Home service/Home visitsVisits by stage
Count scheduled, today’s and finished work.
Home service
Where your technicians are and how each job stands.
Every visit has an address, a time and a technician. The service area decides where you go; a visit is dispatched, updated, finished or called off.
Work at the customer’s address
Home visits are planned day by day — who goes and when they arrive. When the job is done, the signature and photos join the visit’s record.
The whole day on one board
Start with EraWhich technician is where, what is waiting, what is done.
The visit card
Address, time and technician on the card.
Office and field share the same facts
When the office changes the plan the technician sees it; when the job closes the office knows.
Assign the technician
Pick by area and time.
Send someone else
Reassign the visit if plans change.
Sign-off and close
Optionally require the customer’s signature to finish.
From call-out to invoice
Start with EraCustomer, visit and payment together.
Customers
Catalog
AvailabilityQuestions about Home service
Visits at the customer’s address — who goes, when they arrive, signature and photos. Its pages: Home visits.
Yes. It has 2 settings: Service area, Require a signature.
The module has 5 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.
It shares records with Organization, Customers, Catalog, Availability, Appointments, Files; turning it on brings them into the workspace too.
From call-out to invoice.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.