Run the jobs, the parts and the books in one system.
From the first call to the closed-out job: book it, dispatch it, finish it on the phone and see what it cost. The stock you use and the money you take sit on the same records.
1 · Book
Every call becomes a job
Book it with New job while the customer is still on the phone. Only the customer is required; the technician, the crew, the details and the time window sit on the same record.
- With or without a sale attachedSee the day, the week or the monthThe customer gets a Confirm link and a day-before reminder, in your words, with the Customer Portal on Pro and Premium
2 · Dispatch
One day, a column per technician
The board shows one day with a column per technician and one for Unassigned. Drag a job to another person or another time to reassign it. You do the dispatching; nothing assigns jobs on its own.
- The route map beside the boardPrint each person’s day sheet without pricesA change reaches the technician within about five minutes
3 · On site
Each tech’s day on their phone, no app to install
One morning message with a no-login link to their day, and another whenever someone changes it. On the visit they tap On my way, Arrived and Mark complete, so the taps are the clock.
- A text where the store texts, an email on BasicOn my way can text the customer too, with the Customer Portal on Pro and PremiumScan the unit’s serial to see its warranty and past work before starting
4 · Close out
Finish the job on the phone
Photos typed before, during, damage and after. A checklist whose required items must be answered first. The parts used, straight from stock. The customer’s signature under your service terms.
- Order a missing part on a purchase order from the jobShow customer lays two to four options side by side, with the one you recommendQuote approval by link, signed with a finger
5 · Get paid
Record it on the order
The job’s order carries the payment. Charge a supported card reader from the order or the Register, or record cash and check. A refund goes back to the card from the return.
- Your own Stripe account, or keep your processorPay the open balance from the portal link Coming soonA deposit right after the quote is approved Coming soon
6 · Repeat
Visits that repeat, and what each one cost
Set a tune-up or a cleaning to repeat monthly, quarterly, yearly or every six months, billed per visit or prepaid. Then see what each completed job cost in labour hours and parts beside what it billed.
- Members get their own price with a pricing ruleSkip, pause or end the series from the jobCallbacks traced to the earlier work, each technician side by side
Also sell units or parts?
The same system runs the stock, the showroom and the delivery.
An HVAC company that sells the unit. An appliance repair shop with a parts counter. The sale, the job and the parts it used sit on one customer record and one set of books — the pitch a field-service tool cannot make.
Pages for your trade
- Appliance Repair
- Cleaning Services
- Contractor Services
- Electrical Services
- Handyman Services
- HVAC Services
- Lawn Care
- Plumbing Services
- Tree Care
- Garage door, pest control, pool, locksmith, painting: next
Our team grows it.
Software runs the jobs. The people behind it bring the next ones.
A website that books real jobs
Built on the same system as your schedule, with a portal where the customer follows the job and approves the quote.
Learn moreAds run by people who see your real numbers
Google and Meta campaigns and your business profile, run by a team that knows what the shop actually billed.
Learn moreAutomation fitted to your crew
We map where your office hours go and build the workflows that cut them.
Learn moreThe product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.
Ready to run your
whole business on one system?
Start your free trial today. No credit card required.
One system for the counter, the schedule, the truck and the books. A team to build the website, run the ads and take the busywork off you. Start with the trial, or let us walk you through it first.
