Work Order Management
BOOTMARK turns paper work orders and spreadsheet schedules into a single digital workflow. Dispatchers create jobs in seconds, assign crews from a live map, attach service forms and photos, and track every status change from booked through completed. Crews receive jobs on their phone with directions, customer history, and required paperwork — so nothing gets lost between the office and the field.
Smart Scheduling
Visual calendar with
drag-and-drop. Schedule recurring jobs (weekly
lawn care, monthly maintenance). Assign crews and track availability.
GPS Time Tracking
BOOTMARK's GPS time tracking logs exact arrival and departure timestamps for every crew at every job site, eliminating billing disputes and unbillable "ghost time." A live dispatcher map shows where every technician is in real time, while customers receive automatic arrival-ETA links — the same experience they get from Uber. Cuts fuel costs 15–25% in the first quarter through smarter routing.
Invoicing & Payments
BOOTMARK lets crews invoice on-site the moment the job is done, with itemized line items, attached job photos, and one-click payment links. Customers pay by card, ACH, or Apple Pay directly from the invoice — no portal sign-up required. Saved cards enable auto-charge on completion for repeat clients. Same-day invoicing collects 3× faster than the industry-average 28-day cycle.
Client Portal
BOOTMARK gives every customer a self-service portal where they can view upcoming visits, request new services, see and pay invoices, download contracts, and message your team directly. The portal cuts inbound "where's my invoice?" calls by 60% and gives clients the polished, transparent experience they expect from modern home-service companies — without you building anything custom.
Materials & Inventory
Track materials used per job.
Manage inventory levels. Monitor costs
and profitability. Categories for all trades (plumbing, electrical, HVAC, etc.).
Employee Management
Manage your team with role-based
permissions. Track crew assignments
and performance. Mobile access for field teams. Contact information at your fingertips.
Custom Forms
Drag-and-drop form builder with 10+ field types. Create intake forms,
safety checklists, inspections. Share via link or client portal. Save & continue later.
Reports & Analytics
Track revenue, job completion rates, crew performance, and CSAT ratings. See which services are most profitable. Export data to CSV. Make data-driven decisions.
Contracts & E-Signatures
BOOTMARK includes a full Contract Lifecycle Management module: build templates from a reusable clause library, send for legally binding e-signature, and track signing status with automated reminders. The Business plan adds AI contract risk analysis that scans every contract for unusual liability, payment, and termination language — flagging risky clauses before you accidentally sign away your margin.
Estimates & Quotes
Build professional estimates with line items, labor, and materials. Send to clients for approval, then convert to work orders and invoices in one click — no re-entering data.
Workflow Automations
Automate repetitive tasks with trigger-based workflows. Auto-assign work orders, send follow-up emails, update statuses, and trigger notifications — all without lifting a finger.
Client Messaging
Two-way messaging with clients directly in BOOTMARK. Send job updates, collect approvals, and keep all communication in one thread — no more digging through email chains.
Lead Pipeline
BOOTMARK captures every lead — from your online booking page, contact form, phone call, or referral — into a single drag-and-drop pipeline. Track each lead through stages (new → quoted → won → scheduled), set follow-up reminders, and convert won deals into work orders with one click. No more leads dying in email threads or forgotten in a notebook on the dashboard.
Online Booking
Give clients a branded booking page to request services 24/7. Choose available time slots, select services, and submit requests directly into your BOOTMARK dashboard — zero phone tag.
Time Tracking
Crew members clock in and out per job with GPS verification. Track actual hours against estimates. Export timesheets for payroll and use real job data to sharpen future quotes.