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From the first ring to the five-star review.

One app. Each part below, and what it’s worth to you.

The call you would have missed

Worth to youMissed calls become quotes.

Most lost jobs are lost before you ever knew they existed. The caller just dialed the next company. TruckDesk picks up.

  • Your calls, answered. One tap gets you a local number that answers in your company’s name, day or night. You keep your own number: your phone rings first, and only the calls you don’t pick up forward to it. The call you’d have missed becomes a lead with every detail written down.
  • Every call becomes a lead, with the quote already drafted. The caller’s name, number, and job land in your pipeline with the full transcript kept, and a quote drafted from your own price book before you’ve called back.
  • Texts from the same number. Customers who say yes to texts hear from the number that answers your calls: visit times and changes, a reminder the day before, the invoice link, and on-my-way. Replies land on the job, where the office can text back, and customers can confirm a visit by text.
  • Repeat callers get the short version. A number TruckDesk has seen before skips the new-customer questions, and the call attaches to their open job instead of creating a duplicate.
  • You hear about it right away. Every answered call emails the owner with the summary; the Calls page keeps stats, recordings, and transcripts for the office.
Answered · 7:42 PM2:14

Our water heater’s leaking. Can someone come tomorrow?

I’ll note tomorrow for the team to confirm. What’s the address?

New lead: Gary M.Quote drafted

Water heater replacement · transcript attached

Part 1 of 10 · Original

A quote before you leave the driveway

Worth to youWin the job on the spot.

Describe the job in plain words. The line items, prices, and terms are already yours.

  • Drafted from your price book, at your prices. Say what the job is. The lines come from your own price book, never invented. Vague description? It asks a clarifying question instead of guessing.
  • Edit by asking. “Add a second thermostat, drop the duct cleaning,” and the quote updates. Numbers stay deterministic; nothing changes without showing you.
  • The next line, suggested. As you add items, TruckDesk suggests what you usually quote alongside them, drawn from your own quoting history. One tap to add.
  • Photos where they belong. Attach photos to the whole quote or to a single line item. They compress in the background and follow the job to the end.
  • Good / better / best, on one quote. Offer up to three options. The customer compares them in full on their phone and picks one, and the one they choose becomes the job, invoice and deposit included.
  • A customer page that closes. The customer opens one clean link on their phone (no login, your logo, your terms) and accepts by typing their name. Signer, time, and terms are recorded; the signed PDF is one tap away.
  • Follow-ups that send themselves. You see the moment a quote is viewed, and quiet reminders go out on the ones going stale, and the dashboard flags which are worth a call.

Summit Plumbing

Quote Q-2417 · for Gary M.

Water Heater Replacement (50 gal)$1,850
Expansion Tank Install$240
Haul-Away & Disposal$75
Total$2,165
Accept quote

Signed by typing a name. Time and terms kept.

Part 2 of 10 · Customer copy

The money side, without the chasing

Worth to youGet paid faster, without chasing.

From accepted quote to paid, without retyping anything.

  • Invoice straight from the job. A completed job becomes an invoice with the same lines, sent once you’ve checked it. If the quote changed after invoicing, TruckDesk says so and offers the refresh. Totals never drift silently.
  • Card payments, and a QR for the kitchen table. Customers pay online through your Stripe, or scan a QR from your phone while standing next to you. Cash and checks get recorded in two taps; partial payments and refunds are handled.
  • Deposits and payment plans. Take a deposit when the quote is accepted, then the rest at booking, at completion or on dates you set. One invoice tracks what’s paid and what’s next.
  • Overdue radar. The dashboard keeps overdue invoices in front of you, and your books stay current: every invoice and payment posts itself to QuickBooks.
  • Reminders that chase for you. A past-due invoice gets up to three reminders, spaced days apart, that stop the moment it’s paid. Every payment, cash or card, sends the customer a receipt.
  • Know what’s working. Close rate, what sells, speed to quote, and who closes, over 30, 90, or 365 days, plus a Monday email recapping the week.

INV-2417

Gary M. · due on receipt

Paid
Card online, or scan at the kitchen table. Cash and checks recorded in two taps.

Posted to QuickBooks: items, tax, and all

Part 3 of 10 · Crew copy

Service plans that run themselves

Worth to youRevenue that renews itself.

Sell a plan at the door, bill it on its own, and let each season’s visits book themselves.

  • Set up in a minute. Start from your trade’s preset. Price it per system or per home: monthly, yearly or upfront, with or without a commitment. Each visit lists exactly what it covers.
  • Sold before your tech leaves. Offer a plan from any job or customer. The homeowner picks an option, signs on their phone, and saves a card on the spot.
  • Billing that runs itself. Charges go out on schedule. A declined card pauses the plan and asks the member for a new one. No chasing, no awkward calls.
  • Visits that book themselves. Each season’s visits land in open time, at the member’s preferred time, on days you’re already working nearby. Anything that doesn’t fit comes to you.
  • Members handle the rest. From their plan page, members move a visit, update a card or cancel, online, with no phone call. You see every change.
  • Terms written for you. Plain-language terms come from your plan settings, with the 3-day cancellation and a separate autopay consent built in.

Comfort Club · 2 systems

$39.90/mo · Card ending 4242

Next visit: Fall

Tue, Oct 6 · 9:00 AM

Change

1 of 2 visits this plan year

Part 4 of 10 · Office copy

Scheduling that knows the job

Worth to youKnow what fits before you book.

Not a blank calendar. A calendar that knows how long work takes and who can take it.

