The field service platform that answers your phone
Bring calls, customers, scheduling, and field work together. XpressManage combines an AI receptionist, guided jobs and estimates, dispatch, technician tools, and invoicing for plumbing, HVAC, and electrical companies.
One flat monthly price · Unlimited users · No per-seat fees
Currently invitation-only. We'll help you get set up.
More ways to keep the work moving
Explore guided office workflows, a preview of flexible crews and regional scheduling, and a dedicated edition for project-based work.
Keep the office and field on the same page
From the first ring to the paid invoice — one system, built for service companies.
AI phone receptionist
Answer calls after hours or throughout the day. Your configured receptionist checks availability, books supported appointments, and keeps call transcripts and summaries for the office.
Online booking
Customers choose a service and an available appointment. Bookings follow your company's confirmation settings, with availability checked again before saving.
Smart scheduling & dispatch
Get appointment options with automatic technician assignment, qualification checks, arrival windows, and time to complete the work. Review the day or week by technician and team.
Live map & tech tracking
Use recent technician locations and last-seen times to support dispatch. Choose active-job tracking, working-hours tracking, or disable reporting in company settings.
The tech tablet
Jobs, navigation, photos, time, and field billing on the device your technician carries. Use the browser or add the field app to the home screen on supported devices.
Guided estimates & revisions
Build an estimate with the customer, property, and catalog together. Send it for online approval, review requested changes, and manage revisions and follow-ups from a clear overview.
Invoicing & field payments
Techs build and send the invoice on-site, collect card, cash, or check, and payments reconcile automatically. Office review workflows when you want control.
Job profitability
Review recorded labor, parts costs, and processing fees alongside job revenue. Historical labor cost stays tied to the rate recorded for that work when a technician's rate changes.
Timesheets & scorecards
Review recorded work time for a specific technician, export timesheets, and use on-time arrival and duration comparisons to guide coaching.
Maintenance agreements
Recurring service plans with member pricing, automatic visit scheduling, and card-on-file autopay renewals.
Customer portal & reviews
Customers see their estimates, invoices, and visit history in a secure portal — and happy ones get an automatic nudge to leave a review.
Messages in your company's voice
Customize supported SMS and email templates, prepare booking confirmations, and see delivery states. Business texting uses your company's registered sender and customer consent.
From the first phone number to a scheduled job
A guided office workflow keeps the customer, service property, catalog, and schedule together. Your dispatcher can focus on the work instead of rebuilding the same details.
- Step 1
Find the customer
Start with a phone number. Search by name or address when needed, then choose or verify the service property.
- Step 2
Choose the work
Describe the problem and review up to three AI-assisted matches from your own service catalog. Keep your pricing and payment defaults together.
- Step 3
Find an opening
Get appointment options with automatic technician assignment. Availability and qualifications are checked before the booking is saved.
- Step 4
Confirm the details
Review the job, arrival window, and contact details. Prepare or send a booking confirmation with consent and delivery status visible.
An arrival window, with enough time to finish
Separate the customer's arrival promise from the working time the job needs. Longer jobs can span valid working periods, with your buffer and overtime policies considered.
Estimates follow the same clear path
Choose the customer, property, and line items in a guided flow. Review customer change requests, create revisions, and keep document status and the next action in view.
The right people, wherever the work grows
Feature previewNew crew and regional scheduling workflows are completing validation. Ask about current availability.
Schedule a crew. Send extra help.
Some jobs start with a team. Others need another pair of hands after the first technician arrives.
- Plan the whole crew
- Find a lead and helpers with compatible availability. Assign people for the whole job or only the working periods that need them.
- Send help as the job grows
- Add one or more helpers to an existing job while keeping its lead, recorded work, and assignment history.
- Keep each technician's time separate
- Track individual visits, breaks, and helper progress on the same job, with reviewed office corrections when needed.
- See work that still needs people
- Keep open crew seats and assigned helpers visible to the office. Review staffing alongside the job's schedule.
Define where each team works
Give each region a service area that reflects how your business operates, with a shared company default when that fits.
- Company, group, or custom coverage
- Use the company service area, inherit a group's region, or set a custom technician area. A company can use its default coverage or combine its active group areas.
- One editor for every territory
- Build coverage with counties, a radius from a starting address, or a ZIP list. Inspect saved and inherited coverage on a map, including combined group areas.
