Every feature, on the computer and the iPhone
All 152 are in every plan. The web software and the iPhone app share one account, so what you do on one shows on the other.
Leads and sales
| Feature | Computer | iPhone |
|---|---|---|
| Leads listEvery new enquiry, moved through Contacted, Quoted, Won or Lost | ✓ | ✓ |
| Lead sourcesFacebook lead ads, Google Local Services, Thumbtack, Yelp and Angi land in one list | ✓ | ✓ |
| Online booking requestsBookings from your booking page, waiting for you to confirm | ✓ | ✓ |
| Follow-upsWho to chase today: open quotes, unpaid invoices and quiet leads | ✓ | ✓ |
| Missed-call text-backA text goes out when you miss a call | ✓ | ✓ |
| Duplicate finderFinds and merges customers and leads with the same phone, email or name | ✓ | ✓ |
Quotes
| Feature | Computer | iPhone |
|---|---|---|
| Quotes from your price bookLine items, tax and your logo | ✓ | ✓ |
| Good / Better / BestSeveral priced options on one quote | ✓ | ✓ |
| Present and sign in personThe customer picks an option and signs on the spot | ✓ | ✓ |
| DepositsAsk for a deposit and collect it when they accept | ✓ | ✓ |
| Financing offersAdd a financing offer to a quote or invoice | ✓ | ✓ |
| AI quote draftsOmni drafts the quote; you check it before it goes | ✓ | ✓ |
| Quote from job photosOmni drafts a quote from the photos on a job | — | ✓ |
| Tech recommends workA tech flags needed work on site and the office quotes it | — | ✓ |
| Quote follow-upsReminders until the customer answers | ✓ | ✓ |
| Quote to jobTurn an accepted quote into a scheduled job | ✓ | ✓ |
Scheduling and dispatch
| Feature | Computer | iPhone |
|---|---|---|
| CalendarDay, week and month views | ✓ | ✓ |
| Live mapToday’s jobs and where each tech is | ✓ | ✓ |
| Crew lanesEvery crew’s day side by side; drag jobs between them | ✓ | — |
| Assign with OmniOmni suggests who takes what; you approve | ✓ | ✓ |
| Auto-assignHand out unassigned jobs in one click | ✓ | — |
| Route planningPut a day in driving order, across every truck | ✓ | ✓ |
| Weekly routesRepeating weekday loops of customers in driving order | ✓ | ✓ |
| Recurring jobsJobs that repeat, with skip and pause | ✓ | ✓ |
| Find a timeOpen slots inside your hours | ✓ | ✓ |
| Fill a cancelled slotOffer the open time to other customers | ✓ | ✓ |
| Crew capacityShows which crews are over- or under-booked | ✓ | — |
| Print the day sheetA crew’s run on paper: stops, times, phones and access notes | ✓ | — |
| Google Calendar syncJobs show on your Google Calendar | ✓ | ✓ |
| Rental calendar syncAirbnb and VRBO calendars book turnover cleans | ✓ | ✓ |
Jobs and field work
| Feature | Computer | iPhone |
|---|---|---|
| My DayA tech’s jobs, route and clock in one screen | ✓ | ✓ |
| On my way textTexts the customer an arrival time | ✓ | ✓ |
| Live tracking linkThe customer sees their tech coming on a map | ✓ | ✓ |
| Running lateTell the customer how late you’ll be in one tap | — | ✓ |
| Before you knockLast visit, equipment and balance owed, shown at the door | — | ✓ |
| Job timerStart, pause and finish the job clock | — | ✓ |
| Job photosBefore, during and after | ✓ | ✓ |
| Photo markupDraw arrows and notes on a photo | — | ✓ |
| Job videosShort clips on a job | — | ✓ |
| ChecklistsTick off each step on site | ✓ | ✓ |
| Custom formsYour own forms, filled in on the job | ✓ | ✓ |
| Customer signaturesSigned on the phone when the job closes | — | ✓ |
| Change ordersAdd work mid-job; the customer approves it | ✓ | ✓ |
| Job close-outChecklist, notes, then the invoice | ✓ | ✓ |
| Job phasesBig jobs split into stages, each with its own dates | ✓ | ✓ |
| Parts, chemicals and add-onsWhat was used and what extra was sold | ✓ | ✓ |