  • Pick a person, see their real openings. Slot suggestions per teammate, sized by the job’s labor hours, with drive time considered, including who is already working in the area.
  • Double-bookings flagged. Put someone on two overlapping jobs and it’s flagged with the collision named. You decide what gives way.
  • The customer hears about changes. Reschedule and the customer is emailed the new time automatically, with a reply path if it doesn’t work for them.
  • Customers pick their own time. Once the quote is accepted and any deposit is paid, the customer books a real opening on your calendar and can move it up to a day before. A reminder email goes out the day before.
  • Everyone’s day in their own calendar. Each person adds their jobs and visits to Google or Apple Calendar once, and the owner can add the whole team’s. It shows the work, never the money.
  • Repeating work runs itself. Weekly, monthly, or every-N visits become their own scheduled jobs and can invoice themselves automatically.
This week3 crew

Tue

Wed

Fits 3.5h · Sam, nearby

Thu

The quote knows its hours, so the calendar knows what fits

Part 5 of 10 · Original

Your price book is the engine

Worth to youYour prices on every quote.

Everything smart in TruckDesk runs on your own numbers, which is why it never guesses.

  • A full starter book from day one. Pick your trade at signup and get a working price book computed from your labor rate and markup. Every price is yours to edit.
  • Bring the book you already have. Import from Excel or CSV, or snap a photo or PDF of an old quote, invoice, or rate sheet and the items are read straight off it.
  • Items that know how long they take. Each item carries labor hours, so an accepted quote knows its own duration. That is what makes the calendar honest.
  • Run a promotion without touching every price. Label a set of items and put them on promotion (“service call $9.99 this fall”) and end it just as cleanly. Quotes already sent keep their prices.
  • Templates for the jobs you repeat. Save a set of items, or a whole job, as a template and add it to a quote in one tap. Drafts use your templates too.
Price bookImported from Excel
Water Heater Replacement (50 gal)4h$1,850
Drain Clearing (Main Line)2h$425
Smart Thermostat Install1h$349

Every item knows its price and its hours

Part 6 of 10 · Customer copy

On the job, everything in one place

Worth to youYour tech has the whole job.

The technician opens one page in the driveway and has the whole story.

  • The job page is the job. Description, schedule, assignment, notes, photos, and money: one page from lead to paid, with the full history kept.
  • Customer sign-off, on your phone. When the work is done, the customer signs with a finger. Signer, time, and signature are stored with the job as your record the work was accepted.
  • Techs see their jobs, not your books. Technicians get their jobs, schedules, and notes, and what’s owed on the job in front of them. Company revenue, reports, and the prices in your book stay with the office.

Job complete: customer sign-off

Install two smart thermostats

Gary M. · on the tech’s phoneKept with the job
Part 7 of 10 · Crew copy

Customers who come back

Worth to youReviews that win the next job.

The job after the job is where the margin lives.

  • Bring everyone you already know. Import customers from Excel, CSV, or your phone contacts in one sitting. Safely re-runnable, never duplicated.
  • Reviews at the moment of delight. From a finished job, email your Google and Facebook review links while the customer is happiest, with a note of your own.
  • A portfolio that sells the next job. Star your best job photos into a portfolio you can show on a phone or iPad at the kitchen table.
  • Give a month, get a month. Every account carries a referral link. When a business you refer becomes a paying customer, your next month is on us.

“Answered at 8pm, quoted by 8:15, done by Friday.”

Review request sent at job completion

Repeats monthlyReferred a neighborPhoto in portfolio
Part 8 of 10 · Office copy

Built so you can trust it

Worth to youYour data: private, never lost.

The parts you never see, doing their job.

  • Your numbers are yours alone. Your price book, customers, and money are isolated to your company at every layer. No pooling, no cross-business anything, ever.
  • Take all of it, any time. The owner can download every customer, quote, job, invoice and payment, and the price book, as spreadsheet files whenever they like. No request, no wait.
  • Nothing is ever truly lost. Closed accounts and deleted records are archived, not erased. Acceptance records keep the signer, time, and exact terms.
  • No invented numbers. Every price on every quote traces to your price book or your own edit. When something can’t be answered, TruckDesk says so instead of guessing.
  • Your numbers are yours alone: isolated to your company at every layer
  • Nothing truly deleted: closed records archive, restorable
  • Every price traces to your book: no invented numbers, ever
  • Acceptance records kept: signer, time, and exact terms
Part 9 of 10 · Original

Ask Chalk, or tell it what happened

Worth to youTell Chalk. One tap files it.

The assistant that already knows your business, because it reads your data, at your permission level. Ask it anything, or tell it what just happened and it writes it up for one tap.

  • Tell it, and it’s written up. Type it, or tap your phone keyboard’s mic and say it: “New customer Linda, 214 555 0100, water heater’s leaking, I told her Thursday at 3.” Chalk lays it out as a new lead, a note on the job or a reminder, showing exactly what it will do. One tap adds it; nothing changes without that tap.
  • Business questions, straight answers. “What’s outstanding this month?” “Which quotes went quiet?” “Which jobs over $5k aren’t booked yet?” Answered from your live data, respecting what your role can see.
  • How-to, with the exact place to tap. Ask how anything works and get the path, not a lecture.

What’s outstanding this month?

$4,320 across 3 invoices, 2 overdue:

Brown $2,150 · Wilson $1,575

Jobs over $5k not booked yet?

Two, accepted and not yet booked:

Miller $7,850 · Becker $5,400

Part 10 of 10 · Customer copy

See it with your own price book.

Pick your trade and you’re quoting in minutes.

Yours to keep14 days freeNo card. No contract.
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