- Let technicians cover several regions
- Assign floating technicians to multiple groups. Regional scheduling checks the service address against the applicable coverage and availability.
- Review the effect of a change
- See scheduled assignments that need attention when coverage changes. Existing jobs stay in place for review, with explicit job exceptions when appropriate.
Map previews show approximate postal regions and identify ZIPs without available boundaries. A radius helps build the ZIP list; it is not a driving-time guarantee.
Your techs run the whole day from one screen
Open XpressManage in the browser on a supported tablet or phone, or add it to the home screen. Keep the day's work, customer context, and office updates close at hand.
- Today, in order
- Every job assigned to them, chronologically, with the time, customer, address, and status. One tap to call, text, navigate, or open the job.
- One-tap navigation
- Turn-by-turn driving directions with a live distance and drive-time estimate inside the app — or hand the address off to Google Maps or Apple Maps, whichever your tech prefers.
- An arrival prompt you confirm
- With location permission, the field app can suggest marking arrival near the job. The technician confirms the action; the recorded time supports office review.
- Photos land on the office record
- The tech shoots straight from the tablet camera — before, after, damage, the model plate — and the office sees them on the job page before the van leaves the driveway.
- The full history in hand
- Notes, line items, prior visits, and the customer's service plan travel with the job, so nobody has to call the office to ask what was done last time.
- Time and breaks, tracked quietly
- On-site time runs from arrival to completion; lunch is unpaid with a length you set, short breaks are paid. Payroll hours accumulate without anyone filling in a form.
- A home-screen shortcut to the field app
- Install from a supported browser for quick access. Work requires a connection; an offline navigation fallback does not provide offline job editing, and sleeping devices may pause location updates.
- Bill and collect before leaving
- Build the invoice on-site from your price book, then take card, cash, or check. Techs you trust can finalize and send it themselves; everyone else submits it for office review — set per company and per tech.
See today's workload and what needs attention
The dispatch board runs on your company's time zone, not the browser's, so 8 AM means 8 AM whether you're dispatching from the shop or a laptop three states away.
- An operations overview for the office
- See pending work, schedule suggestions awaiting review, and daily technician utilization. Open the relevant work queue to act on the jobs that need attention.
- Location reporting you control
- Choose active jobs only, working hours including time between jobs, or disabled. Active jobs can continue reporting outside normal hours. The technician must be signed in with location allowed; the map shows last-seen times when updates pause.
- Status you can read across the room
- In-progress jobs pulse, finished jobs dim and check off, unassigned work stands out. Day, week, and month views; drag to reschedule.
- AI-suggested scheduling
- Review proposed openings with automatic technician assignment. The scheduling service checks eligibility and availability before saving; a model suggestion alone does not reserve the time. Online booking follows your separate auto-confirmation settings.
- See your service area on a map
- Inspect saved ZIP coverage and preview county or radius selections before saving. The map identifies missing postal boundaries. New group and inherited technician coverage workflows are described in the feature preview above.
- Conflict checks before you save
- Review working-hour, duration, overlap, and buffer checks when editing a schedule. Use suggested scheduling for broader technician suitability and blackout checks; save rechecks the current schedule.
- Built for the dispatch wall
- Every tech gets their own lane, so the whole fleet reads as one board rather than a stack of calendars. Full-screen mode drops the app chrome for a wall-mounted monitor, and a second screen running the live map puts the schedule and the trucks side by side.
- Groups that keep a big board readable
- Organize technicians by shift, team, or region and filter the board to the groups you dispatch. Weekly views let you review work by technician or team; a board group is separate from a crew assigned to one job.
- A screen per team
- Copy a board link to another display and keep that screen's group and view independent of the dispatcher's screen. Bookmark the link to return to the same view.
Your company's messages, with consent and delivery in view
Use your company's wording for supported SMS and email messages. Keep booking confirmations, estimate links, and invoice updates connected to the work and the customer's communication preferences.
- Your own business number, properly registered
- XpressManage supports business-number setup and carrier registration for your company. Messaging availability depends on that setup, carrier approval, and the recipient's consent.
- Templates that sound like your business
- Customize supported SMS and email templates with company-specific wording. Prepare or send booking details from the job workflow and review whether a message is pending, sent, skipped, or failed.
- Consent enforced at the point of send
- Customers opt in with an optional, never-pre-checked box on your booking form, or verbally when they call. An opt-out suppresses every automated text to that number at the moment of sending — not on a list somebody has to remember to check. HELP and STOP always work.
