Run the Entire Operation — every feature on one plan
From the first customer call to the final payment, every step lives in one place. No spreadsheets, no whiteboards, no juggling apps.
HVAC · Plumbing · Electrical · Remodeling
All trades supported
Per-job pricing
No per-user fees
First 20 jobs free
No credit card required
One platform. Every role covered.
Office teams, field technicians, and business owners each get exactly what they need — without getting in each other's way.
Run the whole office without switching apps
- Live dispatch board for the whole crew
- Customer records, job history, notes
- Estimates, invoices, payment tracking
- SMS inbox for every customer conversation
Everything you need on-site, offline or not
- Job details, notes, and directions in one tap
- Capture before/after photos per job
- Collect customer signatures on-site
- Update job status from the field instantly
See exactly how your business is performing
- Revenue by job type, trade, or time period
- Team productivity and job completion rates
- QuickBooks sync keeps your books clean
- Per-job pricing — costs scale with real work
See every job and every tech at a glance
The dispatch board shows your whole day in one view. Drag jobs between techs, reschedule with a click, and watch status updates come in from the field in real time. No calls asking "where are you?"
- Drag-and-drop job assignment across techs
- Calendar view: daily, weekly, or monthly
- Recurring jobs for maintenance contracts
- Multi-technician support for larger jobs
- Route-optimized scheduling to cut drive time
One click from estimate to job to paid
Build a professional estimate, get the customer's e-signature, convert it to a job, schedule it, then auto-generate the invoice when it's done. Not one piece of data entered twice.
- Line-item estimates with labor and materials
- Customer e-signature from any device
- One-click estimate-to-job conversion
- Deposit collection before the job starts
- Auto-generate clean, branded invoices
Every customer's full story, one tap away
Your office staff knows the history before they answer the phone. Techs know the property notes before they pull up. And customers can log into their own portal to see estimates, approve work, and pay invoices — without calling you.
- Complete service history per customer
- Multiple property locations per account
- Notes, tags, and equipment records
- Two-way SMS and email communication log
- Customer portal for approvals and payments
Get paid faster. Know your numbers.
Stripe is built in — collect cards on-site or send a payment link by text. Deposits at booking, instant payouts to your bank, and automatic sync to QuickBooks. Then see exactly how your business is doing with clean, plain-language reports.
- Stripe card payments — on-site or via link
- Collect deposits when estimates are approved
- Instant payouts directly to your bank
- Automatic QuickBooks sync — no double entry
- Revenue, job, and team performance reports
No add-ons. No tiers. Just Ormi.
Every feature below is included on every plan. You pay per job, not per seat or per feature unlock.
Dispatch Board
Every job, every tech, every status — one live view. Drag to reassign. Zero spreadsheets.
Calendar Scheduling
Weekly and monthly views for the whole crew. Drag jobs to open slots without leaving the calendar.
Recurring Jobs
Set up maintenance schedules once. Ormi auto-creates jobs daily, weekly, monthly — whatever the contract says.
Multi-Technician Jobs
Assign multiple techs to a single job. Everyone sees the same details, status, and notes in real time.
Estimate Builder
Professional line-item estimates with labor, materials, and photos. Customers e-sign from any device.
Job Management
Full job lifecycle from open to complete — with notes, checklists, status updates, and a complete audit trail.
Invoicing
Auto-generate clean invoices from completed jobs. Custom branding, line items, and a one-click "Pay now" link.
Lead Tracking
Capture leads from calls, web forms, or manual entry. Convert to estimates and jobs without re-entering data.
Customer Profiles
Full history, multiple properties, service records, and notes — everything your team needs before they pick up the phone.
Customer Portal
Customers log in to view estimates, approve jobs, pay invoices, and check service history — without calling your office.
Two-way SMS
Automated appointment reminders, en-route notifications, and a full two-way text inbox with every customer.
Technician Mobile App
iOS and Android. Job details, directions, notes, photos, and status updates — all offline-capable.
