Field Service · Replaces ServiceTitan

One voice flow per visit. Quote, invoice, paid — before the truck leaves.

Recordly turns the technician's phone into the dispatcher, the estimator, the invoicer, and the review bot.

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The trades operator's pain

ServiceTitan is the iceberg.

×

Per-seat tax

Charged per technician on a software your techs don't use well.

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Office bottleneck

Quotes wait for the office. Invoices wait for the office. Reviews never happen.

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Cash flow drag

Days from job done to invoice sent to payment in. Recordly compresses to minutes.

Voice-first workflow

"Hey Recordly, the panel is upgraded."

  • ✓
    Capture on the way — Tech describes the work; Recordly drafts the line items.
  • ✓
    Quote at the truck — Customer sees the quote on their phone, signs, pays a deposit.
  • ✓
    Materials reorder — Inventory updates; truck restock list pings the warehouse.
  • ✓
    Invoice & receipt — Sent the moment the job is signed off.
  • ✓
    Review request — Drip with the customer's name, technician, and photo.
Job · 14 Maple St
Active
Quote $1,840
Signed
Materials reorder
Sent
Invoice paid · ACH
Closed
Review · 5 stars
Posted
Tech route updated
Auto
Outcomes from trades operators

Cash flow & ratings.

0
Faster invoice-to-cash
0
Higher avg ticket
0
More 5-star reviews
0
Office data entry
Trades fluency

We speak your trade.

H

HVAC

Manual J, equipment lookup, refrigerant logs.

E

Electrical

NEC code references, panel sizing, permits.

P

Plumbing

Fixture catalogs, code refs, water heater swap-outs.

R

Roofing

Square calc, manufacturer warranties, photo documentation.

Dispatch intelligence

The board runs itself.

R

Routing

Real-time optimization based on traffic, parts, skill match.

S

SLA aware

Emergencies, contract tiers, and overtime budget honored.

C

Capacity

Forecasts the day; flags overcommit before it happens.

ServiceTitan · cancelled
warn
Housecall Pro · merged
Tech docs binder · digital
Vendor consolidation

Cancel ServiceTitan. Keep the work.

Recordly migrates your customer history, price book, and recurring agreements in two weeks.

"My technicians do the talking. Recordly does the typing. Our cash flow doubled."
— Manny G., Owner, Tradeshift HVAC
FAQ

Field service questions.

What if my tech has no signal?
Offline-first mobile; everything syncs when reception returns.
Permits and inspections?
Tracked per job, with reminders and pull-permit assistants by jurisdiction.
Can I keep my price book?
Yes; we import and let agents reason over it natively.

Run the truck. We'll run the office.

Live demo with your dispatch board.

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