Groves Mechanical Service Dashboard
What your dashboard does today, what it could do next, and how to tell us what matters most to your team.
This document is split into two sections. The first section covers every feature your dashboard currently has in production today. The second section outlines potential new features based on what leading platforms in the industry offer — and gives you a way to rank which ones matter most to your business.
Your input directly shapes what gets built next. Use the priority ranking at the bottom to let us know where to focus.
Current Features
Live NowDispatch Board
📋Your central hub for managing all service dispatches in real time.
- View all open, in-progress, and completed jobs at a glance
- Color-coded status badges so nothing gets overlooked
- Filter by job status, service zone, assigned technician, or date range
- Full-text search across customer names, addresses, and job details
- Switch between table view and card view
- Click any job to expand full details (customer info, complaints, tech notes)
- One-click customer calling directly from any dispatch entry
- Paginated results — stays fast even with hundreds of jobs
Technician Portal (Mobile)
📱Built for the field — large buttons, clean layout, works great on a phone.
- See your assigned jobs for the day with tab-based filtering
- One-tap calling to reach the customer
- One-tap navigation opens the address in Google Maps
- View job details including complaints and special instructions
- Update job status from the field
- Fully responsive — no app download needed
Performance Dashboard (KPIs)
📊Real-time business metrics without digging through spreadsheets.
- Revenue tracking — month-to-date and year-to-date
- Dispatch volume trends with interactive charts
- Revenue breakdown by department (HVAC, Plumbing, Electrical, etc.)
- Top customers by revenue
- Accounts receivable aging analysis
- Trend indicators showing performance vs. prior periods
Security & Access Control
🔒Protected login and role-based permissions for your team.
- Google sign-in — only approved company email addresses can access the system
- Four access levels: Admin, Manager, Technician, Office
- Sensitive data (financials, KPIs) restricted to authorized roles only
- Secure session management with automatic timeout
Automatic Data Sync
🔄Data flows from your existing ESC system automatically — no double-entry.
- Syncs customer records, dispatches, invoices, and more on a regular schedule
- Sync status indicator visible in the dashboard
- Your existing ESC workflows remain unchanged
General Platform
🌐Reliable, fast, and accessible from any device.
- Works on desktops, tablets, and phones — no app to install
- Cloud-hosted with no hardware to maintain
- Fast page loads with smooth transitions
- Collapsible sidebar navigation with active page highlighting
- Real-time updates — data refreshes automatically
Suggested New Features
Under ConsiderationWhere These Ideas Come From
The features below are informed by what industry-leading platforms like ServiceTitan, Housecall Pro, and Jobber offer their customers. We've filtered the list to items that would make the most sense for your operation and your existing ESC system.
Customer Text & Email Notifications ServiceTitan · Housecall Pro · Jobber
💬Automatically notify customers at key moments — when a tech is on the way, when a job is complete, or to confirm tomorrow's appointment. Reduces no-shows, cuts down on "where's my technician?" calls, and makes your business look polished and professional.
- Automated appointment reminders (day before + day of)
- "On my way" text with estimated arrival time
- Job completion notification with follow-up link
Online Booking / Service Request Form ServiceTitan · Housecall Pro · Jobber
🗓️Let customers request service directly from your website, 24/7 — even outside office hours. Requests flow into the dispatch board automatically so your office staff can confirm and schedule without phone tag.
- Embeddable form for your website
- Customer picks service type, preferred date/time, and describes the issue
- Requests appear in the dashboard for dispatcher review
Digital Estimates & Proposals ServiceTitan · Housecall Pro · Jobber
📝Techs build and send professional estimates from the field. Customers can review, approve, and sign digitally — no paper shuffling. Approved estimates can convert directly into scheduled jobs.
- Multi-option estimates (good / better / best)
- Digital signature and approval via text or email link
- Approved estimate converts to work order automatically
Real-Time Technician GPS Tracking ServiceTitan · Housecall Pro
📍See where every technician is on a live map. Dispatchers make smarter routing decisions, and customers can see when their tech is nearby. Helps optimize travel time and improve response for emergency calls.
- Live map view in the dispatch board
- Assign emergency jobs to the nearest available tech
- Optional customer-facing "track your technician" link
Service Agreements & Maintenance Plans ServiceTitan · Housecall Pro
📄Manage recurring maintenance contracts in the dashboard. Track which customers are on a plan, when their next visit is due, and what's included. Generates predictable recurring revenue and keeps customers coming back.
