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Once a lead becomes a booked job, Revenue Sol helps you schedule it, assign the right crew, and keep your day organized — from the office or the field.

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Core concepts

Jobs

A unit of work tied to a customer — with details, schedule, assigned crew, and status.

Dispatch board

See and manage jobs across your team, and assign or reassign work.

Route view

Visualize the day’s jobs by location to plan efficient routes.

Crew assignment

Assign jobs to specific team members and notify them.

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Create and schedule a job

1

Create the job

From a contact or the Jobs area, create a job and add the details — service, address, notes, and schedule.
2

Assign a crew

Assign the job to a team member or crew. They’ll see it on their schedule and in the mobile app.
3

Confirm with the customer

Send an automatic confirmation and reminder by text to cut no-shows.
4

Track to completion

Update the job status as work progresses, then turn it into an invoice and request a review.

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Dispatch & routing

The dispatch board gives the office a single view of the day’s work across the team — what’s scheduled, who’s assigned, and what’s still open. The route view lays jobs out by location so you can sequence them efficiently and reduce drive time.

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Recurring jobs

For maintenance plans and repeat work, Revenue Sol can generate recurring jobs automatically on a schedule, so you don’t have to recreate them each cycle.
Recurring jobs and recurring invoices are generated by scheduled background tasks, so they appear on time without manual effort.

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In the field

Your crew runs their assigned jobs from the mobile app — viewing details, updating status, and capturing what’s needed on site.

Mobile app

For field crews on iOS and Android.

Payments

Turn completed jobs into invoices and get paid.