Service Workspace · For Contractors
Quote Any Job. Track Every Permit.
Build line-item quotes, move jobs through your pipeline, and keep permits and billing on the same record. Less spreadsheet chaos, more time on site.
The Service Workspace is where field service teams run the business: HVAC, roofing, exteriors, and other specialty trades. It ships on every standard plan and ties estimating, permits, leads, pipeline, POS, and your CFO numbers to the same jobs:
Line Item Estimator · Permit Processor · Web Leads · Pipeline · POS · CFO Dashboard
Sound Familiar?
Most contractors outgrow QuickBooks and spreadsheets long before they outgrow their trade.
Spreadsheet estimating
Searchable bid items and Smart Assemblies replace manual grids. Build a line-item quote and send a branded PDF in one pass.
Lost jobs between quote and invoice
Pipeline and the CFO Dashboard pull from the same job. No retyping when a lead becomes a signed contract.
Permits and inspections are chaos
The Permit Processor tracks every stage, deadline, and inspection so your crew knows what is next without digging through email.
Margins show up too late
The CFO Dashboard shows gross profit, cash flow, and receivables as jobs move, not only at month-end.
First Estimate to Final Invoice
Five steps. One workspace. No context switching.
Estimate
Line Item Estimator with Service Catalog and optional Smart Assemblies. Branded PDF with scope of work included.
Sell & Track
Pipeline from lead to signed contract. Kanban or list view with deal scoring and live financial sync.
Permits
8-stage Permit Processor from intake through finaled, with deadline calendar and time logging.
Execute
Field crews work from job status and task board. Material Orders and POS close the loop.
Report
CFO Dashboard updates from quoted and invoiced jobs: margin, cash flow, and A/R.
Built for How Contractors Work
Line Item Estimator
Flexible bidding grid with Service Catalog, Smart Assemblies, and one-click PDF.
Permit Processor
8-stage municipal permit workflow with deadline calendar and time logging.
Smart Assemblies
One measurement → full material and labor breakdown for gutters, roofing, exteriors, and more.
Pipeline
Track every deal from lead to signed contract with live financial sync.
Web Leads
Capture inbound quote requests and route them into your pipeline automatically.
CFO Dashboard
Gross margin, cash flow, and A/R in one view. No month-end export ritual.
POS & Billing
Collect at the counter or in the field. CFO numbers update when payment lands.
People
Clients, vendors, and crew in one searchable directory.
Permit Processor
8 Stages from Intake to Finaled
After the contract is signed, the Permit Processor replaces manual tracking with a visual stage-gate workflow for building, electrical, plumbing, roofing, demolition, mechanical, grading, and solar permit types supported.
- 01Intake: gather blueprints and client sign-off
- 02Prep: complete permit applications
- 03Submission: drop off or e-submit to municipality
- 04Plan check: waiting for municipal review
- 05Corrections: revisions and resubmission
- 06Issued: permit active and in hand
- 07Inspections: schedule and pass site inspections
- 08Finaled: job closed, permit complete
Need Leads Too?
Alzar Logic handles your operations. Alzar Logic is developed by Alzar Technologies LLC. SOG Tech Solutions helps home-service contractors with marketing and lead generation and includes Alzar Logic in Tactical and Command packages.
Talk to SOG about marketing + Alzar Logic →See It on Your Jobs
Schedule a demo and walk through quoting, pipeline, permits, and billing with your team's workflow in mind.
Request a Demo →