Field service OS · Plumbing · HVAC · Water treatment

Make more. Manage less

Dispatch, payments, inventory, payroll, marketing, and real analytics — the depth the enterprise platforms charge enterprise money for, in one system you can run without a full-time admin. Revenue grows. Admin hours shrink. Live in days, not months.

Everythingbuilt in — no add-ons
1 loginreplaces your stack
Daysto go live, not months
bluepro
📅Scheduling
📞Phone system
🚐Dispatch
🧾Invoicing
📦Inventory
💳Payments
📈Analytics
Reviews
📣Campaigns
🤝Referrals
Payroll
One job · Start to finish

Watch a job move through the system

No handoffs between apps. No copy-paste. One record, from the first ring to the five-star review.

Job #2417 · Live
Water heater — no hot water
Karen M · 1482 Maple Ridge Dr · Repeat customer
Incoming call
📞
Sophie answersAI receptionist picks up on the second ring8:02 AM
📅
Booked on the spotReal availability, straight onto the schedule8:04 AM
🚐
DispatchedRight tech, right zone — customer gets a text8:15 AM
🔧
Estimate approvedOptions presented, signed on the tablet9:40 AM
💳
Paid on siteCard on file, deposited by BluePro Payments11:25 AM
📈
On the boardRevenue, commission and KPIs update instantly11:26 AM
Cancel the pile of subscriptions
answering serviceVoIP phone systemscheduling apppayment processorreview request softwarereferral platformemail marketing toolSMS blast toolinventory softwaretimesheet trackercommission spreadsheetreporting spreadsheetcustomer portal add-onbluepro — all of it, built in
The platform

Deep where it counts. Simple everywhere else

Every module below ships standard. No marketplace add-ons, no third-party bolt-ons, no "talk to sales about that feature."

Module 01 — Scheduling + dispatch

Your whole day on one board

Drag-and-drop dispatch built for how a real shop runs: capacity at a glance, the right tech in the right zone, and automatic customer texts at every step.

Live job statuses from booked to paid
GPS drive time and on-site time flow into timesheets automatically
"On my way" texts sent without anyone thinking about it
bluepro.ai/dispatch
MBMarcus B
WH installSoftener svc
DTDana T
Drain clearRepipe est
JRJake R
AC no-cool — en route
SNSam N
RO filterLeak repair
Module 02 — Estimates, invoicing + payments

From "yes" to paid before the truck leaves

Good-better-best estimates, one-tap approval, and payments embedded directly in the platform — card, ACH, financing, and card-on-file. No third-party processor bolted on the side.

Collect in the field, in the office, or through payment links
Deposits, progress billing, and memberships handled cleanly
Every dollar reconciles back to the job — automatically
bluepro.ai/invoices/INV-3082
Invoice INV-3082Awaiting payment
50-gal water heater — supply and install$2,340.00
Expansion tank$185.00
Haul-away and permit$120.00
Total due$2,645.00
Pay $2,645.00 — card ending 4417
Module 03 — Parts + inventory

Every truck is a warehouse. Now you can see inside it

Inventory is built into BluePro — not a third-party integration. Track stock across the warehouse and every truck, and when a tech uses a part on a job, it hits the invoice, depletes the count, and flows into job costing automatically.

Truck-level and warehouse stock counts that update as jobs close
Parts used auto-added to the invoice — no more unbilled materials
Low-stock alerts and reorder drafts before it costs you a job
bluepro.ai/inventory
Truck 12 — Marcus BSynced 2 min ago
50-gal water heater2 on truck · 6 warehouse
Expansion tank1 left · reorder drafted
3/4" ball valves14 on truck
PRV — 3/4"4 on truck · 9 warehouse
Used on Job #2417Auto-added to invoice
50-gal water heater + expansion tank → INV-3082 · job cost updated
Module 04 — Analytics + team performance

Know your numbers without building a spreadsheet

An owner dashboard that answers the real questions — booking rate, close rate, margin per tech, cash position — plus technician scorecards and leaderboards that make your team compete on the metrics you choose.

Every tile drills down into a live work queue, not a static report
Honest, AI-classified booking rate — not vanity math
Commission calculated from the same data — no month-end scramble
bluepro.ai/analytics
Revenue MTD
$187,420
▲ 12.4% vs last month
Booking rate
78%
▲ 5 pts
Est. close rate
61%
▲ 3 pts
Avg ticket
$1,240
▼ 2.1%
Module 05 — Business phone system

If a customer calls at 9 tonight, who answers?

Your phone system lives inside BluePro — every line, call recording, and text thread tied to the customer and the job. And because we own the whole stack, Sophie comes as a built-in bonus: an AI receptionist that picks up when your office can't and books real jobs against your live schedule.

Every call answered, recorded, and tied to the customer record
Sophie books real appointments against your live schedule
Hands off gracefully to your team whenever a human should take it
bluepro.ai/calls
Incoming — (801) 555-0147Booked by Sophie
Caller — 9:12 PMHi, my water heater's leaking and I can't reach anybody...
SophieI'm sorry about that — let's get someone out to you. I have tomorrow at 8:00 AM or 10:30 AM available. Which works better?
Caller8 AM would be great.
SophieYou're booked for 8:00 AM with a confirmation text on the way. Shut off the valve above the unit if you can safely reach it.
Module 06 — Customer portal + memberships

Give homeowners the experience big brands charge for

Your customers get their own branded portal — appointments, estimates, invoices, membership status, and a wallet for stored cards — with passwordless text-message login. No apps to install, no passwords to reset.

