Field service management software
Your website and your back office. One system, your brand.
CoreDev is field service software built for the trades. Your public website prices jobs and books real appointments; the platform runs the quote, the contract, the route, the invoice, and every follow-up — automatically.
From a solo owner-operator to a 50-tech fleet — battle-tested running a real service company, not built from a spec sheet.
8:00
TV mount × 2 — Summerlin
18 min drive
10:30
Panel install — Spring Valley
22 min drive
1:00
Service plan visit — Henderson
14 min · toward home
3:30
Custom quote — booked online
One login replaces
- Website builder
- Booking plugin
- CRM
- Quoting app
- Invoicing app
- E-signature tool
- Review software
- Answering service
The product
Same system in the office and in the truck
These are real screens, not concept art. The dashboard opens on today's route drawn on the map — stops, miles, drive time, and an ETA back home — with the jobs still waiting to be scheduled right above it. The same platform installs as an app on every tech's phone.
01 — Website + booking
Your website sells jobs while you’re on one
Most software makes you bolt a booking form onto a website you bought somewhere else. Here the website is part of the system: a fast, SEO-built site under your domain where visitors price their job and book a real slot on your calendar.
What are we installing?
- 65" TV · wall mount$149
- Soundbar install$79
- Cord concealment$99
Your price
$327
Instant quote wizard
Customers pick their services, see a live price, and book online. Complex jobs route to a custom-quote request instead of a wrong number.
Real online booking
The wizard books actual openings on your schedule — with slot holds so two customers can never grab the same window.
Built for search
Service pages, city pages, blog, sitemaps, and schema.org structured data — the technical SEO that puts you in local results and AI answers.
Every lead captured
Saved quotes, contact forms, and custom requests all land in your leads list and ping your phone the moment they come in.
02 — Smart scheduling
A calendar that knows the drive
Slots aren’t offered from a blank grid. The system pulls real drive times between jobs — traffic-aware — so the schedule it sells is a schedule your techs can actually run.
Drive-time-aware availability
Openings are computed house-to-house with real road times, not guesses. Back-to-back jobs get the buffer the route actually needs.
Route-smart day building
New bookings prefer slots that keep the day’s route tight, including "toward home" openings at the end of a shift.
Automatic tech assignment
Jobs round-robin to the right tech by service area and workload, with fair queueing and one-tap reassignment that notifies both techs.
Arrival windows & reminders
Customers get a window, a confirmation, 3-day and 24-hour reminders, and an "on my way" text with a live ETA.
03 — Quotes & contracts
Quote it, contract it, sign it — same screen
Build a quote from your own catalog, attach your contract, and collect a legal e-signature without a third-party signing tool or per-envelope fees.
This agreement is between Dana Whitfield and Your Company, LLC for the work described in quote Q-2026-0214.
Total: $448.00 · Deposit due at booking: $100.00
Merge tags fill the contract from the quote — nothing retyped.
Dana Whitfield
Signed on customer's phone · Jul 14, 2:41 PM · locked PDF stored with quote v2
Quote builder
Products, materials, upsells, discounts, deposits, and versioned revisions — every change is snapshotted so you always know what was agreed.
Contract generation
Reusable contract templates with merge tags fill themselves in from the quote. No retyping terms job after job.
Built-in e-signature
Customers sign on their phone. Signed name, timestamp, and a locked PDF are stored with the quote version they signed.
Paperwork that prints itself
Branded quote, invoice, and work-order PDFs — work orders carry a QR code back to the job, plus printable parts labels for the van.
04 — Payments & billing
Get paid without chasing anyone
Deposits at booking, cards kept on file, invoices that remind themselves, and books that reconcile themselves into QuickBooks.
- Jun 25 — auto-chargedPaid
- Jul 25 — auto-chargedPaid
- Aug 25 — scheduledUpcoming
Stripe payments
Deposits, invoice payments, tips, partial payments, and refunds — cards charged in your name, money settled to your account.
Card on file & auto-charge
Save a card once and recurring work charges itself, with automatic retries and alerts when a charge fails.
Invoice follow-up built in
Pre-due nudges and overdue reminders at 3, 5, 7, and 14 days go out by text and email — you never write a "just checking in" again.
QuickBooks sync & financing
Customers, items, invoices, and payments sync to QuickBooks Online automatically. Offer "as low as $/mo" financing on quotes and invoices.
05 — Recurring revenue
Turn one-time jobs into contracts
Maintenance plans, service agreements, monthly accounts — the system schedules the visits and bills the card without you touching either.
Service plans
Every N weeks or months, on the weekday or date you choose. Visits materialize on the calendar 30 days ahead, pre-assigned to a tech.
Independent billing cadence
Bill monthly while you visit weekly — billing and visit schedules are separate, so the plan matches how you actually sell.
Hands-off collection
Pre-bill notices, auto-charge on the card on file, retry logic on failures, pause and auto-resume.
Contract-backed
Plans start from a signed quote with card-on-file required — billing begins only after the work is delivered and paid.
06 — Client portal
Customers help themselves — by your rules
A branded portal where customers do the things they’d otherwise call you for. No passwords: they log in with a one-time text code.
