, arrived, the customer’s signed OK, required checklists and photos, sign-off. The server enforces the order.

Quotes that are contracts

Good, better, best options the homeowner signs online, with follow-ups based on whether the quote was opened.

Get paid on site

Invoices, card and bank payments, a card reader or tap-to-pay on the tech’s phone, and cards on file with a signed authorization.

Texting and calling on the business number

Two-way texts and calls from the business line, with opt-in respected and signed copies sent automatically.

Leads and sales tax

Angi leads land in the app. Sales tax is applied by type of work, including New Jersey capital-improvement exemptions, with reports.

Business insights

Seasonality, win rate, callbacks and on-time arrival for the owner.

Connects to

  • Stripe
  • Twilio
  • Angi
  • Microsoft 365
  • aee.services

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