Approve estimates and pay invoices from a text link
Membership plans that renew, remind, and bill themselves
Runs on your URL, in your branding — you own the relationship
portal.bluepro.ai/summit-comfort
Welcome back, KarenComfort Club member
Next appointmentConfirmed
Tomorrow, 8:00–10:00 AM · Water heater replacement · Marcus B
Estimate EST-1194Awaiting approval
Whole-home water softener · 3 options from $2,850
Grow

It doesn't just run the shop. It fills next month's schedule

Referrals, reviews, and outreach are built into the same platform — triggered by real job data, not managed in yet another tool.

Module 07 — Referral campaigns

Turn happy customers into your best salespeople

Every customer gets a personal share link — no login, no app. When their neighbor books and the job completes, both sides get rewarded automatically, and the new lead lands in your pipeline with full attribution.

One-tap sharing by text — no passwords, no friction
Rewards pay out only when the referred job actually completes
Credits live in the customer's portal wallet — they come back to spend them
portal.bluepro.ai/summit-comfort/wallet
Give $50, get $50Referral program
Your wallet balance$150 credit
3 referrals completed · applied to your next invoice
Dave R — softener install+$50
Ana P — water heater+$50
Tom W — drain service+$50
Share your link — text it to a neighbor
Module 08 — Review management

Every great job becomes a Google review

The moment a job closes with a happy customer, BluePro asks for the review — by text, at the exact right time. Watch your rating climb, see every review in one feed, and respond without leaving the platform.

Review requests fire automatically on job completion
Reviews tie back to the tech and the job — reward what earns 5 stars
Monitor and reply to every review from one inbox
bluepro.ai/reviews
Google rating
4.9
▲ from 4.6
Reviews / mo
38
▲ 3x more
Request rate
100%
of closed jobs
Karen M ★★★★★New today
"Marcus had our hot water back the same morning we called. Booked at 8, fixed by 11."
↳ LINKED TO JOB #2417 · MARCUS B · REPLY DRAFTED
Module 09 — Outreach + campaigns

Your customer list is your cheapest marketing channel

Send text and email campaigns straight from your real customer data — tune-up reminders before the season turns, win-backs for customers going quiet, membership renewals, and filter-change nudges. Every booking traces back to the campaign that earned it.

Segment by service history, equipment, membership, or zip
Replies go to Sophie or your office — and get booked, not lost
See revenue per campaign, not just open rates
bluepro.ai/campaigns
Spring AC tune-up reminderSent
1,240 customers · SMS + email
86 BOOKED · $71,300 REVENUE
Win-back — no visit in 18 monthsSending
412 customers · $49 inspection offer
RO filter change dueScheduled
Recurring · fires 11 months after install
How we compare

Deeper than Housecall Pro. Without ServiceTitan's overhead

The tools they sell as add-ons, integrations, and enterprise upgrades — we build in as standard.

What your shop needsblueproAll-in-oneServiceTitanHousecall Pro
Scheduling, dispatch and invoicing✓ Built in
Business phone system with call recording✓ Built inAdd-onAdd-on
AI receptionist that answers and books 24/7✓ Built inExtra costExtra cost
Embedded payments and card on file✓ Built in
Parts and inventory management✓ Built inHigher tiersVia Ply (third-party)
Branded customer portal with text-code login✓ Built inPartialPartial
Google review requests and management✓ Built inMarketing add-onHigher tiers
Referral campaigns with automatic rewards✓ Built inThird-partyThird-party
Text and email outreach campaigns✓ Built inMarketing add-onExtra cost
Technician scorecards and leaderboards✓ Built inHigher tiers
Commission tracking tied to job data✓ Built inHigher tiersLimited
GPS drive time flowing into timesheets✓ Built inAdd-on
Time to go liveDaysMonths of implementationDays
Built for shops running 3–20 trucks✓ Our sweet spotPriced for enterpriseThins out as you grow
One platform · One price · Nothing sold back to you as an add-on
vs ServiceTitan

All the depth. None of the drag

ServiceTitan is powerful — if you have an office admin to run it, months for implementation, and an enterprise budget. BluePro gives a 3–20 truck shop the same operational depth in a system your dispatcher actually enjoys using.

vs Housecall Pro

The system you won't outgrow

Housecall Pro is fine for a two-truck operation. But when you're running real dispatch, commissions, memberships, and a phone room, "simple" starts to mean "missing." BluePro is deep out of the box — with none of it hidden behind add-ons.

The no-brainer math

What is your current setup already costing you?

Run your own numbers. Every call that rings out while your team is under a sink or on a roof is a job someone else booked.

8 calls
$450
40%
Walking out the door every year
$74,880

That is one leak — before unbilled parts, unsent invoices, quiet customers nobody re-booked, and reviews nobody asked for. BluePro plugs all of them with the system you were going to pay for anyway.

Your numbers, your math — drag the sliders
Who it's for

Built for the shop that's outgrown "good enough"

BluePro is purpose-built for home service companies in the trades — the businesses too big for basic software and too smart for enterprise bloat.

Plumbing

The established local name

You dominate your area, you're running 3–20 trucks, and your software should finally work as hard as your crews do. Service, repipes, water heaters, memberships — all one flow.

HVAC

The seasonal sprinter

When the first heat wave hits, every missed call is a lost install. Sophie answers the surge, dispatch keeps trucks moving, and the leaderboard keeps your comfort advisors closing.

Water treatment

The relationship business

Softeners, RO, filtration — your revenue lives in long customer relationships. Memberships, service reminders, and the customer portal keep every household on your book.

One question before you book

If someone called your office line right now — what happens?

If the honest answer is "voicemail," "depends who's in," or "I'd rather not say" — that's the gap BluePro closes on day one. See the whole system in a 30-minute demo with a founder, not a sales script.