The field service operating system for HVAC, plumbing, electrical, and home-service teams. Dispatching, estimates, invoices, follow-ups, payments, and accounting — synced in real time, from first call to deposited check.
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Wekatz
Core
Tuesday · May 12
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
Top Job Types
Today’s Jobs
8 SCHEDULED
S. Martinez · Phoenix · HVAC Repair
J. Patel · Mesa · AC Install
K. Nguyen · Tempe · Tune-up
M. Thompson · Scottsdale · Diagnostic
Built for shops that run on real volume
Unlimited
jobs · clients · trucks
Real-time
field ↔ office sync
5 roles
of screen-level permissions
<30 sec
from inbound call to tracked job
The average service business leaks 15–25% of revenue between the call coming in and the invoice being paid. Every gap is a missed dollar. Wekatz closes the gaps.
Calls bounce between voicemail, sticky notes, and forgotten group chats.
Whiteboards can't keep up. Trucks double-book, customers wait, techs sit idle.
$5,000 estimate sent on Tuesday. No follow-up by Friday. Customer goes elsewhere.
Inspections end with “we’ll think about it.” That’s where most shops lose money.
Updates die in text threads. Photos sit in a camera roll. The office is blind.
Dispatch says one thing, the tech remembers another. The customer hears a third.
Wekatz is shaped by the people running a real service business — tired of stitching operations across whiteboards, group chats, and three browser tabs of QuickBooks. We built this for the next operator — for shops that want to stop losing jobs in the gap between the call and the invoice.
Inbound leads stack up while you're in the field. Half of them ghost you by the time you call back.
The whiteboard says one thing. The tech remembers another. The customer is told a third.
$5K of inspections out the door this month. No one called any of them back.
One uses paper. One uses an app. One uses memory. None of it shows up in the books.
— The Wekatz operator team
Nine integrated modules sharing the same job, the same client, the same invoice — synced in real time. No more copy-pasting between QuickBooks, Google Sheets, and a whiteboard.
One source of truth for every client.
Dispatching that thinks like a foreman.
Active job pipeline, realtime.
Auto-recovery for unsold work.
Branded documents, signed and paid.
Get paid faster, every job.
Books that match the work.
Parts and stock, sized to the truck.
Every call → a tracked opportunity.
Follow a service call as it moves through Wekatz. Every stage happens in the same platform — no copy-paste, no lost context, no "let me check the other tab".
Call comes in. Caller history surfaces on ring.
Incoming call
0:08S. Martinez · Phoenix
312 Oak Ave · Returning · HVAC tune-up
Office books the visit on the right truck.
Today · Trucks
Tech sees the stop, the address, the history.
My next stop
9:00 AM · HVAC Tune-up
S. Martinez · Phoenix
312 Oak Ave · 0.4 mi away
Customer signs in-app. Office sees it instantly.
Estimate
SIGNEDJ. Patel
$3,420
Signed 2 min ago · Coil + condenser · Mesa
Tap-to-pay on the truck. Receipt sent.
Payment
Card · on-site
$1,240
Unsold work becomes a queued opportunity.
Recovered
+$2,450Dispatching, Accounting, Core Phone, and Reports. The surfaces operators open before their first coffee — illustrated below with the actual layout patterns from the product.
Pull jobs onto the right truck. See route lines. Respect time windows. Catch the unassigned before they slip.
Job Assign · Today
9 STOPSAlex R · Tune-up · 9:00 AM
S. Martinez · Phoenix
Alex R · AC Install · 11:30 AM
J. Patel · Mesa
Mike T · Diagnostic · 1:00 PM
K. Nguyen · Tempe
Accounting · April 2026
EXPORT XLSXSales
$184.2K
Expenses
$42.8K
Net
$141.4K
INV-2042 · J. Patel · Mesa
Payroll · Alex R · Wk-17
INV-2041 · K. Nguyen · Tempe
Fuel · Truck 03
Every job that lands in Wekatz generates the transactions, the folders, and the tax-ready exports. Your bookkeeper stops chasing the techs.
Inbound rings light up the right person. Caller history surfaces on the screen. One tap turns the conversation into a job.
