Operations

Schedule, dispatch, jobs, invoicing

Create invoice-ready jobs for multiple saved properties from one account or standalone client.

Enable canvassing, create campaigns and mapped territories, assign representatives, load properties, and configure field policy.

Track Holiday Lights stock, supplier purchase orders, receiving, and job allocations.

Track consumable stock, supplier purchase orders, receiving, and install-job material allocation by service location.

V1 reference for invoices, pay links, split payments, and the payment ledger, with the current V2 boundary.

Create durable V2 invoices, review email or SMS delivery, and collect or refund the ledger-derived balance.

Create standalone work, find the complete job catalog, schedule crews, and move jobs safely through completion.

Manage current V2 service locations and the member and crew boundaries attached to them.

Manage current V2 equipment, maintenance, and inventory, with clearly labeled V1 operations references.

Manage inspection checklists and review job-linked or standalone quality reports in the V2 office workspace.

V1 reference for reusable service contracts that generated future jobs, with the current V2 parity boundary.

V1 reference for ordering stops, reviewing drive gaps, and rebalancing truck routes, with the current V2 parity boundary.

Use one shared web calendar for sales appointments and service jobs, assign teammates and crews, and resolve capacity conflicts.