Essential includes the shipped workflow for scheduling, field work, customers, and tenant administration.
Scheduling board
Service Managers assign tasks to engineers, set time windows and ETAs, and see progress across the team.
Engineer day view
Field engineers see their day calendar, open job context, and update percent complete from the field.
Customers & sites
Keep multi-site customers organized so office and field teams share the same job location context.
Tasks & assignments
Track work items tied to a customer and site, with status, optional project labels, and completion.
Tenant isolation
Each service company works in its own tenant; company data is not mixed across tenants.
Roles
Service Manager, Field engineer, Sales, and Tenant admin each get the access and screens for their work.
Invites & MFA
Add users by invite-by-email, with TOTP MFA during invite acceptance.
Billing gate
Company entitlement is managed in-app; the subscription quantity follows accepted users in the tenant.