- Review requests when goodwill is highest
- When configured and enabled, paid invoices can trigger a tracked review invitation through eligible channels. Online payers can also see the review action on their payment confirmation. Delivery and click states are recorded separately.
- Review engagement you can measure
- Every ask is a tracked link, so how many customers you asked and how many actually clicked through are numbers on a page — not a hope.
- The office hears about it first
- Review estimate approvals and change requests in the office workflow, with configured notifications linking to the record. Invoices awaiting office review appear in the review queue.
- A customer portal with no password
- Customers enter their email and get a private link — no account to create, nothing to remember. Inside: their invoices with a Pay Now button, estimates, visit history, and service plans.
Text message program
Opt-in only · Reply
HELP for help,
STOP to unsubscribe ·
Message frequency varies · Message and data rates may apply. Read the full policy + Close −
The XpressManage text messaging program sends service-related messages — appointment
confirmations, reminders, technician updates, estimates, and invoices — only to customers
who opt in. You opt in by checking the optional, never-pre-checked consent box on the
online booking form, or by verbally agreeing when you book by phone; consent is not a
condition of purchase and declining does not affect your booking. Message frequency
varies. Message and data rates may apply. Reply
HELP for help or
STOP to
unsubscribe at any time. See our
SMS Terms & Opt-In Policy
and
Privacy Policy.
Service companies that use XpressManage text under their own name. Carriers require every business to be registered separately as its own sender, so each company using our software registers its own brand and campaign, sends from its own business number, and publishes its own opt-in policy. XpressManage prepares and files that registration on their behalf — we are never the sender on their messages.
From the estimate to the deposit in your bank
Keep the estimate, work performed, invoice, and recorded payment connected. Clear overviews put customer context, document status, and the next action together.
- Estimates customers approve online
- Send by email and text; the customer opens a link on their phone and approves, declines, or requests changes. No printing, no “did you get my email?”
- Follow-ups that chase the silence
- Configure reminders for unanswered estimates, subject to message setup and customer preferences. Review requested changes and revise the estimate with clear next steps.
- Approved becomes a job in one click
- Keep the approved estimate as the customer's record while the job's line items reflect the work performed. Activity history records supported changes for later review.
- Card, cash, or check
- Take a card in the field on the tech's device or online from a pay link, and record cash and check for the companies that still take them. Partial payments track the balance and flip the invoice to paid on their own.
- Your Stripe account — your money
- You connect your own Stripe account, so customers pay you directly and payouts land in your bank on Stripe's schedule. We never sit in the middle of your revenue and we don't take a percentage of it.
- Paid invoices lock
- Once an invoice is paid or voided it can't be quietly edited. Corrections happen as refunds and adjustments — the way your accountant would want it, and the way an audit expects to find it.
- Recurring revenue on autopilot
- Maintenance agreements with member pricing, visits scheduled on their own cadence, and card-on-file renewals that charge themselves when the term rolls over.
- Historical costs that keep their meaning
- Review recorded labor, parts, and processing costs alongside revenue. Preserve historical labor-rate and discount-tax-policy snapshots when defaults change. Complete crew profitability is still being validated separately.
- Payroll-ready hours and tech scorecards
- Paid on-site hours per tech per day with a CSV export for payroll, plus on-time arrival percentage and pace against estimated time so coaching conversations start from evidence.
- Consistent pricing and payment terms
- Carry catalog pricing and company payment defaults into supported job and invoice flows. Save related document changes together and review the authoritative payment state before acting.
- Keep the work history connected
- Supported archive and removal workflows protect linked records when retiring technicians, catalog items, inventory, or agreements.
- Books without the busywork
- Sync invoices and payments to xpressBooks, our accounting product built for the same businesses — no export-and-pray, no third-party bookkeeping bolt-on.
The call you'd have missed, on the calendar by morning
Configure your AI receptionist to handle calls after hours or throughout the day. It checks availability for supported appointments, captures caller details, and leaves the office a record to review.
Included on Pro with 300 answered calls a month, or add it to Starter or Growth for $49/mo.
- Answers after hours, or every call, on your existing business number.
- Checks live availability and confirms supported bookings through the scheduling service.
- Checks the service address and can request clarification or a supported address-confirmation link.
- Takes a detailed message when it can't book, and hands off to your office during business hours.
