Verified product capabilities

Field service tools that share the same job record.

Yebashu connects customer history, scheduling, field work, approvals, billing, and communication so the office does not have to rebuild context in separate systems.

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CRM and customers

A durable service history for every customer.

Customer profiles and service addresses
Jobs, documents, messages, and payments on the customer record
Search by customer, phone, email, and work history
Notes, activity, attachments, and archived-record controls

Scheduling and dispatch

A shared operating view for the day.

Schedule and reschedule appointments
Assign technicians and manage unassigned work
Dispatch board, route-ready stops, and technician tracker
Job status, follow-up, and attention queues

Jobs and technicians

The work record follows the technician.

Responsive installable field workspace
Job status, route, customer contact, and on-my-way workflow
Notes, photos, files, line items, and work evidence
Push notification support for assigned work

Estimates and approvals

Clear scope before work moves forward.

Price-book and custom line items
Discount and tax handling
Secure customer document links and PDF delivery
Approval signatures and immutable signed evidence

Invoices and payment records

Professional closeout with a complete ledger.

Invoices tied to the active job
PDF invoice and receipt delivery
Payment and refund records with balance tracking
Outstanding, collected, and financial reporting

Communication

Keep the conversation attached to the work.

Provider-backed customer text and email workflows
Saved inbound and outbound communication history
PDF document attachments for email delivery
Customer notification templates and delivery evidence

Website booking

Turn a public request into structured CRM intake.

Tenant-specific public booking route
Server-side company resolution without public internal IDs
Lead, customer, job, and attribution workflow
Rate limiting and trusted bridge support

Yebashu AI and automation

Reduce intake work while keeping people in control.

AI-assisted call transcript to booking draft
Caller, address, appliance, issue, schedule, and confidence extraction
Staff review before customer or job creation
Provider webhook and tenant-validated notification processing

Reporting and operations

See full-dataset totals instead of capped UI math.

Operational dashboard and attention queues
Revenue, balance, jobs, leads, and technician reporting
Date-range and company-timezone calculations
Authorized report and data exports

Team and permissions

Company-local control over who can do what.

Owner, admin, dispatcher, technician, and custom role support
Tenant-local memberships and permission enforcement
Company switching only for active memberships
Audit history for privileged and business actions

Security and continuity

Multiple independent controls protect the workspace.

Company-scoped application authorization
Database relationship integrity guards
Encrypted provider credentials and protected file delivery
Verified backup and restore procedures

One operating view

Built for repeated daily use.

Dense operational information stays organized for scanning, comparison, and action on desktop or mobile.

DashboardJobsDispatchCustomersInvoices

Tuesday, Aug 26Field operations

Live

Jobs today18

In motion7

Needs attention3

Collected$8,460

8 AM10 AM12 PM2 PM4 PM

MarcusRefrigerator repairIce maker service

ElenaWasher diagnosticRange installation

DavidCommercial service

Sanitized Yebashu workflow preview. No production customer data is used.

Integration reality

Connect the providers your operation needs.

Phone, SMS, email, maps, and AI capabilities depend on configured third-party accounts, credentials, provider coverage, and usage charges. They are not represented as unlimited bundled services.

Use the complete workflow

Start with your team size. Keep the full CRM.

Start 14-day free trial