Service Operations
Run service requests, work orders, scheduling, dispatch, technician assignments, SLAs, recurring maintenance and completion workflows from one operating queue.
Built for contractors
One platform for the customer, office and technician.
ServiceTech.ai is the field service platform for contractors managing technicians, service, maintenance, assets, inspections and customer relationships. Hey Ray is the AI inside ServiceTech that users can talk to for help moving the work forward.
HVAC
Electrical
Kitchen Equipment
Fire & Life Safety
Repair & Maintenance
Landscape
Snow & Ice
Request to cash
Run the entire field service lifecycle.
Connect every service event from first request through execution, proof, customer communication and financial completion.
Request→Schedule→Dispatch→Perform→Inspect→Verify→Repair→Report→Invoice→Learn
Platform modules
Eight connected modules. One field service operating system.
ServiceTech combines the workflows contractors run every day with the business modules required to manage service delivery, technician compliance, customer communication and cash flow.
Compliance & Sourcing
Track technician licenses, certifications, training and expirations while maintaining the ability to source specialty partners or external coverage when your self-perform team needs help.
Accounts Payable
Manage supplier invoices, parts costs, outside service costs, reimbursables and other payables against the exact work order and asset that created the expense.
Accounts Receivable
Turn verified service, labor, materials, inspections and approvals into customer-ready invoices with the proof required to get paid faster.
Proposals
Convert technician findings, failed inspections and repair recommendations into estimates and proposals, protect target margin and capture customer approval digitally.
Assets
Maintain a digital system for every physical asset with asset tags, QR codes, service history, inspections, deficiencies, parts, photos, warranty data and upcoming maintenance.
Explore assets & inspections →Integrations
Receive customer demand from CMMS platforms, connect accounting and data systems, and keep status, proof, financial data and outcomes synchronized.
Explore integrations →VoIP & Unified Chat Communication
Keep client and technician communication connected to the work. Voice, SMS, chat, notes and Hey Ray-assisted follow-up stay linked to the service request instead of disappearing into separate inboxes.
Modules + workflows
The modules power the workflow. The workflow produces the outcome.
Request→Schedule→Dispatch→Perform→Inspect→Propose→Repair→Report→Invoice→Learn
Service Operations moves the job. Assets and inspections create field truth. Proposals convert findings into approved work. AP and AR protect the economics. Communications keep technicians and customers engaged. Integrations keep the customer's systems synchronized.
Client engagement
Give customers a service experience they do not have to chase.
Requests, acknowledgements, ETAs, approvals, reports, service history and invoices stay connected throughout the job.
Requests from anywhere
Receive work through portal, email, text, CMMS integrations, API, phone-created requests or recurring agreements.
Proactive communication
Keep customers informed when a technician is assigned, en route, on site, delayed, waiting for approval or complete.
Approvals + proof
Move estimates, photos, signatures, inspection results and completion documentation directly into the customer experience.
Technician engagement
Give every technician Hey Ray, the ServiceTech AI field assistant.
Put the job, asset history, prior repairs, customer requirements, inspection checklist, parts and next action in the technician’s hand.
Today’s work
Route, priorities, appointment windows and exact job context.
Field execution
Labor, materials, photos, notes, readings, signatures and inspections.
Ask Hey Ray
Use natural language to retrieve asset history, add work performed, document findings or prepare a recommendation.
Repair & maintenance
Reactive today. Preventative tomorrow.
Manage emergency repairs, planned maintenance and multi-trade service from request through invoice while carrying asset context into every visit.
Request→Diagnose→Dispatch→Repair→Verify→Document→Invoice→Learn
Asset intelligence
Every asset has a story. ServiceTech remembers it.
Give every piece of equipment a permanent digital identity and carry its history through every inspection, repair and service visit.
Asset tags
QR, barcode, customer asset ID, manufacturer serial and ServiceTech ID.
Complete history
Repairs, inspections, parts, photos, technicians, deficiencies, warranty and future maintenance.
Field context
Scan the tag and immediately know what it is, what happened before and what needs to happen today.
Configurable inspections
Your process. Your inspection. Your rules.
Build inspections by trade, asset type, customer, site, agreement, service type or internal operating standard.
Configurable forms
Pass/fail, readings, yes/no, condition scores, dropdowns, photos, signatures and notes.
Conditional workflows
A failed answer can require a photo, deficiency, recommendation, follow-up or estimate.
Customer-ready output
Turn structured field data into configurable reports without rebuilding the work in the office.
Fire & Life Safety
Built for inspection-heavy field service.
Track life-safety assets, guide technicians through repeatable inspections, capture deficiencies, produce reports and preserve complete history.
Asset registry
Extinguishers, alarm panels, detectors, sprinklers, pumps, risers, backflow, emergency lighting, exit signs and suppression.
Inspection execution
Launch the correct configurable checklist from the tagged asset and require the proof your process demands.
Deficiency workflow
Found → Reviewed → Quoted → Approved → Scheduled → Repaired → Reinspected → Closed.
Configurable reports
From field inspection to customer-ready report.
Brand and configure reports by customer: full asset detail, exception-only, executive summary, inspection certificate or condition report.
Customer format
Control sections, terminology, grouping, photos, signatures and summary pages.
Asset-level proof
Attach results, measurements, photos and deficiencies to the exact asset inspected.
Immediate next action
Move findings directly into recommendations, estimates, repairs and recurring service.
Inspection to revenue
Turn inspection findings into approved work.
Do not lose the repair opportunity between the inspection report and the service department.
Inspect→Find Deficiency→Recommend→Estimate→Approve→Schedule→Repair→Reinspect→Invoice
Zero Inbox
One queue for what actually needs action.
ServiceTech watches service requests, technicians, inspections, deficiencies, approvals and billing so teams can operate from exceptions instead of inboxes.
Watch
Late technicians, approaching SLA, inspections due, failed assets, missing proof and open approvals.
Act
Send reminders, prepare reports, create follow-up actions and move policy-safe work forward.
Escalate
Bring humans only the exceptions that require judgment, relationship management or approval.
Profit protection
Know the margin before the truck leaves.
Connect field decisions to labor, material, travel and customer economics while the job is still in motion.
Customer Sell→Labor Cost→Material Cost→Travel→Gross Profit→Margin %
Integrations
Receive service requests from any customer system.
Your customers can keep the CMMS, accounting and operational systems they already use. ServiceTech becomes the execution layer in the middle.
Customer CMMS→ServiceTech→Technician→Service Outcome→Customer CMMS
Meet Hey Ray
Talk to Hey Ray. Run ServiceTech by asking for the outcome.
Hey Ray is the AI inside ServiceTech. Office teams, service managers and technicians can talk to Ray to understand what needs attention, find job and asset context, prepare the next action and move field service work forward.
Ask
“Hey Ray, what needs attention today?”
Understand
Ray uses the ServiceTech context around customers, technicians, jobs, assets, inspections and financial workflows.
Move the work
Ask Ray for the next action, a customer update, an inspection finding, a repair recommendation or the work that is blocking invoicing.
Hey Ray AI command layer
Run field service by asking for the outcome.
Ask Hey Ray to assign open calls, find failed inspections, show unresolved deficiencies, schedule approved repairs, flag margin risk or generate reports.
Ask
“Which fire inspections failed today?”
Act
“Schedule every approved repair for next week.”
Watch
“Tell me when an emergency call has no technician assigned for 20 minutes.”
Pilot
Start with one workflow. Expand into the operating layer.
Choose a service line, customer, technician group or inspection workflow and prove the operating outcome before expanding.
Start a ServiceTech pilot →