Run your field-service business on InventDB SOAR.
Jobs, customers, estimates, invoices and site photos — kept in one place, run by an AI that shows you the SQL and waits for your approval. No app to set up, no per-seat fee.
Jobs live on a whiteboard, estimates in a notebook, photos on five phones — and invoices go out late because someone has to sit down and write them up after hours.
One place for jobs, estimates and invoices — an AI closes out the job, drafts the invoice and texts each crew their day plan, all for a flat per-instance price.
How InventDB SOAR runs your field-service business.
The same four features, your jobs' data. A Namespace is a database; a Type is a table — named in your own words.
Your job data
- Types — jobs, customers, estimates, invoices, crews, recurring_contracts, materials
- Site photos attach to the job — and they're searchable by what's in them: "jobs with a corroded valve"
- Recurring contracts hold the schedule, the rate and the next visit date
Close out, invoice, dispatch
- Crew marks a job complete → InventDB SOAR pulls labor, materials and rate, and refreshes a material price from the web
- Invoice generates — small ones auto-send, larger ones wait for you; actions preview first, you approve
- Gmail the customer, schedule the next visit if it's recurring, Twilio SMS the next date
- 6:30 AM day plan texted to each crew lead, on a cron
Ask in plain English
- Jobs today by crew; which jobs are waiting on parts
- Estimates pending — how many, and how much money is sitting in them
- Invoices 30+ days overdue — who and how much
- Web material-price lookup before you quote
Job boards and PDFs
- Daily job board — every job, crew and status in one view
- Invoice and estimate PDFs, generated from your own data
- Morning brief in your inbox, written fresh each day
Your whole day, before the trucks roll.
A standing report runs each morning and writes a short board from your live data — jobs by crew, what's waiting on parts, the money sitting in estimates and overdue invoices. Open the report any time to see it live, and it shows you the SQL behind every number.
See how reports workDaily Job Board — Apex Mechanical
LiveIt writes the invoice. You approve it.
When a crew closes a job, InventDB SOAR totals the labor and materials, refreshes a price from the web, and drafts the invoice and the customer email — then waits. Nothing sends over your threshold until you say so, and every change is logged.
- Preview first — see the exact invoice and customer email before they go out
- Recurring jobs re-book — the next visit and a Twilio reminder are queued automatically
- It shows you the SQL behind every answer, so you can verify it
Connected by InventDB SOAR
ReadyRun your jobs on InventDB SOAR.
Bring your jobs, estimates and site photos. InventDB SOAR shapes the Types around them, closes out the work, drafts the invoice and writes your morning job board — you stay in control. From $107/mo, flat per instance.