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ISMIntegrated Service Management
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ISMIntegrated Service Management
Pre-release · Confidential
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ISMIntegrated Service Management
Pre-release · Confidential
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Integrated Service Management · ISM
Field service software for route-based businesses
The whole promo, start to finish, with captions. Want just some of it? Make your own slideshow below.
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ISMIntegrated Service Management
Step one · every quote starts here
Just talk. The quote starts itself.
🎤● Listening✓ Got it
New customer, Sarah Parker, 214 Maple Ridge Lane, Fort Smith, Arkansas 72903. Cell 479-555-0142, email sarah.parker@mail.com, and she's okay with texts.
New customer
CustomerSarah Parker
Street214 Maple Ridge Ln
City · State · ZIPFort Smith, AR 72903
Phone(479) 555-0142
Emailsarah.parker@mail.com
Texting✓ OK to text
Address complete · getting the pictures…AerialFront✓ Customer saved · Quote Q-2317 started
ISM quote app · start without the address
Don't know the address? Just say “Where am I?”
“Where am I?”
📍 Where am I? Tap the building
12
📍Street address here402 Maple Ave · Conway, AR 72034
1Harbor Dental☎ (501) 555-0142 · 60 ft
2Oak St. Bakery☎ (501) 555-0187 · 95 ft
✓ Put it on the quote
Name, address, phone — filled in›“Find me 10 addresses”
📍 The 10 nearest addresses
📍 Here🏠 Addresses🏪 Businesses
12345678910
✓1402 Maple AveConway, AR 72034 · 40 ft
✓2408 Maple AveConway, AR 72034 · 55 ft
✓3414 Maple AveConway, AR 72034 · 70 ft
✓4401 Maple AveConway, AR 72034 · 85 ft
✓5407 Maple AveConway, AR 72034 · 100 ft
＋ Make 5 new quotes
✓ 5 draft quotes — same services & prices
A quote for every house
No address needed
✓ Houses and businesses
✓ Phone numbers too
✓ Same prices, every house
✓ Nothing sent till you say
Address in · see the job
From the address to the front door.
Job address214 Maple Ridge Ln, Fort Smith, AR 72903✓ Complete address
Aerial viewfrom Google✓ Saved to the jobFront of the housestreet view✓ Saved to the job
Before you pull up2 stories · attached garage · front yard trees · long driveway
Roofs · measured on the slope
An outline isn’t the roof. The pitch is.
Up to +41% on a 12/12Drag the 3 circles onto the roof
Roof pitch
4/12×1.056/12×1.128/12×1.2010/12×1.3012/12×1.41
Outline from abovetraced on the aerial1,240 sq ft
Measured from the photo3 circles · 33.7°8/12 · × 1.20
Real roofwhat gets priced0
AutoAdjusted for you: +248 sq ft the outline left out.
Roof cleaning · what the roof is made of
Shingle, shake, tile or slate. Priced for the roof it is.
Asphalt 3-tab×1.00
Architectural×1.00
Synthetic×1.05
Metal×1.10
Cedar shake×1.30 · soft wash only
Wood shingle×1.30 · soft wash only
Concrete tile×1.25 · no walking
Clay tile×1.35 · no walking
Slate×1.40 · fragile
Flat · TPO/EPDM×1.00
Roof soft wash · 2,000 sq ftRoof type: Clay tile — no walking, low pressure · Storeys: One storey
× 1.35$0.00
Commercial flatwork · dumpster pads to strip malls
Every area has a picture. Every area has a price.
Dumpster pad & corral1201 · by the sq ft
Front entrance1202 · by the sq ft
Back door / service1203 · by the sq ft
Sidewalks & walkways1204 · by the sq ft
Drive-through lane1205 · by the sq ft
Shopping center / strip mall1206 · by the sq ft
Gum removal1207 · by the sq ft
Oil & grease stains1208 · by the sq ft
📐 Dumpster pad · 420 sq ftHow dirty: Heavy — greaseDegreaser: 420 ÷ 250 = 2 gal
Dumpster pad & corral · 420 sq ftHeavy, grease staining · 2 gal degreaser · every 4 weeks
× 1.62$0.00
Work the job out · on the spot
Every hood. Every gallon.
