Quote it, book it, dispatch it, invoice it — from one job record.
BittaFlow runs the whole job for plumbers, electricians, HVAC and cleaning crews — the call nobody could take, a quote the customer signs on their phone, the nearest free technician, the customer told every step, and the invoice raised the moment the technician texts DONE.
Home services dashboard
Signed quotes, dispatch, the customer’s page and technician pay — wired together.
$6,414
Collected (this month)
9
Jobs today
38
Jobs this week
Operations snapshot
What things are called here
What a home services front desk loses to admin.
Missed calls while everyone is on a job mean a competitor picks up the work
The office rings technicians all day to find out who is free and whether they have arrived
Customers call to ask when someone is coming, and who
Extras priced on site never make it onto the invoice, and technician pay is worked out at the end of the month from memory
Quotes go out as a text and a number — nothing signed, no deposit, and nobody chases the ones that went quiet
The invoice goes out before the van leaves the driveway.
The work booked, the extras priced on site and the technician’s share all come from the same job — nobody types it up at the end of the week.
Set up for home services on day one
The vocabulary, templates, reminder timings and automations arrive configured for this industry — not as a blank workspace with a training video.
Built for how home services teams actually work.
The same platform every other industry gets, with these six configured and switched on before you log in.
Missed calls answered
A call that rings out gets a text back within seconds, and the AI receptionist answers after hours — takes the problem and the address and books an open slot.
Nearest free technician
Addresses are picked from Google, so distance is measured between real points. "Any available" bookings dispatch themselves to the closest technician who is free.
A jobs page for every technician
No app and no login. The technician is texted the moment a job is theirs, starts and finishes it from the link, and can hand back a job the office then keeps or moves.
A page for the customer
Every step is texted — booked, on the way, running late, a different technician coming. One link holds their visits, invoices with Pay, and book again.
DONE raises the invoice
The booked work plus anything priced on site becomes the invoice, with a pay-link that opens without a login, sent as the job closes.
Technician pay
A share of every job lands on the technician’s balance. They request a payout, the office approves it, and six months of earned against paid sits on one screen.
Quotes the customer signs
Good, better, best — up to three priced options from your price book. The customer opens a link, picks one, signs with a finger and pays the deposit. Approved quotes become jobs in one tap; quiet ones get a follow-up text on day two and day six.
Dispatch board
The day in a lane per technician. Drag a job to another technician or another hour — the technician is texted, the customer is told. “Who is near?” ranks free technicians by distance.
Repeat jobs and maintenance plans
Every N weeks or months, booked ahead automatically. A monthly plan bills the card and books its own visits — a tune-up every six months, a treatment every quarter.
Checklists and customer sign-off
What a technician must tick, record or photograph before a job can close — chemical logs, the unit’s make and serial, the customer’s signature on the phone. Equipment is remembered on the customer for next time.
Job reports and your data
Timesheets from the job clock, margin per job after technician pay, cancellations, approved quotes not yet booked — and every contact, job, invoice and quote exportable as CSV, any time.
Your own website
A designed website made from your CRM — services, prices, the areas you cover and live visit times — where customers book and pay online. Free to build; ready from your current site.
AI chat on your website
Answers customers from your own information, shows your technicians with their free times and passes questions to the team — on our website or yours.
Accounts for your customers
Customers sign in with a one-time code to see bookings, move or cancel them under your rules, pay and save a card.
One job, start to finish
What happens to a job, on all three screens.
Step through a real job — a leaking tap on Saturday morning — and see what the office, the technician and the customer each see at every point.
The customer books online — “Home visit, a technician comes to you” — or the office takes the call. The address is picked from Google, so it is a real point on the map from the first minute.
The office
The CRM
The technician
Their phone — a link, not an app
Nothing yet — nobody has the job.
The customer
Texts and their own page
One enquiry, from first contact to paid.
Customer calls, texts or books online
A missed call gets a text back; the AI receptionist quotes your starting prices; the booking widget asks where to come. The job lands with its address already on the map.
Quote signed, job dispatched
Bigger work gets a quote with options the customer signs and pays a deposit on. Then the nearest free technician gets it — by hand on the dispatch board or automatically — and is told at once by text.
The customer hears every step
Booked, on the way, running late, who is coming. Their own job page answers the "when will they be here" call before it is made.
