Everything it does

Everything Service Almanac does

It starts with the week, because that is the part shops buy it for. Then quotes and invoices, the customer book and the equipment on their properties, the maintenance agreements and their renewals, the reminders, and the numbers at the end of the month.

If the shop runs on a whiteboard, a Sunday-night spreadsheet, a paper planner and a group text today, this is the whole list of what moves into one place. Every feature below is working in the product right now — the ones that are not are named at the bottom of this page rather than left for you to find out in week one.

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Scheduling and dispatch

Plan the week in minutes, then run it

The whiteboard becomes a board that is still there on Monday. Sunday night with the spreadsheet becomes one pass over the jobs that are due. The group text becomes a list on each technician’s phone with the address and the equipment already on it.

9 jobs due this week · grouped by town

Monday, Mar 3

Marcus3 stops in Weymouth · 1 in Quincy

8:00 AM · R. Alvarez
AC tune-up · Gold Plan
412 Maple St, Weymouth
Due Mar 4Same town as the next two
10:30 AM · Hillcrest Dental
Rooftop unit inspection
1200 Commerce Ave, Weymouth
Due Mar 6
1:00 PM · J. Novak2 days · Mon–Tue
Generator install
15 Quarry Rd, Quincy
16 hours on the quote

Book these 9 jobs

Real screens from the product, drawn with sample data. Open the live demo to use the actual thing — no signup.

Plan my week

Every job that is due, laid out across the week in one pass. It groups stops by town so a day is not a zigzag, spreads the work evenly across your technicians, and gives a long job as many days as the hours on its quote need. Nothing is booked until you look at the list: untick anything you do not want, and one button books the rest.

The dispatch board

The week as a row per technician and a column per day, or one day as a column per technician and rows of hours. Pick a job up, drop it on another day or another person, and it moves — saved on the spot, and put back with a plain message if it will not go there. Jobs nobody is on sit in their own row where you cannot miss them, and a job that runs into a second day shows on both. Every card also keeps its own time and technician controls, so the board works from a keyboard exactly as well as from a mouse.

Today, on your technician’s phone

Each technician opens Today and sees their own list: the time, the customer, the address, and the equipment at that address — brand, model, serial, where it sits, and how long the warranty has left. They mark themselves on the way, add notes, take a signature on the screen, and finish the job. Add it to the home screen and it opens like an app; if the signal dies in a basement, the last list they loaded is still on the phone.

Jobs, repeat visits, and the calendar

A repair job needs an address, a few words, and a time. "Come back every three months" is a setting on the job, and each visit books itself when it comes round. Customers can pick their own slot from a link you send, and the same appointments show as a calendar, a day, or the board — one set of jobs, three ways to look at them.

Getting paid

Quotes, invoices, and the money in between

A price a customer can say yes to from their phone, and a bill that writes itself out of the finished job.

A quote the customer said yes to, and the bill behind it

Quote #1042 · T. Whitfield Accepted

Condenser fan motor1 × $214.00$214.00
Labour, 2 hours2 × $145.00$290.00
Refrigerant top-up1 × $86.00$86.00

Total$590.00

Approved from the link we emailed · Mar 4, 9:12 AM

Invoice #308 · $590.00 Paid

Made from the finished job · emailed Mar 4 · signed for on site by T. Whitfield

Quotes your customer approves from a link

Build the quote from line items, or describe the work in a sentence and let it draft the lines for you to correct. It goes out by email; the customer opens a link, sees exactly what they are paying for, and taps approve. An approved quote becomes the job, with its hours already known to the week planner.

Invoices out of finished work

Finish a job and the invoice is one click behind it, carrying the line items and the signature taken on site. Email it, print it, or keep editing while it is still a draft. What is owed and how late is worked out from the due date, so nothing has to be marked overdue by hand.

The awkward emails, already written

A quote nobody answered, an invoice that has gone past due, a plan coming up for renewal — each one drafts a message from that customer’s own history, in plain words, for you to read, change, and send. Nothing on these paths sends on a timer: chasing money is too easy to get wrong, so a person always presses Send.

Customers and equipment

Who they are, and what is installed at their house

The book you keep in a spreadsheet today, plus the thing a spreadsheet has never held: the equipment on each property and how long its warranty has left.