Kitchen hood cleaning · one line
Hood 120 ft · 2 duct runs · 2 fans$580.00
＋ Add another hood
Hood 216 ft · 1 duct run · 1 fan$362.00
2 hoods — one line on the quote$0.00
Paver sealing · by coverage
Area1,000 sq ft
Coats2
One gallon covers150 sq ft
0 gal13.3 — rounded up, never short
14 gal × $45$0.00
Brick or heavy dirt raises the work — not the product.
Truck & fleet washing · 700s
Every truck has a line. Every line has its picture.
Day cab711
Sleeper712
Sleeper · raised roof713
Dry van · 53 ft721
Reefer · 53 ft724
Tanker727
Flatbed725
Box truck741
Refrigerated box742
Garbage truck745
Cargo van761
Step van762
Fleet wash · QuoteEvery 2 weeks
Day cab tractor711 · $45 each
× 6$0.00
Sleeper tractor — raised roof713 · $55 each
× 4$0.00
Reefer trailer — 53 ft724 · $85 each
× 10$0.00📷 Use a real photo
Fleet total · 20 units$0.00
Quotes On The Go · pest control · pools · lawns
Pests. Pools. Lawns. Priced from above.
General pest control1401 · every quarter
Perimeter barrier1402 · every quarter
Rodent control1406 · as needed
Termite treatment1409 · by the ln ft
Weekly pool service1501 · every week
Pool opening1504 · once a year
Green-to-clean1506 · as needed
Spa / hot tub1511 · every week
General pest controlevery quarter
× 1.32$0.00📐 2,140 sq ft home · 9,000 sq ft yard · Moderate pests · 2 storeys · crawl space
Weekly pool serviceevery week
× 1.26$0.00📐 600 sq ft of water · salt-water · spa · trees overhead · 2 gal chlorine
Quotes On The Go · holiday lights
Show them their house lit up before you quote it.
💡 Lights on
Adds up to
Peaks36 ft
Third story30 ft
First story29 ft
Bushes3
Trees2
Warm whiteCandy caneIcy blueMulticolor✨ Twinkle
📝 Put the lights on the quote
✓ 5 lines on the quote — feet from the picture, priced by you
Your items · numbered by service
Every service has its numbers. Every line can have your photo.
Your services · your numbers
House washing101–199
Roof cleaning301–399
Truck & fleet washing701–799
Commercial flatwork1201–1299
＋ New truck item 794the next number, filled in
Quote line
📷 your photo
713Sleeper — raised roof3 × $85.00$255.00
📷 Use a real photo
✓ The quote✓ The printout✓ The customer's link
Photo documentation · personal video
Show them the problem. Then show them you.
Quote Q-2317214 Maple Ridge Ln · what we found
Mildew on the north sidingSoft wash: 1,240 sq ftGutters full of leavesClean & flush: 140 ftOil stains on the drivewaySurface clean & treat
A personal message from Daryl
▶
0:25 · recorded at the house✓ Sent with Q-2317
Quotes on the Go
Quote it. Schedule it.
New quoteQ-2291
Oak Ridge HOA · Clubhouse118 Oak Ridge Dr · pinned 35.3012 N
House wash3,200 sq ft × $0.18$576.00
Driveway clean1,150 sq ft × $0.15$172.50
Window cleaning42 panes × $6.00$252.00
Total $0.00
Send quote
Sent 10:14 AM · waiting on customer
✓ Accepted · added to Thursday
MON
TUE
WED
THU
FRI
Riverside GrillHood filters · 45m
ClearviewWindows · 1h
Metro FreightTruck wash · 1h15
Oak St.House clean · 1h30
Lakeside GrillHood filters · 35m
Harbor DentalPressure wash · 50m
Blue PlateHood filters · 40m
Main St. ShopsWindows · 1h
Taqueria SolHood filters · 45m
Oak Ridge HOAFrom Q-2291 · 3h20
City FleetTruck wash · 2h
Pine ClinicWindows · 45m
No re-typingPrice, address and job time carry straight onto the schedule.
Quotes On The Go · Request a quote page
Put one link on your website. Requests land in your app.
shinepressurewash.com
Shine Pressure Wash
Clean house. Clean drive.
Request a quote →
Or scan it — on the truck, a flyer, a business card
Your website — one link›Your logo · only your services›Straight into 📝 Quote requests
No login for them
✓ Emailed to you at once
✓ One tap → a quote
✓ Sales tax box ticked
✓ Texting their choice
✓ Or text them the link
ISM · a marketing campaign from one quote
You're already there. Quote the whole street.
