Scheduling
The day board: tech, apprentice, and laborer columns, visits, and unscheduled work waiting to be booked. Office and field stay on the same board.
Product
Names from the product, not a generic SaaS list. If it is not in the app, it is not here.
Dispatch lives on one day view, not a pile of calendars.
The day board: tech, apprentice, and laborer columns, visits, and unscheduled work waiting to be booked. Office and field stay on the same board.
Ranked openings for a job — drive time, service zone, who’s on call, overtime and after-hours. Pick a slot instead of guessing who is closest.
The board is the schedule. Google Calendar can connect if the shop still uses it, so the day is not kept in two places.
Office can see how long work sits unscheduled, jobs that never got a slot, and work sitting on hold or waiting on parts.
The job is the record. Everything else hangs off it.
From intake through the field. Status, history, how it pays, warranty work, and the paper trail that used to live in three places.
Techs write the work on the job — materials, labor, photos — instead of a form that never makes it back to the office.
Parts off the van or out of the shop, hours on the people who were there. Billing reads the same lines the field just closed.
Open work and blockers on the job and in a task center. The header count is the same list, not a sticky note.
QuickBooks stays the books. NectARM is the shop that feeds them.
Completed work lands here. Set how it pays, then create and send the invoice without retyping the job.
Invoices out of the job. Card pay links for the customer. Office can see what is open without leaving the record.
Customers, invoices, and time can sync. It is not a second set of books, and it is not a claim that you throw QuickBooks out.
Clock in from the header. Timeclock-only accounts exist for people who should not see the rest of the shop. Office agrees hours, then time can push to QuickBooks Time.
What’s on the shelf and what’s on the van, in the same product as the board. The small parts that always ride with a fitting are on the item, not in somebody’s head.
The catalog, shop quantity, bin location, photos, receiving, restock, field buys, and van returns. You can see what is on the shelf without walking the warehouse.
Some parts always need other parts. A T fitting already knows it needs three rings. You set that once on the item, quantity included. When that part goes on a job, the companions are ready so the ticket does not forget the small stuff.
What’s on each van, bins, restock from the shop, field buys, van returns. Techs see their van from the phone.
For techs on site and at the counter: fixtures and installs with pricing and what is included, special order when not in stock, and a draft estimate that can go into the field report and invoicing while still on the job. It is not a walk-in customer catalog, and it does not ask condition questions yet.
Showroom is for the crew on site and at the counter — not a finished public sales floor.
Whole-home isometric CAD lives in Field Help, next to the plumbing calculator. A true blueprint of the house — 2D and 3D, WASD walk, slope, hangers, takeoff. Print the sheet. Count the materials. Building toward intelligent flow, auto sizing, and math helpers that stay on the sheet while you draw.
Draft pipe on a true X / Y / Z grid with inch snap. Size, material, and system — cold, hot, drain, vent, gas — ride on every run, in the sizes the shop stocks. Charlotte and Canplas DWV profiles are in the catalog.
The same drawing opens as a real 3D view you can spin and keep editing. Place a fitting, rotate it, click the open port. WASD walk puts you inside the runs — look around like the shop map. Export the isometric sheet or the 3D shot. It is shop CAD, not a building-information model.
Drain takes 1/4" per foot, or 1/8" on 4" and larger, and snaps to shop drain angles. Flip flow. 3D flow markers ride the centerline so you can see which way the line goes. Hangers auto-space by pipe size and count in the takeoff — strut, band, strap, midstory, riser.
Drop a floor plan under the grid. OCR reads rooms, dimensions, and fixture hints so you are not tracing the house from memory.
Feet of pipe — rise included — plus fittings, fixtures, and hangers. Link a takeoff line to a shop item and see the dollars before you buy the list.
The plumbing calculator already turns fixture counts into supply and drain sizes, WSFU, DFU, and GPM — then drafting quick-sets those sizes on the pipe tool. Slope and hanger spacing math already ride with the run. Building toward intelligent flow through the whole system, auto sizing on the lines, and helpers that stay on the sheet while you draw.
Export a PNG or send the drawing to the printer. Hang the isometric on the wall. It is a shop print, not a napkin sketch.
The map is part of the same product as the board.
Live map and a route strip for the day. Dispatch can see who is where without a second GPS tab that nobody updates. Live map while techs are logged in on their phone — not background fleet tracking. Verizon Connect / other trackers = integrate or quote.
Day-one is software-only. Softphone, shop caller ID, port, desk SIP, and Buzz are add-ons — not in Pro $259 / $189 early access or Semi-Pro $99.
Not in the monthly software fee. Browser softphone and shop caller ID so the house sees the shop number — not a personal cell. Click-to-dial lives on the card. Fees = setup, DID/monthly, and Telnyx usage — see Schedule A.
Port setup + ported-line monthly + usage; desk SIP optional. Not in the monthly software fee. Shop number on a desk set, wired extensions, and the line in the CRM. We port the line with you. Texting that number is not on for every shop yet.
Not in the monthly. The after-hours plus on the shop line when you are ready — not a promise Buzz is live on your line tonight. Commercially offered only after a clean answer path on that shop’s line (no voicemail / Google screening loop). Buzz logs the house, pages on-call, briefs the tech, connects the caller, and can put a job on today’s board when they take it. Buzz does not quote prices, invent arrival times, or promise a saved house.
Real email boxes. Threads, reply, folders, and file a thread to a job so the paper trail is on the work, not in someone’s Gmail.
These are paid extras. They are not in Pro $259 / $189 early access or Semi-Pro $99, and they are not implied by the cards above. Shop Complete is contact for pricing — we configure phones and hardware with you.
Softphone and shop caller ID. Fees = setup, DID/monthly, and Telnyx usage — see Schedule A. Not in the monthly software fee. Day-one is software-only unless you add them on the Order.
Off-box copies if the shop wants them. Not automatic with the monthly. No public RTO or RPO.
A second box ready if the shop wants a spare. Setup, not a hidden base feature.
Handheld scanners for receiving and van stock when the shop is ready. Not in the monthly.
$5 a month per company for Oregon apprentice progress reports. Other states are custom.
Custom-built hooks when a shop needs something the product does not already do. Quoted, not included.
The account, the houses, and a door that is not an employee login.
Accounts, multiple addresses, contacts, equipment, jobs, and the mail that belongs to them.
Draft estimates and sent estimates on the customer, not a spreadsheet next to the board.
Customers get their own door: what’s happening now, bills and estimates, past work, request service. Pay a bill without calling the office.
Roles and fine-grained access. People see their job, not the whole company. Semi-Pro, Pro, and Shop Complete — see pricing.
We’ll call from (541) 717-0427. Same assistant as the sales line — product questions, a Buzz demo, or a walkthrough request.