| Job profitLabor, parts and margin on each job | ✓ | ✓ |
| TasksTo-dos for the team and the office | ✓ | ✓ |
| Customer keysWhich tech has which customer’s key | ✓ | ✓ |
| Works with no signalJobs, notes, photos and clock-ins sync later | — | ✓ |
Invoices and payments
| Feature | Computer | iPhone |
|---|---|---|
| InvoicesCreate, send, remind and share as a PDF | ✓ | ✓ |
| Invoice finished jobsBill every completed job in one go | ✓ | — |
| Pay linksCard or bank, with tips | ✓ | ✓ |
| Collect paymentCard, cash, check, Venmo or Zelle | ✓ | ✓ |
| Card on fileCharge the saved card when the job is done | ✓ | ✓ |
| Payment plansSplit a balance into installments | ✓ | ✓ |
| Automatic payment remindersReminder texts and emails until it’s paid | ✓ | ✓ |
| CollectionsEvery unpaid invoice, oldest first, with the reminders sent | ✓ | — |
| Credits, refunds and write-offs | ✓ | ✓ |
| Statements and receiptsBranded, sent by text or email | ✓ | ✓ |
| PayoutsYour balance and when it lands | ✓ | ✓ |
| Cash on handCash and checks your techs are holding | ✓ | ✓ |
| ExpensesWith receipt photos | ✓ | ✓ |
| Profit and job costingProfit by period, service and job | ✓ | ✓ |
Price book, stock and equipment
| Feature | Computer | iPhone |
|---|---|---|
| Price bookServices and materials, with ready-made packs for your trade | ✓ | ✓ |
| Markup and marginsSuggested price from cost | ✓ | ✓ |
| Pricing rulesPrices that change by season, urgency or demand | ✓ | — |
| After-hours ratesEvening, weekend and emergency fees | — | ✓ |
| Stock and truck inventoryWhat’s in the shop and on each truck, with low-stock alerts | ✓ | ✓ |
| Barcode scanningScan a part to look it up | — | ✓ |
| Purchase ordersOrder parts and receive them | ✓ | ✓ |
| EquipmentEach customer’s units and warranty dates | ✓ | ✓ |
| Nameplate scanPhotograph a unit’s nameplate to log it | — | ✓ |
Customers
| Feature | Computer | iPhone |
|---|---|---|
| Customer profilesJobs, quotes, invoices, equipment and history in one place | ✓ | ✓ |
| Every message in one historyEach text, call and email with a customer | ✓ | ✓ |
| Several addressesEach with its own access notes | ✓ | ✓ |
| Tags and custom fields | ✓ | ✓ |
| Service plans and membershipsMaintenance plans with visits and auto-renew | ✓ | ✓ |
| Customer portalCustomers see visits, quotes and invoices, and pay | ✓ | ✓ |
| ImportFrom a spreadsheet or another app, with undo | ✓ | ✓ |
| Import phone contacts | — | ✓ |
| Bulk edit and CSV exportTag, text, export or delete many at once | ✓ | — |
Messages and calls
| Feature | Computer | iPhone |
|---|---|---|
| One inboxTexts and email with each customer in one thread | ✓ | ✓ |
| Texting from your business numberRegistered with the carriers so texts get through | ✓ | ✓ |
| Saved replies | ✓ | ✓ |
| Automatic messagesAppointment reminders, follow-ups and thank-yous | ✓ | ✓ |
| Email designYour logo and colours on every email | ✓ | ✓ |
| Calls on your business numberUsing the iPhone’s own call screen | — | ✓ |
| Call logEvery call and voicemail | ✓ | ✓ |
| Translate messagesRead and reply in the customer’s language | — | ✓ |
| Bring your numberMove your existing number to OmniOps | — | ✓ |
| Website chatA chat bubble for your own website | — | ✓ |
| Team chatCrew channels and direct messages | ✓ | ✓ |
Marketing and reviews
| Feature | Computer | iPhone |
|---|---|---|
| Marketing campaignsText and email past customers. Campaign texts and emails use prepaid credit | ✓ | ✓ |
| Drip sequencesMessages that go out over several days | ✓ | ✓ |
| Review requestsAsk for Google reviews after each job | ✓ | ✓ |
| Reply to reviews | ✓ | ✓ |
| ReferralsTrack who sent you work and what you owe them | ✓ | ✓ |
| Promo codes and gift cards | ✓ | ✓ |
