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.
Plans start at $499.99 a month.
Today's route
TOTAL: 4 stops · 20.4mi · 51m drive time
LEFT: 4 stops · 20.4mi · 51m drive · ETA home by 4:41pm
Next up · Today · En Route
Aisha Hassan RR
8:00 AM – 11:00 AM · Sun, Sep 20
· AC tune-up
Marcus Reed
scheduled · 10:00 AM – 1:00 PM
· AC tune-up
· Filter replacement
Sophie Laurent
scheduled · 1:00 PM – 4:00 PM
· AC tune-up × 2
· Filter replacement × 2
Maria Lopez
scheduled · 3:00 PM – 6:00 PM
· Service call
One login replaces
- Booking plugin
- CRM
- Quoting app
- Invoicing app
- E-signature tool
- Review software
- Lead auto-reply tool
The product
Same system in the office and in the truck
Real screens from a live copy of the platform, dressed as Summit Home Services, an HVAC company — not concept art. The same platform installs as an app on every tech's phone.
New bookingMaria Lopez booked an AC tune-up · Thu 10 AMNeva — AI receptionist
Meet Neva, your AI receptionist.
Neva lives in your Yelp inbox and answers in your words, day and night: your hours and service area from notes you write, the price from your real catalog by asking the same questions your website asks, then the booking link. Her name is yours to change in Settings.
Yelp messageanswered in 48 sThe questions and the price come from the business's own quote flow and catalog. Illustrative conversation.
Answers what you would answer
Hours, service area, what is included, what is custom-priced — from a prompt you edit in Settings and can test before it goes live.
Prices the job like your website does
Neva runs your published quote flow inside the conversation, one question at a time. The price is the catalog price, never a guess.
Sends the booking link
The customer picks a real opening on your calendar, pays the deposit if the flow takes one, and the job lands assigned to a tech. Asked to reschedule or cancel, Neva sends the customer to their portal to do it themselves, inside your rules — and hands the thread to you if the portal gives them trouble.
Follows up, then hands off
Staged follow-ups when a lead goes quiet. The moment someone wants a human, you get the thread with everything Neva gathered, and she stops.
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.
Weekly pool service
One monthly price. Pick a start day and pay online.
Step 3 of 6
What size is the pool?
- Up to 15,000 galWeekly visit — chemistry, skim, brush, baskets$149/mo
- 15,000 – 25,000 galWeekly visit — chemistry, skim, brush, baskets, filter check$179/mo
- Over 25,000 galWeekly visit plus a monthly filter clean$219/mo
- Add a spaServiced on the same visit+$25/mo
Instant quote wizard
Built with a flow builder, not a fixed form: your questions, your answers, your prices. A TV installer asks about the wall and the size; a pool company asks about gallons and a spa. Customers see the price build as they answer, then book — or a complex job routes to a custom-quote request.
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.
Subscriptions, not just one-off jobs
Lawn care, pool service, pet waste removal, window cleaning — if your business bills monthly, the flow books the first visit and starts the plan in the same run. We build the flow for your business.
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.
Deposits at booking
The flow can take a deposit the moment it books the slot, so the calendar fills with jobs that show up.
02 — Smart scheduling
A calendar that knows the drive
It is your calendar, not a plug-in: day and week views, a team board, one colour per tech, the whole week at a glance. And 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 — The quote your customer sees
Photos, options and financing on every quote — included
A quote is a sales page, not a receipt. Every line can carry a photo, the customer toggles the options themselves, a monthly plan can ride along, and financing shows on the page. Other platforms sell most of this as a top-tier upgrade. Here it is in every plan.
Services
Goodman 3-ton 14.3 SEER2 AC + matched coil
New line set, pad and drain. 10-year parts warranty registered for you.
Choose one
Carrier Infinity 3-ton, 19 SEER2 variable speed+$5,450.00Installation, permit & haul-away
Two-tech crew, one day. Old unit recycled. City permit and final inspection.
Comfort Care planRecurring
Spring + fall tune-ups, priority scheduling, no diagnostic fee, 15% off repairs. Cancel any time.
Optional add-ons
Smart thermostat, installedOptional
Wi-Fi, app control, schedules. Set up on your phone before we leave.
10-year labor warrantyOptional
Parts are covered by the manufacturer. This covers the labor too.
We offer financing
Balance after deposit · $8,355.32
Est. monthly payment
$269.21/mo × 369.90% APR, illustrative
Options, financing and approval all on the customer's phone — nothing to print.
Photos on every line
Every product and service in your catalog carries a photo, and it shows on the quote, the portal and the PDF. Jobber puts line-item images in its $349 Grow plan only.
Options the customer picks
Either-or choices ("Goodman, or Carrier Infinity for +$5,450") and optional add-ons, switched on or off from their phone with the total following. Good-better-best on one quote, no second quote. Housecall Pro sells this as its MAX-plan proposal tool or a $40-a-month add-on.
Financing on the page
Turn on Wisetack and the quote shows a monthly figure and a prequalify button next to the total, so a $9,355 system reads as $269 a month, not a wall.
Recurring plans on the same quote
A $29.99-a-month care plan or any monthly service sits on the quote as its own line; approving it books the first visit and starts the billing. No separate recurring add-on to buy.
05 — Payments & billing
Get paid without chasing anyone
Deposits at booking, cards kept on file, and invoices that remind themselves.
