HVAC, Plumbing, Electrical, Roofing, Landscaping, and More
You dispatch techs. You track jobs. You invoice on-site. Here's how Helix handles your workflow.
Open Helix. See all jobs for the day. Each tech knows where they're going, what they're doing, and who the customer is. No morning dispatch meetings — it's all on the screen.
New customer, AC is out. Add them to Connect in 30 seconds. Drag to Schedule. Tech gets notified. Total time from phone ring to dispatched: under 2 minutes.
Mark complete. Add photos. Generate invoice from the job record — no retyping. Text the payment link. Customer pays before the tech leaves the driveway.
Create task: "Order capacitor for Henderson job." Link it to the job so nothing falls through the cracks. Cascade will remind you if it's still open by EOD.
Cascade already sent a reminder this morning. Check payment status. One tap to send another link if needed. No spreadsheet tracking required.
Your customer database. Names, addresses, job history, notes. Every interaction in one place — search by name, address, or phone.
Where jobs live on the calendar. Drag, drop, dispatch. See all techs, all jobs, all day. Reassign in seconds when plans change.
Track work in progress. Photos, notes, status updates, parts used. Complete job records you can pull up years later.
Bill customers directly from job records. Payment links via text or email. On-site payment collection. No manual data entry.
Your price book. Flat-rate pricing, hourly rates, material markups — whatever you use. Consistent pricing across all techs.
To-dos linked to jobs or customers. Parts orders, follow-ups, callbacks. Nothing slips through the cracks.
Helix doesn't do GPS tracking. Most small teams don't need it. If you do, pair with a dedicated fleet tool — Helix handles everything else.
Basic inventory tracking in Products module. For complex parts management with barcoding and warehouse tracking, pair with a dedicated inventory system.
Build your pricing in Services. Create service items for every repair type with your rates. Techs select services on-site and the invoice builds itself.
Helix works for any team size. No per-user fees — add 1 tech or 20, the price is the same: $279 once.
Yes. Create jobs, add photos, update notes — all without cell signal. Everything syncs when you're back online. Built for basements and rooftops.
If you're coming from another platform:
ServiceTitan → Helix Housecall Pro → Helix Jobber → Helix QuickBooks → Helix30-day money-back guarantee. No monthly fees. No per-user charges.