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Scheduling & Dispatch

Drag-and-drop job scheduling with real-time crew assignment. GPS tracking shows exactly where every tech is.

• ✓Drag-and-drop calendar with color-coded crew assignments
• ✓Real-time GPS shows exactly where every tech is on a map
• ✓Automated job reminders sent to customers via SMS
• ✓Recurring job templates for weekly or monthly clients
• ✓Route optimization suggests the most efficient daily order

Invoicing & Payments

Send professional invoices in seconds. Accept card, ACH, Zelle, Venmo, and CashApp. Get paid faster.

• ✓Professional branded invoices sent in seconds from the field
• ✓Accept card, ACH, Zelle, Venmo, and CashApp in one place
• ✓Automated follow-up on unpaid invoices — no more chasing
• ✓Dispute-proof records with GPS timestamps and job photos
• ✓QuickBooks sync keeps your books current automatically

Two-Way SMS

Automated appointment reminders, job updates, and review requests. Real conversations with customers.

• ✓Automated appointment reminders reduce no-shows by 40%
• ✓Two-way conversations — customers can reply directly
• ✓Automated review requests after every completed job
• ✓Broadcast messages to all customers at once
• ✓Full SMS history logged on every customer record

GPS Time Tracking

Clock in and out from the job site. Know exactly when your crew arrived and left. Dispute-proof records.

• ✓Crew clocks in and out from the job site via mobile
• ✓GPS timestamp proves exactly when they arrived and left
• ✓Dispute-proof records for client billing conversations
• ✓Daily time reports emailed to you automatically
• ✓Overtime alerts when crew approaches threshold

Field-Optimized Mobile

Built for one-thumb operation on the job site. Large tap targets, offline mode, and instant photo capture.

• ✓Built for one-thumb operation while wearing work gloves
• ✓Offline mode — works without cell service on the job site
• ✓Instant photo capture with before/after job documentation
• ✓Large tap targets designed for use in the field
• ✓Installs on iOS and Android home screen — no App Store needed

Voice Notes in the Field

Tap the mic, speak your job notes, flag details, or describe scope changes. No typing on a dirty screen.

• ✓Tap and speak — transcript appears instantly on the job record
• ✓Dictate scope changes, notes, or issues hands-free from the field
• ✓Works inside job notes, field flags, and change orders
• ✓No typing on a cracked screen with dirty gloves
• ✓Transcript saved to the job record automatically

Field Flag & RFI

Crew flags scope issues before touching the job — wrong location, unclear scope, missing materials. You get notified instantly.

• ✓Crew flags issues before work starts — not after damage is done
• ✓Reasons: wrong location, unclear scope, safety concern, missing materials
• ✓Photo attachment so you see exactly what they see
• ✓Office notified instantly with reason, notes, and photo
• ✓Timestamped paper trail protects you from scope disputes

Pipeline Kanban

Visualize every job from lead to payment. Drag-and-drop stage management so nothing falls through the cracks.

• ✓Drag jobs between Lead, Estimate, Scheduled, Active, and Completed
• ✓Every card shows the customer, scheduled date, and invoice status
• ✓Status updates instantly — no separate save step
• ✓See your entire pipeline at a glance instead of scrolling a list
• ✓Available on Pro and Team plans

Digital Change Orders

Scope changes happen. Send a change order, customer approves by email, it's documented and on file. No disputes.

• ✓Create a change order from the field in under a minute
• ✓Customer gets an email with the scope change and new amount
• ✓One-click approval — customer signs off digitally
• ✓Approval is timestamped and saved to the job record
• ✓No verbal agreements — everything in writing, every time

Job Costing

Track labor, materials, and overhead on every job to see your real profit margin — not just revenue.

• ✓Log labor, material, and other costs directly on the job
• ✓Set a target margin and see how each job stacks up
• ✓Instant profit and margin calculation as costs come in
• ✓Spot underpriced jobs before they eat your margin
• ✓Available on Pro and Team plans

Email Campaigns

Send bulk email campaigns to your customer list — promotions, seasonal reminders, and updates.

• ✓Reach your entire customer list with one email
• ✓Draft now or schedule for later
• ✓Automatic unsubscribe compliance built in
• ✓Track recipient counts on every send
• ✓Available on Pro and Team plans

Customer Testimonials

Collect, approve, and feature customer testimonials from completed jobs — real proof for your business.

• ✓Customers submit feedback tied to a specific job
• ✓Review and approve testimonials before they go live
• ✓Feature your best reviews on your contractor page
• ✓Star ratings and written feedback in one place
• ✓Available on every plan

Missed Call Auto-Reply

When a customer calls and you don't answer, Halden Pro instantly sends them a text so you never lose a lead to a competitor.

• ✓Fires automatically within seconds of a missed inbound call
• ✓Texts from your own business number, not a generic shortcode
• ✓Customer can reply directly — it opens a real conversation thread
• ✓Skips customers who have already opted out of SMS
• ✓Toggle on or off anytime from Settings

AI Voice Receptionist

Your AI answers the phone when you can't. Qualifies leads, captures details, and logs every call — 24/7.

