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.
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.
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.
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.
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.
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.
New → Contacted → Quoted → Won. Pipeline value and win tracking on one kanban, so no lead dies in a voicemail box.
Drag-and-drop board with live technician statuses, emergency flags, resizable time blocks, and full work-order history search.
Jobs, parts, notes, signatures, and required photo proof - installed straight to the phone's home screen, built for gloved hands.
Day-before appointment reminders, instant service reports with photos, and review requests - all automatic, all branded to you.
Online quote approval, invoices prefilled from the job log, Stripe card payments by link, and paid-status tracked automatically.
See your trucks live, get nearest-tech recommendations for new calls, and give customers an honest "your tech is on the way."
Every completed job triggers a Google review request. Your rating compounds while your competitors hope for the best.
One-click invoice export in QuickBooks Online's import format. Your bookkeeper keeps their workflow; you keep your evenings.
Boardman's automations fire on their own, every day, without anyone remembering to do anything.
Booking page → leads board → office notified. Captured before the competitor picks up the phone.
Day before the visit, the customer gets a friendly heads-up with the tech's name. No-shows drop.
Job completes → customer instantly gets the service report with photos and parts. Trust, automated.
A couple hours later: "How did we do?" with your Google link. Five stars, on schedule.
We don't paper the wall with forty logos you'll never click. We connect the tools a service company actually runs on - deeply.
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.
Routes, green-pool recoveries, service reports customers rave about.
Emergency no-cool calls, PM contracts, install quotes approved online.
Same-day dispatch, photo-proof of the fix, invoice before the truck leaves.
Job-site photos, parts tracking, signed work orders on the glass.
Recurring routes, multi-property commercial accounts, crew scheduling.
Alarm, camera, and access-control service calls with full site history.
Diagnose, order the part, hold the job, finish the return visit - tracked.
Multi-location contracts, checklist visits, proof-of-service photos.
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 how my brain is wired, and it's been true since I was a kid in Folsom, California. It's the reason this platform exists.
I've spent my career on both sides of the work: years as the technician customers asked for by name - the in-and-out guy who fixes it right the first time - and years running operations, where the job is finding the minutes everyone else is losing. Wasted drive time. Double entry. The lead that never got a callback. I notice inefficiency the way a good tech hears a bad bearing, and I can't leave it alone. At the shop, that turned into a saying:
Boardman is that obsession built into software. Every screen exists to hand you back time: leads captured while your competitor's phone is still ringing, routes that give your techs their hours back, invoices that write themselves, proof and follow-up that run without anyone having to remember. I streamline the operation so your energy goes to the only place a business actually grows: winning work and taking care of the customers you already have.
And you get me with it. Transparency and communication aren't values on a poster to me. They're the product - and they're why customers asked for me by name in the first place. You're not opening a ticket with a billion-dollar platform. You're talking to the person who built it. Tell me what your business needs - you won't get a maybe, you'll get a done-by date.
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.
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.
