Capture Leads
Track caller details, source, salesperson, assignment, follow-up alerts, notes, and quote history.
Field service command center
SIPA
Built for garage door, install, and service teams that need leads, quotes, dispatch, billing, payments, and QuickBooks Online to move together.
One connected workflow
From first call to paid invoice, without retyping the job.
SIPA keeps the customer, site, quote, service order, invoice, payment, and field record connected so the office and field team see the same story.
Build Quotes
Create good, better, best options, collect approval signatures, send secure links, and request deposits.
Schedule Work
Dispatch by technician, salesperson, city, time, status, and multi-day jobs from a live calendar.
Invoice and Collect
Generate invoices, take payments, track deposits, sync to QuickBooks Online, and chase past-due balances.
Built around real service operations
Not a generic CRM with a calendar taped to it.
SIPA is shaped around the messy details service companies actually deal with: multiple sites, billing contacts, quote options, deposits, mobile techs, field photos, customer signatures, line-item pricing, tax rates, callbacks, commissions, collections, and QBO sync.
Dispatch board
Day, week, month, vertical, and horizontal views with drag-and-drop scheduling.
Mobile field flow
Technicians and supervisors can update status, add items, add photos, collect signatures, and take payment.
QuickBooks Online
Import setup data, sync customers, estimates, invoices, payments, sales receipts, accounts, and tax mappings.
Automation ready
Lead assignment alerts, lead escalation, quote follow-up, invoice follow-up, collection reminders, email delivered/opened/clicked tracking, bounce alerts, text notifications, and workflow reminders are structured for plan-based add-ons.
Quiet power for busy offices
See what needs attention before it becomes expensive.
Dashboards surface open work, scheduled work, unpaid invoices, sales pipeline, technician performance, collections risk, credit holds, and margin warnings.
Open A/R$284kPast due visibility
Open Quotes$62kPipeline by salesperson
Completed Work42This month
Demo request
Tell us about your service business.
We will show you how SIPA can fit your lead, quote, dispatch, invoice, payment, and QuickBooks workflow.