Jobs
All jobs across the lifecycle — approved, scheduled, live, on hold, completed, invoiced, and paid. Updates via Supabase Realtime without refresh.
Estimates
All estimates — draft, sent, approved, declined, and in progress.
Invoices
Jobs ready to invoice, invoices sent, and paid records — all in one place.
Technicians
Team roster, current status, and performance summary.
Managers
Admin team. Managers can dispatch jobs, invite techs, and review estimates.
Customers
Service history and equipment automatically maintained from job data and voice sessions.
Labor
Job-costing analytics and admin oversight of time entries. Not for payroll.
Profit & Loss
Revenue, margins, and performance by job and technician.
Reports
Live performance metrics drawn from your job and estimate data.
Integrations
Connect your accounting and payment processors. Invoices can route through either — or both.
QuickBooks Online
Auto-create invoices · payment sync · customer import
Connect once via OAuth. ServiceBit creates QB invoices on job approval, syncs payment status, and imports your existing customer list. App verification with Intuit is in progress — button will activate once approved.
Stripe Payments
Client-facing card payments on every invoice & estimate
Connect your own Stripe account via Stripe Connect. Clients get a "Pay Now" button on their estimate/invoice; funds land directly in your bank, less Stripe's fee. Runs alongside QuickBooks — each invoice can offer QB payment, Stripe, or both.
Settings
Business configuration. Changes apply to all future estimates immediately.
Business Profile
Job Types & Pricing
Define job types, base rates, and margin targets. The AI uses these when building estimates.
Notifications
Configure when and how you receive alerts about jobs, billing decisions, and performance.
Bulk Team Import
Upload a spreadsheet to invite multiple managers and technicians at once. Each user gets an email invite with a link to set their password. Useful for first-time setup or large team additions.
Bulk Job Import
Upload an estimate/job export from Service Autopilot or another field-service platform to migrate historical jobs and active estimates into ServiceBit. Imported records function as first-class jobs and estimates — editable, status-switchable, invoiceable.
SMS & Communications
Federal TCPA law requires explicit, recorded consent before your business can send SMS. Toggle this on to enable estimate links, tech invites, and client follow-ups via text. Toggle off to immediately halt all outgoing SMS.
Billing & Plan
Manage your ServiceBit subscription.
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