Home & Property Services demo
Owner viewTrack recurring revenue, route efficiency, renewal risk, and unpaid service invoices.
Route completion
94%2 watch
Route closeout
94%
Renewals
3 due
Routes: 64 visits/monthService Plans: $31K MRRField Checklist: 94% completionBefore/after photosRoute summaryService checklistClient visit note
Home & Property Services Hub
Templates, automations, and tools for your industry
Industry Workflows
Template Packs
Automation Presets
When: Estimate approved
If: service plan is ready to start
Then: Create invoice, project, tasks, and client notification
active
When: Assigned work starts
If: Employee clocks in from mobile
Then: Notify manager and update dashboard workload
active
When: Invoice overdue 7 days
If: Balance is greater than $0
Then: Send reminder and add owner approval task
active
When: Document uploaded
If: Document is required for this workflow
Then: Mark checklist item complete and log audit event
paused