Skilled Trades · Field Services
Six trades, five questions each: how a job moves, the paperwork that has to exist, who touches the system, what Atlas does about it, and which modules you’d switch on. Every step is tagged with the module that handles it — that connection is the whole point.
HVAC
Customer Service Every no-cool, no-heat and “it’s making a noise” call becomes a ticket with the equipment on it. Repeat complaints on the same unit surface as repeats, and the SLA timer keeps the after-hours emergency from sitting in a queue.
Work Orders & Field Dispatch The dispatch board for the whole fleet: which van is nearest, which tech holds the certification the job needs, what parts are on the truck. Techs run the work order from the phone and quote a replacement from the same record.
Pre-Sales & CPQ · in the core platform Good-better-best replacement quotes built from your equipment catalog with the AHRI match, the load calc and the rebate paperwork attached — signed on the spot from the tablet.
Project Management A signed changeout becomes an install project: permit, equipment delivery, crew day, commissioning, inspection. The startup sheet lives on the project and closes it.
Contract Management · in the core platform Maintenance agreements and warranty registrations with renewal dates the system watches for you. Fall and spring tune-up seasons come off a renewal list instead of memory.
Invoicing & Billing The install invoice fills itself from the quote. Agreement billing recurs on its own schedule, and overdue statuses roll over without anyone checking a spreadsheet.
6–12 documents per changeout
Dispatcher Lives in Work Orders & Field Dispatch and Scheduling. The board shows every van, every open call and who is closest with the right certification; the dispatcher drops a call onto a tech and the customer gets the ETA without anyone typing it. Customer Service holds the call history, so a repeat no-cool complaint shows up as a repeat before the van rolls.
Service techs Open the work order on the phone, see the unit’s history and the last refrigerant charge, and log the EPA 608 entry against the equipment record instead of a clipboard. If the diagnosis turns into a replacement, they hand it to Pre-Sales & CPQ from the same screen and the comfort advisor picks up with the photos already attached.
Install crews Work from the project the sale created in Project Management: the equipment on the truck, the mechanical permit status, the commissioning checklist and the startup sheet. Completion closes the project, files the startup sheet on the customer and kicks the warranty registration to Contract Management.
Comfort advisor Builds the good-better-best quote in Pre-Sales & CPQ from the catalog, with the AHRI match and the rebate form attached, and sends it for e-signature from the customer’s kitchen table. Customer Relations tracks the follow-up so a quote that goes quiet gets chased on day three, not month three.
Office manager Sees the whole shop from Analytics & BI: agreements due for renewal, quotes sitting unsigned, permits still open, invoices past due. Contract Management runs the maintenance agreements and Invoicing & Billing collects on them, so renewal season is a report, not a filing cabinet.
“Which maintenance agreements lapse next month?” — Atlas lists them and drafts the renewal outreach.
Plumbing
Customer Service Emergency calls become tickets with the property, the history and the urgency on them. After-hours calls queue with an SLA so the flooding basement never waits behind a dripping faucet.
Work Orders & Field Dispatch Dispatch by who is closest and who is on call. Plumbers run the work order from the phone — photos, parts, signature — and the completed order is the draft invoice.
Project Management Re-pipes, water heater installs and gas line work that need a permit run as small projects: permit pulled, inspection booked, passed, closed. Nothing gets billed against an inspection that has not happened.
Compliance Manager Every backflow test report, gas pressure test record and purveyor filing stored against the device it belongs to, with the due dates the system watches. Built for regulators who ask for evidence, which is exactly what a water purveyor does.
Invoicing & Billing Invoice from the completed work order, collect by card or transfer, and let overdue statuses roll automatically. Recurring testing agreements bill themselves.
Scheduling · in the core platform One calendar for emergency capacity, scheduled installs and the annual backflow route. Availability comes from real calendars, so a tester never gets double-booked against an install.
5–9 documents per job
After-hours dispatcher Takes the burst-pipe call at 2 a.m. in Customer Service, sees which plumber is on call in Scheduling and dispatches from Work Orders & Field Dispatch in one motion. The customer’s address, gate code and last visit are on the ticket before the truck starts.
Service plumbers Run the job from the work order on the phone: the diagnosis, the photos, the parts used, the customer’s signature. A water heater swap that needs a permit gets handed to Project Management from the same screen, and the invoice is drafted before they leave the driveway.
Backflow-certified tester Works a route in Scheduling built from every assembly due for its annual test. Each test report is filed in the Compliance Manager against the device, with the purveyor filing attached, so the record exists the day the inspector asks for it.
