Run your entire service business with AI
Elevate Team is the AI-driven operating system to handle all your scheduling, client communication, sales, and admin in one easy-to-use app.
Free for one crew, forever · No card to start · Your data exports whole
“The rooftop unit over the east wing is short-cycling again. We’re open till 6, can someone come Thursday?”
Pulled from the message
- Site
- Northline Depot, east wing
- Asset
- RTU-3 · Carrier 48TC
- Window
- Thu 17 · after 6:00 pm
- Type
- Callback, under warranty
Bridgeport HOA
$1,240.00
Average time from last visit to payment: 19 hours
A. Diaz
Northline Depot · 7:02 → now
R. Whitfield
Ridgeway Plaza · 7:15 → 15:48
J. Osei
Harbour Lofts · 8:00 → 16:12
P. Vance
Drive time · 6:40 → 7:02
Built for the trades
Same board, different vocabulary. Each trade gets the fields it uses: assets and refrigerant logs for HVAC, routes and crews for lawn care, permits and panels for electrical.
“The rooftop unit over the east wing is short-cycling again. We’re open till 6, can someone come Thursday?”
Pulled from the message
- Site
- Northline Depot, east wing
- Asset
- RTU-3 · Carrier 48TC
- Window
- Thu 17 · after 6:00 pm
- Type
- Callback, under warranty
Nothing is retyped. The request becomes the quote, the quote becomes the job, the job becomes the invoice. One record, start to finish.
The paperwork disappears. The relationship stays yours.
Field service software usually means four tools that each know a quarter of the story. Elevate Team keeps one thread per job, and every screen is a view of that same thread.
Every inquiry lands in one place
Email, web form, missed call or a text from the property manager. Elevate Team reads the message, pulls out the site, the asset and the window they asked for, and matches it to a client you already have.
Priced from your catalogue, not from memory
Line items come from your own price book, with your markup and tax rules already applied. The client approves and signs on their phone. No PDF round-trip, no 'did you get my email'.
The day fits, or the board tells you why
Drag the visit onto a crew and the board checks drive time, the crew's certifications and what is already booked. Recurring maintenance keeps its slot for the whole contract.
Billed before the truck is back
Hours come off the clock, parts come off the van's inventory, and the invoice is ready to send when the tech closes the visit. Card and ACH are collected on the same link.
What the day looks like
Everything you need, all in one place
Dispatch that argues back
Double-bookings, missing certifications and impossible drive times get caught on the board, not in a phone call at 7am.
A. Diaz
Northline Depot · 7:02 → now
R. Whitfield
Ridgeway Plaza · 7:15 → 15:48
J. Osei
Harbour Lofts · 8:00 → 16:12
P. Vance
Drive time · 6:40 → 7:02
Time that matches the invoice
Clock in on the job, not the day. Drive time, on-site hours and overtime land on the same visit the client gets billed for.
Approved on a phone, at the kitchen table
Quotes are a link, not an attachment. Options, photos and a signature, and the job exists the moment they accept.
Bridgeport HOA
$1,240.00
Average time from last visit to payment: 19 hours
Paid in hours, not in weeks
Card and ACH through Stripe, reconciled back to the job and pushed to QuickBooks as one clean entry per invoice.
Your new AI assistant does all the work
Elevate Team ships an assistant that does the work instead of describing it. It moves a visit, drafts the quote, chases the unpaid invoice. It also ships an MCP server, so Claude or any other MCP client reaches those same tools with your permissions, not a scraped copy of your data.
- Scoped API keys, read-only or one account
- Every tool call written to an audit log you can read
- Works from the phone app, the web app, or your own client
Crew B finishes Ridgeway at 13:40, eleven minutes from Riverside. Crew C is booked through Friday.
Book Crew B, 14:00–16:00, and notify Marla?
tools used: schedule.find_gap · crew.availability · client.lookup
{
"mcpServers": {
"elevate-team": {
"url": "https://api.elevateteam.app/mcp",
"headers": { "Authorization": "Bearer sp_…" }
}
}
}A Thursday, twice
The booking goes through, because moving a visit reaches nobody outside the business and is reversible from the board. The reply stops at a draft, because sending is a person’s decision and the assistant is not given it.
Industries
Easy setup for any business type
Price book, job types, checklists and the fields your techs fill in. Preloaded, then yours to change.
Put the whole day on one board.
Free for a single crew, forever. Add the rest of the team when the board earns it.