Platform Features

Everything You Need. Nothing You Don't.

HomeServiceStory brings your website, job management, customer records, dispatch scheduling, invoicing, and team tools into one clean platform.

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A Complete Business Platform

Every subscription includes all features — no add-on pricing.

Contractor Website

Custom website with your branding, services, and contact info. Live in minutes.

Job Management

Create, assign, and track every job from estimate to completion.

CRM & Customers

Full customer history, notes, equipment records, and service plan tracking.

Pricebook & Invoicing

Standardized pricebook, professional invoices, and digital payment collection.

Dispatch & Scheduling

Color-coded weekly board, drag-and-drop job assignment, real-time tech tracking.

Timesheets

Employees log hours, managers approve, and you have clear labor cost visibility.

Call Tracking

Track which marketing channels drive calls. Auto-create leads and send missed-call SMS follow-ups.

Service Plans

Sell recurring maintenance plans. Alert dispatchers when service is due — never miss a renewal.

Customer Portal

Customers can view job history, pay invoices, track technician arrival, and manage equipment.

A Professional Website — Live in Minutes

Every account gets a fully customizable website that showcases your services, builds trust, and converts visitors into leads. No developer needed.

  • Custom domain support
  • Choose your colors, logo, and service areas
  • Service pages auto-generated from your pricebook
  • Online booking form connected to your CRM
  • Mobile-first, fast-loading design
  • Google reviews & social proof sections

Your website, your brand

Schedule, Dispatch, and Track Every Job

A color-coded dispatch board gives your office team a clear view of who's doing what, where, and when. Keep every technician on the right job at the right time.

  • Weekly calendar board with drag-and-drop
  • Assign multiple technicians per job
  • Job statuses: Scheduled → En Route → On Site → Completed
  • Real-time GPS tracking on the dispatch map
  • Customer ETA notifications via the portal
  • Mobile app for technicians (iOS & Android)

Color-coded dispatch board

Never Let a Lead Fall Through the Cracks

From first call to repeat customer, every interaction is tracked. Convert leads faster, build long-term customer relationships, and grow recurring revenue.

  • Lead pipeline with status stages
  • Full customer history and notes
  • Call tracking with marketing attribution
  • Automated missed-call SMS follow-ups
  • Service plan due-date alerts
  • Equipment records per customer

Full customer history

Get Paid Faster — Right from the Job

Build your standardized pricebook, add line items to any job, generate professional invoices, and collect payment — all without leaving the platform.

  • Pricebook with categories and custom pricing
  • Tax-aware line items and subtotals
  • PDF-quality print invoices
  • Email invoice directly to customer
  • Online payment via Stripe, Square, PayPal, or Authorize.net
  • Customer self-service payment portal

Professional invoicing

Ready to put these features to work?

Start your free 15-day trial — no credit card required.

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