Apprentices See only what they need: today’s work orders, the checklist for the task, and the master’s notes on the job. Hours are logged against the work order so the training record and the payroll record are the same record.
Office manager Runs collections from Invoicing & Billing, watches permit status in Project Management and pulls the compliance report from one screen. When a purveyor asks for every backflow test on a property, it is a filter, not an afternoon.
Atlas flags every backflow assembly due for its annual test and builds the route to cover them.
Electrical
Pre-Sales & CPQ · in the core platform Estimates built line by line from your own catalog — panel, breakers, wire by the foot, labor by phase — with the proposal generated from the same record and signed electronically.
Project Management Every permitted job is a project: permit filed, rough inspection, trim, final, service release. Phases can’t close out of order, and the crew calendar is tied to the inspection dates.
Work Orders & Field Dispatch Rough-in and trim-out run as work orders the crew works from the phone, with drawings attached and hours logged against the job.
Compliance Manager Arc-flash permits, inspection sign-offs and NFPA 70E training records kept as evidence against each job and each electrician, with expiry dates the system watches.
Scheduling · in the core platform Crews, inspections and utility appointments on one calendar. An inspection that slips moves the trim-out with it instead of stranding a crew on site.
Invoicing & Billing Progress billing by phase, draw requests from the project, and retainage tracked until the final release.
5–8 documents per job
Estimator Prices the job in Pre-Sales & CPQ from the catalog — panels, runs, fixtures, labor by phase — and sends the proposal for e-signature. Customer Relations tracks the bid until it is won or dead, so nothing sits in an inbox.
Master electrician Owns the permit and the inspection calendar in Project Management, and signs off the energized work permit before anyone opens a live panel. NFPA 70E training records for the whole crew sit in the Compliance Manager, current or flagged.
Journeymen Run rough-in and trim-out as work orders on the phone, with the drawings and the inspection status on the same screen. If the rough inspection has not passed, the trim-out order says so before the truck leaves the yard.
Apprentices Get their tasks off the work order, log hours against it, and build a training record in Content & Learning that follows them toward their journeyman hours.
Permit coordinator Files the permit, books the inspections and chases the utility service release, all from the project record. When the inspector fails a rough-in, the re-inspection and the crew’s schedule move together.
Atlas tells you a job is still waiting on an inspection before the crew shows up to a site that can’t proceed.
Roofing
Customer Relations · in the core platform Every claim is a deal with the homeowner, carrier and adjuster on it. Deal Coach flags the claims going quiet, and the adjuster meeting is on the record with its outcome.
Work Orders & Field Dispatch Inspections and measurements as work orders: the photos, the pitch, the squares, the damage notes — captured on the roof and attached to the claim.
Contract Management · in the core platform The agreed scope, the contingency agreement and the signed build contract, e-signed and versioned. When the scope changes with a supplement, the amendment is on the same record.
Invoicing & Billing ACV, supplement, depreciation and homeowner balance as separate receivables with their own statuses. Overdue rolls automatically, and the depreciation release is chased on schedule.
Project Management The build itself: permit, materials, crew day, tear-off inspection, final inspection, warranty registration. Templates mean a new job is a click, not a checklist from memory.
Email & Meetings Capture · in the core platform Adjuster emails and calls land on the claim, summarised, with the next action already created. The paper trail that gets a supplement paid builds itself.
10–20 documents on a claim job — the heaviest of any trade here
Sales / adjuster liaison Runs the claim from Customer Relations: the homeowner, the carrier, the adjuster and every meeting on one record, with the photo packet attached. Email & Meetings Capture logs the adjuster call and creates the follow-ups, so “waiting on the carrier” is a dated fact, not a guess.
Production manager Turns an agreed scope into a build in Project Management: permit, materials order, crew day, tear-off inspection, final. The manufacturer warranty registration is a closing task, not something remembered in December.
Crews and subs Get the job sheet as a work order on the phone: address, scope, materials on site, photos required. Photos taken on the roof land on the job record, which is where the supplement specialist needs them.
Supplement specialist Builds the ACV/RCV supplement in Invoicing & Billing against the scope in Contract Management, with the line items the adjuster missed and the photos that prove them. Depreciation release is tracked as a receivable with a date.
Office manager Watches money in Invoicing & Billing: ACV received, supplement approved, depreciation released, homeowner balance. Analytics & BI answers “what is still unpaid past release” as a chart, not a hunt through folders.
“Which claims are sitting unpaid past depreciation release?” — Atlas answers from live job data.