Core Phone
IncomingS. Martinez · Phoenix
(602) 555-0182 · Returning · 3 jobs
Caller history
Reports · This Month
Sales
$184.2K
▲ +12%
Estimates
$96.4K
▲ +8%
Close rate
62%
▲ +4 pts
Top Job Types
Real KPIs, ranked job types, top sources, follow-up conversion. Period-aware, role-aware, export-ready.
When a tech finishes a service call without selling real work, Wekatz automatically opens a Follow Up. Days-open escalates. Priority queues. The office sees exactly who to call, when, and what the offer was. When the customer eventually buys, the Follow Up auto-converts to Sold.
Follow Up · Revenue Recovery
S. Martinez · 312 Oak Ave, Phoenix
Invoice $0
J. Patel · 88 Cedar Ln, Mesa
Invoice $99
K. Nguyen · 1402 River Rd, Tempe
Invoice $149
M. Thompson · 56 Pine St, Scottsdale
Invoice $2,450
R. Adler · 9 Lakeview Dr, Chandler
Invoice $69
The office sees the day on a dashboard. The tech sees the day on a phone. Wekatz keeps them in sync down to the photo, the signature, and the payment — without anyone having to text "update sent?"
Office
Dispatch, comms, follow-ups, invoicing, books. Built for the person juggling 47 active jobs without burning out.
Active jobs · today
8 OPENS. Martinez · Phoenix · HVAC Repair
J. Patel · Mesa · AC Install
K. Nguyen · Tempe · Tune-up
Technician
Mobile-first. Stops, photos, signatures, payments. Built for a tech in the field with one hand on a wrench.
Next stop
9:00 AM · HVAC Tune-up
S. Martinez · Phoenix
312 Oak Ave · 0.4 mi away
Today's payout
$1,240
Same job. Same number. No "did you see my text?"
Today's stops in tap order. Photos and signatures from the truck. Tap-to-pay without a separate terminal. The same job the office sees — no group chats, no paper invoices, no "did the tech send the photo yet?"
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
Wekatz is shaped by the operators who use it. Every trade brings its own pressure on the dispatch board and the follow-up queue — here's how Wekatz meets it.
Pain
Tune-ups that don't convert. Estimates that go cold by Friday.
How Wekatz handles it
Follow Up queues every unsold inspection by days-open and recovers ~15% of would-be-lost revenue.
Pain
Seasonal volume. Inspections priced wrong. Reports late.
How Wekatz handles it
Price Book + standardized estimates + per-tech payroll roll up automatically by week.
Pain
Emergency calls misrouted. Techs missing parts mid-job.
How Wekatz handles it
Dispatch + Inventory share state. Truck stock is real and warned when low.
Pain
Permit-driven jobs need clean documentation and traceable books.
How Wekatz handles it
Tasks, Info wiki, and Accounting folders hold the paper trail per job.
Pain
Big-ticket estimates. Long sales cycles. Soft-quoted by phone.
How Wekatz handles it
Customer portal with branded signed estimates + automatic Follow Up cadence.
Pain
Same-day service. Tight time windows. Mobile-first techs.
How Wekatz handles it
Job Assign respects windows; the field app works offline when service drops.
Pain
Diagnostic visits without a sale. Forgotten quotes.
How Wekatz handles it
Follow Up auto-flags the diagnostic and re-opens it when the customer is ready.
Pain
Recurring routes mixed with project work. Crew payroll is messy.
How Wekatz handles it
Weekly payroll with adjustments + parts/helper roll-ups per tech, per week.
Pain
On-call, mobile, multi-trade. Calls land everywhere.
How Wekatz handles it
Core Phone captures every call + history; one tap converts call → job.
Don't see your trade? Wekatz works for any service business with technicians in the field.
Talk to us about your industryOwners want financials. Dispatchers want speed. Techs want a clean mobile screen. Accountants want clean books. Everyone gets a surface tuned to their job.
Full access. Revenue dashboards, role permissions, financial exports, audit trails — the cockpit view.
CRM, scheduling, customer comms, estimate sends, follow-up outreach. The control tower for daily ops.
Dispatch board, assignment, status workflow, follow-up pipeline. Keeps the field moving and the pipeline closing.
