Stop scheduling your crew by hand every Sunday night.
Right now that is a whiteboard, a spreadsheet, and a group text on Sunday night. Service Almanac replaces all three: it plans your whole week in minutes, and your technicians just open their phones to see where to go — the address, the equipment on site, last visit’s notes.
Scheduling, dispatch, maintenance agreements, quotes, invoices. All of it, for one flat $49 a month for the whole crew. Electricians, plumbers, HVAC.
14-day free trial · No credit card · Start with your email, no password
Tuesday · 6 appointments
Marcus3
8:00 AM
R. Alvarez
AC tune-up · Gold Plan
412 Maple St
11:30 AM
T. Whitfield
No cooling — service call
88 Founders Rd
2:00 PM
Hillcrest Dental
Rooftop unit inspection
1200 Commerce Ave
Danny2
8:30 AM
P. Okafor
Water heater flush · Home Care
67 Birch Ln
1:00 PM
M. Reyes
Backflow test · annual
301 Delaney Ct
Unassigned1
3:30 PM
J. Novak
Generator service · plan visit
15 Quarry Rd
Assign a technicianToday
Marcus · 2 of 3 left
8:00 AMDone
R. Alvarez
AC tune-up · Gold Plan
412 Maple St
11:30 AM
T. Whitfield
No cooling — service call
88 Founders Rd
Finish job2:00 PM
Hillcrest Dental
Rooftop unit inspection
1200 Commerce Ave
Finish jobReal screens from the product, shown with sample data. Poke around the real thing in the live demo — no signup.
See it in action
Have a look at the real thing
The 60-second tour is being filmed against the real app. Until it lands, the live demo is the whole product — a full book of customers, jobs and plans, already filled in. No signup, nothing to install.
It is the real app, filled in with a sample shop’s book. Nothing you do in there touches anyone’s real work.
Try it right here
A week of work, planned in one tap
Here's the scheduling board with a sample backlog — a real week for a small shop, long jobs and all. Tap the button, watch the week fill in, then drag any job somewhere else. Go on, nothing here is saved.
Waiting to be scheduled
14 jobs · 3 technicians · sample data
- 200A panel upgrade3 days
- Rewire kitchen2 days
- Mini-split install8 hrs
- Generator transfer switch6 hrs
- Water heater install4 hrs
- EV charger install3 hrs
- Landscape lighting3 hrs
- AC tune-up — Hendricks2 hrs
- Sump pump replacement2 hrs
- Ceiling fan + two dimmers2 hrs
- Furnace igniter repair2 hrs
- Plan visit — Ortega furnace2 hrs
- No power to garage1 hr
- Drain clearing — Maple St1 hr
One tap. Watch where everything goes.
The real board plans your actual jobs and technicians the same way. See it with a full book in the live demo.
Who this is for
No software today? That is exactly who we built this for.
Most shops this size run on a whiteboard, a spreadsheet, a paper planner, and a group text. It works — right up until the renewal nobody caught, the two technicians sent to the same street, and the Sunday night that ate the evening. You are not switching systems. You are getting your first one.
The whiteboard
Becomes the dispatch board
The whole week on one screen, or one day split into a column per technician with the unassigned jobs where you cannot miss them. Still there on Monday when somebody wipes the wall.
Sunday night with the spreadsheet
Becomes a week planned in minutes
Every job lands on the board with a time and a technician. Maintenance visits from your plans queue themselves up when they come due, so filling the week is picking times — not remembering who is owed what.
The group text
Becomes Today, on each technician’s phone
They open Today and see where to go: the time, the address, the equipment on site, and last visit’s notes. Nobody calls in to ask, and nobody scrolls back through a text thread at 7am.
The renewal list nobody opens
Becomes the Due List and Renewal Radar
Every agreement carries its price, its visits, and the date it runs out. Plans surface 90, 60, and 30 days before they lapse, with the renewal email already drafted from that customer’s history.
It is deliberately smaller than the big field-service platforms — no GPS truck routing, no marketing campaigns, no training course to sit through. One flat price, and the week gets planned.
Getting started
Set up in an afternoon
No setup project, no training videos, nothing to install — and nothing to unplug, because the shops here are coming from a spreadsheet and a whiteboard rather than another system. Three steps and the week runs itself.
Start from your spreadsheet, not from scratch
Paste in the customer list you already keep — an Excel file, a Google Sheet, or a list you typed up — messy columns and all, and AI reads it, shows you what it found, and flags anything it was not sure about. Keep it in a paper planner instead? Add customers one at a time as the calls come in.
