Today's Revenue
No completed jobs yet
Active Jobs
3
Real-time updates
Pending Decisions
1
Billing hold
Week Win Rate
After 5 closed estimates
Avg Margin
Needs job data
2
● On Track
Within 10% of estimate. No action needed.
1
⚠ Watch
Trending over estimate. Review when convenient.
0
🚨 Action Required
25%+ over estimate. Immediate attention.
Live Jobs
Supabase Realtime — updates without refresh
View All Jobs
JA
Sarah M. — 412 Elm St
ActiveVoice On
Jake Anderson · HVAC · Furnace blower motor replacement
Estimate
$487
Current
$527
Variance
+8.2%
Margin
39%
MC
Tom R. — 1824 Oak Ave
Active
Mike Chen · Plumbing · Water heater replacement
Estimate
$1,240
Current
$1,210
Variance
-2.4%
Margin
42%
JA
Linda K. — 209 Maple Dr
Billing Hold
Jake Anderson · HVAC · AC refrigerant recharge
Capacitor replacement (+$85) — Jake said "hold on." Auto-resolves in 3h 12m.
Today — P&L
View →
Estimates sent3
Active pipeline$2,067
Invoiced today
Pipeline Total$2,067
Revenue locks when jobs complete & QB confirms payment.
Pending Decisions
1 →
Capacitor replacement — J-2849
Jake · Linda K. · +$85 · 48 min hold
Auto-resolves to "internal" in 3h 12m.
AI Weekly Digest
Mon Apr 6
Your digest appears every Monday at 6 AM once you have closed estimates — win rate, decline patterns, tech highlights, and 3 specific actions to improve margins.
Next: Monday Apr 13 · 6:00 AM
Technician Scorecard
Builds after 5 closed estimates per tech
Week of Apr 6–12
TechnicianSentWin RateAvg TicketMarginUpsell %
JA
Jake Anderson
Lead · HVAC
3
MC
Mike Chen
Senior · Plumbing
1
Scorecard activates after 5 closed estimates per tech. Win rate, margin delta, and upsell rate build from real outcomes.
+ New Job
PERIOD:
Tip: Job cards update in real time. When a tech speaks into voice mode, cost changes appear here within ~1 second via Supabase Realtime — without you refreshing the page.
+ New Estimate Upload
PERIOD:
#CustomerJob TypeTechnicianDateTotalMarket CheckStatusAction
Add Technician
They'll receive a magic link via SMS
Performance Scorecard
Populates after 5 closed estimates per tech
TechnicianSentWin RateAvg TicketMargin vs TargetUpsell %
JA
Jake Anderson
3
MC
Mike Chen
1
Customer Visits Lifetime Last Visit
Customer equipment and service history are automatically populated when techs identify equipment via voice — no manual entry needed.
Est. Sent
14
this week
Est. Won
9
64% win rate
Total Rev
$8.2k
closed jobs
Open Rev
$3.1k
3 open jobs
Gross Profit
$3.3k
40.2% margin
Jobs Done
9
this week
Job Breakdown
Job ID
Customer
Date
Tech
Estimate
Revenue
Margin
Status
By Employee
Technician
Est Sent
Won
Revenue
Open Rev
Gross Profit
JK
Jake K.
Lead Tech
8
6
$4.9k
$1.8k
$2.0k
MR
Mike R.
Technician
6
3
$3.3k
$1.3k
$1.3k
Financial Assistant
QuickBooks integration coming soon
PREVIEW
AI
Ask me about your revenue, margins, or how this week compares to last. Once QuickBooks is connected, I'll have your full financials.

Reports

Live performance metrics drawn from your job and estimate data.

Revenue
$4,800
▲ 14% vs prior
View jobs →
Win Rate
68%
▲ 14pp vs 54% avg
View jobs →
Avg Job Value
$384
— flat vs prior
View jobs →
Jobs Closed
24
▼ 3 vs prior
View jobs →
Revenue Trend
Past 8 weeks
Win Rate
vs 54% industry avg
Job Type Mix
Technician Performance
win rate · revenue

QuickBooks Online

Auto-create invoices · payment sync · customer import

Not connected

Connect once via OAuth. ServiceBit creates QB invoices on job approval, syncs payment status, and imports your existing customer list.

1build Parts Pricing API

68M live construction items · county-level pricing

Key required

Critical dependency — live parts pricing is what makes estimates accurate. Confirm with 1build that your plan includes programmatic API access (not just web UI).

1build pricing: $239/mo · Unlimited AI usage credits plan

Perplexity Sonar API

Live market rate cross-check · monthly intelligence

Key required

Every estimate is cross-checked against live local market rates. Green/yellow/red flag shown to tech before sending to client. Monthly intelligence report also powered by Sonar.

AssemblyAI

Real-time voice transcription · ~150ms latency

Connected

Universal-3 Pro model. Trade-specific vocabulary loaded per job. Noise-resilient for job sites. ~$0.37/hr of transcription. Configured and tested.

Twilio SMS

Client-facing SMS · business name as sender ID

Auto-configured

All client SMS flows through ServiceBit's Twilio account with your business name as sender. No action needed. TCPA consent collected during onboarding.

Google Maps + EIA Fuel

Drive time · real-time fuel costs · route calculation

Auto-configured

Google Distance Matrix for drive time (with traffic). EIA weekly regional gas prices cached in Supabase by state. Both auto-included on every estimate as pass-through line items.

Business Profile
Job Types & Pricing
Notifications
Billing & Plan

Business Profile

Appears on every estimate, client portal, and SMS message.

No logo
Settings → Jobs

Job Types & Pricing

Define job types, base rates, and margin targets. The AI uses these when building estimates.

Global Minimum Margin
The floor applied across all jobs. Individual targets can be set higher below.
40%
20%30%40%50%60%
Job Name
Show-up Fee
Base Labor Rate
Target Margin

Notifications

Configure when and how you receive alerts about jobs, billing decisions, and performance.

Billing hold alerts
Notify when a tech puts a decision on hold
Push + Email
Job cost variance alerts
Red alert when job exceeds 25% over estimate
Push + Email
Client approval received
When a client approves an estimate
Push + SMS
Weekly digest delivery
Monday 6 AM won/lost summary email
Email

Billing & Plan

Manage your ServiceBit subscription.

Growth Plan — $249/month

3–9 technicians · All features including tech scorecards, calibration suggestions, weekly digest, and customer history intelligence. Billed monthly · Next charge: May 11, 2026.

Sarah M.
412 Elm St, Champaign, IL
+ New Estimate Upload
×
Jake Anderson
Lead Tech · HVAC, Plumbing
×
Job #J-2847
Sarah M. · Jake Anderson · HVAC
×
EST-2851
Sarah M. · HVAC · Blower Motor
×

ServiceBit Assistant

Ask about jobs, P&L, or team

SB
Hey Kyle! 3 active jobs right now, 1 billing hold. What do you need?