Run your home-services business on InventDB SOAR.
Customers, recurring visits, technicians, equipment and certificates — kept in one place, run by an AI that books the next visit and waits for your approval. No app to set up, no per-seat fee.
Recurring visits live in a spreadsheet, equipment serials on paper warranty cards, and the next service slips because nobody re-booked it — until the customer calls.
One place for customers, equipment and service plans — an AI closes out the visit, books the next one, and texts each tech their route, all for a flat per-instance price.
How InventDB SOAR runs your home-services business.
The same four features, your customers' data. A Namespace is a database; a Type is a table — named in your own words.
Your customer & equipment data
- Types — customers, visits, technicians, equipment, service_plans, warranties, certificates
- Equipment carries the make, model and serial — so a unit's full visit history lives in one place
- Certificates and warranties attach to the customer and are searchable by serial number
Close out, re-book, dispatch
- Tech marks a visit complete → InventDB SOAR reads the service plan and interval and books the next recurring visit, assigning a tech
- Calendar route goes on the schedule and a Twilio SMS reminds the customer two days before
- Upsell flagged when a warranty expires within 60 days — you approve; actions preview first
- 6:30 AM route brief texted per tech, on a cron; merge duplicate customers keeps the history
Ask in plain English
- Visits today by tech; which recurring visits are overdue
- Warranties expiring in 60 days — the upsell list, ready to call
- Parts to bring for tomorrow's jobs, pulled from the visit notes
- Unpaid invoices — who owes, and how much
Route briefs, fresh each day
- Route brief per tech — the day's visits, overdue recurring and parts to bring
- Warranty & renewal lists, generated from your own data
- Morning brief in your inbox, written fresh each day
Every route, before the vans leave.
A standing report runs each morning and writes a short brief from your live data — visits by tech, what's overdue, the warranties worth a call and the money still unpaid. Open the report any time to see it live, and it shows you the SQL behind every number.
See how reports workRoute Brief — ClearWater Pools
LiveIt books the next visit. You approve it.
When a tech closes a visit, InventDB SOAR reads the service plan, books the next recurring slot, assigns a tech and drafts the customer reminder — then waits. Nothing sends until you say so, and every change is logged.
- Preview first — see the next booking and the reminder before they go out
- Warranty upsells surface — the 60-day expiry list comes to you, ready to call
- It shows you the SQL behind every answer, so you can verify it
Connected by InventDB SOAR
ReadyRun your routes on InventDB SOAR.
Bring your customers, equipment and service plans. InventDB SOAR shapes the Types around them, closes out each visit, books the next one and writes your morning route brief — you stay in control. From $107/mo, flat per instance.