Industries
Built for businesses that work where their customers are.
Homes, buildings, properties and job sites. If your work happens at the customer's address, your business runs on the same things: customers, properties, jobs, estimates, visits, invoices and payments. ShieldBook is built around them, whatever the trade.
01Seven trades, up close
See a real job in your trade, start to finish.
Each page follows one job through ShieldBook on that trade's own screens, from the first call to what comes next.
- HVAC No cooling upstairs, a 16-year-old system, and a replacement decision.JOB-3112 · Brightwater Heating & Air
- Plumbing No hot water since last night: repair the element, or replace the tank.JOB-2048 · Cedarline Plumbing
- Electrical A kitchen breaker that keeps tripping, and a 100 A panel that's full.JOB-4206 · Ridgeway Electric
- Roofing A ceiling stain after the storm: repair the flashing, or re-roof the slope.JOB-5521 · Summit Roofing Co.
- Pest control Quarterly service, ants in the kitchen again, and an exclusion offer.JOB-6034 · Fieldstone Pest Control
- Remodeling A kitchen remodel: three scopes, a deposit, and a project in two phases.JOB-7310 · Harbor & Oak Remodeling
- Handyman and home services A move-in punch list: eight small items in one visit.JOB-8125 · Keystone Home Services
- Your trade Not listed here? Tell us how your jobs run and we'll show you ShieldBook on them.Request a demo
02And every business that works on site
Different work. The same shape.
A painter, a pool company and a restoration crew do very different work. Each still takes a call, goes to a property, quotes the job, does it, bills it and gets paid. That's the shape ShieldBook is built on.
- PaintingExterior repaint
- DrywallCeiling patch and texture
- FlooringHallway and two bedrooms
- CarpetThree bedrooms, new pad
- LandscapingIrrigation repair
- Pool serviceWeekly service and filter clean
- CleaningMove-out clean
- Appliance repairDryer not heating
- Garage doorsSpring replacement
- RestorationWater damage, first visit
- ConcreteDriveway replacement
- Specialty contractingFence repair, 40 feet
03The same core in every trade
One record, whatever the work.
In development On the roadmapEverything else is built and working today.
- CustomerElena Martinez
- Property418 Larkspur Ln
- EquipmentWater heater
- JobJOB-2048
- VisitTue 8–10 AM
- EstimateEST-1187
- InvoiceINV-1093, paid
- MembershipHome Care Plan
Customers, properties, equipment, jobs, visits, estimates, invoices and memberships work the same way in every trade today, because they describe the business, not the trade.
What differs by trade is the starting point: the concerns you hear most, the equipment you service and the items in your price book. HVAC equipment kinds are built in today; other equipment is recorded with its own description. Starting templates for more trades are on the roadmap (On the roadmap).
How the record worksKeep exploring
- Platform How ShieldBook carries one record through the whole service lifecycle: inquiry, customer, property, job, estimate, approval, scheduling, field work, invoice, payment, follow-up and repeat business.
- Product Customers and properties, jobs and visits, estimates and approvals, invoices and payments, memberships, communication and permissions, in one connected system.
- Why ShieldBook ShieldBook was born inside a working service business, because the tools available didn't match how the work actually runs. Its origin, its principles and where it's going.
Show us your trade.
We'll walk through ShieldBook on the jobs you run most, in the words your business uses.
ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.