Trades & Mechanical

Field Service CRM for Plumbing, HVAC & Electrical

Handle service calls, dispatch technicians, add parts and labor on-site, and get paid on completion — one system for plumbing, HVAC, electrical, and mechanical trade businesses.

Built for trade businesses

How plumbing, HVAC, and electrical businesses actually run

Trade businesses deal with a mix of scheduled service calls, recurring maintenance agreements, and emergency dispatches — all requiring fast quoting, accurate time-and-materials tracking, and same-day invoicing. Generic software adds friction at every step. JobTill keeps dispatch, documentation, and invoicing moving together so technicians can close jobs cleanly without office back-and-forth.

What JobTill helps you manage

Features built for trade businesses

Service Call Management

Log incoming service requests, create jobs, and get the right technician dispatched without paper tickets or missed calls. Everything lives in one job record.

Detailed Quotes

Build quotes with line items for labor, parts, and service fees. Send to customers for digital approval before dispatching — no verbal agreements that lead to billing disputes.

On-Site Parts & Labor Add-Ons

Technicians add materials or additional labor to a job in the field. Customers approve via their phone and the invoice updates automatically — no paperwork.

Photo & Checklist Documentation

Document equipment conditions, completed work, and installed parts with photos tied directly to the job record. Useful for warranty work and liability protection.

Invoicing & Stripe Connect

Invoice on job completion. Customers pay through a Pay Now link connected directly to your Stripe account — funds arrive without a payment processor taking a cut.

Recurring Maintenance Agreements

Set up recurring service visits for HVAC maintenance contracts, annual inspections, and scheduled maintenance accounts. Auto-schedule without manual repeat entry.

Common workflows

How trade service calls flow in JobTill

  1. 1

    Service call received

    Job created from the call. Technician assigned based on availability. Details pushed to the tech's field app — no need to relay the address by phone.

  2. 2

    Diagnosis documented

    Tech photos the issue and builds a quote or add-on with parts and labor. Customer approves from their phone before work begins.

  3. 3

    Work completed and documented

    After photos taken, job marked complete. Every part used and labor hour is on the record with a timestamp.

  4. 4

    Invoice sent on completion

    Invoice built from the approved quote and add-ons. Customer pays online by card. Money lands in your Stripe account — no chasing checks.

Frequently asked

Questions from trade businesses

Can technicians add parts and labor to a job while on-site?

Yes. Technicians add line items to the job in the field app directly from their mobile browser. Items can require customer approval before proceeding. The invoice reflects the final agreed work automatically.

How does service call scheduling work?

You create a job and assign an available technician. The technician sees the job details in the field app. For urgent calls, the same workflow applies — just scheduled immediately. There's no separate emergency mode needed.

Can customers approve add-ons and pay invoices from their phone?

Yes. Customers receive a link to approve add-ons digitally and a separate Pay Now link to pay by card once the job is complete. Neither requires them to download an app or create an account.

Does JobTill support recurring HVAC maintenance contracts?

Yes. You can set up recurring service agreements for maintenance customers on any schedule. These auto-populate into your dispatch calendar and bill on completion — no manual scheduling each time.

Founding beta

Ready to run tighter trade service calls?

JobTill is in founding beta — limited spots, no credit card to apply.

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