DONE sends the invoice
Extras added on site go on the invoice. The pay-link goes out the same minute and the technician’s share is recorded with it.
Rating, review and the next visit
The customer rates the technician, a Google review request follows, and "book again" is one tap from the same page.
Other industries
Dental Practices
Full chairs. Zero front-desk chaos.
Open →Clinics & Hospitals
The front desk, on WhatsApp.
Open →Real Estate Agencies
Every lead captured. Every viewing booked.
Open →Law Firms & Legal
Every inquiry intake. Every consultation booked.
Open →Salons & Spas
No marketplace commission. Ever. Full columns and clients who come back.
Open →Hotels, B&Bs & Venues
Every room sold once. Every deposit collected.
Open →Any Service Business
One CRM, in your own words.
Open →Home services / review drafts
Review drafts for home services.
Suggested wording for client feedback. These are examples awaiting approval, not published customer endorsements.
“Most of our calls come while we're working at someone's house. The text back gives the customer a way to send the problem and their address. The office can pick it up without waiting for us to listen to voicemail.”
“We can send the priced options to the customer's phone while we're on site. They can choose the work, sign and pay the deposit from the link. The office can see what was agreed before booking the job.”
“The job details are there for the technician, and the office can see the status without ringing them. When the work is marked done, the invoice and payment link follow the job instead of becoming another task to remember.”
A Wednesday at a six-van plumbing and HVAC company
One person in the office, six technicians on the road, and the phone ringing while all of them are under a sink.
Nobody rang a technician to ask where they were, and nothing priced on site missed the invoice.
- 7:55The missed callNobody can pick up. The caller gets a text back within seconds, replies with the problem and the address, and books an open slot.
- 8:30Nearest free technicianThe address was picked from Google, so the job lands on the map. “Any available” sends it to the closest technician who is free, and they are texted a link to the job.
- 9:10The customer knows who is comingThey are texted when the technician is on the way, and again when a job before theirs runs late.
- 11:45A quote signed on siteThe boiler needs replacing. Three priced options from the price book go to the customer’s phone; they pick the middle one, sign with a finger and pay the deposit.
- 15:20DONE raises the invoiceThe technician texts DONE. The booked work and the extra part priced on site become the invoice, the pay-link goes out, and the technician’s share lands on their balance.
- 15:40Rating, review, next visitThe customer rates the technician, a Google review request follows, and the annual service is one tap away on their page.
A composite day written to show how the software handles the work — not a customer story. The business is made up; every step is something the product does today.
Don’t read about it. Have it call you.
Put your number in and the BittaFlow receptionist rings you in about ten seconds. Ask it anything a customer would — opening hours, a booking, a price — and hear how it handles it. The same thing answers your line from the first day.
Included on Small Team, Pro Growth and Business Plus. Answers 24/7 in your business’s voice and hands over to a person the moment someone asks.
BittaFlow AI
Friday · 6:45 pm · everyone on a job
Saved to the customer record
Kitchen sink leak · 12 Park Lane
- ✓Job booked Sat 10:00
- ✓Nearest free technician assigned and told
- ✓Homeowner’s job page link texted
A plumbing call, as an example. It is set up for your trade.
BittaFlow for home services & trades: common questions
What is the best CRM for a plumbing or HVAC business?
One that runs the whole job, not just the contact list. BittaFlow answers missed calls, sends good-better-best quotes customers sign on their phone, dispatches the nearest free technician and raises the invoice when the technician texts DONE.
Do technicians need to install an app?
No. Each technician is texted a link to their jobs page, with no app and no login. Customers get their own page with visits, invoices and a book-again button.
Can customers sign quotes and pay deposits online?
Yes. Up to three priced options from your price book; the customer picks one, signs with a finger and pays the deposit. Quiet quotes get a follow-up text on day two and day six.
Does it handle maintenance plans?
Yes. Repeat jobs book ahead every N weeks or months, and a monthly plan bills the card and books its own visits.
How is technician pay worked out?
A share of every job lands on the technician’s balance. They request a payout, the office approves it, and earned against paid is on one screen.
See it run a real home services day.
Bring your busiest hour and we will walk it through — the calls, the intake, the reminders, the invoice — in the workspace, not a slide deck.