- Create and manage maintenance plan templates
- Automatic scheduling for upcoming maintenance visits
- Dashboard view of all active agreements and renewal dates
Equipment Tracking by Location ServiceTitan
🏠Track every piece of equipment installed at each customer location — brand, model, serial number, install date, and warranty status. When a tech arrives on-site, they already know what's there before opening a panel.
- Equipment history tied to each customer location
- Warranty and age tracking with replacement reminders
- Quick-access equipment details from the tech portal
Invoicing & Field Payments ServiceTitan · Housecall Pro · Jobber
💳Generate invoices from the dashboard and let customers pay by credit card, ACH, or payment link — either on-site or after the job. Speeds up cash flow and eliminates chasing paper checks.
- Invoice generation from completed dispatch
- Text/email payment link to customer
- On-site payment collection via mobile device
- Integration with QuickBooks or Zoho Books
Customer Self-Service Portal Housecall Pro · Jobber
👤Give customers a login where they can view their service history, upcoming appointments, open invoices, and approved estimates. Reduces inbound calls and makes your business easier to work with.
- View past and upcoming service visits
- Review and pay outstanding invoices
- Approve or decline open estimates
- Request new service from the portal
Automated Follow-Ups & Marketing ServiceTitan · Housecall Pro · Jobber
📧Automatically follow up on unsold estimates, request Google reviews after completed jobs, and send seasonal reminders to past customers. Keeps your pipeline active without manual effort.
- Unsold estimate follow-up emails/texts
- Post-job review request (Google, Yelp, etc.)
- Seasonal "time for maintenance" reminders to past customers
Digital Pricebook ServiceTitan · Housecall Pro
📖A flat-rate pricebook built into the app so techs can quote accurately in the field without calling the office. Includes item descriptions, images, and pre-set pricing by service category.
- Searchable pricebook accessible from the tech portal
- Flat-rate pricing with parts + labor bundled
- Office-managed pricing that updates for all techs instantly
Drag-and-Drop Scheduling Board ServiceTitan · Housecall Pro · Jobber
🗂️A visual scheduling view where dispatchers can drag jobs onto technician time slots. See everyone's day at a glance, spot gaps, and reassign jobs on the fly.
- Timeline view of all techs with assigned time blocks
- Drag a job from the queue onto a tech's calendar
- Color-coded by job type, status, or priority
Technician Timesheets & Clock-In Housecall Pro · Jobber
⏱️Techs clock in and out from the mobile portal. Time is tracked automatically per job, giving the office accurate labor data for payroll and job costing.
- Mobile clock-in / clock-out with GPS verification
- Per-job time tracking for labor cost analysis
- Timesheet reports for payroll
Tell Us What Matters Most
Rate each suggested feature from 1 (most important) to 5 (least important). This helps us decide what to build next. You can also add notes at the bottom.
| Feature | Priority | Quick Note (optional) |
|---|---|---|
| Customer Text & Email Notifications | ||
| Online Booking / Service Request Form | ||
| Digital Estimates & Proposals | ||
| Real-Time Technician GPS Tracking | ||
| Service Agreements & Maintenance Plans | ||
| Equipment Tracking by Location | ||
| Invoicing & Field Payments | ||
| Customer Self-Service Portal | ||
| Automated Follow-Ups & Marketing | ||
| Digital Pricebook | ||
| Drag-and-Drop Scheduling Board | ||
| Technician Timesheets & Clock-In |
═══════════════════════════════════════════ GROVES MECHANICAL — FEATURE PRIORITIES Submitted: 3/4/2026 ═══════════════════════════════════════════ --- Not Rated --- [ ] Customer Text & Email Notifications [ ] Online Booking / Service Request Form [ ] Digital Estimates & Proposals [ ] Real-Time Technician GPS Tracking [ ] Service Agreements & Maintenance Plans [ ] Equipment Tracking by Location [ ] Invoicing & Field Payments [ ] Customer Self-Service Portal [ ] Automated Follow-Ups & Marketing [ ] Digital Pricebook [ ] Drag-and-Drop Scheduling Board [ ] Technician Timesheets & Clock-In ═══════════════════════════════════════════
Groves Mechanical Service Dashboard — Built and managed by Brazos Networks, LLC
March 2026 | Questions? Reach out to your Brazos Networks contact.