Built inside a working service company

Service work,
without the handoffs.

Run recurring service contracts from the first customer request through quote, subscription billing, scheduled delivery, reporting, and renewal without rebuilding the same information in five systems.

Book a walkthrough See the workflow

1 contract

Quote to renewal

4 cadences

Priced per period

1 record

Service to payment

Cadence-aware

Customers see what they pay each visit, not a surprise annual number.

One operating record

Built around the work, not the software menu.

Every feature connects to the same customer, property, scope, cost, and service history. That means fewer handoffs and a cleaner financial trail.

01

Contract subscriptions

Package recurring services as monthly, quarterly, semi-annual, or annual subscriptions, with clear per-period pricing, renewal dates, and contract value.

02

Quote-to-contract

Turn an approved proposal into a live service agreement without re-entering the customer, location, scope, equipment, cadence, or billing terms.

03

Inspection to resolution

Capture inspections, deficiencies, photos, corrective work, approvals, and invoices in one connected record for every property.

04

Customer-ready billing

Offer direct quote approvals, installment-aware invoices, Stripe payments, autopay, and a customer portal without sending spreadsheets back and forth.

05

Dispatch and field work

Coordinate schedules, work orders, technician assignments, service history, timecards, and job documentation from the same operating system.

06

Service accountability

Keep customer commitments, recurring visits, assigned teams, reports, exceptions, renewals, and payment status visible in one operating record.

Per-client compliance

Give every customer a living record of what applies and what happens next.

Each client gets a secure workspace connected to their actual portfolio. Buildings, restaurants, agency records, recurring obligations, service evidence, documents, and open actions stay joined to the same customer record.

  • Portfolio rollup: see every managed location, then drill into the exact address and operating entity.
  • Source-backed status: distinguish what an agency record says, what Empire has verified, and what still needs attention.
  • Work and evidence: connect requirements to inspections, permits, reports, deficiencies, quotes, service, and resolution.
  • Continuous service: update the client view as records change, visits complete, documents expire, and renewals approach.
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Connected by default

The contract should move the other systems.

Approval, payment, a phone call, or an email should update the operating record automatically. Provider webhooks and OAuth connections carry the event; canonical customer, site, contract, and financial IDs keep every system aligned.

Payments

Stripe

Payments, saved methods, autopay, refunds, and event reconciliation.

Accounting

Zoho Books

Invoice, tax, customer, and payment data can stay aligned with accounting.

Communications

Twilio

Calls and messages become accountable conversations tied to a customer and request.

Email

Gmail

Customer requests and attachments route into the correct account and operations queue.

Connector roadmap

Plaid

Secure bank-account connection and verification for ACH and financial workflows.

CRM

CRM

Accounts, contacts, opportunities, contracts, and activity can remain synchronized.

Connect once

Authorize the company account and map the primary records. No per-job setup.

Sync from events

Webhooks and queued jobs move payments, messages, contacts, and status changes automatically.

Recover safely

Idempotency, audit logs, connection health, and replayable failures prevent silent data loss.

From opportunity to renewal

A contract workflow built for recurring revenue.

  1. 01

    Capture the opportunity

    Start from an email, phone call, web form, site survey, or existing customer. The account, location, equipment, requested scope, and conversation history stay connected.

  2. 02

    Price the subscription

    Build monthly, quarterly, semi-annual, or annual service plans with a clear payment each period, contract value, start date, and renewal terms.

  3. 03

    Approve once

    The customer reviews a branded proposal, selects the billing plan, approves electronically, and enters payment details without a separate paperwork loop.

  4. 04

    Deliver and renew

    Approval activates the contract, recurring schedule, invoices, customer reminders, service history, and renewal workflow from the same record.

Customer request → active contract

Capture it once. Carry it through the contract.

Customer information should not be copied from an inbox into a CRM, then into a quote, schedule, invoice, and renewal spreadsheet. One intake record becomes the connected commercial and service workflow.

01

Request captured

Email, call, form, or field request enters one accountable intake queue.

02

Customer resolved

The account, location, contact, equipment, and prior service history are matched.

03

Plan configured

Scope, visit cadence, per-period price, start date, tax, and renewal terms are defined.

04

Customer approves

A branded proposal presents the subscription clearly and records approval and payment choice.

05

Contract activates

Recurring work, invoices, reminders, reporting, and renewal dates are created from the agreement.

Contract builder

Recurring service plan

DRAFT

Customer

IDENTITY MASKED

Service location

ADDRESS MASKED

Contract term

12 months

Monthly subscription

12 services · billed monthly

•••••• / mo

Quarterly subscription

4 services · billed quarterly

•••••• / qtr

Why this matters

The contract becomes the operating plan.

  • Customers see the amount due each billing period clearly.
  • Cadence is modeled, not buried in description text.
  • Scope, tax, contacts, billing, and renewal terms use explicit rules.
  • Every completed visit rolls up to contract health and renewal readiness.

AI-assisted calling & messaging

Every conversation becomes accountable intake.

The phone layer is intake-first. Calls and messages are identified, summarized, matched to an account and address when possible, and routed to the right queue. When confidence is low, the work still lands safely for review instead of disappearing.

