Field service, one login

Run the Board.

Every lead, every truck, every job, every dollar — on one board. Boardman replaces your marketing tool, your ops tool, and the spreadsheet holding them together.

Built inside a real service operation · White-glove setup included · No contracts
The math

You're already paying for Boardman.
You're just paying three companies for it.

Marketing platform
Leads, pipeline, reviews, booking
~$97/mo
Operations app
Routes, jobs, photos, invoices
~$49–150/mo
The glue
Spreadsheets, retyping, "did anyone call them back?"
Hours every week
One Boardman login
Everything talks to everything. Nothing gets retyped. Nothing falls through.
From $99/mo
Product tour

From "my pool is green"
to "payment received."

The Dispatch Board

The whiteboard from your shop wall — except it's live on every phone in the field. Drag jobs between techs. Stretch a time slot. Watch statuses turn green as the day runs.

  • Drag-and-drop scheduling with live tech status
  • Emergency calls flagged red, front and center
  • New leads drop onto the board the second they come in
  • Day, tech, and history views with instant work-order search

The Technician App

Techs open their phone and see their day. They log parts, notes, travel and labor — and they cannot close a job without a photo taken on site.

  • Photo-proof required on 100% of completed jobs
  • Customer signature capture on the glass
  • Parts and hours logged at the job, not remembered at the shop
  • Installs to their home screen — no app store, works in the field

The second a tech hits Complete, the customer gets a branded service report — what was done, parts used, photos from their property. The "did they even show up?" phone calls just stop.

Quotes → Invoices → Paid

The invoice writes itself from the tech's own job log — parts, hours, photos attached. Customers approve quotes online and pay by card from a link you can text them.

  • Generate an invoice from any completed work order in one click
  • Online quote approval — deposits and card payments by Stripe
  • Automatic Google review request when the job's done
  • One-click QuickBooks export for your bookkeeper
Everything inside

Seven tools. One board. Zero retyping.

📥

Booking Page & Leads

A no-login booking page for your website, Google profile, and truck QR code. Every submission lands on your leads board and pings the office instantly.

📊

Sales Pipeline

New → Contacted → Quoted → Won. Pipeline value and win tracking on one kanban, so no lead dies in a voicemail box.

🗓️

Dispatch & Scheduling

Drag-and-drop board with live technician statuses, emergency flags, resizable time blocks, and full work-order history search.

📱

Technician App

Jobs, parts, notes, signatures, and required photo proof — installed straight to the phone's home screen, built for gloved hands.

📧

Automated Communication

Day-before appointment reminders, instant service reports with photos, and review requests — all automatic, all branded to you.

💳

Quotes, Invoices & Payments

Online quote approval, invoices prefilled from the job log, Stripe card payments by link, and paid-status tracked automatically.

🚚

GPS & Truck Tracking

See your trucks live, get nearest-tech recommendations for new calls, and give customers an honest "your tech is on the way."

Reputation Engine

Every completed job triggers a Google review request. Your rating compounds while your competitors hope for the best.

📒

QuickBooks Ready

One-click invoice export in QuickBooks Online's import format. Your bookkeeper keeps their workflow; you keep your evenings.

Set it once, let it run

The day runs itself.

Boardman's automations fire on their own, every day, without anyone remembering to do anything.

1

Lead arrives

Booking page → leads board → office notified. Captured before the competitor picks up the phone.

2

Reminder sent

Day before the visit, the customer gets a friendly heads-up with the tech's name. No-shows drop.

3

Report delivered

Job completes → customer instantly gets the service report with photos and parts. Trust, automated.

4

Review requested

A couple hours later: "How did we do?" with your Google link. Five stars, on schedule.

Plays well with others

Connected where it counts.

We don't paper the wall with forty logos you'll never click. We connect the tools a service company actually runs on — deeply.

Stripe · card payments & checkout
QuickBooks Online · invoice export
Google Business · review engine
Email · reports, reminders, pings
GPS Fleet Tracking · live truck locations
Any Website · booking page link or QR
Text Messaging · coming soon
Zapier / Webhooks · coming soon
Who it's for

If you roll trucks,
this is your board.

Boardman isn't a pool app or an HVAC app. It's the board — and every trade that dispatches techs, tracks travel and labor, logs parts, and proves the work with photos runs on one.

🏊

Pool Service

Routes, green-pool recoveries, service reports customers rave about.

