Everything You Need to Run Your Trade
One platform. Every tool your trade business needs to operate, grow, and dominate your market.
Jobs & Scheduling
Your command center for every job
The CitaPros dispatch board gives you a real-time view of every tech, every job, every day. Drag-and-drop scheduling, live status updates, and route optimization — built for field service, not a desk job.
- ✓Visual dispatch board with drag-and-drop
- ✓Real-time job status (Scheduled → En Route → In Progress → Done)
- ✓Calendar view: daily, weekly, or monthly
- ✓Recurring job support for maintenance contracts
- ✓Customer notifications via SMS/email
- ✓Tech GPS tracking and ETA sharing
Client Management
Know every customer, every property
CitaPros stores everything about your clients in one place. Trade-specific intake forms, property details, service history, photos, notes, and communication logs. No more digging through texts and emails.
- ✓Client profiles with full service history
- ✓Property records with photos and notes
- ✓Trade-specific intake fields (e.g. equipment model for HVAC)
- ✓Walk-Up modal — add a new client in seconds on-site
- ✓Client portal for self-service requests
- ✓Automated follow-ups and review requests
Invoicing & Payments
Get paid faster, every time
Send professional estimates and invoices in seconds. Customers can pay online via card, Apple Pay, Google Pay, Zelle, Cash App, or cash. No more chasing payments.
- ✓Branded estimates and invoices
- ✓Stripe-powered card processing
- ✓Apple Pay, Google Pay, Zelle, Cash App support
- ✓Cash payment logging with receipts
- ✓Automated payment reminders
- ✓Recurring billing for service contracts
Fleet & Equipment Tracking
Always know what's where
Track your entire fleet and equipment inventory from one dashboard. Assign vehicles and tools to employees, log serial numbers, set maintenance reminders, and reduce losses.
- ✓Vehicle assignments and tracking
- ✓Equipment inventory with serial numbers
- ✓Employee tool assignments
- ✓Maintenance schedule reminders
- ✓Fuel and mileage logging
- ✓Asset condition reporting
Team & HR
Manage your people like a pro
Employee profiles, timecards, driver's license tracking, payroll exports — CitaPros handles the people side of your business so you can focus on the jobs.
- ✓Employee profiles with docs and credentials
- ✓Clock in/out timecards with GPS
- ✓Driver's license and certification tracking
- ✓Payroll export (CSV or QuickBooks)
- ✓Role-based access control
- ✓Performance and job completion metrics
Inventory Management
Never run out of what you need
Track supplies, materials, and parts with trade-specific templates. Set reorder alerts, log usage per job, and manage costs against estimates.
- ✓Trade-specific inventory templates
- ✓Per-job material usage tracking
- ✓Low stock alerts and reorder triggers
- ✓Supplier records and purchase orders
- ✓Cost-vs-estimate tracking
- ✓Barcode scanning support
CitaDocs — E-Signatures
Sign anything, anywhere
Send contracts, estimates, and service agreements for digital signature. Customers sign on their phone, you get the signed doc instantly. No more paper, no more chasing signatures.
- ✓Custom document templates
- ✓One-click e-signature requests
- ✓Sign on any device, no app needed
- ✓Automatic signed doc storage
- ✓Audit trail and timestamps
- ✓Legally binding digital signatures
Ana — Your AI Business Coach
Built-in intelligence that actually helps
Ana is CitaPros' AI assistant. She watches your business metrics, proactively surfaces insights, triggers CitaCoin rewards, helps you communicate with Spanish-speaking clients, and suggests next steps — so you're always moving forward.
- ✓Proactive business coaching and alerts
- ✓CitaCoin trigger recommendations
- ✓Bilingual EN/ES communication help
- ✓Job scheduling optimization suggestions
- ✓Revenue trend analysis
- ✓Customer churn risk detection
Ready to see it all in action?
Start your free 14-day trial or book a live demo with our team.