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ShieldBook
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Product

Everything a service business runs on. On one record.

Customers and properties, jobs and visits, estimates and approvals, invoices and payments, memberships. One system for the office, the field and the customer, not five tools that sync with each other overnight.

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01Five areas, one system

Built around how the work actually moves.

Each area is part of the same record. A customer's property carries its equipment; a job carries its estimate; the estimate carries its approval into the invoice. Open any of them to see it on the screens it happens on.

Customers and properties

The whole history, before you pick up the phone

Contacts, properties, access notes, equipment with warranties and service history, and every job at the address.

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Jobs and field operations

The office's queues and the technician's phone

Visits with arrival windows, the day on one phone, job summaries, photos, and outcomes that create the follow-up.

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Estimates and approvals

Clear options and a signed decision

Options from your price book, presented on the technician's device, approved with a signature in person or by secure link.

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Invoices and payments

Billed as approved, paid on the record

Invoices from sold work, deposits credited, every payment method recorded, and receivables at a glance.

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Memberships and repeat business

Plans that show up in the work

Member pricing on every estimate, the member badge on the record, visits due, and history that carries into the next job.

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02Built into every area

The parts you don't see until you need them.

In development On the roadmapEverything else is built and working today.

Every message on the record

When a customer says they never got the estimate, the office can see that it was delivered, when it was opened, and what was in it.

  • Estimates, invoices and receipts by email, with a PDF
  • Delivered and opened status on the record, not in someone's inbox
  • How every customer found you, recorded with the first inquiry
  • Two-way texting and reminders(On the roadmap)

Roles and a history you can trust

Technicians see their day. The office sees the business. Owners see everything. Every change carries a name and a time, which is also what keeps future AI accountable.

  • Five roles, from Owner to Technician
  • Permissions checked on the server for every action
  • An append-only history of who did what, and when

03Where each area stands

Built today, and what comes next.

The daily work of a service business is built. Scheduling on a full calendar and online card payments are in development. Counts come from the same capability registry as every status on this site.

Capabilities by area and status
AreaBuiltIn developmentOn the roadmap
Customers and properties 3 built0 in development0 on the roadmap
Jobs and field operations 5 built2 in development2 on the roadmap
Estimates and approvals 5 built0 in development1 on the roadmap
Invoices and payments 5 built1 in development3 on the roadmap
Memberships and repeat business 1 built1 in development1 on the roadmap
Communication 1 built0 in development3 on the roadmap

Every capability and its status

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See it on your own workflows.

Bring the jobs that are hardest to keep track of today. We'll show you how they run in ShieldBook.

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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.