Service OS Pro platform
One operating system. Twelve places where work can stop getting lost.
Each capability supports a different operating question. Launch the ones that carry the first handoff. Add depth only when the team has a working habit and an owner for it.
Intake & TriageEvery lead gets a visible next action.
Calls, forms, texts, emails, and marketplace leads should not become a memory test.
Boundary: AI does not make emergency decisions.
Scheduling & DispatchThe whole day on one board.
See who can do the work, when, and what changed—without holding it all in one person's head.
Boundary: No hardware telematics or two-way Google/Outlook calendar sync.
Field Execution & SOPThe standard follows the work into the field.
Turn the procedure, evidence, and closeout rule into a usable job packet.
Boundary: Proof is evidence, not a dispute guarantee.Price the same work with the same operating standard.
Approved options and price-book logic help the team make a consistent proposal.
Boundary: CSS does not certify taxes, margins, or contract language.
Cash & CollectionsMake completed work reviewable and billable.
Move from proof of work to an invoice queue, payment record, and usable cash context.
Boundary: Automatic A/R is off by default; no payroll API or collections handoff.
Customers & JobsThe next visit should start with the last one.
Keep customer, site, equipment, jobs, estimates, invoices, and communication context together.
Boundary: A portal link does not replace a client-service policy.Follow-up stops depending on whether someone remembered.
Make review, agreement, renewal, and win-back work visible with controls.
Boundary: No review gating, no stored-card membership autopay; a person handles low-rated replies.Judge marketing by the work it creates.
Keep source context connected to booked work and use approved operating facts to prepare marketing.
Boundary: No direct Meta or Google ad publishing.See the credential before it becomes a dispatch problem.
Keep the roster, role boundaries, onboarding, and credential readiness closer to the operating work.
Boundary: AI résumé review is off by default and does not decide stages.Make the second trip easier to prevent.
Keep recorded truck stock, job kits, and maintenance context visible to the people preparing work.
Boundary: No fuel-card, CAN-bus, hardware GPS, or telematics integration.When someone asks for the record, there is one.
Support the safety workflow the business defines with inspections, acknowledgements, incidents, and corrective actions.
Boundary: Does not certify compliance or replace legal or safety advice.
Analytics & Owner's DeskStop being the reporting system.
Bring role-appropriate operating information into a weekly review with named actions.
Boundary: Not accounting, legal, tax, or financial advice.Product captures use illustrative demo data. The 12 areas are not fixed tiers — during the workshop each is switched on, simplified, or left dormant based on the operation.