Plan the week in minutes
Every job goes on the board with a time and a technician. Maintenance visits from your service plans queue themselves up when they come due, so filling the week is picking times — not remembering who is owed what.
Your technicians run off their phones
Each technician opens Today and sees where to go, what is on site, and last visit’s notes. Mark the job done and the invoice is one click behind it. Renewals surface before they lapse, with the email already drafted.
What does a lapsed renewal cost you?
Move the sliders to match your own book. Nothing is sent anywhere — this runs in your browser.
Customers on a service plan right now
What the customer pays you, not what it costs you
Your best guess at your own book — we are not going to invent a number for you
- Renewals that lapse
- 12
- Gone in a year
- $2,640
- Service Almanac, a year
- $588
12 lapsed renewals at $220 = $2,640 gone. A year of Service Almanac is $588 — about 3 renewals.
We are not going to pretend we catch every one of those. What Service Almanac does is put the ones about to expire in front of you, 90, 60, and 30 days out, with the email already written. You decide whether that is worth $588 a year — you know your book better than any calculator does.
What it does
Everything the shop runs on, in one place
Scheduling comes first, because that is what shops buy it for. Under it: the money, the customer book, the agreements, the reminders, and the numbers at the end of the month — all in the one $49 plan. Everything here works today; what does not is named at the bottom of this section.
Scheduling & dispatch
The whiteboard becomes a board that is still there on Monday, and the week gets planned in one pass instead of an evening.
Tuesday, April 14
Marcus3 stops in Ridgefield
Put the ticked jobs on the calendar
Plan my week
One pass lays every job that is due across the week: stops in the same town share a day and a technician, and a long job takes as many days as its quoted hours need. Every row is a suggestion until you press book.
The dispatch board
The week as a row per technician, or one day as a column each. Pick a job up, drop it on another day or another person, and it saves on the spot. Jobs nobody is on sit where you cannot miss them.
Today, on the technician’s phone
The time, the address, the equipment on site, the notes. They mark themselves on the way, take a signature, and finish the job — and the last list stays readable when the signal dies.
Quotes, invoices, and getting paid
Invoices
#1042 · R. Alvarez$486.00Paid
#1043 · Hillcrest Dental$1,240.00Sent
#1039 · T. Whitfield$312.0012 days overdue
The customer taps approve on the quote from a link, and it becomes the job. Finish the job and the invoice is one click behind it. Quotes nobody answered and bills gone past due come back as drafted emails.
Customers and their equipment
412 Maple St · Equipment
Furnace · Carrier 59TP6A
Serial 4218QX · basement, north wall
Installed 2019 · warranty ends Mar 2027
Every property and the equipment installed on it — brand, model, serial, where it sits — with the warranty counting itself down. The technician reads all of it before they knock.
Maintenance agreements and renewals
Renewal Radar
Past their end date 2
Within 30 days 4
Within 60 days 6
Within 90 days 9
Your plans, your prices, the visits they owe. Visits come off the plan as they fall due, and Renewal Radar surfaces every one 90, 60, and 30 days before it runs out, email already drafted.
Reminders that go out for you
What your customer gets
Appointment confirmed · when it is booked
Reminder · 6:00 PM the evening before
On the way · when the technician taps it
How did we do? · after the job
Confirmed when it is booked, reminded the evening before, “on the way” when the technician taps it, and asked for a review after. All by email, each with its own switch.
The numbers an owner asks for
Reports · last 90 days
Billed $18,240
Collected $15,900
Still owed $2,340
Jobs done 118
Billed, collected, still owed, and jobs done over 30, 90, or 365 days. Plus what share of plans renewed and where each technician’s working day went.
Start from the spreadsheet you keep
From your spreadsheet
Column B → Customer name
Column C → Phone
Column F → Plan
214 rows read · 3 to check before saving
Paste or upload the list you already have — Excel, a Google Sheet, a page someone typed up — and the columns are mapped for you. Nothing is saved until you have looked at what it found.
Those panels are real screens from the product, shown with sample data.
What is not on yet
Reminders go by email, not text: US carriers want a registration in your shop’s own name first, and until it clears we will not pretend to send one. Taking payment by card on an invoice is built and not turned on for real money — today you bill by email and get paid the way you already do. There is no QuickBooks sync, no GPS or truck routing, and no marketing campaigns. Need those today and you need a bigger system than this one.
The whole list, screen by screen — including exactly what we do not do.
In your words
Whatever your trade calls the plan
The book is the same shape in every trade: a customer, a plan they pay for, visits you owe them, and a date it runs out. The words are yours — name the plans what you sell them as.
