The tech talks at the truck and the job closes, the part comes off the van, and the invoice is drafted before the door shuts. The office quotes what the driveway actually heard.
30 days free. No card to start.
HVAC, plumbing, electrical, roofing and field service companies.
Done at Gina Park on Alder, blower capacitor again, swapped it off truck two, she is cooling, and the invoice is three eighty nine.
Pick who you are. The workspace opens as that person, on this trade, with data that looks like a Tuesday rather than a slide.
How many people will actually open Rillo? Everyone who does needs a seat. Somebody you give a view of one record is a collaborator and is not billed.
The unit itself and any maintenance agreement sit on the customer rather than here: there is no equipment screen and no agreement screen to open, and no truck shows on a map.
There is no cold air coming out, and the neighbour said to call you.
What changes for somebody else: The tech sees the address and her own words before he leaves the last stop.
The tech diagnoses a failed capacitor at two, the office quotes the customer a different number at three because the note never made it off the truck, and the five o’clock callback is about the difference. The maintenance plan customers who were promised spring tune-ups are in a binder, the shoulder season is six weeks out, and the schedule is a photo of a whiteboard texted to whoever asks. Everything this company’s reputation is made of happens in a driveway, and almost none of it makes it back to the office.
The tech says what was found, what was done and what was used, standing at the truck. The job record, the parts and the return visit exist before the van leaves the kerb, in the tech’s words, and the office quotes from the same facts the driveway heard.
What was diagnosed becomes a priced estimate from your own parts and labour rates while the customer is still on the porch. The number the tech implies and the number the office sends stop being two numbers.
Every visit stays on the site and the equipment: the compressor’s install date, last year’s warning, the filter size nobody can ever remember. The tech who shows up next August starts where last August ended.
Maintenance plan customers carry their promised visits with them, so the spring tune-ups become a February schedule instead of a binder, and the agreement renewal is drafted riding on what the last visit actually found.
Today is sequenced: the no-heat call first, the two tune-ups on the same street bundled, the parts-waiting job scheduled for when the part actually arrives. Every tech knows their day, and the office can answer where is he without calling him to ask.
Failed capacitor, forty minutes of labour, the part on the truck. The estimate prices from the company’s own book while the tech is standing there, and what the customer hears on the porch is what the paperwork says forever after. The three o’clock discrepancy call never happens.
The job closes with what was found and what was recommended. The customer’s follow up quotes the tech’s own words about the aging blower motor, waits for a person to send it, and books next season’s work while this season’s trust is still warm.
Every maintenance agreement with a spring visit owed becomes a schedule while the calendar is still empty. The techs stay busy in the slow weeks doing promised work, which is the whole reason the plans were sold, and the binder that used to hold this is a drawer ornament.
Rillo Service understands these as things, not as text in a note. Your company can call them whatever it calls them and Rillo will follow, because the name is a label and the meaning underneath it does not move.
Rillo knows the difference between the jobs people do here. What somebody is allowed to see and change is a separate question, set by whoever runs the company.
Thirty days free and no card to start. If you have not added one by day 31 the workspace pauses rather than billing you, and nothing is deleted.
A crew sharing jobs, estimates and a schedule.
Start on CrewTeam on your invoice
Dispatch, service agreements, parts and approvals across more than one crew.
Start on Shop operationsBusiness on your invoice
Several locations, or an accounting and payroll stack this has to fit into.
Rillo prepares customer facing work and holds it. It does not loosen on a bigger plan, and there is no setting that turns it off.
Every action the assistant takes is written down with what was said, so a record that looks wrong can be traced to the sentence it came from.
Your browser does the transcription. Rillo never receives the recording, only the text you can see.
Export what is in there whenever you want. A workspace you cannot leave is a workspace you cannot properly try.
No screen yet for equipment or a service agreement. No GPS truck tracking. No consumer financing. No service reporting: no first time fix, callback rate or revenue per tech.
Rillo does not track trucks. An ETA comes from the schedule and from the tech saying en route, not from a satellite. If live fleet tracking is what you are buying, this is not it, and you should know before the demo, not after.
When the job hinges on financing, that conversation runs with your financing partner the way it does today. Rillo holds the quote, the decision and the follow up. It does not hold the loan.
Estimates, ETAs and follow ups are drafted for a person to read and send. The company’s name goes on nothing a human did not approve, which is exactly how you would run it with paper, just faster.
If one of these is the reason you need a CRM, Rillo is not ready for you yet, and it is cheaper for everyone that this page says so instead of the demo.
No. Invoicing and the ledger stay in accounting, GPS stays where it is, and consumer financing stays with the financier. Rillo holds the job closed at the truck, what was found and fitted, and the history on the address.
They say what they found and what they fitted, in their own words. The job, the parts off the van and the invoice draft are written from that, and the draft waits for a person.
There is no screen yet for equipment or a service agreement, no GPS tracking, and no service reporting: no first time fix rate, no callback rate, no revenue per tech.
Yes. The history sits on the address, so it arrives before the van does rather than staying in the head of whoever went last time.
No. There is no board and no route optimiser here. Rillo picks up at the point somebody has already been sent and something needs writing down.
Yes, whenever you want. The address history comes with it, which is the only reason the second visit to a house is easier than the first.
Open the workspace and look at it first. If it does not look like your work, nothing further down this page will change that.
30 days free. No card to start.