Lead and opportunity tracking
Track source, caller details, assignment, escalation alerts, customer/site lookup, notes, and quote history so opportunities do not fall through the cracks.
Platform
One system for the office, the field, and the customer.
SIPA gives growing service companies a connected place to manage the work that happens before, during, and after the job.
Options, approvals, and deposits
Create multiple quote options, email or text secure links, capture digital signatures, collect deposits, and convert accepted quotes to service orders.
Calendar built for field crews
Schedule jobs, leads, personal time, vacation, multi-day work, and maintenance visits across day, week, month, vertical, and horizontal calendar views.
iPad workflow for techs and supervisors
Update status, add items from quick picks, capture photos, write notes, get signatures, text customers, and take payments from the job site.
Invoices, payments, deposits, and sales receipts
Invoice completed work, apply payments, handle deposits, manage sales receipts, monitor balances, and keep customer financial history visible.
Sync without losing operational detail
Import QBO setup data, protect existing accounting records, sync new transactions, track resync needs, and keep SIPA as the operating source of truth.
A/R visibility and credit holds
Give the bookkeeper a place to see past-due invoices, log follow-ups, contact customers, and place accounts on credit hold when needed.
Pricing, commissions, maintenance, and automation
Support pricing worksheets, item margins, bulk updates, commission reports, recurring maintenance agreements, lead assignment alerts, lead escalation, quote follow-up, invoice follow-up, collection reminders, email tracking, bounce alerts, workflow reminders, and text messaging.
Controls for real teams
Roles, modules, and accountability.
SIPA is being built with module-level permissions, audit trails, user alerts, add-on features, subscription limits, and tenant-level configuration so each company can run its own workflow.
- Owner, admin, office, sales, supervisor, technician, bookkeeper, dispatcher, and read-only role patterns.
- Audit trails for sensitive changes like line items, pricing, tax, status, and deletions.
- Plan-based add-ons for automation, collections, commissions, pricing worksheets, maintenance agreements, texting, and advanced reporting.
- Tenant settings for company information, locations, tax rates, payment processors, email, text messaging, and QuickBooks.
Ready for a closer look?