Mobile-first. Today’s stops, photos, signatures, tap-to-pay, and offline-safe job updates.
Folders, transactions, payroll settlements, tax-ready exports. Numbers that match the work, week after week.
Wekatz is engineered around the levers below — each one tied to a specific module. The figures are example targets the platform is designed to support, not measured customer averages.
revenue recovered
+15%
from previously-lost jobs
Follow Up auto-opens every job that ended without sale and queues it by days-open.
dispatching time
−35%
vs. whiteboard + group chat
Map planner + drag-to-assign + capacity awareness, all on one screen.
missed leads
−40%
across the inbound funnel
Core Phone captures every inbound; caller history surfaces on ring.
close rate
+20%
on inspections and estimates
Signed-in-app estimates + automatic follow-up cadence + customer-portal payments.
tech efficiency
+15%
more stops per tech per day
Routes, push notifications, and offline-safe edits keep techs moving instead of texting.
office response time
−60%
on customer messages
Everything routes into one inbox tied to the job + the client record.
Note: figures above are illustrative targets Wekatz is designed to deliver — not measured customer averages. Real results vary by shop size, current tooling, and adoption depth.
Wekatz is the operating system — your accounting tool, your card processor, and your SMS provider stay where they are. Integrations land one by one, prioritized by what operators ask for.
QuickBooks
Sync transactions + tax-summary export.
Coming soon
Stripe
Card payments + tap-to-pay on the truck.
Coming soon
Twilio
SMS + voice for Core Phone.
Coming soon
SSO + calendar sync.
Coming soon
Google Maps
Routing + dispatch geolocation.
Coming soon
Resend
Transactional email for invoices + estimates.
Coming soon
Zapier
Automate workflows across 6,000+ apps.
Coming soon
Apple Pay
Tap-to-pay in the field.
Coming soon
Need an integration that's not here?
Tell us what your shop runs on. Most asked-for integrations get prioritized for the next quarterly cycle.
Most software either bolts service features onto a generic CRM or onto a calendar. Wekatz starts from the service-business workflow and builds outward.
Service-business workflow
Wekatz: End-to-end native
Old-school: Adapted from generic CRM
Generic: Generic calendar + tasks
Visual dispatching
Wekatz: Map planner + routing
Old-school: —
Generic: Basic calendar grid
Open Jobs pipeline
Wekatz: Realtime + messages
Old-school: Static job list
Generic: —
Auto Follow Up on unsold jobs
Wekatz: Auto-detected + queued
Old-school: Manual reminders
Generic: —
In-app accounting
Wekatz: Folders + payroll + exports
Old-school: Export to external tool
Generic: —
Inventory + truck stock
Wekatz: Yes
Old-school: Add-on
Generic: —
Role-based permissions
Wekatz: 5 roles, screen-level control
Old-school: Admin / non-admin
Generic: Single workspace
Mobile field app
Wekatz: Native-feel, offline-ready
Old-school: Web-only
Generic: Generic mobile
Customer portal + payments
Wekatz: Signed estimates + tap-to-pay
Old-school: PDF download
Generic: —
The quotes below are illustrative — example voices that mirror the feedback Wekatz is designed to produce. Real named customer stories with photos and metrics ship later this year.
“The first time my dispatcher and my techs were looking at the same screen, the back-and-forth stopped.”
HVAC owner
“Follow Up turns inspections that used to disappear into a queue the office can actually call back.”
Plumbing office manager
“Accounting matching the work means I'm not chasing techs for receipts at the end of every month.”
Service-trade bookkeeper
Four plans, one platform. Pick what fits today; move up the moment you outgrow it. No surprise fees, no per-feature unlocks.
Starter
Small crews moving off paper, whiteboards, and spreadsheets.
Custom pricing
Growth
Teams scaling past 5 trucks who need real dispatching.
Custom pricing
Pro
Service businesses ready to run the entire operation in one place.
Custom pricing
Enterprise
Multi-location operators with integrations and dedicated success.
Custom pricing
Get a 30-minute walkthrough tailored to your shop — dispatching, follow-ups, and accounting on real data. No credit card. No long sales call.