Features
Everything the day needs, in one place
From the first quote to the final payment, ServiceStead runs the whole job — so your team spends less time on admin and more time in the field.
Quotes & jobs
Turn an inbound request into a priced quote and a scheduled job in minutes — no re-typing, no lost details.
- Build quotes from reusable service templates with your own pricing
- Send quotes customers can approve online
- Convert an approved quote straight into a job
Scheduling & routing
Plan the week without the whiteboard. Recurring work schedules itself and the day is ordered by real drive time.
- Auto-schedule recurring visits (weekly, monthly, seasonal)
- Drive-time-aware routing so crews drive less
- Rain-delay and reschedule without breaking the recurrence
Dispatch board
See every visit on one board and move work with a drag. The whole operation at a glance.
- Time-grid board across your crews and the day
- Drag to reschedule or reassign in one move
- Pipeline view from lead through paid
Invoicing & payments
Invoice the second a job is done and get paid online — money in the bank faster, less chasing.
- One-click invoice from a completed visit
- Online card payment via Stripe
- Automatic payment reminders
Online booking
Let customers pick a real arrival window from your live availability — or request a day for weather-dependent work — right from your website.
- Times come from your actual schedule and routes, never a separate calendar
- Per-service control: instant, request-only, or off — weather work is never instant
- Service area, bookable crews, and deposits to cut no-shows
Field-crew mobile app
Your crew sees only their stops for the day, with everything they need to do the work right.
- Assigned-only visit list — no clutter, no other customers' data
- Checklists and photo capture per visit
- Start-to-complete flow that keeps the office in sync
Customer communications
Keep customers in the loop automatically — appointment reminders, on-my-way texts, and receipts.
- Email and SMS reminders on your schedule
- “On my way” texts from the field
- Every message logged against the customer
And more
Customers & leads
A simple CRM for contacts, properties, and inbound leads — with a public request form, online booking and CSV import from your old system.
Reporting & dashboard
See revenue, jobs, and outstanding invoices at a glance, and export the details.
Accounting sync
Push invoices and payments to QuickBooks Online or Xero without double entry.
Made your way
Custom fields, your branding, and configurable terminology to match how you work.
Also included
Good / better / best quotes
Offer three options on one quote and let customers pick online.
Recurring billing
Bill per visit, monthly or seasonally — invoices create themselves.
Deposits & progress billing
Take a deposit on approval and bill big jobs in stages.
Customer portal
Customers see their quotes, invoices and visits, and pay online.
Review requests
Ask happy customers for a Google review after the job.
Job costing
Labor and materials against each job, so you see real margins.
Crew time tracking
Clock in and out from the field app; timesheets for payroll.
Measurement-based pricing
Price by square footage, linear feet or count, automatically.
Property photos
A street-level photo of every property before you drive out.
Import from Jobber or a spreadsheet
Bring your customer list over in minutes with CSV import.
See it on your own work
Start a free trial, or book a walkthrough and we'll show you around.