Projects · Multi-day, multi-crew
One job. Many days. Live financials the whole way.
Spin up a project. Schedule every visit, drop the right crew, and watch labor cost roll in as your team clocks in. Profit updates live.
14-day trial · No credit card · Convert your first estimate in minutesPROJ-0002 · Maria Rodriguez · 3 events
Duct cleaning visit — supply & return
9:00 AM – 1:00 PM
Apr 15
$962.94
Sanitize & airflow balance
8:30 AM – 12:00 PM
Apr 16
$540.00
Final walk-through & sign-off
10:00 AM – 11:00 AM
Apr 17
$120.00
Project value
$1,622.94
Financials
Labor · 18.5h
$1,202
Materials
$184
Project value
$1,622.94
$236.94
PROJ-0002 · Maria Rodriguez · 3 events
Duct cleaning visit — supply & return
9:00 AM – 1:00 PM
Apr 15
$962.94
Sanitize & airflow balance
8:30 AM – 12:00 PM
Apr 16
$540.00
Final walk-through & sign-off
10:00 AM – 11:00 AM
Apr 17
$120.00
Project value
$1,622.94
Financials
Labor · 18.5h
$1,202
Materials
$184
Project value
$1,622.94
$236.94
The pipeline
Every project, visible at a glance.
Sit on the pipeline view and you'll see exactly what needs scheduling, what's in the field, what's wrapped but not invoiced, and what's already paid.
Pending Scheduling
Scheduled
On The Way
In Progress
Pending Invoicing
Invoiced
Completed
The four building blocks
Four building blocks, one project record.
Events, crews, financials, and change orders — every moving part of a project, in one place, talking to each other.
One project. As many visits as the work needs.
Big jobs aren't one and done. Schedule a project across days or weeks — every visit is its own event with its own date, time, location, and crew. Drag to reschedule, split a day, or add a return visit without leaving the project.
- Multi-day, multi-event projects
- Drag-to-reschedule on the dispatch board
- Per-event location, time, and instructions
Events
4 of 4
Mon 13
Rough-in
Tue 14
Lineset run
Wed 15
Heads & start-up
Thu 16
Final + commission
Right tech on the right visit — with their rate baked in.
Assign specific team members to each event. Their hourly rate is already on file, so the moment they clock in, labor cost starts populating the project financials at their rate. No spreadsheet, no end-of-week reconciliation.
- Per-event crew assignment
- Preset hourly rate per team member
- Auto-calculated labor cost as they clock in/out
Assigned
3 techs
Bob J.
$65/hrMaria R.
$58/hrDavid C.
$72/hrLabor, materials, change orders — in the same view.
Every clocked hour, every added material, every change order rolls up into a single Financials tab. See labor cost, sub cost, materials, project value, and profit margin update in real time as the project unfolds.
- Labor cost from clocked hours × rate
- Material and sub costs tracked per project
- Profit margin recalculates live
Financials
+76%
Labor
$1,202
Materials
$184
Sub cost
$0
Value
$1,622
Profit
$236
Scope creep, finally tracked.
Customer wants an extra register? Add a change order, attach the price difference, and the project value updates instantly. The original scope stays clean and the change order shows up on the invoice as a separate line.
- Track scope changes mid-project
- Net change rolls into project value
- Shows on the final invoice as its own line
Change orders
3
CO-01
Extra return register
+$340
CO-02
Additional sanitizing
+$120
CO-03
Filter upgrade · MERV 13
+$78
Net change
+$538
The 6-step builder
A guided path from blank slate to scheduled.
Six clear steps that walk you (or any new office hire) through a clean, complete project every single time. Convert from an approved estimate to skip steps 1 and 2 entirely.
- Convert from an approved estimate in one click
- Recurring projects for maintenance plans
- Auto-numbering with custom prefixes (PROJ-)
- Internal notes thread, scoped to team / clients / invoices
Client & project
Title, project number, client, and the property the work happens at.
Project items
Pull services, inventory, packages, or pricebook items. Discount, tax, and deposit baked in.
Events & team
Schedule each visit. Assign items to events. Drop the right crew on each one.
Auto-invoice
Optionally generate an invoice the moment an event is marked complete.
Attachments
Drag in plans, photos, permits, spec sheets — anything the project needs.
Terms & conditions
Pick a saved template or write your own. Edits stay on this project only.
The financials tab
Know if you made money before the invoice goes out.
Labor cost is calculated from clocked hours times each team member's preset rate. Materials and sub costs roll in as they're added. Profit margin updates the second any number changes.
Why the math works
Rates live on the team member, not the timesheet
Set Bob's rate to $65/hr once. Every project he touches uses it automatically.
Hours come from real clock-ins, not estimates
When a tech taps Clock In on the mobile app, the timer starts feeding labor cost in real time.
Materials log as you order them
Add materials directly to the project, not a side spreadsheet. They show up in cost the instant they're saved.
Profit margin recalculates live
Add a change order, log a new hour, swap a part — the profit % moves before you refresh.
Labor cost
$1,202
Material cost
$184
Sub cost
$0
Total costs
$1,386
Project value
$1,622
Profit · 76%
$236
Labor breakdown
auto-calc from clock-ins
Bob J.
8.5h
$65/hr
$552
Maria R.
6.0h
$58/hr
$348
David C.
4.0h
$72/hr
$288
And the rest
Built in, not bolted on.
The things you'd otherwise stitch together with five tools — already part of projects.
Recurring projects
Maintenance plans, quarterly tune-ups, monthly visits. Set it once and the next project spins up on schedule with the same client, location, and items.
Internal notes
Thread project notes scoped to the team only, the client, or the invoice. Useful for everything from 'gate code is 4321' to 'don't bill until permit clears.'
Project activity feed
Every clock-in, note, event change, status flip, and invoice shows up on a single timeline. Audit trail without opening a single spreadsheet.
Per-event locations
Multi-property project? Each event can sit at a different address with its own driving directions and on-site instructions for the crew.
Attachments & media
Drag in plans, permits, before/after photos, manufacturer specs. Stays organized on the project, accessible from the field on mobile.
Auto-invoice on completion
Flip a project to Completed and the invoice generates automatically with line items, deposit applied, and change orders included.
“We used to find out a project lost money two weeks after it wrapped, when the timesheets finally got entered. Now I open the project on Tuesday and already know we're at 38% margin. We can fix it before the last day of the job.”
Diana E. · Operations, Summit Mechanical · 19 techs
Pairs with
Pair projects with the rest of ServTrackr
One project feeding the schedule, the timesheet, and the invoice — no re-typing.
Estimates
One tap converts an approved estimate into a project.
Dispatch
Every event lands on the dispatch board automatically.
Team
Per-tech rates feed labor cost on every project they touch.
Price Book
Project items pull straight from your master pricebook.
Invoices
Auto-generate the invoice when the project completes.
Clients
Every project links to the client and their property record.
Reports
Project margin, cycle time, change-order rate by trade.
Mobile app
Crews clock in, view items, and snap photos from the truck.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