| AutomationsRules that run by themselves, with a test run | ✓ | ✓ |
| Google Business postsPost to your Google Business profile | ✓ | — |
Omni, the AI assistant
| Feature | Computer | iPhone |
|---|---|---|
| Ask OmniAnswers questions and does the task once you OK it | ✓ | ✓ |
| Talk to OmniHands-free, with answers read aloud | — | ✓ |
| AI answeringAnswers your calls, books jobs and takes down new leads | ✓ | ✓ |
| Practice callsTest the AI answering before it goes live | ✓ | ✓ |
| AI follow-upsTexts new leads, nudges quotes and wins back old customers | ✓ | ✓ |
| Drafts to approveWhat Omni wrote, waiting for your OK | ✓ | ✓ |
| How much Omni does aloneOff, draft for me, or send for me | ✓ | ✓ |
| What Omni didEvery change it made, with undo | ✓ | ✓ |
| Morning briefThe day ahead, first thing | — | ✓ |
| Ask your numbersType a question, get a report | ✓ | ✓ |
| Use with Claude or ChatGPTConnect your account to either | ✓ | ✓ |
Team and time
| Feature | Computer | iPhone |
|---|---|---|
| Clock in and outWith breaks and reminders | ✓ | ✓ |
| Clock-in location checkRecords where each tech clocks in | — | ✓ |
| TimesheetsReview and approve hours each week | ✓ | ✓ |
| Time off requests | — | ✓ |
| CrewsWho works together, and their week ahead | ✓ | ✓ |
| Invite your teamRoles, and what each person can see | ✓ | ✓ |
| Tech pay and tipsEach tech sees their own | ✓ | ✓ |
| Gusto payrollSend approved hours to Gusto | ✓ | ✓ |
| Spanish for techsTech screens in Spanish | — | ✓ |
Reports
| Feature | Computer | iPhone |
|---|---|---|
| ReportsRevenue, profit, customers, quotes and hours | ✓ | ✓ |
| Revenue forecastBooked and expected revenue | ✓ | ✓ |
| Money left on the tableUnbilled work and missed money, each with a fix | ✓ | ✓ |
| Lead source resultsWhich ads paid off | ✓ | ✓ |
| Quotes wonClose rate by service and by person | ✓ | ✓ |
| What OmniOps brought inMoney from reminders and follow-ups, in dollars | ✓ | ✓ |
| Every locationEach business you run, side by side | ✓ | ✓ |
Connections
| Feature | Computer | iPhone |
|---|---|---|
| QuickBooks and XeroCustomers, invoices and payments sync | ✓ | ✓ |
| StripeCard and bank payments, paid out to your account | ✓ | ✓ |
| API and webhooksConnect your own tools | ✓ | — |
Only on the iPhone
| Feature | Computer | iPhone |
|---|---|---|
| Push notificationsNew leads, texts and missed calls, even in Focus | — | ✓ |
| Home and Lock Screen widgetsYour next job and what needs you | — | ✓ |
| Siri and Shortcuts“Next job”, “On my way”, “Running 10 late” | — | ✓ |
| Live ActivityThe job you’re on, on the Lock Screen and Dynamic Island | — | ✓ |
| Quick actionsPress and hold the app icon | — | ✓ |
| Face ID sign-in | — | ✓ |
Only on the computer
| Feature | Computer | iPhone |
|---|---|---|
| Command barPress ⌘K to jump anywhere or ask Omni | ✓ | — |
| Keyboard shortcuts | ✓ | — |
| List and record side by sideThe list stays open beside the customer | ✓ | — |
| Saved viewsYour own filters on invoices and jobs | ✓ | — |
| Print many at onceSeveral quotes or invoices as one PDF | ✓ | — |
What your customers get
No app for them to download: these open on any phone or computer.
| Feature | Computer | iPhone |
|---|---|---|
| Booking pageCustomers book themselves, with instant prices for cleaning | ✓ | ✓ |
| Booking form for your website | ✓ | ✓ |
| Online quotesThey pick an option and sign | ✓ | ✓ |
| Online invoicesPay by card or bank, add a tip, or pay over time | ✓ | ✓ |
| Change order approval | ✓ | ✓ |
| Agreement signing | ✓ | ✓ |
| Confirm or change a visitFrom the reminder text | ✓ | ✓ |
| Before-and-after photosOf the finished job | ✓ | ✓ |
| Review pageHappy customers go on to leave a public review | ✓ | ✓ |
| Gift card shop | ✓ | ✓ |