One customer, their properties, and what is installed there

Renata Alvarez

(585) 555-0134 · renata@example.com

412 Maple St, Weymouth

Furnace · Carrier 59TP6
Serial 4218QK · installed 2019 · basement, left of stairs
Warranty to 2029
Condenser · Goodman GSX16
Serial 7781BD · installed 2016 · side yard
Warranty ends in 61 days

Plan

Gold Plan · $349/yr · 2 visits · runs to Sep 14

The customer book

Customers, their phone and email, and every property they own. One search box finds a customer, a job, a quote, or an invoice from any screen — press / or Ctrl+K and start typing, or open it from the phone menu while you are on a call.

The equipment on the property

Every unit on file where it actually lives: kind, brand, model, serial, the year it went in, which side of the house it is on, and free notes. The warranty is worked out from the install date and flags itself three months before it runs out — and the technician sees all of it on the job card before they knock.

What you have sent them

Every email that customer was sent is on their page, line by line, with the date and whether it was delivered. A customer who asks to stop hearing from you is marked there too, and nothing else goes out.

Maintenance agreements

The plan book, the visits it owes, and the renewals

Know what you sold, deliver what you promised, and get the renewal back — the three things a plan list on paper structurally cannot do for you.

Every plan that runs out soon, oldest first

Past end date — needs a decision

M. Reyes · Home Care Plan · $180/yr Lapsed

Next 30 days

R. Alvarez · Gold Plan · $349/yr Active

31–60 days out

Hillcrest Dental · Commercial Plan · $1,150/yr Active

Draft the renewal emailRenewed 14 of 17 this year · 82%

The agreement book

Each plan carries its name, its price, how often it is billed, when the term started and ends, how many visits a year it includes, and which equipment it covers. Three starter plans are set up the day you sign up, ready to rename to whatever you actually sell.

The due list

Visits come off the plans on their own as they fall due, so filling the week is picking times rather than remembering who is owed what. Complete a visit from the office or from the field, and the plan knows how many of its visits are left.

Renewal Radar

Plans surface 90, 60 and 30 days out, with anything already past its end date at the top needing a decision. Mark a plan renewed, lapsed, or declined; the term rolls forward on its own, and the screen tells you what share of your plans you keep.

Reminders and your customer

What your customer hears from you

Confirmations, reminders and review asks that go out without you remembering — and one link where a homeowner can do the rest themselves.

Everything this customer was sent, on one line each

Appointment confirmedMar 1, 4:02 PM Delivered
Reminder — you are on for tomorrow at 8:00 AMMar 2, 5:00 PM Delivered
Marcus is on the wayMar 3, 7:41 AM Delivered
How did we do?Mar 3, 11:20 AM Delivered

A customer who asks to stop hearing from you is marked here, and nothing else goes out.

What your customer sees on their phone

Renata Alvarez

Gold Plan · 2 visits a year · renews Sep 14

Quote #1042 · $590.00Approve

Invoice #308 · $590.00Paid Mar 4

Service history · 6 visits since 2024

Ask for a visit

The emails that go out on their own

A confirmation when the appointment is booked, a reminder the evening before at the hour you pick on your own clock, "your technician is on the way" when they tap it, and a review request after the job is done. Each one has its own on and off in Settings, and you can add a line of your own to the bottom of all of them.

Your customer’s own link

One link lets a homeowner ask for a visit — it arrives as the same job the office would raise — approve a quote with the line items in front of them, and see their plan, its renewal date, and two years of service history. No account, no password, nothing for them to install.

Reviews

Ask for a review after a finished job, either automatically or with a button. The customer leaves stars and a note on a link of their own, and it lands on your Reviews screen with your running average. Paste in your Google review page instead and the ask points there.

Reporting

The four questions an owner actually asks

Not a report builder. Am I making money, are the plans worth it, where did the hours go, and where do customers come from.

Money in, money owed, and where the hours went

Billed

$18,420

last 30 days

Collected

$16,105

last 30 days

Still owed

$2,315

2 over 30 days

Jobs done

last 30 days

Your plans

17 plans · $4,940 a year on the book · renewed 82%

Plan work took 61 hours · $81 an hour after the extra work billed on those visits

Am I making money?

Billed, collected, still owed, and jobs done over the last 30, 90, or 365 days, with the customers who owe you most listed by how late they are. Everything is counted on your shop’s calendar, not a server’s.

Are the plans worth it?

What share of plans renewed in a period, what the plan book pays a year, and what delivering it actually costs in hours — so "should I raise the price of the Gold Plan" stops being a guess.

Where did the hours go?

A time clock on the job, per person, including the second trip back for parts. That feeds a utilization report — how much of each technician’s working day went on jobs — and the labour side of the plan numbers.

Where do customers come from?

