Two verticals, one platform. Filter by HVAC, Dental, or shared core to see exactly what's shipping when. No vaporware — regulatory-heavy items live in v2 for a reason.
Feature-complete against Housecall Pro on the HVAC side; practice ops + billing on the dental side.
Tech availability, job colors, emergency slotting.
Invoices, payments, customers, chart of accounts.
On-site proposal builder that moves average ticket.
Recurring billing, seasonal tune-ups, plan-member pricing.
Make, model, serial, warranty, filter, refrigerant, service log.
Provider + operatory columns, family blocks, online booking.
6-month cycles, overdue lists, SMS/email reactivation.
Current CDT codes, clearinghouse submission, ERA/EOB posting.
CDT-coded phases, insurance estimates, acceptance tracking.
Custom forms, e-signature, HIPAA delivery, auto-filed.
Shared pipeline, stages, activity log.
Triggers → SMS/email/task actions.
HIPAA-relevant for dental; useful for HVAC ops.
Card on file, tap-to-pay, text-to-pay, ACH.
Deal-winners: the features that turn a shop into a business, and a practice into a business.
Reorder points, PO-to-job costing, supplier price lists.
Gross margin per job/tech/type.
Revenue per tech, average ticket, close rate, callbacks.
Customer + equipment history pop, guided script.
Wisetack/GreenSky-style options inline.
Dental savings plans: builder, recurring billing, benefits.
Production vs. goal, reappt rate, case acceptance, AR aging, unscheduled tx value.
Aged worklists, text-to-pay sequences, claim follow-up queue.
Referring dentist/specialist management.
Production-based comp calculation, payroll export.
Cross-vertical dashboards, saved views, exports.
Post-job/post-visit review routing, Google tracking.
Central per-record file store with permissions.
Public API + Zapier triggers/actions.
Premium & moat: honest sequencing on the regulated, third-party-dependent builds.
Campaign → booking → revenue trace.
Consolidated reporting for regional operators.
Install permit workflow, warranty claim registry.
Sensor alerts create jobs automatically.
Full tooth charting — the 'true PMS' bar.
Integrations with common sensor / X-ray software.
Certified e-prescribing — regulatory lift, sequenced late.
Dentrix, Eaglesoft, Open Dental data import.
Cross-location scheduling + consolidated reporting.
Design-partner customers help set v1.1 and v2 priorities. Talk to us and get faster shipping in exchange for feedback.