Electrical
Annual Safety Inspection · $220/yr · 1 visit
Panel and breakers, GFCI and AFCI testing, surge protection, and the standby generator out back. The generator sits on the property with its brand, model, serial, and location, and every visit it has ever had.
HVAC
Gold Plan · $349/yr · 2 visits
Spring A/C, fall heat. The furnace and the condenser are both on file, the two visits schedule themselves off the agreement, and last year’s notes are in the technician’s hand before they knock.
Plumbing
Home Care Plan · $180/yr · 1 visit
Water-heater flush, drain check, backflow test. One visit a year, one renewal date, and the customer gets the reminder email without you remembering to send it.
Equipment on a property is whatever you service — a generator, a water heater, a rooftop unit — with the brand, model, serial, and where to find it, so the technician reads it before they knock.
What it costs
Simple pricing, no surprises
One plan, everything included.
$49/month
after your 14-day free trial · cancel anytime
- Scheduling, the dispatch board, and every technician’s day on their phone
- Jobs, quotes a customer approves from a link, invoices sent by email
- The whole agreement book: plans, visits, renewals. No per-seat fees, no add-ons
- AI spreadsheet import & customer reminder emails
- Works on any phone, tablet, or computer
- Your book leaves with you — export it all to CSV any time
- Early-adopter price locked in as long as you stay
No credit card to start. You'll never be charged without saying yes first.
Your book leaves with you. Customers, jobs, quotes, and invoices all download as CSV from inside the app, any day you like — no request, no waiting on us, no charge.
Asked and answered
Common questions
How does the free trial work?
Enter your email and you get 14 days with everything included. No credit card and no sales call. If you want to stay, we help you set up billing near the end of the trial. You will not be charged without saying yes first.
No password? How do I sign in?
Type your email and we send you a secure sign-in link. Click it and you are in. There is no password to remember.
We run on spreadsheets and a whiteboard. Is this enough to run the whole shop?
Yes — that is the shop it was built for. Scheduling, the day split by technician, jobs, quotes a customer approves from a link, invoices, and the maintenance-agreement book all run here, at one flat price. It is deliberately smaller than the big field-service platforms, and here is what that costs you: no two-way texting yet (it is on the roadmap), no GPS or truck routing, no marketing campaigns. If you need those today, you need a bigger system than this one.
We have never run the shop on software. How hard is the first week?
Lighter than you are expecting, because there is nothing to unplug. Three starter plans are set up the day you sign up, ready to rename to whatever you actually sell. Paste in the spreadsheet you already keep, or add customers one at a time as the calls come in. Then plan the week on the board instead of the whiteboard, and tell your technicians to open Today on their phone. Nothing to install, nobody to retrain off an old system, and you can leave the whiteboard up while you decide.
Does this replace QuickBooks?
No. Keep QuickBooks for your books, payroll, and taxes. Service Almanac runs the day — a job you finish here becomes an invoice and goes out by email without retyping. There is no sync with QuickBooks today, so your bookkeeper works from your invoices the same way they do now. It is not your accounting system and it is not trying to be.
Will I end up entering everything twice?
No, because there is no second system. Your customers and your plan book come over once — paste in the spreadsheet, or add them a few at a time as the calls come in if the book lives in a paper planner — and after that this is where the shop runs. If you do keep another tool alongside it, there is no live two-way sync with it, and we would rather say that plainly than promise one.
If I cancel, do I get my data out?
Yes. Your book leaves with you. Customers, jobs, quotes, and invoices each download as a CSV from inside the app: open the list, hit Export CSV, and it saves as a spreadsheet you can open in Excel. No request form, no waiting on us, no charge, and you can do it on day one or the day you leave.
What do I need to get started?
Your customer list, in whatever form it exists. Most shops keep it in Excel or a Google Sheet — paste that in and you are done. If your book lives in a paper planner or a filing cabinet, add customers and agreements one at a time as the calls come in. There is nothing to install and no setup project.
Is my customer data safe?
Your book is yours. Your data is stored encrypted, is never sold, and is shared only with the infrastructure that runs the service: hosting, email delivery, and the AI that reads your spreadsheet during import. Reminder and renewal emails go out on your behalf, and replies land in your inbox.
I run a small shop. Is this too much software for me?
Service Almanac is made for shops with roughly 2 to 8 technicians. One person — usually the owner or the office manager — plans the week and keeps the agreement book, the technicians work from their phones, and there is nothing to administer. If the shop still runs on a whiteboard and a spreadsheet and you do not want a platform with a training course, this is exactly the size we build for.
Try it with your own book
Start your free trial. No credit card, no password, and whether your book is a spreadsheet or a paper planner, most are in the same day. Early customers get direct input on what we build next.
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