Four ways a quote comes in
🌐
Your websitethey fill in your request page
The QR codeon your truck, card or door hanger
🎙
Talk it instanding at the job
📍
Just say “find me”don't know the address? It finds you
1 visit → 16 quotes
1✓📝
2✓📝
3✓📝
4✓📝
5✓📝
6✓📝
7✓📝
8✓📝
9✓📝
10✓📝
11✓📝
12✓📝
13✓📝
14✓📝
15✓📝
🎙 You say“Find me 15 addresses”
＋ Make 15 new quotes
💰 Your pipeline
$0
in 16 open quotes — potential new business
📍 From neighbour quotes$3,600 · 15
The job you came for$240 · 1
Same services, same prices✓
“We're doing your neighbour's this week — would you like us to do yours as well?”
ISM · A-I Google Ads made simple Coming soon
Google Ads, written for you.
What it already knows
🧰
Your services & pricesalready in your price book
📍
The towns you workfrom your customers on the map
⭐
What winswhich quotes turn into jobs
🌐
Your website & numberwhere the ad sends people
→ writes the whole campaign
Sponsoredyourbusiness.com
Holiday Lights Installed — Free Quote Today
Rooflines, trees and bushes — up and taken down. Local, insured, priced on the spot.
Keywords
holiday light installationchristmas lights near megutter cleaningroof lights quote
Shown in these ZIP codes
7203272034720587217372113
Daily budget$25 / day · cap $750 / mo
✓ Approve & go live
Your own Google Ads account · nothing spent until you approve
📈 This month
Spent on ads$400
Quotes from ads9
Jobs won4
$0
won from those ads
✓ Accepted quote → reported to Google as a sale
$100 per job won
Recurring service, any trade
Set the rotation once.
WeeklyEvery 2 weeksEvery 4 weeks
Rotation heldVisit moved Mon → Thu. Every future date stays put.
RealignedAnchor moved W43 → W44. Every visit after it re-times itself.
Pick the new week and day. The rest of the series stays put.
📖 Guide · Moving a job▶ Training · 5 slides📄 PDF · Quick card
Open the guide ›
📖GuidesStep by step, printable
▶Training slideshowsRead aloud, a few minutes each
📄PDFs & formsManuals, forms, how-tos
✨Ask the AIQuestions and issues, any time
Built inNo phone call, no waiting: help is right where the question comes up.
ISM · every guide and training
A how-to for every screen. Read, watch or ask.
📚 Contents · every guide, by topic
🗓Scheduling and routes11
🔧Field work — completing a stop9
🏪Customers and accounts9
🧾Billing and invoices6
💳Payments and deposits5
📞AR and collections2
🏛Sales tax2
📦Inventory and shipping4
🛒Purchasing and vendors5
📝Quotes and selling10
📊Reports and the dashboard8
💬Messages and notifications9
🚚Fleet, tolls and trucks3
👥Users, company and setup15
🧑💼HR, payroll and safety5
🛠System, backups and developer23
0step-by-step guides
0slideshows, read aloud
0forms & documents
✨ AskHow do I bill a finished job?
From the guides: approve it, then Create on the Invoicing board — the PDF, the tax record and the customer's link are made in one go.
📖 Invoicing & Deposits▶ Process Work OrderOpen Invoicing ›
🔍 Search every guide🖨 Print the contents👥 Filed by who uses it
ISM · what's new
New things light up — right where they are.
Report Libraryevery night's reportsNEWREAD · 3 days
Schedulingroutes and weeks
Dashboardtoday at a glance
Weekly Data LoadFriday filesNEW
Work Order Flow — the last 7 daysA new nightly report: every job by region and branch, and where each one is. Got itOpen ›
✨ What's new (2)📜 Every change so far
Work Order Flow — the last 7 days29 Sep
Email a report on your days, at your time29 Sep
AR by region & branch, every night29 Sep
Where am I? when setting up an account28 Sep
📜 Every change so far
Weekly Data Load28 Sep
Next Delivery report28 Sep
Report Library: each report opens and closes28 Sep
Technician app · English or Spanish
One tap. Todo en español.
English›Tap ES›Español›The stop · Español
Dictate · English or Español
Say it in Spanish. It types in Spanish.