- Review available call transcripts, summaries, and linked bookings from the office.
How it works
One thread from the first ring to the paid invoice.
Capture the work
Start a guided job in the office, receive an online booking, or let your configured AI receptionist handle a supported appointment.
The schedule stays tight
Review appointment options, assigned technicians, arrival windows, and working time. Confirm the booking and check its communication status.
The tech runs the call
Open the job, navigate, confirm arrival, and record photos, notes, and work time. The office can follow job status and recent location updates.
The money follows the work
Prepare the invoice, use office review when required, and collect or record payment. Review job costs and configured customer follow-ups.
Contractor Edition: keep the whole project connected
For work organized around projects and phases, bring the team, progress, documents, and billing into one workspace.
Choose Service Operations for dispatching service visits or Contractor Edition for project work when setting up your organization. Each edition has its own workflow.
Ask about Contractor Edition- Projects, teams, and reusable templates
- Organize customer sites, project leads, phases, work packages, dependencies, and weighted progress. Reuse the structure on the next project.
- Project calendar and three-week look-ahead
- View project, phase, package, and milestone dates across day, week, and month views. Find blocked work, overdue items, handoff conflicts, and stale progress.
- Subcontractors and commitments
- Keep an internal subcontractor directory, responsible contacts, package assignments, and separately approved commitments.
- Budgets and change control
- Preserve the original project baseline, review changes through owner or administrator approval, and see revised values separately.
- Progress billing and retainage
- Build a schedule of values, approve sequential billing periods, and create linked invoices. Track held retainage and explicit partial releases.
- Daily logs with photo evidence
- Record weather, field notes, crew counts, labor hours, and captioned photos. Lock completed logs and preserve correction history.
- Documents, RFIs, and submittals
- Keep private document revisions and current or superseded files together. Track internal questions, responses, submittal reviews, and activity.
- Milestones, permits, and progress evidence
- Record milestone status and permit information. Keep dated work-package progress updates with an explanation when progress is reduced.
- Punch lists and project closeout
- Resolve and verify punch items, review closeout requirements, and preserve closed project history. Final retainage release follows the closeout checks.
The project calendar and look-ahead support coordination; dates are edited in the owning project records. RFI and submittal registers support internal review. Formal external issuance, subcontractor portals, and AIA billing forms are not included.
Now live
xpressPlace — the marketplace that sends you the job
A homeowner looking for a plumber today is basically gambling. xpressPlace is the homeowner-facing marketplace built on top of XpressManage — and because your schedule, your response times, and your completed work already live here, your listing is real operating data instead of a sales pitch.
The connection points are already live inside XpressManage: your public profile, your true next open slot, and homeowner requests that arrive as jobs. The marketplace is now live and still rounding out its feature set.
Visit xpressplace.com ↗- A profile that builds itself
- Company, trades, license, service area, and years in business come from your account — not another directory form to fill out and forget.
- “Available now” that actually means it
- The marketplace reads your live schedule and shows your genuine next open slot, so homeowners book a time you can really keep.
- Ranked on how you operate, not how you sell
- Jobs completed, median days from request to appointment, and how quickly you confirm — measured from your real operating data, never self-reported.
- Ratings and reviews tied to real work
- Reviews will attach to completed, paid jobs that exist in the system, so a rating on xpressPlace is one a homeowner can actually trust. This is the piece we're building next.
- Leads arrive as jobs
- A homeowner request lands directly in your Jobs list, de-duplicated against your existing customers and rate-limited against spam.
- You choose to be listed
- Listing is off until you turn it on, and everything a homeowner can see is spelled out before you do. Pro plans get listing priority.
Flat pricing. Unlimited users.
Service Operations plans include unlimited users. Contact us for setup, Contractor Edition pricing, and the current availability of preview features.
Starter
$59 /month
For owner-operators getting off paper.
- Unlimited users — techs & office
- Scheduling & dispatch board
- Clients, jobs & work orders
- Tech tablet, navigation & live map
- Estimates, invoicing & field payments
- Online booking
- Business texting
Growth
$159 /month
For growing shops that want the follow-ups done and the numbers known.
- Everything in Starter
- Automated estimate follow-ups
- Text updates & review requests
- AI-assisted scheduling
- Job profitability reporting
- Tech scorecards & timesheets
Pro
$399 /month
The AI front office, for operations that run on autopilot.
