Status
What's built, and what's next.
Every capability this website mentions, with its status. Built means the software does it today. It doesn't mean ShieldBook is open to other businesses yet: it is being developed and proven inside a working service business as it prepares for broader use.
Statuses checked against the ShieldBook codebase on October 11, 2026.
Capabilities by area
- Built 23
- Exists and works in ShieldBook today.
- In development 4
- Being built now, or built and not yet live.
- On the roadmap 22
- Planned direction. Not built yet.
Customers and properties
The record everything else builds on.
More on this area- Customers and contactsCustomer records with several contacts, labeled phones and emails, notes, and how they found you.Built
- Properties and access notesSeveral properties per customer, with access notes, gate codes and every job at the address.Built
- Equipment, warranties and service historyEquipment and systems at each property with details, warranties, service history and what replaced what.Built
Jobs and field operations
The day, from the office to the technician's phone.
More on this area- Jobs and job summariesJobs with Concern, Cause, Correction and Recommendation, tasks, notes and related jobs.Built
- Visits with arrival windows and outcomesVisits with a date, arrival window and technician, started and completed with a real outcome that can create the follow-up.Built
- The technician's day on the phoneThe current visit, start, complete, call, text and directions, designed for a phone in one hand.Built
- Job photosPhotos taken or chosen on the job, kept with the job.Built
- Office work queuesToday's visits, approved but not sold, sold work to schedule, work done but not invoiced, and balances due.Built
- Dispatch board and calendarDay, week and month calendars with technician lanes, arrival windows and no silent conflicts.In development
- On my way and Arrived updatesThe technician tells the customer they are on the way, and the office sees who has arrived.In development
- Google CalendarVisits mirrored to Google Calendar. ShieldBook's own calendar stays the source of truth.On the roadmap
- Offline modeThe technician's day keeps working without a signal and catches up when it returns.On the roadmap
Estimates and approvals
Options, presentation and a recorded decision.
More on this area- Estimates with optionsEstimates with as many options as the job needs, price book items, discounts and member pricing.Built
- Tiered replacement optionsReplacement estimates that build tiered options from a few questions.Built
- Present modeThe customer-facing estimate, shown on the technician's device.Built
- Approval and signatureApproval with a drawn or typed signature, in person or through a secure link, recorded separately from the sale.Built
- Price bookA searchable, versioned price book that estimates draw from.Built
- Customer financingFinancing offered on the estimate.On the roadmap
Invoices and payments
From sold work to collected payment.
More on this area- InvoicesInvoices drafted, issued and voided, with sold work billed as approved.Built
- DepositsDeposits with their own pay page, credited on the invoice.Built
- Payments, split payments and refundsCash, check, Zelle and card recorded against the invoice, with split and partial payments, credits and refunds.Built
- Estimate and invoice PDFsEstimate and invoice documents with your company's details.Built
- ReceivablesEvery open balance with how many days it is past due.Built
- Online card payments and payment linksCard, Apple Pay and Google Pay on the customer's invoice and deposit pages, and payment links.In development
- Tap to PayCard payments taken on the technician's phone.On the roadmap
- QuickBooks OnlineInvoices and payments synced to QuickBooks Online.On the roadmap
- Purchase orders and vendorsPurchase orders, vendors and job costs.On the roadmap
Memberships and repeat business
Plans, member pricing and the next visit.
More on this area- Memberships and member pricingMembership plans, member pricing on estimates, a member badge on the record and visits due.Built
- Maintenance dueA members view with the maintenance visits coming due.In development
- Recurring work and renewalsRecurring visits and membership renewals.On the roadmap
Communication
Every message tied to the record.
The product- Email with delivery and opened statusEstimates, invoices and receipts by email, with delivered and opened status on the record.Built
- Two-way texting and remindersTexts with customers on the record, appointment reminders and review requests.On the roadmap
- Automation rulesConfirmations, reminders and maintenance outreach triggered by what happens on the record.On the roadmap
- Customer portalOne place for a customer to see their estimates, invoices, visits and plan. Secure single-purpose links exist today.On the roadmap
Platform foundation
Rules, permissions and history under everything.
More on this area- Roles and server-enforced permissionsFive roles and 66 permissions, enforced on the server, not just hidden in the interface.Built
- Activity history of every actionAn append-only history of who did what, and when, on every record.Built
- Trade templates beyond HVACStarting concerns, equipment kinds and price books for each trade.On the roadmap
Marketing and growth
From the first click to collected revenue.
More on this area- Marketing source on every inquiryHow every customer found you, recorded when the inquiry comes in.Built
- Lead intake and nurture pipelineEvery lead captured, followed up and nurtured until it books or closes.On the roadmap
- Campaigns and advertisingCampaigns and ad spend tracked against the customers and jobs they produce.On the roadmap
- Websites, SEO and contentYour website, local search and content, connected to the record they produce.On the roadmap
- Media and creativePhotos, video and ad creative from real jobs, organized for marketing.On the roadmap
- Voice AI for callsInbound calls answered, qualified and booked, with the call on the record.On the roadmap
- Closed-revenue attributionCampaign to customer to jobs to collected revenue, on one record.On the roadmap
- Business analyticsThe numbers that run a service business, from the same record as the work.On the roadmap
AI
Assistance and agents that work inside the rules.
More on this area- Contextual AI assistanceAnswers about the customer, job or invoice in front of you, from ShieldBook's own records.On the roadmap
- AI draftingJob summaries, customer follow-ups and invoice drafts prepared from the record, for a person to review.On the roadmap
- Operational recommendationsWhat needs attention: approved work not sold, visits to book, balances to chase.On the roadmap
- Permission-scoped AI agentsAgents with their own identity and permissions, acting through ShieldBook's rules, recorded, with people approving what matters.On the roadmap
Keep 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.
- AI ShieldBook's AI direction: business-aware assistance and agents that act through the same permissions, rules and records as your people, with human approval where it matters.
- Marketing and growth Where ShieldBook is going beyond operations: lead capture, nurture, campaigns, content, messaging and closed-revenue attribution on the same record.
Ask us about anything on this page.
We'll show you what's built, and talk honestly about when the rest is likely to matter for your business.
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.