Requirements checklist

Write down what the software has to do.

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Your team

Number of technicians

People who do the field work. Use zero if you are planning ahead.

Number of office employees

People who schedule, invoice, or answer the phone, including an owner who does that work.

Industry

Scheduling and dispatch requirements

Not a priority right now A shared calendar is enough We need to assign technicians to jobs We need routing or drive-time help We need live GPS locations for the team

Invoicing and payment processing

Not a priority right now We need to create and send invoices Customers need to pay online by card We want automatic or recurring charges We want to offer customer financing

Recurring maintenance agreements

We do not need this We want repeating visits on the calendar We need membership or service-agreement billing

Customer communications

Phone and email are enough We want automated email or text reminders We want two-way texting with customers We want after-hours call or message answering

QuickBooks integration

We do not use QuickBooks We use QuickBooks Online We use QuickBooks Desktop We use QuickBooks, but we are not sure which product We use a different accounting system

Mobile access

An office computer is enough Technicians need a phone or tablet app Technicians need the app to work offline

Reporting requirements

A simple invoice or sales list is enough We need standard reports on jobs, revenue, and the team We need to build custom reports ourselves

Notes for yourself

Operational notes, optional

Summary

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