Keep property access and preferences with each visit
Store locations, access instructions, customer preferences, and job notes with the record. The technician can review the details, open navigation, and send an on-my-way notice before arriving.
Residential windows and commercial glass can involve repeat schedules, access notes, and different service scopes. Keep those details connected from the first quote to the next visit.

Schedule recurring residential or commercial window-cleaning work instead of remembering every return visit. Repeating work adds upcoming visits to the calendar and keeps the assigned service and customer record connected.
Explore schedulingStore locations, access instructions, customer preferences, and job notes with the record. The technician can review the details, open navigation, and send an on-my-way notice before arriving.
Use the dispatch board to assign scheduled visits and review technician workloads. Owner, office, and technician roles help each person see the work relevant to them.
Build service descriptions and estimate options for the scopes you offer. Customers can approve an estimate through a link without creating an account, and your schedule can hold both one-time visits and regular work.
Create an invoice from completed, priced work, track the balance, and keep follow-up messages in the customer record. A private portal link can give the customer access to relevant jobs, estimates, and invoices.
Yes. Repeating work can place future visits on the calendar based on the schedule you configure.
Yes. Use customer records, property notes, service descriptions, and estimates to distinguish the scope of each visit.
Yes. The dispatch board shows assignments and workloads and helps prevent double-booking.
Yes. Customers can view and approve estimate options from a private link without opening a ManePilot account.