From the tech's phone to a paid invoice. Tickets and signatures, a receipt photo that turns into a drafted invoice your office approves in one tap, payments, customer updates and a real dashboard. Built around your business and running on your own private server, not rented from a one-size-fits-all vendor.
Timestamps that log themselves, photos attached on the spot, and a real signature captured before you leave. No ticket to lose in a truck.
Techs write what they did and photograph the receipt. AI reads it, works out what was used on the job, and drafts the invoice, priced by your own price book, never by the AI. Your office reviews it before anything goes out.
One tap bills the job and sends the invoice. Quotes and not-to-exceed limits are checked first. Payments and partial payments are tracked, with a clear list of who still owes you.
Automatic "on my way" and "job complete" texts and emails, invoices with your payment instructions, and quotes your client approves from their phone, no login needed.
Parts come off the van or shop count the moment the ticket is submitted, with a low-stock list for reordering. No more guessing what's on the truck.
Everyone on a job is tracked, day or night shift, plus shop and travel time, so the hours are already sitting there accurately when it's time to run payroll.
Not a mockup. These are the actual app, from one job: the tech's ticket and the invoice it turned into. (Names and numbers are made up for the demo.)
For fence, rental and install crews that don't need tickets or invoicing. A smaller plan with only what that takes.
Most field-service software rents you a seat on someone else's platform. This is different — it's built around your business specifically, and what it collects belongs to you.
Your company gets its own private server, hosted in New Jersey. Not a shared platform where your data sits alongside every other customer's, and no per-seat bill for access to your own information.
Encrypted backups every night, and the system is monitored around the clock. If something goes wrong, I know about it before you do.
Turn on only what you need: invoicing, inventory, customer messages, payments. If a client requires a portal like CorrigoPro or ServiceChannel, this works alongside it instead of forcing you to replace it.
"I built this because I was the one losing tickets in my own truck. It's been running on real jobs since — this isn't a pitch deck, it's what I actually use."
One flat monthly price for your whole company, plus a one-time setup. Every tech and office person is included, so the bill doesn't go up as your crew grows. You only pay for the parts you use. Tell me how you work and I'll give you an exact price.
It does the office's typing. The tech photographs the receipt and writes what they did; the AI reads the receipt, works out what was used on that job and drafts the invoice, with prices from your own price book, never made up. It drafts your quotes the same way and reads the prices suppliers send back. Your office reviews every draft and nothing goes to a customer until someone approves it.
No app store and nothing to install. It opens from a link on any iPhone or Android, and they can add it to the home screen so it works like any other app.
Keep working. Tickets, photos and signatures are saved on the phone and send on their own as soon as there's signal again. Nothing is lost.
Your company gets its own server in a New Jersey data center, not a seat on a big shared platform. Your tickets, photos and customer list are yours. It's backed up every night and watched around the clock.
No, it works alongside them. Your clients keep their portal, and your tech puts the work order number on the ticket so your paperwork matches theirs. You get the signed ticket, photos and invoice on your side.
Those charge per user and you rent a seat on their platform. Here it's one flat price no matter how many people you have, your own server, set up around how your business already runs, and a real person in New Jersey who answers when you need help.
Yes. Crew Photos is a smaller plan for crews that only need before and after pictures from every job. Tickets, invoicing, inventory and the rest can be turned on later, when you want them.
There's no direct QuickBooks connection today. Timecards and the business dashboard export to a spreadsheet your bookkeeper can open. If you need it connected to your accounting, I can quote building that.
I set up your server and web address, load your customer list from a spreadsheet, and walk your office and crew through it. You also get a week of “how do I…?” help while everyone gets used to it.
I'm based in New Jersey and starting here, but you don't have to be. Ask me. Your server can go in a data center near you.
I'm bringing this to a small number of service businesses right now — happy to just show you how it works, no pressure either way.
Send a few details and I'll reply personally — usually within a day — to set up a short walkthrough on your schedule.
or email steve@clipboardzero.com directly