Field service management software for the trades, in one all-in-one app

Short answer: Field service management software runs the daily work of a trade business: the phone, quotes, the schedule, jobs and invoices. Alori is the all-in-one app for service businesses. It puts all of that in one app, set up around how your shop already works, so you stop typing the same job three times.

Who works in the trades

The trades are the businesses that send people to a home or a building to fix, install, clean or maintain something. Most are small: an owner who still goes out on calls, a few technicians or crews, and someone in the office (often a spouse or a part-time manager) who answers the phone and chases payments.

The work looks different from trade to trade, but the day is the same. Calls come in while everyone is on a job. Quotes get written at night. The schedule changes three times before lunch. Invoices go out late because nobody had time.

The tool stack trades juggle

Ask a trade owner what they use, and the list is usually long:

A cell phone for calls, with voicemails nobody listens to until the evening
A quote template in Word or a spreadsheet
A whiteboard, a paper calendar or a shared Google Calendar for the schedule
Group texts to tell technicians where to go
An invoicing tool, plus QuickBooks for the books
A website someone built years ago, with a contact form that lands in an inbox

Each tool has its own login and its own bill. The same customer gets typed into three or four of them. Alori replaces most of that list with one app on one set of data, and you change the app by asking in plain words.

Company types in the trades

Alori is set up for your trade when you describe your business. Each of these pages shows what that looks like:

HVAC: service calls, installs and maintenance visits, with equipment notes on each customer.
Plumbing: emergency calls, quotes on the spot and photos of the work.
Electricians: quotes accepted online, then jobs with a checklist and photos.
Roofing: estimates, crews on the schedule and before and after photos.
Pool service: regular visits on the schedule, technician days and invoices.
Cleaning: visits by crew and online booking.
Landscaping: seasonal work, crews and quotes.
Pest control: treatments with checklists and photos as proof of service.
Auto repair: customer records, quotes and invoices at the counter.

Top use cases

Never miss a website visitor. The bot on your website answers visitors day and night and passes the chat to you when it needs a person. On the phone, a menu, business hours and a voicemail message make sure every caller is heard, and each voicemail is written out for you.
Text back after a missed call. Every missed call and voicemail lands on the customer's record, with a Call back button. You can ask your bot to set up an automation for missed calls; it shows you the exact words before anything goes to a customer.
Dispatch the day. Schedule visits by technician, see each person's day in its own column, and drag a visit to move it. Technicians see their stops in order on their phone, with directions and a call button.
Ask for reviews. After you close a customer's conversation, Alori can email a one-click survey, and happy customers get your Google review link. Or set up an automation like "when a job becomes done, add a task to ask the customer for a review", so the ask never slips.

The apps that matter for a trade business

Customers: one record per customer with addresses, contacts, notes, calls, texts and emails.
Quotes: built from your price list, accepted and signed online, with an automatic follow-up when a quote gets no answer.
Schedule and jobs: a calendar by technician, jobs that move from Scheduled to Done, and a checklist and photos on each job. It syncs with Google or Outlook calendars.
Crew and hours: put a crew on each job. When the job starts, they are clocked in on it; when it is finished, the clocks stop. The owner sees the labour cost and margin on the job, and exports the week's hours for payroll, with overtime. Technicians add their expenses from their phone. See employees.
Invoices: one click from a finished job. Every emailed invoice has a pay by card link, unpaid invoices get automatic reminders, and customers and invoices sync both ways with QuickBooks Online.
Phone and texting: a business number (or bring the one you have), ring groups, call recording and two-way texts, all in the team's shared inbox.
Booking and website: online booking with reminders, and a website built for you.
Email campaigns: a spring AC tune-up or fall furnace check email to your customers, from a ready template, with open and click results. See email campaigns.

Every plan has unlimited users, so each technician gets a login. See pricing for the plans; you can start on the free plan, no card needed.

FAQ

Is Alori field service management software? Yes. Alori covers what field service software does for a small trade business: customers, quotes, the schedule, jobs, invoices and card payments. It is an all-in-one app, so it also handles your phone, texts, website and website chat in the same place.

Can my technicians use it on their phones? Yes. On a phone, each technician sees today's stops in order, the job happening now, directions, the checklist, photos and one button for the next step. They can add the app to their home screen.

Does it work with QuickBooks? Yes, with QuickBooks Online. Connect it once, and customers and invoices sync both ways.

How do I move from Jobber or a spreadsheet? Paste your customer list into Ask Alori, even a messy one, and Alori adds the customers with an Undo. Larger moves can come in through the import API. See how Alori compares on the Jobber alternative page.