Jobs, dispatch, customers, estimates, invoices, and reviews — in one platform built for HVAC, plumbing, chimney, electrical, and home-service teams.
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Wekatz
Core
Tuesday · May 22
Welcome back, Alex
Sales · MTD
$184.2K
▲ +12% vs last
Estimates · MTD
$96.4K
▲ +8% vs last
Invoices · MTD
$142.8K
▲ +5% vs last
Leads · MTD
127
▼ -3% vs last
Today's Jobs
8 SCHEDULED
S. Martinez · Phoenix · HVAC Repair
J. Patel · Mesa · AC Install
K. Nguyen · Tempe · Tune-up
M. Thompson · Scottsdale · Diagnostic
Wekatz replaces the patchwork of CRM, scheduling app, spreadsheet, payment terminal, and accounting tool that most service businesses outgrow within a year. Five tightly-integrated apps share the same customer, the same job, and the same invoice — synced in real time.
Each app is built around how the work actually flows — not retrofitted from a generic CRM. They share one customer, one schedule, one set of permissions.
CRM, jobs, estimates, invoices.
One source of truth for every client, property, job, estimate, and invoice. Search by name, phone, or address — every interaction lives on the customer record.
Live pipeline for active work.
The realtime feed your office and field both watch. Status, messages, and photos flow into a single thread per job — no more group chats, no more “did anyone hear back?”
Dispatch with a map, not a whiteboard.
A daily plan board built for dispatchers. Drag-to-assign technicians, see live capacity, plot routes on a map, and reschedule the day without thrashing the team.
Reputation, handled.
Every Google review for every location in one workspace. Draft a reply manually or with AI, hold for approval, then publish — all without leaving Wekatz.
Books and parts in lockstep with the work.
Workspace-level folders, weekly payroll settlements, and tax-ready exports — alongside truck-level inventory with low-stock alerts and per-job usage tracking.
Five steps every service job goes through. With Wekatz, each step hands off cleanly to the next — no rekeying, no copy-paste, no missed handoff between office and field.
Inbound call rings in. Caller history surfaces on the screen. One tap turns the call into a tracked lead in Core.
Build the estimate from your price book, email or text it to the customer, and capture the e-signature on their phone.
Drag the job onto the right tech in Job Assign. Routes plot on the map. Push notification lands on the technician's phone.
The tech updates status, attaches photos, captures the customer's signature, and takes tap-to-pay payment — from the truck.
Invoice posts to Accounting. A review request goes out. The reply arrives in Reviews Inbox, drafted in your tone — ready to publish.
My Jobs
Today3 stops · 6 hours
9:00 AM · HVAC Tune-up
S. Martinez · Phoenix
0.4 mi away
11:30 AM · AC Install
J. Patel · Mesa
ETA 11:15
2:00 PM · Diagnostic
K. Nguyen · Tempe
Route auto
Today's payout
$1,240
No fake testimonials, no inflated stats. Just the design decisions service operators told us mattered.
Wekatz didn't start as a generic CRM with service features bolted on. Every screen is shaped by how real shops actually run jobs.
The status change a technician makes in the truck is on the dispatcher's screen by the time they look up. No refresh, no group chat.
Owners see financials. Dispatchers see the board. Techs see today's stops. Accountants see clean books. Five roles, screen-level permissions.
Native-feel mobile experience for the truck — GPS routing, photo capture, signature, tap-to-pay. Offline-capable so spotty service never blocks a day.
Estimates → invoices → payments → payroll all live in the same workspace. No more bouncing to QuickBooks for every receipt.
Every job ends with a review request. Replies are drafted in your tone, kept under your approval, and posted from inside Wekatz.
Book a 30-minute walkthrough or start the free trial — your workspace is ready in under a minute. No credit card, no long sales call.