How it works

From the first call to cash — one connected flow

No re-keying between apps, no lost paperwork. Here's exactly how a job moves through MEPSub, step by step.

1Schedule 2Dispatch 3Complete 4Get paid
1Schedule

Book the work and put it on the board

Whether it's a booked appointment, a service call, or a phased project, it lands on one live schedule board. Drag it onto the right crew and time slot — the whole team sees the same picture instantly.

  • Appointments, service calls and projects on one board
  • Drag-and-drop assign, instant reschedule
  • Automatic reminders to customers
Schedule board · Today
Scheduled
AHU-2 PM
Riverside · 8a
Chiller retrofit
Metro · 9:30a
Crew #4
Rooftop swap
10a–2p
Unassigned
No-cool call
Elm St. Deli
2Dispatch

The job lands on the tech's phone

Your crew opens My Day and sees exactly where to go and what to do. They clock in on site, work in Field mode, and everything they capture flows back to the office in real time.

  • My Day route + job details on any phone
  • Clock in/out tied to the job and cost code
  • Pricing hidden from field roles
My Day · Tue
AHU-2 PM Service
Clocked in · 8:04a
Riverside Plaza · Roof
3 checklist tasks
3Complete

Do the work, capture it once

The tech works the checklist, logs parts and labor, snaps photos, and gets the customer's sign-off on site. Costs post to the job automatically — no end-of-day paperwork, no re-typing at the office.

  • Checklists, photos and parts used
  • On-site customer sign-off
  • Labor & materials post to job costing live
Work order · WO-1184
Replace filters & check belts
4 photos attached
Signed by customer
Labor 2.5h + parts$3,240
4Get paid

Turn the finished job into a paid invoice

Everything captured on site rolls into an invoice in one click — labor, parts and change orders. Send it, and the customer pays online through their portal. For projects, bill by AIA progress with retainage.

  • Job → invoice in one click
  • Customers pay online (Stripe, Square, PayPal)
  • AIA progress billing & retainage for projects
Invoice · INV-1184
Labor — 2.5 h$362
Filters & belts$278
Chiller retrofit (progress)$2,600
Total due$3,240

One flow, every role sees their part

Office, field and customer all work from the same job — each with the right view.

Office

Plans the schedule, dispatches crews, tracks job costing, and sends invoices — with full visibility into every job and the money.

Field

Runs the day from a phone — job details, checklists, photos, time clock and sign-off — without ever seeing pricing or margins.

Customer

Books appointments, approves proposals, sees service history, and pays invoices online — all from a branded self-serve portal.

See the whole flow on your jobs

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