- Jun 25 — auto-chargedPaid
- Jul 25 — auto-chargedPaid
- Aug 25 — scheduledUpcoming
Stripe payments
Deposits, invoice payments, tips, partial payments, and refunds — every card charged in your name, from one screen.
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, 7 and 14 days go out by text and email — you never write a "just checking in" again.
Tax done per item
Mark what is taxable in your catalog once — parts taxed at your rate, labor not — and every quote, invoice and PDF gets it right.
06 — 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.
07 — 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.
08 — Automation & AI
The office work does itself
Every follow-up you keep meaning to send, sent on schedule — and Neva, the AI receptionist who answers your leads when you’re on a ladder.
Follow-ups on autopilot
Quote follow-ups, stale-quote auto-close, review requests after the job — written once, sent every time.
Auto-reply, included on every plan
Every Yelp message gets an instant reply with a link to book, day or night, at no extra cost.
Neva, the AI receptionist — an add-on
Neva answers your Yelp leads in your words from your real prices and calendar, 24/7, unlimited messages — see “Meet Neva” above. Phone and text AI are not part of the platform; we can build them for you as a custom project.
Alerts, each one switchable
Push, text or email when a quote is viewed or approved, a booking lands, a payment clears or a charge fails. Every tech gets the ones about their own jobs — assigned, rescheduled, cancelled — on their phone. Turn on the ones you want.
09 — Team & control
Runs a one-truck shop. Scales to a 50-tech fleet.
Start solo and never outgrow it. Every tech gets their own calendar and color; 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.
More features
Also included, on every plan
The pieces that don't get a headline and still save a call a day.Show all
More features
Also included, on every plan
The pieces that don't get a headline and still save a call a day.Show all
The system knows the route
Every morning the dashboard draws today's route on the map: the stops, the miles, the drive time and the ETA home. Openings are offered only where the drive from the job before and to the job after fits the gap, at real road times. Anytime jobs are placed where they add the least driving, and re-placed when the day changes.
Included for AV companies — Digital signage
You already hang the TVs. Start billing for what's on them.
Included in the plan for TV-mounting and AV companies at no extra charge: 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. The whole thing is self-serve for your customers: from their client portal they upload images and videos, build playlists and scenes, add tickers and a logo overlay, set TV power schedules, arrange screens by room, watch every screen live and read playback reports. You install the box; they run their screens.
- 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
ZIP validation, front and back
Online booking checks the customer’s ZIP against your service area before it shows a single time. Neva knows your service area from her notes, and the booking link she sends runs the same check.
QR codes, included
Trackable QR codes for signs, trucks and flyers: each one is a short link on your domain that counts scans and unique visitors and can be re-pointed later without reprinting. Work orders carry a QR back to the job; parts labels print from the job.
Review requests, automatic
After every completed job a text and an email ask for a review — to your Google listing, and to your Yelp page too when you add its link. Sent at the delay you choose, in your words, skippable per job.
Slot holds
While a customer is on the card screen their window is held for them, so two customers can never book the same time.
Quick Quote
Price a job from your phone while the customer is still on the call: tap the services, change a price if you need to, text or email the link. They open it, see the priced quote, pick a slot, and it lands on your calendar as a job.
Materials on the job
A materials list per job, on-hand counts, a low-stock threshold and a reorder note on every item — the parts run happens before the job, not during it.
Multi-visit jobs
One job, several visits: each phase has its own date, arrival window and tech, and for a client with more than one property, its own address.
Promotions with dates
Percent off, dollars off or a fixed price, on everything or on chosen products, with a start and end date. Switch on the banner and the offer shows on your website and portal; the wizard and Quick Quote apply it on their own.
Tasks and reminders
A task is a reminder or a time block: a parts run, a callback, a follow-up. It sits on the calendar and reminds you before it is due.
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 reviews, your ranking
Review requests send customers to your Google listing — the reputation and the search ranking build under your name, not ours.
Integrations
Leads in, money in, books balanced, financing on the quote
Four connections, set up with you at go-live. Your accounts, your money — we never touch the funds.
YelpLeads & reviews
Yelp messages land in the platform the moment they arrive. The auto-reply answers with a booking link (included); Neva, the AI receptionist, runs the conversation (add-on); and after every job the review request can point to your Yelp page as well as Google.
StripePayments
Deposits, invoices, tips and cards on file run through your own Stripe account. Payouts land in your bank on Stripe's schedule at Stripe's rate. We add nothing on top.
QuickBooks OnlineAccounting
Customers, items, invoices and payments sync to QuickBooks Online as they happen. Your bookkeeper opens QuickBooks and it is already done.
Consumer financing
Turn it on and every quote and invoice shows a monthly figure and a prequalify button. The customer applies in a minute, Wisetack pays you, they pay Wisetack.
Yelp, Stripe, QuickBooks and Wisetack are trademarks of their respective owners. Each requires its own account and approval.
Custom website, built on top
Check out one of our favorites: EZ TV Mounting
CoreDev started inside EZ TV Mounting in Las Vegas, and its website is built on the platform: visitors price the job in the wizard, book a real slot on the calendar and pay the deposit, and the office runs on the same system behind it. Every client gets a custom website like this one, built by us on top of the platform.
One platform, your trade
The website, the booking, the routing and the billing are the same whether the truck carries TVs, wire, pipe or mulch.
- TV mounting & AV
- Electrical
- Plumbing
- HVAC
- Garage doors
- Cleaning
- Handyman
- Landscaping
Beyond the platform
We build custom software, too
The platform started as custom software for a working trade business. If yours 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
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.