Commercial Landscaping
Customer Relations · in the core platform Property managers, their portfolios and every property in them as accounts, with the contacts, complaints and enhancement opportunities tracked against each.
Contract Management · in the core platform One service contract per property, with the scope, the season, the COI and the renewal date. Renewal season is a list the system builds, priced from the year’s logged enhancements.
Work Orders & Field Dispatch Routes built by crew and day, with each property’s scope on the work order. Crews run the route from the phone and the property manager sees the completed visit.
Scheduling · in the core platform Weekly service, seasonal color changes, irrigation start-ups and shut-downs on one calendar, with crew capacity that tells the truth.
Pre-Sales & CPQ · in the core platform Enhancement quotes — new beds, lighting, drainage — priced from the catalog and sent for signature from the site walk.
Compliance Manager Applicator licenses, pesticide application records and irrigation backflow tests as evidence against each property, with expiries the system watches.
2–5 records per visit, 6–10 per install
Account manager Runs the property manager relationship from Customer Relations: every property, every contract, every complaint and every enhancement conversation in one place. When the portfolio renews, the whole book is one view.
Crew leaders Work the route from Work Orders & Field Dispatch on the phone: the properties in order, the scope for each, the photos required. A property manager’s “you missed the beds by the entrance” is a ticket with a photo, not a phone argument.
Licensed applicator Logs every pesticide application against the property in the Compliance Manager — product, rate, weather, license number — so the state’s record request is a filter, not a scramble.
Irrigation tech Runs the backflow tests and repairs as work orders, with the test report filed against the assembly and the repair quoted from the field through Pre-Sales & CPQ.
Contract admin Manages the per-property contracts and the certificates of insurance in Contract Management, watches renewal dates, and turns approved enhancements into change orders and invoices without retyping anything.
Atlas drafts next season’s renewal for every property and prices in the enhancements logged during the year.
Pest Control
Demand Generation · in the core platform Web forms, calls and referrals land in one qualified queue, scored and routed to the sales inspector before they cool off.
Work Orders & Field Dispatch Inspections and route stops as work orders on the phone. Every visit leaves a service ticket — products, rates, pests, signature — on the property record.
Contract Management · in the core platform Service agreements and termite bonds with renewal dates the system watches. The bond renewal letter goes out on schedule, not when someone remembers.
Scheduling · in the core platform Monthly and quarterly routes built from the agreements due, with technician capacity and drive time accounted for.
Compliance Manager Applicator certifications and pesticide application records held for the retention period against each property, with expiries flagged. The state’s records request is a filter.
Invoicing & Billing Recurring agreement billing runs itself, one-off treatment invoices come from the work order, and overdue statuses roll automatically.
3–6 records per visit — and every visit generates one
Route technicians Run the day’s stops from Work Orders & Field Dispatch on the phone. Each stop produces the service ticket — products, rates, target pests, the customer’s signature — filed against the property before the truck moves.
Certified applicator Their certification, its expiry and every application under it live in the Compliance Manager. A two-year records request from the state is answered from one screen.
Sales inspector Works the leads Demand Generation qualifies, runs the initial inspection as a work order with the termite graph attached, and gets the service agreement signed from the porch through Contract Management.
Scheduler Builds monthly and quarterly routes in Scheduling from the agreements due, fills cancellations from the waitlist, and sees when a route runs long before the customer does.
Office manager Watches renewals, bonds and receivables from one screen: agreements up for renewal, termite bonds due, invoices past due. Invoicing & Billing runs the recurring agreement billing on its own.
Two years of application records, searchable — Atlas answers the inspector’s question in one sentence.
The head start
Big firms have realized the strength of AI in their productivity, organization, reach, and more — small companies haven’t. The good news: AI can help your firm increase and improve the work, rather than cutting people out!
37%
of US businesses with 250 or more employees were using AI.
Of the smallest firms — four or fewer people — fewer than 20% were. The bigger the company, the earlier it moved.
US Census Bureau · Business Trends and Outlook Survey · 14 Dec 2025 – 3 May 2026, published 26 May 2026Fewer than 1 in 10
construction businesses reported using AI.
Across US business as a whole it was 20%. Your industry is running at under half the national rate — among the least automated there is.
Federal Reserve Bank of Minneapolis · analysis of the Census BTOS AI supplement · 29 May 202666%
of firms using AI use it to augment what their people already do.
Just 2% reported any AI-related decrease in employment. Where it lands, it lands on the work — not on the crew.
