Book jobs.
Run the business.
Manage customers, dispatch your team, and take jobs from estimate to paid invoice.
Hey, Marcus
Summit Home Services - all locations. Learn more
Perseus
Tasks
15Today’s appointments
30Performance
All Locations
Recent
Call activity
Your AI agent is protecting your business 24/7.
Manage the work. Handle the business.
Keep customer records, schedules, estimates, and payments together. Plan the day, assign the crew, and follow every job through to payment.
Customers and jobs
Keep contact details, properties, service history, and planned work together so your team can see what comes next.
Schedule and dispatch
Plan visits, review technician availability, and assign or move work on the dispatch board.
Perseus
Answer calls, check service areas and live openings, book appointments, and keep unbooked callers as leads.
Estimates, invoices, and payments
Move approved estimates into work orders and invoices. Track payments, refunds, payment plans, and payouts in Wallet.
Your team
Set staff schedules, qualifications, locations, and access so the right people can take the work.
Services and pricing
Keep services, prices, durations, and packages in a catalog your team can use when planning and quoting work.
Forms and signatures
Build reusable forms for customers and technicians, with submissions kept alongside the appointment and customer record.
Business reports
Review billed work, unpaid invoices, jobs, and team activity. Open the records behind a result and save the reports you use regularly.
From first call to paid invoice
Capture the opportunity
Keep the caller or lead, their service needs, and the customer record together. Build an estimate when the work needs a quote.
Plan the job
Define the services, schedule the visit, and assign the team. Track the job and its appointments as work progresses.
Finish the business side
Review the completed work, send the invoice, and follow payments in Wallet. Keep the history ready for the next visit.
See Office in action.
Explore the demo, or sign up to get started.