Service Pro (HVAC, Plumbing, Electrical, Cleaning, Landscaping)
The Service Pro base is built for trades and field-service work, where the unit of work is a job and you schedule a crew to go do it. HVAC, plumbing, electrical, cleaning, and landscaping all run on this base.
Who this is for
Section titled “Who this is for”Every vertical below shares the same Service Pro screens and dashboard. Only the wording and the subject hub differ.
| Vertical | Customer | Unit of work | Scheduling term | Subject hub |
|---|---|---|---|---|
| Service Pro (generic) | Customer | Job | Dispatch | — |
| HVAC | Customer | Job | Dispatch | Property |
| Plumbing | Customer | Job | Dispatch | Property |
| Electrical | Customer | Job | Dispatch | Property |
| Cleaning | Customer | Job | Scheduled Clean | Property |
| Landscaping | Customer | Job | Dispatch | Property |
| Manufacturing | Customer | Production Run | Dispatch | — |
Auto shops, photographers, and gyms also sit on this base but diverge enough to get their own pages — see Auto Shop / Automotive, Photography, and (for gyms) Wellness / Spa / Fitness.
Your navigation
Section titled “Your navigation”- Dashboard — jobs today, unpaid invoices, active clients
- Jobs — the job board, tracked by status
- Schedule — your dispatch calendar
- Clients (your Customers)
- Crew — the team you assign to jobs
- Estimates and Invoices
- Appointments (your Dispatches)
- Activity
Your dashboard
Section titled “Your dashboard”The Service Pro dashboard leads with today’s jobs — a live list of what’s on the schedule — then three tiles:
- Jobs today — how many are booked
- Unpaid invoices — outstanding amount and open count
- Active clients — customers in your CRM
Quick links jump to the Job Board, Dispatch (schedule crew by time), and Invoices.
How a typical flow runs
Section titled “How a typical flow runs”- A customer calls or submits a lead form; it lands in Clients.
- You create a job for the work, attached to the customer’s property (the subject hub keeps full history against that address).
- You send an estimate and, once approved, dispatch a crew member to a time slot on the schedule.
- The crew completes the job; you bill it with an invoice and a Stripe payment link.
The property subject hub
Section titled “The property subject hub”Cleaning, landscaping, HVAC, plumbing, electrical, and the trades attach jobs to a Property record. That means every visit, estimate, and invoice for an address lives in one place — useful when you service the same home or building repeatedly.
The generic Service Pro and Manufacturing verticals don’t use a subject hub; their work attaches directly to the customer.