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Team · One roster

Run the people side without the spreadsheets.

Directory, crews, time-off requests, and timesheets — all in one place. Invite a tech in seconds, group them into the crews you actually dispatch, approve PTO without an email chain, and see labor cost on every job.

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14-day trial · No credit card · Invite your whole crew in one go

The four building blocks

Four building blocks, one place for the team.

People, crews, time off, and hours — everything you need to run the human side of the shop.

Directory
Every tech, one roster.

Invite techs, managers, and office staff with a single link. Avatars, contact info, role, status, and join date — all in one searchable list. Deactivate someone the day they leave; their history stays intact.

  • One-click invites by email
  • Roles: Owner, Manager, Tech
  • Active / inactive without losing history

Directory

11/15

CR

Carlos Rivera

Manager

AB

Angela Brooks

Tech

JL

Jason Lee

Tech

MS

Monica Shaw

Tech

Crews
Group the way you actually dispatch.

Install Crew A, Maintenance, Leads On-Call — build the crews your shop runs and assign jobs to a crew instead of stitching individuals together every morning. Reassign members in seconds when sickness or scope changes the plan.

  • Named crews with descriptions
  • Drag members in and out
  • Shows up live on the dispatch board

Crews

4 active

Install Crew A

C
J
A

3

Maintenance

R
T
S

3

IAQ & Retrofit

D
L
M

3

Leads On-Call

C
R

2

Team requests
Time off without the email chain.

Techs file PTO, sick days, or schedule changes from the mobile app. Managers approve in one tap. Approved time blocks the dispatch board automatically — no double-booking the guy who's at his kid's recital.

  • PTO, sick, schedule changes
  • Approve in one tap
  • Blocks the dispatch board automatically

Requests

2 pending

JL

PTO · Mon–Wed

Approved
MS

Sick · Today

Pending
AB

Schedule swap

Pending
Timesheets
Hours in, labor cost out.

Techs log hours per job from the truck — clock-in and clock-out are GPS-stamped so the office sees where the workday actually started. Review by week, approve in bulk, export to payroll. Every entry carries a pay rate, so labor cost rolls into project margin without a separate spreadsheet.

  • GPS-stamped clock-in / clock-out
  • Per-job, per-week entries
  • Bulk approve, CSV export
  • Labor cost feeds project margin

Week · Carlos R.

Apr 25–May 9

Mon

8h

$280

Tue

7.5h

$262

Wed

9h

$315

Thu

8h

$280

Total

32.5h · $1,137

Roles & permissions

Three roles. No grey areas.

Owners run the business, managers run the day, techs run the jobs. Everyone sees what they need — and nothing they shouldn't.

CapabilityOwnerManagerTech

View dispatch board

Reassign jobs

Approve timesheets & PTO

See labor cost & margin

Edit pricebook

Invite team members

Log own hours

Use mobile app on jobs

Labor in every report

Every hour shows up where it actually matters.

Pay rate lives on the team member. Hours live on the timesheet. Labor cost flows straight into the job — so margin reports show the real number, not last quarter's guess.

  • Per-tech pay rates (hourly or salary)

  • Cost rolls into project margin automatically

  • Export approved hours to payroll in CSV

  • Track billable vs. internal time per job

Labor on this week's jobs

May 5–9

JobTech / scopeHoursMargin

#4821

HVAC Install · Marcus T.

12.5h

80%

$437 cost

#4825

Furnace Repair · Carlos R.

4h

80%

$140 cost

#4828

Maintenance · Monica S.

6.5h

58%

$228 cost

And the rest

Built in, not bolted on.

The things you'd otherwise stitch together with five apps — already part of the team module.

GPS clock-in & clock-out

Every punch is location-stamped, so the office sees where the workday actually started — no more 'I was at the job, promise.'

Team reports

Hours, utilization, billable vs. internal, and labor cost by tech or crew. Spot the top performer and the bottleneck on the same screen.

User permissions

Owner, Manager, and Tech roles ship pre-configured. Owners and managers see margin and approve hours; techs see only their own jobs.

Push notifications

New job assigned, schedule changed, PTO approved, timesheet rejected — pinged to the right phone the second it happens.

Checklists per tech

Assign checklists to a member or a crew. Required steps show up on the mobile app with photos and sign-off before a job can close.

“Onboarding a new tech used to take a week of paperwork. Now I send an invite link and they're on the dispatch board the same afternoon. Timesheets stopped being a Friday-night job.”

Mike J. · Owner, Coastline HVAC · 11 techs

Today's hours

4h 12m

Clocked on Job #4821 · manager sees it live

Mobile

Hours and time-off, from the truck cab.

Techs clock hours per job, request PTO, and check the week's schedule from their phone. No paper time cards. No "did you get my text about Thursday?" The office sees it the second they hit submit.

GPS-stamped clock in / outPTO blocks the dispatch boardBulk approve by week

Pairs with

Pair the team with the rest of ServTrackr

One roster feeding every schedule, job, and report in the shop.

Team questions

Roles, crews, requests, hours, payroll export, and how team data feeds the rest of ServTrackr.

No. Plans are based on your shop's tier, not seat count. Add the whole crew without watching a meter.

Three: Owner (full access), Manager (day-to-day operations, approvals, dispatch), and Tech (mobile-first, sees own jobs and hours). Permissions are pre-set per role; no spreadsheet to configure.

Crews are named groups (Install Crew A, Maintenance, etc.) you dispatch as a unit. You can still assign jobs to individuals — crews just save you from rebuilding the same lineup every morning.

Yes. PTO, sick days, and schedule changes all submit from the mobile app. Managers approve in one tap and the dispatch board updates immediately.

Approved timesheets export to CSV with hours, pay rate, and cost per tech. Drop it into QuickBooks, Gusto, ADP, or your payroll provider of choice.

Mark them inactive. Their job history, hours, and timesheets stay intact for reporting; they just stop showing up on the dispatch board and can't log in.

Get the whole crew on the same page.

Spin up a free trial and invite your team in under five minutes.

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Team management questions

Straight answers about roles, roster, assignments, and how permissions flow to the field.

No. Plans are based on your shop's tier, not seat count. Add the whole crew without watching a meter.

Three: Owner (full access), Manager (day-to-day operations, approvals, dispatch), and Tech (mobile-first, sees own jobs and hours). Permissions are pre-set per role; no spreadsheet to configure.

Crews are named groups (Install Crew A, Maintenance, etc.) you dispatch as a unit. You can still assign jobs to individuals — crews just save you from rebuilding the same lineup every morning.

Yes. PTO, sick days, and schedule changes all submit from the mobile app. Managers approve in one tap and the dispatch board updates immediately.

Approved timesheets export to CSV with hours, pay rate, and cost per tech. Drop it into QuickBooks, Gusto, ADP, or your payroll provider of choice.

Mark them inactive. Their job history, hours, and timesheets stay intact for reporting; they just stop showing up on the dispatch board and can't log in.

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