Service plans, dispatch and inspections
Recurring service, a dispatch board and inspection reports in one place
TradeBurst runs recurring service plans, schedules every visit ahead of time, shows your week on a drag-and-drop dispatch board, and lets your team fill in branded inspection reports and forms on any phone or tablet.
The problem
Maintenance customers live in a spreadsheet, visits get missed, the office rebuilds the schedule every Monday, and inspection results end up on paper or in a separate app the customer never sees.
What you can do
Service plans
Weekly, monthly, quarterly or seasonal plans with a price per visit. Plans sold in the field app become service plans automatically when the customer signs.
Visits scheduled for you
Upcoming visits are kept on the calendar about two months ahead. Pause, skip, cancel or complete a visit in one tap.
Invoice per visit
Completing a visit can create a draft invoice, so nothing is forgotten. Prepaid plans can be billed another way.
Dispatch board
See service visits, appointments and installs by person for the week. Drag a visit to another tech or day to move it.
Online booking
Homeowners pick a preferred day and arrival window on your website; the office confirms it.
Forms and inspections
Start from ready-made HVAC, plumbing, electrical, roof, home inspection, pest, pool and chimney forms, or build your own. Pass / needs attention / fail items roll up to a result on a branded report you can print or save as a PDF.
Equipment records
Keep each customer's furnace, water heater, panel or pool pump with make, model, serial number, warranty and last service date.
How it works
- 1Sell a plan in the field app or set one up for an existing customer.
- 2Visits appear on the dispatch board, ready to assign.
- 3The tech fills in the inspection or service form at the visit.
- 4The visit is completed, the report is saved to the customer, and a draft invoice is ready to send.
Frequently asked questions
Which trades is this for?
Any trade with repeat visits or inspections: HVAC, plumbing, pest control, pool service, lawn care, cleaning, home inspection and more.
Can I edit the ready-made forms?
Yes. Ready-made forms are copied into your account, and you can change, add or remove any question. Reports already filled in keep the questions they had.
Is online booking a hard reservation?
No. The homeowner picks a preferred day and arrival window and your office confirms it, so your schedule stays in your hands.
Try TradeBurst free
14 days free on any plan. No credit card. Your website is live the day you sign up.