Direction, not a black-box promise

The current foundation supports provider webhooks and model-assisted extraction. The architecture is moving toward consent-aware transcription, structured call outcomes, follow-up actions, and agent-assisted outbound workflows—with people retaining control of commitments and approvals.

Incoming conversation

Service request intake

Caller

Matched

Location

Candidate

Urgency

High

Queue

Operations

AI summary

Caller reports an urgent service issue at a known location. Create an operations intake item, confirm site access, and assign office follow-up.

Create intakeRequest clarificationSchedule callback

Operations board

The board shows status. It is not another database.

Requests, field work, deficiencies, customer deliverables, and financial exceptions each keep their own controlled status. The board makes the next handoff clear.

Intake

3

New request

SITE •••1 · OWNER ASSIGNED

Next actionAudited

Contract opportunity

SITE •••2 · OWNER ASSIGNED

Next actionAudited

Dispatch

5

Assessment scheduled

SITE •••1 · OWNER ASSIGNED

Next actionAudited

Technician assigned

SITE •••2 · OWNER ASSIGNED

Next actionAudited

Execute

4

Inspection in progress

SITE •••1 · OWNER ASSIGNED

Next actionAudited

Proof awaiting review

SITE •••2 · OWNER ASSIGNED

Next actionAudited

Monetize

2

Quote awaiting approval

SITE •••1 · OWNER ASSIGNED

Next actionAudited

Invoice scheduled

SITE •••2 · OWNER ASSIGNED

Next actionAudited

Collect cash

18

Payment received

SITE •••1 · OWNER ASSIGNED

Next actionAudited

Past-due follow-up

SITE •••2 · OWNER ASSIGNED

Next actionAudited

Opinionated architecture

One canonical spine. Five durable workspaces.

The system is organized around the questions operators actually ask. Automation may enrich or propose the next move, but it cannot invent identities, bypass approvals, or silently rewrite financial and compliance history.

01

Intake

What came in?

Email, phone, portal request, sales opportunity, field finding

02

Dispatch

Who will do it and when?

Availability, assignment, access, route, customer confirmation

03

Execute

What happened on site?

Visit, inspection, proof, deficiency, corrective work, report

04

Monetize

What should the customer approve?

Scope, quote, contract, cadence, invoice, renewal

05

Collect cash

Did the money reconcile?

Payment, autopay, exception, collection, audit trail

Canonical identity

Accounts, people, sites, equipment, and source evidence are resolved once and reused downstream.

Explicit transitions

Quote approval, invoice state, compliance decisions, and payments move through allowlisted, audited actions.

AI inside guardrails

Agents read canonical context and draft actions; permissions, validation, human review, and the ledger control what becomes real.

Built for recurring service

The platform knows the difference between annual contract value, the amount due this service period, completed visits, upcoming obligations, and renewal health.

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How the category divides

Choose the operating model, not the longest feature list.

These products are strong at different jobs. Empire is not claiming to out-feature four mature platforms; it is designed around a specific commercial-service chain that generic suites often leave to integrations, spreadsheets, or operator memory.

ServiceTrade

Commercial service operations

Where it is strong

Dispatch, equipment history, customer portal, recurring proposals, and field service workflows across packaged suites.

Empire difference

Empire centers the complete recurring-contract lifecycle: customer intake, per-period subscription pricing, service delivery, compliance evidence, invoicing, and renewal.

ServiceTitan

Large trades and home-service organizations

Where it is strong

Broad scheduling, dispatch, pricebook, mobile estimates, invoicing, payments, and reporting.

Empire difference

Empire is narrower and workflow-specific: commercial contracts, recurring service accountability, property compliance, and canonical handoffs.

Jobber

Small and growing home-service teams

Where it is strong

Approachable quoting, scheduling, work orders, invoicing, payments, client communication, and online booking.

Empire difference

Empire is designed for commercial recurring service where the customer, site, equipment, contract cadence, service history, compliance record, and invoice stay connected.

FieldLogix

Fleet visibility and mobile workforce control

Where it is strong

GPS fleet telematics, routing, dispatching, ETA alerts, proof of service, driver safety, and mobile timekeeping.

Empire difference

FieldLogix is fleet-first. Empire is the commercial operating and financial layer from intake and compliance through quote, fulfillment, billing, and reconciliation.

Choose Empire when

Recurring contracts, compliance, service cadence, customer communication, and billing must stay in one traceable chain.

Choose a broad FSM when

You primarily need a proven packaged suite for dispatch, field mobility, pricebooks, marketing, or high-volume home-service operations.

Use them together when

Fleet telematics or an incumbent field system should remain the execution layer while Empire owns contracts, customer experience, compliance, and reconciliation.

Comparison reflects publicly described product categories. Packaging and capabilities change over time.

Empire Services address-to-management workflow

Property intelligence

Start with an address. End with accountable work.

Connect locations, contacts, inspections, violations, proposals, service history, and financial outcomes so the next action is visible to the office, technician, customer, and owner.

Walk through your workflow