Team

One team. One system.

Office, dispatch and techs all work from the same jobs, calls and customers. Everyone sees what their job needs and nothing more.

TeamRidgeline Heating & Air
M
MikeOwner
Everything
J
JessOffice
InvoicesPaymentsCustomers
D
DroDispatcher
ScheduleEstimatesCalls
M
MarcusTechnician
Today's jobsEquipmentNo books
L
LuisTechnician
Today's jobsEquipmentNo books

How it works

Everyone connected. To each other and to customers.

The right data for each person.

Owners set what each role can see and do. Techs get their day. The office gets the money. You keep the books.

  • Six standard roles you can adjust
  • Techs see equipment and notes, not your margins
  • Admins manage settings. Only the owner can delete the account.
Marcus · Today3 jobs
1
Lee · AC tune-up9:00 · Lakewood
Done
2
Parker · No cool1:45 · 2011 Carrier, cap replaced 2023
Next
3
Nguyen · Estimate3:30 · heat pump options
Later

Every tech can reach customers. From the company number.

Calls and texts go out from your business line, not personal cell phones. The whole thread stays with the customer record, so anyone can pick it up.

  • Tap to call or text from the job
  • Customers never see a tech's personal number
  • The office sees every conversation in one inbox
ParkerText · (720) 555‑0198
Hi, this is Marcus with Ridgeline. I'm about 15 minutes out.Marcus · 1:31 PM
Great, the side gate is open. Thank you!1:32 PM
Found it. Bad capacitor, replaced. Cooling again.Marcus · 2:20 PM
Sent from Ridgeline main lineSaved to the customer

Team chat with Operator in the room.

Talk in threads about jobs and customers. Tag @Operator and it answers in the thread, using only what that person is allowed to see.

  • "@Operator who's closest and free?"
  • "@Operator anything I should know about this house?"
  • Suggests the next step. You approve it.
# dispatch6 people
Dro · @Operator who's closest and free?
Operator · Marcus. 11 min away, free at 1:40, EPA 608.Approve: send Marcus →
Dro · Approved 👍

Pricing

Add the whole crew. No seat fees.

Trades Operator isn't priced per user. Add techs, helpers and office staff as you grow.

Per-user software

Seats

A new hire means a bigger bill. So people share logins or stay out of the system.

Trades Operator

No seat fees

Everyone gets their own login and the right access. Your bill doesn't grow with headcount.

Get your whole team on the same page.