Calls and leads
Requests from phone, website and booking captured as leads, with the service address and job type.
Home services · Field services
Operations software for home service and field service businesses.
Home service companies run on calls, quotes, crews, routes and recurring visits. Quadra Operations Systems builds custom operations systems that turn an incoming request into a scheduled job, a completed work order and a paid invoice, organized around the way your trade and your company actually work.
Who this is for: owners of home service and field service businesses with one or more crews, who spend too much time coordinating schedules, rebuilding quotes and chasing paperwork.
Examples by trade
Every trade runs a little differently.
Examples of how operational needs vary between home service trades. They illustrate what we would look at during analysis; they are not client references.
| Type of business | Typical operational patterns | What a system can focus on |
|---|---|---|
| Window cleaning | Recurring clients, seasonal peaks, pricing by window count or building type | Quote formulas, recurring schedules, routes by area |
| Gutter cleaning | Strong seasonal demand, often combined with other exterior services | Seasonal campaigns, bundled quotes, crew capacity |
| Pressure washing | Quotes by surface and area, weather-dependent days | Surface-based pricing, rescheduling, client notifications |
| Landscaping | Weekly or seasonal contracts, several crews, equipment | Recurring visits, crew calendars, contract billing |
| HVAC | Installations, service calls and maintenance contracts | Equipment history, maintenance reminders, dispatch |
| Plumbing | Urgent calls alongside scheduled work, parts in trucks | Priority dispatch, truck inventory, invoicing on site |
| Roofing | Inspections, photos, estimates and weather-dependent work | Photo documentation, estimates, schedule changes |
| Residential cleaning | Recurring visits, teams, access and client preferences | Recurring schedules, access notes, team assignment |
| Property maintenance | Several buildings, rounds, inspections and client reporting | Checklists, recurring rounds, automatic client reports |
| General contractors | Projects with phases, subcontractors and progress billing | Estimates, phases, job costing, documents |
What we build
The core of a home service system.
In home services, call volume and work on the road drive everything. These are the modules we most often develop, combined according to your operation.
Quotes
Quotes built from your pricing rules and sent for electronic signature.
Scheduling and dispatch
Crew calendars, technicians by zone, and a clear view of unassigned work.
Route planning
Visits grouped by area to reduce driving between appointments.
Work orders
Checklists, photos, notes and client signature collected on site.
SMS reminders
Day-before confirmations and arrival notices so clients are ready.
Invoicing and payment
Invoices generated from completed work, with payment tracking.
Recurring contracts
Seasonal and maintenance contracts that generate the next visits and reminders.
Client history
Past visits, photos, quotes and invoices available to the office and the crew.
How it connects
From a phone call to next year’s visit.
An illustrative cycle for a home service company. Steps and rules are adapted to each business.
- Request receivedBy phone, website form or online booking, and recorded as a lead.
- Quote sentCalculated from your pricing and sent for signature.
- Visit scheduledPlaced on a crew’s calendar near other jobs in the same area.
- Client remindedA confirmation the day before, so the crew is expected.
- Work completedPhotos, checklist and signature recorded on site.
- Invoice sentGenerated from the completed work order, and payment tracked.
- Review requestedA follow-up or review request goes out according to your rules.
- Next seasonRecurring clients are reminded and rebooked automatically.
Is it for you
Custom software at the right time.
A custom system is an investment, and it is not the right step for every home service business. Here is how we think about fit.
Often a good time to consider it
- You run several crews and scheduling takes a large part of someone’s day
- Your pricing or service mix does not fit standard quote templates
- Recurring and seasonal clients are tracked in spreadsheets
- You pay for several tools and still retype client and job information
- You want to grow without adding the same amount of office work
Packaged software may be enough for now
- You are a solo operator or a very small team
- Your process fits a standard field service product well
- You need to be up and running this week
Looking at packaged options too? Read our page on when a Jobber alternative with custom workflows makes sense.
Our approach
How we build.
Six phases, in this order, because each depends on the one before. We do not design a screen before understanding how a quote becomes a job, then an invoice.
- Phase 01
Analysis
We document how your company actually runs: how a client moves from the first call to the final payment, who is involved, which tools are in use and which tasks get redone by hand every week.
- Phase 02
Architecture
We define the structure of the system: modules, data, roles and permissions, automations and integrations. The expensive decisions are made here, before any code is written.
- Phase 03
Design
We design the screens for the people who will use them every day: owners and managers, office staff, field crews and, where relevant, your customers.
- Phase 04
Development
The system is built in deliverable blocks with reviews at each stage, so you see it take shape instead of waiting for a single handover at the end.
- Phase 05
Deployment
Go-live, migration of existing data, access configuration and team training, planned so day-to-day operations keep running.
- Phase 06
Evolution
The system keeps developing as the company changes: new modules, departments, automations and integrations are added without rebuilding it.
Delivery is staged, so a first usable part of the system generally arrives well before the end of the project. Read more about our approach.
Interactive demonstration
See a private system in action.
Our Private systems page includes an interactive demonstration of an operations system of the kind we build: fictional data, real architecture. Follow one client’s lifecycle from lead to payment, or explore the modules freely.
Command dashboardLeadsClientsProjectsCalendarQuotesContractsBillingPayrollAccountingTeamCommunicationsAutomationsMeetingsPortals
Demonstration data only. No real client information is shown.
FAQ
Questions business owners ask us.
Straight answers to common questions. For anything specific to your company, a 30-minute call is the fastest way to get a precise answer.
What software do home service businesses need?
Most need a way to capture requests, send quotes, schedule and dispatch crews, plan routes, complete work orders in the field, invoice and follow up with clients. A custom system combines those functions around the way your company runs, instead of splitting them across several tools.
Can the system handle recurring and seasonal clients?
Yes. Recurring visits and seasonal or maintenance contracts can generate the next appointments and send reminders automatically, so returning clients do not depend on someone remembering to call them.
Can clients book or request quotes from our website?
Yes. Website forms and booking can create leads or appointments directly in the system, so a request submitted in the evening is waiting for your team the next morning.
Can crews see their jobs on their phones?
Yes. Crews see their assigned jobs, addresses, notes and client history on their phones, and record photos, checklists, signatures and hours from the job site.
Do you work with my type of home service business?
We build around each company’s operations rather than around a single trade. The trades on this page are examples of how needs differ, not a list of clients. The best way to know whether a custom system fits your business is a short call about how you work.
Is custom software worth it for a small home service company?
It depends. For a solo operator or a very small team whose process fits a standard product, packaged software is often the better choice. A custom system tends to make sense when scheduling, pricing or recurring work have become complex enough that workarounds cost real time every week.