How it works

One service workflow from setup to reporting.

Yebashu gives each role a focused view while keeping the customer, job, schedule, documents, and communication connected underneath.

01

Company foundation

Set up your company

Confirm your business profile, timezone, services, team, and operating permissions.

  • Business profile and timezone
  • Owner access and secure password setup
  • Roles, team, services, and price book
  • Optional booking and provider configuration
02

Customer intake

Capture the request

Add a customer and job directly or receive a structured request from calls, messages, and website booking.

  • Create a customer directly
  • Capture service address and issue
  • Receive a tenant-specific website booking
  • Review an AI-assisted call booking draft when configured
03

Schedule and dispatch

Schedule and dispatch

Assign the right technician, update the schedule, and keep office and field status aligned.

  • Choose a date and time window
  • Assign or reassign a technician
  • See route-ready stops and attention queues
  • Notify the field through supported push workflows
04

Field execution

Complete the work

Use the job record for route details, notes, photos, customer communication, approvals, and signatures.

  • Open the job on a phone or desktop
  • Call, text, route, and update status
  • Add notes, photos, files, services, and evidence
  • Capture customer authorization at the right stage
05

Documents and insight

Invoice and learn

Create documents, record payments, deliver receipts, and review operational and financial reporting.

  • Create and send estimate or invoice PDFs
  • Record payments and refunds
  • Deliver receipts and preserve the ledger
  • Review company and technician reporting

Different roles, shared context

Everyone sees what they need to move the job forward.

Owner and manager

Company-wide operations, financial visibility, reporting, settings, users, and permissions.

Dispatcher and office

Customer intake, schedule changes, assignments, communication, estimates, invoices, and follow-up.

Technician

Assigned jobs, route and customer contact, work status, notes, photos, services, and closeout.

Begin with the essentials

Create the company. Complete the launch checklist. Run the first job.

Start 14-day free trial