Approve and sign quotes
Review, approve, request changes, or decline — and e-sign the contract right there.
Pay online
Invoices, deposits, and tips paid from their phone; balance and payment history always visible.
Reschedule inside your rules
Self-service reschedule and cancel with your cutoff hours, look-ahead limits, and your cancellation policy shown in plain text.
Manage cards and plans
Customers keep their own card on file current and see their recurring service plan — fewer failed charges, fewer calls.
07 — Automation & AI
The office work does itself
Every follow-up you keep meaning to send, sent on schedule — and AI that answers the phone, the website, and Yelp when you’re on a ladder.
Follow-ups on autopilot
Quote follow-ups, stale-quote auto-close, review requests after the job, invoice dunning — all automatic, all inside business hours, never at 11pm.
AI answers your website
A chat assistant that quotes and books real appointments from your live pricing and calendar — not a canned FAQ bot.
AI answers your phone
Missed calls get answered by a voice assistant; voicemails are transcribed and emailed to you with the audio attached.
AI answers your Yelp leads
Yelp inquiries get an instant, accurate reply with staged follow-ups — and a clean handoff to you the moment someone wants a human.
08 — Team & control
Runs a one-truck shop. Scales to a 50-tech fleet.
Start solo and never outgrow it. Roles and granular permissions decide who can quote, invoice, reassign, or see the money. Techs get their own calendar, color, and service area; the office sees everything.
Roles & permissions
Reusable roles with per-person overrides — from "can send quotes" down to "can mark invoices paid".
Works like an app
Installs to the home screen on any phone, with push notifications for the events an owner actually cares about.
Service areas per tech
Each tech carries their own ZIP list, home base, and schedulable hours — assignment and routing respect all of it.
Analytics
Business reports plus website analytics in the same place you run the work.
09 — White label
Your customers only ever see your company
This isn't your logo pasted on someone else's app. Brand identity is built into the platform: every screen, message, and document renders your business.
Your domain & site
The public website, booking wizard, and portal live on your domain with your branding.
Your name on every message
Texts, emails, receipts, and PDFs carry your logo, colors, and phone number.
Your money, direct
Stripe connects to your own account — customers pay you, not a middleman.
Hosted & maintained
We run the servers, security, and updates. You get software; we keep it alive.
AV company add-on — Digital signage
You already hang the TVs. Start billing for what's on them.
Built for TV-mounting and AV companies: a complete cloud signage product you sell to your commercial customers. Plug a controller into any screen you install, push content from the cloud, and bill per screen every month — on the same recurring billing engine as the rest of the platform.
- Playlists, tickers, scenes, and logo overlays pushed to screens, groups, or whole locations
- Live health monitoring, screenshots, and offline alerts for every screen
- Proof-of-play reporting and TV power schedules
- Per-screen, per-location, or flat monthly billing with free-trial support
Proof
We run a real service company on it. Every day.
EZ TV Mounting in Las Vegas runs entirely on this platform — the website that ranks, the wizard that books, the calendar that routes, the invoices that collect, and the AI that answers the phone. Every feature on this page exists because a working business needed it.
See the live site
Beyond the platform
We build custom software, too
The platform exists because we built it for our own company first. If your business needs something that doesn't exist yet, we design and build it from scratch — hand-coded, no templates, no page builders.
- Custom web applications — dashboards, internal tools, client portals
- Integrations & APIs — Stripe, QuickBooks, Twilio, Google, and whatever runs your business
- AI automation — chat, voice, and workflow agents wired into your real systems
- Custom websites — fast, hand-coded, built to rank
Straight answers
Is this a template or a plugin?
No. It’s one platform — website, booking, scheduling, quoting, contracts, billing, portal, and automations — built and run as a single system. Nothing to glue together, no per-tool subscriptions stacking up.
Who is it for?
Service businesses that go to the customer: TV mounting and AV, electrical, plumbing, HVAC, garage doors, cleaning, handyman work, landscaping. If you quote jobs, drive to them, and invoice for them, it fits.
What does "white label" mean here?
The whole thing runs under your brand: your logo, your colors, your domain, your phone number. Your customers see your company everywhere — on the website, the portal, the texts, the PDFs, and the receipts. Payments settle to your own Stripe account.
Has this actually been used in the field?
Yes — the platform runs a real service company today (EZ TV Mounting in Las Vegas), end to end: its website, booking, dispatch, billing, reviews, and phone answering. It was built by operating a service business, not by guessing at one.
Do you build custom software too?
Yes. The platform itself started as custom software for our own company. If you need something that doesn’t exist — a dashboard, a portal, an integration, an AI workflow — we design and build it from scratch.
Do you host and maintain it?
Yes. We host, secure, monitor, and update the platform. You run your business; we run the software.
What does it cost?
Pricing depends on team size and which pieces you turn on (the digital signage add-on is billed separately). Book a demo and we’ll quote it straight — no seat-by-seat surprise math.
Book a demo
See it running your kind of business
Tell us about your operation and we'll walk you through the platform on a real account — website to booked job to paid invoice. Custom software project? Use the same form and describe what you need.
Requests go straight to the owner — no sales queue.