Plan the day. Follow the work.ILLUSTRATIVE · FICTIONAL DATA
DAY VIEWTuesday / Sample schedule
9:00
Maintenance visit
Alex · Home
Completed
11:00
Service appointment
Sam · Garden studio
In progress
14:00
Equipment service
Alex · Workshop
Scheduled
On the way ArrivedComplete
Schedule Intelligence & Day Planner Suggestions to review. Your team decides.
Plan with context
Use the calendar, availability and conflict checks. Review Schedule Intelligence suggestions and selected-day assignments with Day Planner. Your team decides what to apply.
Keep repeat work organized
Create recurring schedules on eligible plans and manage the appointments they generate.
Follow the work
See job progress, status and authorized trip/location sharing. Keep attachments, service photos and Service Records with the job.
Leave a useful service history
Maintain internal work documentation separately from the customer-facing completion summary.
You review scheduling suggestions and choose what to apply. Recurring schedules are available on eligible plans.
03 / QUOTES & AGREEMENTS
Make the next agreement clear.
Prepare the proposal, get approval and keep formal agreements connected to the customer and the work.
A clear proposal. A separate Agreement.ILLUSTRATIVE · FICTIONAL DATA
QUOTE / SAMPLEApproved
Equipment service proposal
Customer approval confirms the quoted work.
Service & materials$2,000.00
WHEN A FORMAL AGREEMENT IS NEEDED
PDF AGREEMENT
sample-service-agreement.pdf
Prepared PDF
Confirm signer
Electronic signing
Completed Agreement + Certificate
Quote approval and Agreement execution are distinct actions.
Build a clear quote
Start with Price Book items or quote templates. Send quotes and estimates for customer approval, then convert approved work into a job or eligible recurring schedule.
Prepare a PDF Agreement
Upload your prepared PDF, confirm the signer and deliver a secure signing link. Keep the Agreement associated with its customer and related work.
Keep the execution record
Electronic signing records the execution. Completed Agreement and certificate downloads provide separate records once prepared.
Quote approval confirms the proposal; Agreement signing is a separate step. Upload your prepared Agreement PDF to get started.
04 / INVOICING & PAYMENTS
From money up front to the final balance.
Request a deposit before work, invoice the completed job and see what has been collected, applied and remains due.
Collected, applied and still dueILLUSTRATIVE · FICTIONAL DATA
Deposit collected
Pre-work payment · Applied to this invoice
$500.00
FINAL INVOICE / SAMPLE
Invoice total
$2,000.00
Deposit applied
−$500.00
Additional invoice payment
−$300.00
Remaining balance
$1,200.00
The applied deposit is money already collected, not another payment.
Request and track a deposit
Send a Deposit Request, collect online when payments are enabled, or let authorized office users record offline collection. Track collection status with the job.
Connect the final invoice
Create and deliver the final invoice after completion. Eligible collected deposits are applied separately from invoice payments.
Keep the remaining balance clear
Accept online invoice payments, record authorized manual payments and review payment history, outstanding balances and invoice aging.
Set up online payments to collect the remaining balance securely. Use one Deposit Request per job before final invoicing, then keep collected amounts connected to the final invoice.
05 / CUSTOMER EXPERIENCE
Your business. A more connected customer.
Give authorized customers a private, business-branded place to revisit appointments, shared documents and the story of completed service.
ILLUSTRATIVE · FICTIONAL DATA · AUTHENTICATED CUSTOMER VIEW
Cedar Heating & CoolingFictional service business · Customer Portal
Private access · Shared with this customer
Welcome back, Jordan.
Your appointments and shared documents, together.
UPCOMING APPOINTMENT
Heat pump maintenance
Tuesday · 9:00–11:00 arrival window
Scheduled Previous visit / Completed
A record of your last visit
System serviced and operation checked.
Customer-facing service summary
Shared documents
Quote · Deposit Request · Agreement details
Invoice details
Remaining balance$1,200.00Pay $1,200.00 · When eligible
Illustrative information only. Document access and payment availability are checked separately.
Powered by Field Console Pro
Separate secure links handle quote approval, signing and deposit payment.
A branded Customer Portal
Scheduled appointments appear for authorized customers. Completed service summaries stay connected to the appointment history.
Shared information, in context
Let customers view authorized quotes, invoices, Deposit Requests and Agreement-related information, with related-document navigation.
A clear way to pay and stay informed
Eligible invoice detail pages offer authorized payment. Customer communication and service updates keep the next step understandable.
Customers see only information shared with them. Agreements show basic details only; quote approval, Agreement signing and deposit payment use separate secure links outside the portal.
06 / BUSINESS OPERATIONS
See what needs your attention.
Keep the daily picture useful: the next action, the right person and the information needed to follow through.
A useful view of the next stepILLUSTRATIVE · FICTIONAL DATA
OPERATIONS / SAMPLEYour day, in view.
NEEDS ATTENTION
Review draft invoiceCompleted equipment service
Follow up with customerService discussion · Due today
ACTIVE JOBS & TEAM
S
SamService appointment · In progress
A
AlexEquipment service · Scheduled
REPORTING SNAPSHOTOutstanding invoice balance
$1,200.00
Review balances and aging alongside the work.
An operational overview
Review the dashboard, attention queues, reports, follow-ups and tags alongside your customer and job records.
Access that fits the team
Manage team members, roles and access permissions. Keep office and assigned field-work responsibilities distinct.
Communication with purpose
Use customer email workflows, optional Customer Text Updates and Google review requests where configured.
Keep your records portable
Bring customers in through CSV and export supported operational data when you need it.
Choose tools that fit your plan and team permissions. Customer Text Updates are a separate add-on for eligible paid plans, with setup and approval required. Connect your Google Business Profile to use review requests.
YOUR WORK. YOUR WORKSPACE.
Built around your business.
Keep your customers, appointments, jobs and daily business operations connected. Zwivio Dispatch Network is an optional, separately approved source of assigned work.
MAKE THE NEXT DAY CLEARER
Bring the work together.
Start with your business. Explore the tools that fit the way you work.
YOUR WORKSPACEILLUSTRATIVE PREVIEW