Customers added, quotes sent, quotes accepted, and money collected, counted in the period each happened, split by how that customer found you. Plus a short summary of the week, emailed to you.

Getting set up

From your spreadsheet to a planned week

There is nothing to unplug and no setup project. Bring the list you already keep, or add customers one at a time as the calls come in.

Your file, mapped — check it before anything is saved

Customer	Address	Plan	Price	Renews
Alvarez, Renata	412 Maple St	Gold Plan	$349	Sep 14
Okafor, Paul	67 Birch Ln	Home Care	$180	Nov 2
Hillcrest Dental	1200 Commerce Ave	Commercial	$1,150	Jan 20

6 rows need a look 118 ready to bring in

Bring in 118 customers

Start from the list you already keep

Paste or upload the spreadsheet — Excel, a Google Sheet, or something someone typed up — and the columns are mapped for you. A messy book with a title row and two customers stacked in one cell goes down the AI road instead. Either way you see what it found and what it was unsure about, and nothing is saved until you say so. If the book lives in a paper planner, add customers one at a time as the calls come in.

Nothing to install, nothing to administer

Sign in with a link sent to your email — there is no password. It runs in the browser on any phone, tablet, or computer, and adds to a home screen if you want it to look like an app. One price covers the owner, the office, and every technician.

Fill it with sample data first

One button fills your account with a sample book — customers, plans, a week of jobs, quotes and invoices — so you can see the whole loop working before you put a single real customer in. Or open the live demo and use the real product with no signup at all.

Your book leaves with you

Customers, jobs, quotes, and invoices each download as a CSV from inside the app: open the list, press Export CSV, and it opens in Excel. No request form, no waiting on us, no charge, on day one or the day you leave.

The honest part

Not here yet, and what we do not do at all

Service Almanac is deliberately smaller than the big field-service platforms. Here is exactly where that costs you, so you can decide with the whole picture rather than find out in week one.

Built, not turned on

Texting customers

Reminders, confirmations and review asks all go by email today. US carriers require a registration in the shop’s own name before they will carry business texts, and until that clears the product will not pretend to send one.

Built, not turned on

Taking money by card

Card payments on an invoice, and recurring card or bank payment for a plan, are both built and both wired to your own payout account — but neither is live for real money yet. Today you invoice by email and get paid the way you already do.

Built, not turned on

Photos and video on a job

A homeowner attaching a picture of what is wrong is built and not turned on. The screen says so plainly rather than accepting a file it cannot keep, and the request still sends without it.

We do not do this

QuickBooks

There is no QuickBooks sync today. Keep QuickBooks for your books, payroll and taxes; your bookkeeper works from the invoices this sends, the same way they do now.

We do not do this

GPS and truck routing

We do not track vehicles and we do not route trucks turn by turn. The week planner groups stops by town so a day is not a zigzag, and that is as far as it goes.

We do not do this

Marketing campaigns and payroll

No email blasts, no ad dashboards, no payroll runs. The time clock produces the hours; a payroll service takes them from there.

If you need any of these running today, you need a bigger system than this one, and we would rather say so here than take your first month.

All of it, one price

$49 a month for the whole shop

Every feature on this page, the owner, the office, and every technician. No per-seat fees, no tiers to decode, no add-ons, and the price does not move when you hire.

14 days free to start, no credit card. See the full pricing page for the small print.

Asked and answered

Common questions

Is everything on this page really working today?

Everything above the "Not here yet" section is running in the product right now, and you can go and use it in the live demo without signing up. Anything that is built but not turned on, and anything we simply do not do, is named in that section instead of being left for you to assume.

Do I have to use all of it?

No. Most shops start with the week: put the jobs on the board and tell your technicians to open Today on their phone. The agreement book, the quotes, the reporting and the rest are there when you want them, and none of it has to be set up first.

Are any of these features an extra charge?

No. There is one plan at $49 a month for the whole shop, and every feature on this page is in it. The price does not move when you hire, and new features land in the same plan.

We run the shop on a whiteboard and a spreadsheet. Is this too much?

It is the shop it was built for. There is nothing to unplug and nobody to retrain, three starter plans are ready the day you sign up, and you can leave the whiteboard on the wall while you decide. It is deliberately smaller than the big field-service platforms, and the section at the bottom of this page says exactly where that costs you.

See it with your own book

Start your free trial, or open the live demo and use the real product first — no signup, no card, nothing to install.

Start your free trial See a live demo first

14-day free trial · No credit card · Start with your email, no password