Field service management for HVAC, plumbing & electrical shops
One system for the truckand the books.
Fewer missed jobs. Bigger tickets. Evenings back. SkillBison takes the call, puts it on the board, sends the right tech, gets the estimate signed on the spot, and posts it to your books the same minute. You stop paying for five tools and re-typing the same job into all of them.
Who this is for
Five to twenty-five trucks, and the whiteboard stopped working
Big enough that jobs fall through the cracks. Small enough that an enterprise contract and a six-month rollout would hurt.
One job, start to finish
Here is the whole thing in six steps
This is exactly what we walk through on a demo.
- 1
The phone rings
Customer, address and reason for the call in one short form. It is a real job on the board straight away.
- 2
Somebody gets sent
Assignment checks the roster, the required skill and who is already booked. You can override; it takes a deliberate confirmation.
- 3
The tech works it
Clock in, on my way, scan the equipment plate, photos, notes. In a basement with no bars it all still works and syncs later.
- 4
The customer chooses
Three options from your price book, checked by a person, signed on the phone.
- 5
You get paid
The approved option becomes the invoice. The payment lands against it and the balance drops.
- 6
The books are already right
Revenue, receivables and cash post as it happens, with balanced entries in the same system.
What is inside
One connected system. Every part of your workday.
Scheduling & dispatch
See the whole week on one board. Drag a job to a new day, and double-bookings get blocked before they happen.
See how it works →Field app
Clock in, see today's jobs, take photos, get a signature. It all works with no signal and syncs when you're back.
See how it works →Good / better / best
Give the customer three choices from your own price book, and they sign on the spot, right on the phone.
See how it works →Invoice & collect
The option they sign becomes the invoice. Payments record against it, so the balance is always right.
See how it works →Real general ledger
Your books update as the work happens. No exports, no nightly sync, no month-end surprises.
See how it works →Owner dashboard
Revenue, margin, cash and receivables at a glance, week by week and year over year.
See how it works →Straight answer
What the product does today
Exercised end to end in the current build, on fictional customers and test-mode card payments.
- Booking, dispatch and rescheduling with skill, roster and double-booking rules enforced
- A technician phone app with a time clock, today's jobs and simple bottom navigation
- Customer, service address and equipment records that carry from visit to visit
- Three-option estimates from your own price book, reviewed by a person, signed on site
- The approved option becomes the invoice; payments record against it
- A double-entry general ledger for invoices, payments and balanced account totals
SkillBison is a development build. Demonstrations run on fictional companies and customers, card payments run in test mode only, and it is not yet available for live business use.
Common questions
What is SkillBison?
One system that runs a trade service business end to end: taking the call, scheduling it, dispatching it, working it on the phone, quoting it, invoicing it, collecting it, and posting it to a real set of books.
Who is it for?
Owner-run HVAC, plumbing and electrical shops, roughly five to twenty-five trucks. Big enough that a whiteboard stopped working, small enough that an enterprise contract would hurt.
Is SkillBison available to buy today?
No. It is a development build running on made-up data. Everything you see in a demo is synthetic. We are not taking payment, not onboarding live customers and not making launch claims until our own readiness testing passes.
Does the accounting really work, or is it a QuickBooks sync?
It is a double-entry general ledger inside the product. Invoices, payments and vendor bills post to it directly. There is no sync to an outside accounting package, in either direction.
Does the field app work without a signal?
Yes. Notes and captures queue on the device and sync on reconnect. This has been tested in our sandbox and on one phone, not across a fleet.
Schedule a free demo with me, the owner
Thirty minutes on a screen share, one job from phone call to ledger entry, on made-up data. No credit card, no contract, no sales team. You talk to the person who built it, and you tell me where it does not match your shop.