SaaSy
For field-service businesses

Less office. More jobs.

The customer record, the job, the invoice, the payroll, and the license renewals — one system for HVAC, plumbing, electrical, and the trades. Built so the office side of the shop stops eating your evenings.

If your shop runs on trucks, techs, and invoices and the paperwork happens after dinner, this page is for you. If you’re a public-works contractor instead, the contractors page is the closer fit.

Five office jobs a service shop stops doing by hand

One record runs the whole customer loop, so the only thing moving between systems is the tech in the truck.

Quote to cash on one record

The estimate conversation lives in the pipeline, the won deal becomes the job, and the finished job becomes the invoice — sent with a Stripe payment link so the customer can pay from their phone before you leave the driveway.

Deal → job → invoice → paid, one record

A briefing, not a dashboard to babysit

The morning brief reads the business for you — what came in, what slipped, what needs a call today — delivered by email or Slack. Nobody on the crew has to learn a new screen to stay informed.

Daily briefing in email or Slack

Licenses, permits, insurance — before they lapse

Contractor licenses, COIs, permits, and filings sit in a tracker with reminders that arrive with enough lead time to actually renew. A lapsed COI shouldn't be how you find out about a lapsed COI.

Compliance tracker with lead-time reminders

Payroll that doesn't fight you

Native payroll covers all 50 states + DC on Growth — techs, office staff, overtime — without exporting to a separate payroll vendor and re-importing the journal entries.

50 states + DC, on the Growth plan

Hire the next tech without a second tool

Post the role, track candidates, send the offer, and run onboarding inside the same system that runs the rest of the shop. No bolt-on ATS bill for a five-person crew.

ATS, offers, and onboarding in one place

Priced for a shop, not an enterprise

Starter runs $49/mo for one business and three seats. A typical service shop pays $320–500 a month stitching together CRM, invoicing, payroll, and reminder tools — SaaSy replaces that stack at one flat price, and adding a tech never raises your software bill.

The questions shop owners ask first

Is SaaSy a dispatch board or GPS tracker?
No — and we won't pretend to be one. SaaSy is the office side of the shop: the customer record, the job, the invoice, payroll, hiring, and compliance dates. If you need truck routing, keep your dispatch tool; SaaSy replaces the spreadsheet stack behind it.
My techs don't sit at computers. How does anyone use this?
The owner and office get the daily briefing and alerts by email or Slack — no dashboard babysitting. Time lands on the job, the invoice builds from it, and the customer pays by link from their own phone.
We're small — three trucks. Is this overkill?
Starter is priced for exactly that size: $49/mo for one business and three seats. The point of the platform is that the office work scales without hiring an office person to run it.
Does it do recurring service agreements?
Customer records, invoicing, and reminder-driven follow-ups are all there today. Deep maintenance-agreement scheduling is the kind of feature our beta customers shape — tell us what yours look like and it moves up the list.

A straight answer on where this stands

SaaSy is in open beta. What’s on this page is what ships today — and what’s missing (deep dispatch boards, for one) we say plainly above. You’ll onboard with the people who built it, and your feedback lands in the product in days.