Photos & Files
Before/after photo comparison, job file storage, and AI-powered photo analysis — all tied to the job record.
Digital Signatures
Customer signs off on-site from any device. Signatures are stored with the job and attached to the invoice.
Card Payments
Stripe built in. Collect on-site or send a payment link. Instant payouts, saved cards, automatic receipts.
Deposit Collection
Collect a deposit when the estimate is approved. No more scheduling jobs for customers who haven't committed.
QuickBooks Sync
Invoices and payments push to QuickBooks automatically. Your books stay clean without any manual entry.
Reports & Analytics
Revenue by job type, team performance, customer trends, and job completion rates — all in plain language.
Full Audit Trail
Every change to every job, estimate, invoice, or customer record is logged — who did it, when, and what changed.
Show customers a calm office behind every job.
Ormi connects your calls, schedules, job notes, and invoices so nothing falls through the cracks—even when the phones are ringing and trucks are on the road.
Get started- Dispatch jobs in seconds from one simple board for HVAC, plumbing, electrical, and remodeling teams.
- Give office staff a live view of schedules, job notes, estimates, and invoices in one shared workspace.
- Keep technicians and subcontractors in sync with real‑time updates, photos, signatures, and job status.
- Pay only a small per‑job fee—no per‑user licenses—so your software costs grow with your completed work.
Every feature you need. For $1 per completed job.
No “upgrade to unlock” prompts. No feature paywalls. Every capability below ships on the base plan, capped at $400/month regardless of shop size.
Scheduling + Dispatch
- Drag-and-drop dispatch board
- Recurring job templates
- Route optimization (address-clustered)
- Weather-aware rescheduling
- On-call rotation + after-hours dispatch
- Per-role saved views
Customers + CRM
- Full customer + location records
- Multi-location commercial accounts
- Service history + photo library
- Equipment / asset tracking per address
- Tags, notes, gate codes, pet alerts
- Two-way SMS + email threads
Estimates + Sales
- Branded estimate PDFs
- Pricebook with flat-rate + T&M
- Optional add-ons + upsell tracking
- Online approval + e-signature
- One-click estimate → job conversion
- Automated follow-up reminders
Invoicing + Payments
- Auto-generated invoices from jobs
- Progress invoicing for multi-day projects
- Stripe card payments (on-site or online)
- ACH, Zelle, cash, check — all logged
- AR aging reports + collections workflow
- QuickBooks Online sync
Mobile + Field
- iOS + Android apps for technicians
- Offline-capable with smart sync
- Biometric login (Face ID / fingerprint)
- Photo + signature capture
- Live ETA sharing with customers
- Clock in / out + time tracking
Reports + Operations
- Revenue, jobs, tech performance
- Unit economics per job
- First-time close rate + repeat rate
- AR aging + collections dashboards
- Customer lifetime value
- Exportable to CSV + BI tools
Communications
- Two-way SMS with customers
- Automated appointment reminders
- ETA + on-my-way notifications
- Review request automation
- Branded email templates
- Customer portal for self-service
Automations + Integrations
- Trigger-based workflow automation
- QuickBooks, Stripe, Google, Zapier
- Public REST API (Q2 2026)
- Webhooks for custom integrations
- Mailchimp + HubSpot connectors
- CallRail for inbound attribution
Something missing you need? Request it via contact us — our roadmap is shaped by real shops, not focus groups.
See every surface
Real product screenshots — not mockups. This is what your team uses.
Dashboard
Revenue, jobs, and action items in one view.
Dispatch board
Drag-and-drop scheduling across all techs.
Scheduling
Weekly, monthly, and timeline views for the office.
Jobs board
Every job with status, tech, priority, and customer.
Customers
Full CRM with addresses, history, and equipment.
Stop paying per seat. See what you'd save.
$1 per completed job, capped at $400/month. Forever. Your first 20 jobs are free.