❄️

HVAC

Emergency no-cool calls, PM contracts, install quotes approved online.

🔧

Plumbing

Same-day dispatch, photo-proof of the fix, invoice before the truck leaves.

Electrical

Job-site photos, parts tracking, signed work orders on the glass.

🌿

Landscaping

Recurring routes, multi-property commercial accounts, crew scheduling.

🎥

Security & Low-Voltage

Alarm, camera, and access-control service calls with full site history.

🧺

Appliance Repair

Diagnose, order the part, hold the job, finish the return visit — tracked.

🧹

Commercial Cleaning

Multi-location contracts, checklist visits, proof-of-service photos.

Pricing

Less than the tools it replaces.

Solo / Starting Out

$99/mo
  • Up to 3 technicians
  • Booking page + leads pipeline
  • Dispatch board & tech app
  • Invoices, quotes & card payments
  • Service report emails
Book a demo
MOST POPULAR

Growing Crew

$199/mo
  • Up to 8 technicians
  • Everything in Solo
  • Review engine + reminders
  • QuickBooks export
  • Priority support — talk to the builder
Book a demo

Established

$349/mo
  • Unlimited technicians
  • Everything in Growing Crew
  • Customer portal for commercial accounts
  • Live GPS truck tracking
  • Custom features built for your shop
Book a demo
Every plan includes white-glove setup — we load your customers, techs, services, and branding. You show up to a working system, not an empty one.
The man behind the board

Built by a Boardman. Literally.

Colton Boardman, founder of Boardman

I'm Colton Boardman. I've never looked at anything and seen it as broken — I see something that can be fixed and made better. That's been true since I was a kid growing up in Folsom, California, and it's the reason this platform exists.

I spent years as a technician myself, staring at the tools we were handed and asking the same question on every job: why can't this thing just do what we need? On site, I was the in-and-out guy — fix it right the first time so nobody rolls a truck back out. Customers asked for me by name. At the shop it turned into a saying:

"If it can't be fixed — send Colton."

I've never once said "I can't do this," and I wasn't about to start with software. So I built Boardman — nights and weekends, after the kids were down — and ran it inside a real service operation before I ever showed it to anyone. Every screen exists because a dispatcher, a tech, or an owner actually needed it. My father's an engineer; I come from people who build things that have to work.

Today I live in the Carolinas with my wife and our three kids, after leaving the California rat race for a life where the work still runs hard but the people matter more. When you sign on with Boardman, you're not opening a ticket with a billion-dollar platform — you're talking to the guy who built it, and the feature you need next might be live by Friday. Transparency and communication aren't values on a poster to me. They're the product.

Colton BoardmanFounder, Boardman — yes, it's really my name on the board.
Reviews

What operators say.

★★★★★

"[ Early-customer quote goes here — after your first pilot shop runs Boardman for a month. Real quotes only. ]"

— Owner, pool service company
★★★★★

"[ Second quote — ideally a number: hours saved, reviews gained, invoices out same-day. ]"

— Operations manager, HVAC
★★★★★

"[ The switcher story: what they left — Skimmer, GoHighLevel, Jobber, paper — and why they stayed. ]"

— Owner, landscaping crew

Read our Google Reviews →

Questions

Straight answers.

Yes — completely. Your customers, jobs, and invoices live in your own dedicated database, and you can export everything at any time. Leave whenever you want and take it all with you. We earn the renewal; we don't hold your data hostage for it.

Most shops are live within a week. White-glove setup is included on every plan: we load your customers, technicians, services, and branding before your first day — you log in to a working board, not an empty screen.

Yes — one-click export in QuickBooks Online's invoice import format, so your bookkeeper's workflow doesn't change. A deeper live sync is on the roadmap.

Email automations (reminders, service reports, review requests) are live today. SMS requires carrier registration that's tied to your business identity — it's coming, and unlike other platforms, we'll do the paperwork with you.

Tell the founder. That's not a metaphor — you have a direct line to the person who builds the product, and shop-specific features have shipped in days, not quarters. That's the entire point of being with Boardman instead of a platform with a ticket queue.

See it live

Fifteen minutes.
Your business, on the Board.

A live walkthrough of a working company — leads landing, the board running, a tech closing a job with photo proof, the invoice going out and getting paid. Then we talk about what it looks like wearing your logo.

No contracts. No setup fee surprises. No ticket queues.