• ✓Answers calls live when your team is unavailable
• ✓Qualifies leads and captures job details before you call back
• ✓Every call transcribed and logged to the customer record
• ✓Works around the clock — nights, weekends, and busy days
• ✓Coming soon to Halden Pro

Zero Per-User Fees

Add your whole crew without your bill going up. One flat price, unlimited techs.

• ✓Your price stays the same whether you have 2 techs or 20
• ✓No per-seat pricing tiers, ever
• ✓Invite every crew member the day you sign up
• ✓Growing your team never grows your software bill
• ✓Available on every plan

Zero Payment Markup

We never take a cut of your payment processing. What Stripe charges is what you pay.

• ✓Pay Stripe's standard 2.9% + $0.30 — the same rate you'd get setting up Stripe yourself
• ✓No application fee, no platform markup, no hidden cut
• ✓Every dollar Stripe doesn't take stays in your pocket
• ✓Applies to every card, ACH, and digital wallet payment you collect
• ✓Available on every plan

Customer Portal

Give customers a branded page to view estimates, book online, and see job status — no login required.

• ✓Customers view and approve estimates from a link, no account needed
• ✓Online booking widget lets customers request jobs directly
• ✓Job status and invoice history visible on your branded page
• ✓Team plans get their own subdomain for a fully branded experience
• ✓Available on Pro and Team plans

NiceJob Integration

Sync completed jobs to NiceJob so review requests and referral tracking happen automatically.

• ✓Completed jobs trigger review requests through NiceJob automatically
• ✓Keep your reputation marketing in sync without double entry
• ✓Works alongside Halden Pro's built-in testimonials
• ✓No manual export — job completions sync in the background
• ✓Coming soon to Halden Pro

Lien Waivers

Generate and send lien waivers directly from the job — Florida NTO compliance built in.

• ✓Generate conditional and unconditional lien waivers from any job
• ✓Florida Notice to Owner (NTO) compliance tracking built in
• ✓Send waivers for signature without leaving the job record
• ✓Signed waivers saved to the job for your records
• ✓Available on every plan

PWA — Install on iOS & Android

Install Halden Pro on your home screen like a native app — no App Store required.

• ✓One tap to install on iOS or Android — no App Store download
• ✓Launches full-screen like a native app
• ✓Faster load times with offline-friendly caching
• ✓Same login, same data, just easier access from the job site

Customer Booking Page

A dedicated booking page where customers pick a service and time slot — no back-and-forth calls.

• ✓Customers choose a service and available time slot online
• ✓Booking requests sync directly to your dashboard
• ✓Customers see a confirmation page after every booking
• ✓Shareable link — put it on your website, social bio, or in a text
• ✓Available on Pro and Team plans

Automated Reminder Sequences

Set it once — appointment reminders, follow-ups, and re-engagement texts send themselves.

• ✓Multi-step reminder sequences for upcoming appointments
• ✓Automatic follow-up on unpaid invoices at set intervals
• ✓Re-engagement sequences for past customers
• ✓Fully automated — set the sequence once and it runs itself
• ✓Coming soon to Halden Pro

Analytics & Reporting

See revenue trends, crew performance, and job profitability in one dashboard.

• ✓Revenue and job volume trends over time
• ✓Crew performance and job completion metrics
• ✓Profitability breakdowns by job type and customer
• ✓Exportable reports for your accountant or partners
• ✓Coming soon to Halden Pro

Recurring Service Plans

Set up maintenance plans that auto-schedule and auto-invoice on a recurring cadence.

• ✓Auto-schedule recurring maintenance visits — weekly, monthly, or custom
• ✓Auto-generate and send invoices on each cycle
• ✓Customers can subscribe to a maintenance plan from their portal
• ✓One setup, ongoing revenue — no manual rescheduling
• ✓Coming soon to Halden Pro

AI Job Scheduling

AI suggests the optimal crew and time slot for every new job based on location and skill.

• ✓AI recommends the best available tech based on skill and location
• ✓Suggests optimal time slots to minimize windshield time
• ✓Learns from your crew's job history over time
• ✓You approve every suggestion before it's scheduled
• ✓Coming soon to Halden Pro

Client Portal v2

An expanded customer portal with payment history, document storage, and messaging.

• ✓Full payment and job history in one place for your customers
• ✓Document storage for contracts, warranties, and photos
• ✓Direct messaging between you and the customer
• ✓Builds on the existing customer portal with more self-service tools
• ✓Coming soon to Halden Pro

Route Optimization

Automatically sequence your crew's daily stops for the shortest, fastest route.

• ✓Daily stops automatically sequenced for the shortest route
• ✓Geocodes every job address and optimizes the day's driving order
• ✓Less windshield time means more billable jobs per day
• ✓Assign a route to a specific tech or optimize for the whole crew
• ✓Available on Team plan