US Census Bureau · Center for Economic Studies · CES-WP-26-25, The Microstructure of AI Diffusion · published April 2026Use CaptivaHQ in your firm to get ahead of the competition. Increase your work output while everyone still works the same. Contact Us
Pricing
Every plan is priced per person, works for teams of up to 25, and has no minimum — add or remove people whenever you want. What changes between plans is how much of the system you switch on.
These are the platform itself, not a bolt-on. They come with Essentials, Professional and Enterprise alike — what you choose below is which add-ons sit on top. Hover any of them to see what it does.
Essentials
Get the core of the business running in one place
$69 per person / month
Up to 25 people
Start 14-day trialCard required. Cancel any time before day 14 and you are not charged.
The 16 core modules, plus any 5 add-ons
Our suggestion for skilled trades, shown first. Click one to remove it, then pick a replacement from the rest underneath.
Remove one above to swap
Most popular
Professional
Run the whole operation, office and field
$99 per person / month
Up to 25 people
Start 14-day trialCard required. Cancel any time before day 14 and you are not charged.
The 16 core modules, plus any 10 add-ons
Our suggestion for skilled trades, shown first. Click one to remove it, then pick a replacement from the rest underneath.
Remove one above to swap
Enterprise
When the way you work needs software built around it
Custom
More than 25 people
Talk to usWe walk your process first, then quote. No obligation.
All 31 modules — no cap
The 16 core modules plus all 15 add-ons, with nothing held back — including the Client Portal, which is Enterprise only.
Prices are per person, per month, in USD. Hover any module to see what it does, and click to add or remove it. More than 25 people, more than 10 add-ons, or the Client Portal? That is what Enterprise is for.
Register your shop
CaptivaHQ is in closed beta with a small group of selected clients. Register your shop and we stand up a workspace with your trade’s modules, your vocabulary and your customer list — then you watch Atlas work it. Two short steps.
Watch · 1 minute 22
The short version: five systems that never talk to each other, the work that leaks between them, and the one platform that replaces the lot — dispatch board to invoice.
One platform · thirty-one modules
Every trade above maps onto a handful of these. Every module reads the same records, obeys the same permissions and is driven by the same AI — nothing is sold to you twice. Hover or tap any card to see what people actually do with it.
Shipping next
Atlas · the AI in every module
Atlas is not a chatbot bolted onto the side. It is integrated in every part of the system, and is always context aware to provide you with accurate results. It is able to perform just about any action.
Atlas will always ask you when needed.
“Create a new ticket for the new delivery, and give me an estimate invoice based on our latest deals.”
Customer Service · new ticket
Ticket CS-2041 is open for Harbor Point. Here’s the estimate, priced from your last three deals.
Invoicing & Billing · estimate EST-0417
Based on deals D-118 · D-121 · D-124
01 · The ask
02 · Atlas does the work
03 · The answer
FAQ
No. Six trucks is the middle of who this is built for. You start on Essentials: the core platform plus the five add-ons your trade actually runs on — dispatch, invoicing, compliance — and nothing else. It is priced per person, so a six-truck shop is not paying for a hundred-truck shop’s software.
Yes. Permits and inspections run as gated phases on the job, so a trim-out cannot be scheduled against a rough inspection that has not passed. Test reports, application records, certifications and sign-offs are stored as evidence against the property, the device or the technician they belong to, with expiry dates the system watches. When an inspector or a state agency asks, the answer is a filter, not an afternoon in the filing cabinet.
No. Keep QuickBooks for the books. CaptivaHQ runs the operation — the call, the dispatch, the job, the paperwork, the invoice — and hands invoice and payment data to your accounting through the automation module’s integration steps, webhooks and a full REST API. Your accountant keeps working the way they do today.
Today your technicians work from the browser on their phone, which needs a connection. A dedicated iOS and Android field app — work orders, time and photos from the van, offline-first — is next on the roadmap and is listed under “Shipping next” in the modules section above. Until it lands, plan on the truck having signal when the ticket gets closed.
Setup is measured in days, not quarters. Fields and labels are customizable without code, CSV import is built into every module, and the onboarding team maps your customers, properties, equipment and open jobs onto CaptivaHQ. Most shops start with one crew or one route and widen from there once the first invoices have gone out of the new system.
It comes with you. Customers, properties, equipment, agreements and open jobs import from CSV, which is what QuickBooks, ServiceTitan, Jobber and a spreadsheet all export. The onboarding team maps your fields onto ours, and because labels are customizable the system adopts your vocabulary rather than the other way around. It stays your data throughout, and you can export it at any time.