Who this is for
Owner-operators and small crews who are still answering the phone, dispatching from a whiteboard, and chasing invoices after 9pm.
- 1–10 technicians on the road
- Owner or spouse doing scheduling, invoicing, and reminders
- Mostly residential service and maintenance work
- Outgrowing spreadsheets, group texts, and QuickBooks-only workflows
The daily grind for a small shop
You already know these — they're the ones that keep you up at night.
- Double-booked techs because the schedule lives in three places
- Techs texting for the customer's address every morning
- Invoices sent days late because the paperwork sits in the truck
- Maintenance customers forgotten until they call about a broken system
- No visibility into who's late, who's finished, or what's owed
One tool that runs the whole shop.
Ratchly replaces the whiteboard, the group text, the paper invoices, and the follow-up sticky notes with one workflow every tech and every customer can use.
- 1Book the job from a call, form, or repeat customer
- 2Assign a tech — Ratchly checks skills, drive time, and availability
- 3Tech opens the mobile app, sees the day, and drives
- 4Tech invoices from the driveway and takes payment on the spot
The features that power this solution.
Scheduling essentials
Drag-and-drop calendar with drive-time smarts. No double-bookings, no forgotten maintenance visits.
Learn moreMobile technician app
Techs see the day, get directions, capture photos, and update job status — right from a phone.
Learn moreSimple invoicing
Invoice from the truck, take a card, and mark it paid before you leave the driveway.
Learn moreEvery step, from the live app.
These are real screenshots from a Ratchly account — not mockups.
New job in under a minute.
Type the customer, address, and problem. Ratchly picks the best time slot and technician based on skill and drive time.
The tech sees the day on their phone.
The mobile app shows today's stops in the right order with tap-to-navigate directions and full customer history.
Notes, photos, and parts — all attached.
The tech captures everything as they work. Nothing gets forgotten between the truck and the office.
One tap to send the invoice.
Ratchly pulls the labor, parts, and materials into a clean invoice. Send by text or email while you're still on-site.
Card payments, on the spot.
Customers pay from the text they just received. Money hits your account the next business day.
Measurable outcomes for your shop.
- No more double-booked days or missed maintenance calls
- Cut invoice-to-payment time from 3 weeks to 3 days
- Save 5–8 hours a week of after-hours paperwork
- Look as professional as the big shops — without their overhead
“I run two trucks and Ratchly does what my old dispatcher used to. I stopped losing invoices in the truck.”
Small HVAC Teams — quick answers.
I only have two techs — is Ratchly overkill?
No. Ratchly's most common customer is a 1–5 tech shop. Setup takes an afternoon and you can hide anything you don't need.
Can I use it from just my phone?
Yes. Both the owner dashboard and the technician app work on any modern phone — no app store install required.
Do I need to replace QuickBooks?
No. Ratchly handles jobs, invoices, and payments; you can keep QuickBooks for accounting and sync the totals over.
Explore the features inside this solution
Smart Scheduling
Ratchly groups jobs by neighborhood, skill, and drive time so your board fills itself instead of eating your morning.
Learn moreSchedulingDrag & Drop Calendar
A live weekly grid your dispatcher can operate one-handed while on the phone with a customer.
Learn moreOperationsJob Management
Ratchly ties the customer, unit, estimate, invoice, and every tech note to one job so nothing gets lost in a text thread.
Learn moreOperationsInvoices
One-tap invoicing from any completed job. Branded PDF, live payment link, automatic dunning.
Learn moreOperationsPayments
Powered by Stripe at pass-through pricing. No lock-in, no per-transaction markup from Ratchly.
Learn moreCustomer ExperienceSMS Notifications
Ratchly provisions a business SMS number and threads every message onto the customer profile — nothing lives in your personal texts.
Learn more