- Everything in Growth
- AI phone receptionist — 300 answered calls/mo included
- Maintenance agreements with autopay
- Customer portal
- xpressPlace listing priority
- Priority support
On Starter or Growth, add the AI phone receptionist for $49/mo — 100 answered calls a month included, then $0.49 per call. Pro includes 300 answered calls a month, then $0.49 per call. Access is currently invitation-only; contact us to arrange setup and confirm trial terms. Card payments are processed through your own Stripe account at Stripe's rates; XpressManage takes no percentage of your revenue.
Common questions
- Can I schedule several technicians or send help during a job?
- The new crew workflow supports a planned lead and helpers, whole-job or partial working periods, and additional help after work starts. Each technician keeps separate attendance. These workflows are completing validation; contact us for current availability. Automatic helper notifications and complete crew profitability are not part of this preview promise.
- Can different teams have different service areas?
- The regional scheduling preview supports a company default, combined group coverage, multiple technician group memberships, and custom technician areas. Coverage can be built from counties, a radius, or ZIP codes and inspected on a map. Territory changes flag affected assignments for review rather than moving existing jobs automatically. Contact us for current availability.
- How does AI scheduling handle availability and crews?
- The guided job workflow finds appointment options with automatic technician assignment and checks the time needed to finish the work. Suggestions are checked by the scheduling service before saving. The crew preview searches for a compatible lead and helpers within the applicable service areas. Receptionist support for these new regional and crew workflows is still being validated; do not assume the phone assistant can book every crew request.
- Is Contractor Edition the same as the service dispatch workflow?
- They are separate editions chosen when a new organization is created. Service Operations handles service visits and technician dispatch. Contractor Edition organizes projects, phases, progress, documents, internal coordination, and project billing. Its project calendar is a read-only view of source dates; it does not auto-schedule service crews or provide critical-path scheduling. Contact us to choose the right edition and confirm access and pricing.
- Do you charge per user?
- No — and we never will. Every plan is one flat monthly price with unlimited users, so adding a tech, a dispatcher, or a bookkeeper costs you nothing. Per-seat pricing punishes you for growing; we think that's backwards.
- Do my technicians need to install an app?
- The field app runs in a supported browser, with an optional home-screen installation on supported devices. Job editing requires an internet connection. Device permissions and browser behavior affect location updates, especially when the app or screen is asleep.
- Are you tracking my techs all day?
- Your company chooses active jobs only, working hours, or disabled. Working-hours mode includes time between jobs, and active jobs may report outside normal hours. Reporting requires a signed-in technician and location permission. Sleeping devices may pause updates, so the map includes last-seen times.
- Who processes the payments, and do you take a cut?
- You connect your own Stripe account. Customers pay you directly and payouts go to your bank on Stripe's schedule. XpressManage never sits in the middle of your revenue and takes no percentage of it — you pay Stripe's normal processing rate and nothing to us.
- How does the AI receptionist know what's actually open?
- A configured receptionist checks the scheduling service for supported appointments using business hours, existing work, blackouts, and buffers. Availability is checked when booking, and the office can review call records. New group-coverage and crew scenarios have separate validation requirements.
- Will my texts actually get delivered?
- Delivery depends on carrier approval, your messaging setup, customer consent, and the receiving network. XpressManage tracks message outcomes and applies supported opt-in and opt-out rules. A prepared or queued message is not proof of delivery.
- Does it integrate with QuickBooks?
- No. We sync with xpressBooks, our own accounting product built for the same businesses — so your invoices, payments, and job costs move over without an export-and-pray step or a third-party connector to babysit.
- Which trades is it built for?
- Plumbing, HVAC, electrical, drain and sewer, water heaters and water treatment, appliance repair, garage doors, and general handyman work. Setup starts from an industry pack, so your services, job types, and price book aren't a blank page on day one.
- How do I get access?
- Access is currently invitation-only. Contact us to discuss your workflow, select the appropriate edition, and arrange setup. Existing users can sign in with their assigned account. Preview features and provider-dependent tools require their own availability and setup checks.
About XpressManage
XpressManage is built and operated by XpressBase Inc, a California software company. We build operational software for the trades — so service companies can answer every call, fill every schedule gap, and know their numbers.
Contact us
- Support
- support@xpressmanage.com
- Company
- XpressBase Inc
- 112 E Amerige Ave, Fullerton, CA 92832