Service Provider Portal
Built for the crew that does the work.
Scheduling, inspections, invoicing, AI reports, and everything else your team needs — in one place.
Everything you need
One platform. Every tool.
Scheduling & Dispatch
Calendar view, drag-and-drop dispatch board, recurring work, and reminder configuration where enabled. Customer-facing messages stay governed by configured notification controls.
Inspections
Broad inspection library with guided checklists for field-service trades. Bulk inspect, quick inspect, multi-tech assignments, mandatory photo gates, and AI context from prior visits. Walk in knowing what you found last time.
AI Reports
AI-assisted report drafting. Talk through your inspection, review the draft, make corrections, sign. AI helps organize context from your jurisdiction's adopted standards where configured. Inspector reviews and validates before finalizing. Plan-specific AI usage applies.
Equipment & Asset Tracking
GPS-mapped equipment, QR code asset tags, full service history per device, and a digital twin of every building you service. Know what is where, what state it is in, and when it was last touched.
Invoicing & Payments
Invoice, proposal, and deficiency follow-up workflows keep commercial context tied to the work record. Payment processing uses configured approved processors.
Team Records
Team profiles, certification expiration alerts, role context, and commission-related operating records where configured. Payroll tax filing and direct deposit stay with your payroll provider.
CRM & Sales
Lead pipeline, contact management, and a communication log tied to every customer. Track every call, email, and site visit. No more spreadsheets, no more sticky notes.
Evidence capture
Voice-assisted inspection capture. Talk through findings, review on-screen, and keep evidence tied to the record. Accountable inspectors sign final reports. Hardware-assisted capture workflows are shown in private demo or pilot contexts.
Milo AI
Your AI assistant on every screen. Ask questions, organize findings, generate reports, look up equipment history. Milo helps organize fire and safety code context (NFPA, IBC, IMC, IFC, NEC, and others relevant to your jurisdiction) plus your own inspection data.
Paid plans start at $29/mo for solo operators.
No annual contract. No implementation fees. No nickel-and-dime add-ons for basic features. You get the tools, your team gets to work, and you only pay for what you actually use.