Owners run the business. Techs run the visits. Clients see what's happening. Servicio is built around those three roles — every screen, every automation, every notification. Here's what ships today and what's in flight.
Every number the owner needs — scheduled visits, collections, AR aging, commission accrued, weather risk for tomorrow — lives on the dashboard. No more three browser tabs + two spreadsheets.
Horizontal timeline, rows per tech, drag-and-drop to reassign. Capacity meters + weather overlay + unassigned queue.
MRR, cash-in-hand, AR aging, top clients, crew productivity — Chart.js charts refresh on every visit.
Nearest-neighbor + 2-opt per tech per day. Shows "saved 3.4 km" before you apply.
Email, SMS, portal, internal notes — one thread per client. Auto-translate, AI reply suggestions.
Flat bounty, % lifetime, % for term. Per-employee, per-client, refund-clawback. Rule snapshots = never rewrite history.
Build drafts, approve, mark paid. CSV export for payroll. Gusto direct integration in Q3.
Auto-invoice at visit complete. 3/7/14/30-day dunning cadence with per-tenant overrides.
Line items + optional upsells, auto-numbered per month, token-auth'd public accept page with decline reason.
Draft dunning, summarize visits, suggest inbox replies, translate outgoing. Per-tenant glossary + credit cap.
Tag clients (VIP, seasonal, at-risk). Filter index views; drives seasonal auto-pause.
Tag-driven auto-pause by month. Auto-resume when the season returns; client gets a pause/resume email.
Branding, communication, reviews, notifications, AI — not a schema dump. Audit log on every change.
The tech app is a PWA, so it installs on an iPhone or Android phone with no app store. Offline-first by design. Every visit screen carries the checklist, the photos, the chemistry grid, and the signature pad — all in the same 4-thumb-tap flow.
Sequenced visits with drive-time estimates, weather risk flags, and one-tap "en route" / "arrive" / "complete".
Before/after photos per visit. Required-photo enforcement when the service's config demands it.
Enter 6 readings; system computes Langelier Saturation Index and flags out-of-range values.
Per-service checklists with bool, number, text, select, photo kinds. Conditional show/hide on parent answers.
Canvas signature pad, inline SVG stored on the visit. Shows in the service-report email.
Toggle-able geolocation sampler. Posts a coord every 60s during the visit. Battery-friendly.
Shift clock with live running counter. Auto-buckets per-visit time from en-route → complete.
Records arrival temp + conditions from api.weather.gov. "Arrived 82°F, sunny, no rain last 24h."
Browser Speech API in English + Spanish. For field workers with dirty hands.
Service worker queues photo uploads when offline; syncs the moment signal returns.
Scan a physical QR at arrival for an extra proof-of-presence artifact.
Short-form skip flow with reason code. Auto-notifies client; re-schedules the next recurrence.
Magic-link authentication (no passwords to forget), bilingual by default, branded to your shop. Homeowners see next visit, past photos, invoices, and a one-tap pay button. The whole thing takes 4 taps from the "on the way" SMS.
No passwords, no support tickets, no "I forgot my login." SMS or email link, 30-day session.
What's on the schedule, who's coming, when the "on the way" text lands.
Every past visit with before/after photos, checklists completed, chemistry readings.
Stripe card-on-file + auto-pay toggle. ACH supported for high-volume accounts.
Pool cloudy? Party Friday? Customer-initiated booking requests land in the owner's queue.
Reply to a service report email, it lands in the unified inbox. Portal thread works the same.
Logo, brand color, cover photo — homeowner sees your brand, not Servicio's.
EN or ES today. PT and FR in the pipeline. Every email and SMS matches.
4-5 stars route to Google/Yelp; 1-3 stars capture private feedback without public damage.
Homeowner pauses service temporarily from the portal; auto-resumes on chosen date.
Unique referral link per client; both referrer and new signup get a credit.
Per-client opt-in/opt-out per message type. TCPA-compliant by default.
We did not build 15 AI buttons. We built four. Each has a graceful fallback when the AI is unavailable; each logs every call for audit. The platform underneath is opinionated, multi-tenant, bilingual, and built to last.
One-click "✨ Draft reminder" — Claude writes a tone-appropriate collections email, owner edits, sends.
2-3 plain-English sentences from photos + checklist + chemistry, embedded in the service report email.
Three drafts per inbound thread (formal / warm / firm), one-tap to drop into the composer.
Write in English, homeowner reads Spanish. Preserves tone, brand glossary, placeholders.
Free-text glossary appended to every AI system prompt. "We sign off as 'Jane'."
Monthly budget per tenant. Every AI call logged with prompt, output, token counts, source.
Every query auto-filters on tenant_id. Cross-tenant bleed is not possible in the query layer.
Settings, clients, templates, commissions — all writes logged with actor + before/after.
Sanctum tokens, per-tenant scope. Subscribe to visit.completed, invoice.paid, etc.
Enterprise identity, SAML + OIDC.
Sensitive fields (tokens, secrets) wrapped per-tenant. For regulated customers.
Penalty credits for missed windows. All three regions in active/active failover.
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