Job notesEN
Guttersarefull.Cleanandflush,140feet.
🎤 Dictate
App languageENES›
Notas del trabajoES
Lascanaletasestánllenas.Limpiaryenjuagar,140pies.
🎤 Dictar
AutomaticThe mic listens in the language the app is set to. No setting to change, no translating.
Dictate · Español → English
Say it in Spanish. It writes in English.
Notas del trabajoES
Lascanaletasestánllenas.Limpiaryenjuagar,140pies.
🎤 Dictar
🌐 En inglés›
Job notesEN
Theguttersarefull.Cleanandrinse,140feet.
For the officeTalk in Spanish in the field; the office reads English. You check it before it saves.
Any device · nothing to install
Works on anything.
TODAY · ROUTE 7
Riverside Grilldone
Clearview Officesdone
Metro Freight11:20
Harbor Dental1:05
Phone
TODAY · ROUTE 7
Riverside Grilldone
Clearview Officesdone
Metro Freight11:20
Harbor Dental1:05
Tablet
TODAY · ROUTE 7
Riverside Grilldone
Clearview Officesdone
Metro Freight11:20
Harbor Dental1:05
Laptop
Download an app
1Send a linkby text or email
2They sign inany browser
3They’re workingsame data, every screen
Multi-branch operations
Every truck. Every branch. One board.
0Trucks on the roadlive, right now
0Branchesrolled up by region
0Open work orderssorted by branch and route
Ops›Region›Branch›Route
Techs see their route. Managers see their region. Operations sees it all.
ISM · Editable service agreements
Your agreement, your way.
⚖️
Editable service agreement — a guide, not legal advice. Use it only with the contractor's authorization, after their own attorney has reviewed and approved it. Until you upload yours, the sample is never sent to a customer.
SAMPLE
Part A
Commercial Service Agreement
1. Scope of work
Pressure washing, soft-wash roof cleaning and window cleaning of the surfaces listed in Schedule A.
5. Payment & collection
Net 30 from the invoice date. Late balances accrue a monthly charge; collection costs are the client's.
6. Lien rights
To the extent state law allows, Contractor may file a mechanic's lien for unpaid work.
8. Indemnification
Each party answers for its own negligence.
CustomerContractor
SAMPLE
Part B
Residential Service Agreement
1. What we will do
Driveways, patios, siding, roof soft wash and windows, as listed on your quote.
2. What we need from you
Unlocked gates, a working spigot, windows closed, cars and furniture moved.
3. Rescheduling
Free with 24 hours' notice. Weather reschedules cost nothing.
6. Your right to cancel
Three business days after signing at your home.
CustomerContractor
SAMPLE
Part C · Addendum
Paver Cleaning & Sealing
C1. Scope
Clean, re-sand joints and seal: natural, satin or wet look.
C4. Customer obligations
Sprinklers off 48 hours. Feet off 4–6 hours, cars off 24–48.
C5. Warranty
12 months against peeling or flaking from application.
C3. Weather
Pavers must be dry; no rain for 24 hours after sealing.
CustomerContractor
Make it yours
1
⬇ Download the sampleWord file — commercial, residential, paver sealing
2
✎ Fill in and change anythingyour name, your fees, your state
Smith Exterior Cleaning · AR · $75 trip
3
⬆ Upload your version
📄 Smith_ServiceAgreement_v1.docx✓ uploaded
✓ Your agreement now prints with every quote
Built by a route-service company
Integrated Service Management
ISMField service software for route-based businesses
Works when the signal doesn’t.
Offline-firstQuotes on the GoRoute optimizationGPS + photo proofGet paid in the field
This player is yours
Make your own slideshow
Pick only what interests you. It plays right here, with voice and captions.
1Tick the parts you want in the list above
2Press Play my selection
3Watch just those, right here
Make your own slideshowPick what interests you in the list above, press Play my selection, and it plays right here. Or press play to watch it all.
Play with voice
0:00
For the sender: build a custom link
Build this cut · check, uncheck and reorder
To send this exact cut to someone, add this code to the end of this page’s link:
Build it from the descriptions
Read what each part says, tick the ones you want — the list starts empty — then press Play these.
Nothing picked yet
Script & shot list
Follows the scenes checked above. Company names, work order numbers, prices and fleet figures are sample data.
Shine Pressure Wash
Or scan it — on the truck, a flyer, a business card
