Everything a technician needs, on their phone
No app to install. Technicians open their calls in the browser on any phone and move through the visit one step at a time.
Field technicians in ProRate AI
A clear visit flow
One step at a time, so nothing is missed.
- ✓ Start the call, then contact the customer before leaving
- ✓ On my way, with directions to the address
- ✓ Arrived and Complete, each recorded with its time
Work recorded on site
Notes, equipment and photos stay with the customer.
- ✓ Work notes for each call
- ✓ Equipment nameplates, with make, model and serial number
- ✓ Photos of the equipment and the job
Sell and invoice in the driveway
Proposals and invoices start from the call.
- ✓ Create a proposal or invoice from the call page
- ✓ Customer signatures on the screen
- ✓ Take payment before leaving
Only what they need
Technicians see their own assigned work.
- ✓ Today's calls on a phone-sized screen
- ✓ No customer email history or office settings
- ✓ Access ends as soon as they're removed from the call
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Customers
Addresses, notes, equipment and history in one place, synced with Google or Microsoft.
Try field technicians with your own business
Set up your company, your pricebook and your team in an afternoon.