Everything you need to run your field service business

From scheduling to payments, Rollout gives you all the tools you need in one platform. Currently includes scheduling, mobile apps, time tracking, invoicing, payments, and QuickBooks integration.

Drag-and-drop scheduling
iPhone app (Android coming soon)
Works without internet
Real-time sync
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Job Pipeline

Track jobs from lead to completion

See every job at a glance with a visual pipeline board. Drag jobs between stages—Leads, Quoted, Approved, In Progress, and Completed—so nothing falls through the cracks.

  • Visual drag-and-drop pipeline board
  • Drag-and-drop between stages
  • Job cards with customer and amount
  • Filter and search across all jobs
  • Toggle between board and list views
  • Quick-create jobs from any stage

7:30 AM · The Sullivan heat pump job is approved and on the board

Rollout jobs board with stage totals and columns for leads, quoted, approved, in progress, and completed jobs, with the Sullivan Family heat pump replacement at the top of Approved
Quotes

Send a quote the customer can approve online

Build a quote from line items and send it. Your customer opens it from a link and approves it, no printing and no phone tag. Ask for a deposit up front and the job moves to Approved on your pipeline.

  • Line-item quotes with a clear total
  • Customers approve or decline online
  • Optional deposit, collected online
  • Approved quotes move the job to Approved
  • Professional PDF quotes
  • Approval date saved on the job

Last week · The Sullivan family approves the quote

The customer view of the Sullivan Family quote for a 3.5 ton heat pump and air handler replacement: line items, a $10,689 total, and an Approved banner
Smart Scheduling

Schedule jobs in seconds, not minutes

Drag-and-drop calendar makes scheduling straightforward. See your team's availability, assign technicians to jobs, and avoid scheduling conflicts automatically.

  • Drag-and-drop calendar interface
  • Team and individual views
  • Set up repeat visits — Rollout keeps about 3 months of them on the schedule
  • Automatic conflict detection
  • Color-coded by job status
  • Week and day views

7:30 AM · Jake's day: one visit, starting at 8:00

Rollout schedule day view with a column for each person; the hover card on the Sullivan Family visit shows Jake Thompson, 8:00 AM to 1:00 PM, the address, and the checklist
Dispatch & Routing

Get your team where they need to be

Dispatch jobs to technicians instantly. See every visit on one map, with each tech’s stops in order, so you can tell who is where and what is next.

  • Job dispatch to technicians
  • Map of the day’s visits and each tech’s route
  • Job status updates
  • Estimated travel times
  • One-tap directions in Apple Maps
  • Multi-stop routing

7:30 AM · Jake's stop on the day's map

Rollout schedule map view with the day's visits as pins and a routes list showing Jake Thompson's 8:00 AM to 1:00 PM stop at the Sullivan Family
Time Tracking

Accurate timesheets without the hassle

Technicians can clock in and out with a single tap. Time entries sync automatically and are ready for review and approval—no more chasing down paper timesheets.

  • One-tap clock in/out
  • Job-based time entries
  • Timesheet approval workflow
  • Daily and weekly views
  • Team time overview
  • Export to CSV

8:02 AM · Jake pulls in

iPhone lock screen with a Rollout notification: Timer started, Clocked in at The Sullivan Family — started on arrival
Mobile App

Your office in your pocket

The Rollout iPhone app gives your field technicians everything they need. View schedules, update job status, capture photos, collect signatures, and take payments—all from their phone. An Android app is coming soon.

  • iPhone app (Android coming soon)
  • Offline mode
  • Photo and signature capture
  • Push notifications on iPhone
  • In-app payments on iPhone
  • Real-time sync

10:45 AM · Mid-install, checklist 4 of 8

The Sullivan Family job on Jake's iPhone: the Work tab with a running timer and a checklist at 4 of 8 done
Offline-First

Works in basements, dead zones, and the middle of nowhere

Your crew doesn't stop working when the signal drops. Rollout keeps a complete local database on every device — schedules, job details, time tracking, notes, and the photos you take or have already opened — all available with zero connectivity. Everything syncs automatically when signal returns.

  • Full schedule and job details with no signal
  • Clock in/out and update job status offline
  • Add notes offline, plus photos you take offline and ones you've already opened
  • Complete local database, not just cached pages
  • Automatic sync; if two edits clash, the latest saved change wins
  • Works from basements to rural job sites

10:48 AM · No signal, same job, still working

The same Sullivan Family job on Jake's iPhone with an offline banner, saved data showing, and the timer still running
Customer Notifications

Keep customers informed automatically

Send appointment reminders and status updates automatically. Reduce no-shows and improve customer satisfaction.

  • SMS appointment reminders
  • Email appointment reminders
  • Job status updates (SMS)
  • Completion text to the customer
  • Configurable reminder timing

Friday 6:00 PM · The reminder text goes out

A text message from Demo Air & Heat to the Sullivan Family: a reminder about the appointment on Saturday, October 3 at 8:00 AM
Quotes & Invoices

Get paid faster with professional billing

Create professional quotes and convert them to invoices with one click. Send via email, use recurring invoice templates, and send payment reminders automatically.

  • Professional PDF quotes and invoices
  • One-click quote-to-invoice conversion
  • Line item pricing
  • Tax calculations
  • Email delivery
  • Payment reminders
  • Recurring invoice templates that create the next invoice for you
  • Deposits applied to the invoice automatically

1:20 PM · Job done, time logged, ready to bill

A completed job's billing tab: a $10,689 total with the $2,500 deposit already paid, $8,189 on a draft invoice, and Jake's logged time ready to bill
Payments

Accept payments anywhere

Get paid on the spot with Tap to Pay on iPhone, or send invoices with online payment links. Set up Stripe Connect to start accepting payments.

  • Tap to Pay on iPhone (Stripe Terminal)
  • Online payment links
  • Credit card processing (via Stripe)
  • Stripe Connect integration
  • Automatic payment receipts
  • Payment history tracking

4:45 PM · Paid in full

Invoice INV-011 marked paid in full: the $2,500 deposit applied, $8,189 paid online, with the dates it was sent, viewed, and paid
Customer Management

Know your customers inside and out

Keep a complete history of every customer interaction. Service history, notes, and photos—all in one place.

  • Complete customer profiles
  • Multiple service locations per customer
  • Multiple contacts per customer
  • Job history timeline
  • Notes and attachments

4:50 PM · The whole job, saved on the customer

The Sullivan Family's customer page: paid to date, what they owe, the heat pump job and its paid invoice, contact details, site, and notes

And so much more

Rollout is packed with features designed specifically for field service businesses.

Security

Role-based access control and secure data storage.

Reports

Track revenue, job completion rates, technician performance, and material margins. Export to PDF or CSV.

Alerts

Get notified when you're assigned a job, your schedule changes, or a payment comes in.

Photo Documentation

Capture photos on mobile devices and attach them to jobs.

Access Anywhere

Your data syncs across all your devices — office computer, tablet, or phone.

Recurring Jobs

Set up repeat visits — Rollout keeps about 3 months of them on the schedule.

QuickBooks Integration

Sync invoices and payments to QuickBooks Online.

Client Portal

Give customers access to view invoices, quotes, and pay online.

Geofencing

Automatically start timers when technicians arrive at job sites.

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