Gage
Run service operations, customer communication, and portal access from the same system.
Built for HVAC, mechanical, plumbing, electrical, and facilities teams that need a strong operating system in the office and a polished customer experience on the outside.
How Gage fits together
One system for office ops, field execution, and customer access.
This section is intentionally a product map, not a mocked screenshot pretending to be the app.
Dispatch + work orders
Office
Schedule, assign, and reprioritize work from one queue.
Field
Technicians update status, notes, and parts on the same job.
Customer
Status changes flow outward without a separate handoff.
Equipment + site history
Office
See each customer site, equipment list, and repeat history.
Field
Arrive with issue notes and prior service context in hand.
Customer
Service history stays attached to the site and visible in the portal.
Approvals + billing
Office
Move signed-off work into invoice review without re-keying.
Field
Completion details and supporting notes stay tied to the job.
Customer
Approvals, invoices, and portal access come from the same system.
One operating layer
The office, field team, and customer portal should not feel like separate products.
Gage keeps dispatch, work orders, customer updates, and billing connected so your team is not rebuilding the job story across multiple systems.
Dispatch
Run dispatch from one board instead of three disconnected tools.
Schedule field work, see job volume, and keep office and technician teams working from the same live queue.
Move work forward without losing status context.
Keep technicians, jobs, and follow-ups visible in one operating view.
Dispatch flow
One operating view from incoming work to customer update.
This is an operating map, not a screenshot.
Schedule the work order
OfficeOffice staff place new work onto the board with the right priority.
Assign the technician
DispatchDispatch can see who is available before the job gets handed off.
Capture field progress
FieldStatus, notes, and follow-ups stay attached to the same record.
Keep the customer informed
CustomerUpdates can move outward without rebuilding the story somewhere else.
Equipment + Service History
Give every customer record the site, equipment, and maintenance context your team actually needs.
Track installed assets, issues, and repeat service history so the next visit starts informed instead of from scratch.
Tie equipment history directly to customer sites.
Keep issues, maintenance, and notes close to the work order.
Equipment record
Site, asset, and repeat-service context stay together.
The page explains the record structure instead of faking a UI capture.
Start at the customer site
SiteEach location becomes the anchor for equipment, history, and open issues.
Track installed assets
AssetEquipment details live beside the service record instead of in a side spreadsheet.
Log issues and maintenance
HistoryRecurring issues and follow-up work stay visible for the next visit.
Carry context into the next job
Next visitTechs and office staff start informed instead of hunting for prior notes.
Billing + Integrations
Move from completed work to billing without re-keying the job.
Handle estimates, invoices, and connected tools from the same platform so ops, finance, and customer communication stay aligned.
Keep invoices, approvals, and operational follow-through in sync.
Connect the systems your office already relies on.
Billing handoff
Completed work can move cleanly into billing and connected tools.
The landing page should describe the flow honestly, not invent a dashboard.
Close out the work
Completed workService notes, approvals, and billable details finish on the job record.
Review and prepare the invoice
Office reviewOffice teams can validate labor, parts, and follow-through without re-entry.
Expose approvals in the portal
PortalCustomers can see invoices and approvals in the same external experience.
Sync the connected systems
Connected toolsAccounting and communication tools stay tied to the same operating trail.
Portal entry
Give service companies a clear path in and give customers their own front door.
Companies start Gage or log in to the platform. Customers use the portal to review invoices, work history, and approvals. Gage branding is the default. White-label is the upgrade.
Customers get one secure place for invoices, quote approvals, and service history.
You can use the default Gage customer portal immediately without building a separate site.
Branded portals and custom domains sit cleanly as a premium upgrade when customers want their own look.
Premium branding
White-label is a premium offer for SaaS buyers who want the portal to feel fully theirs.
That keeps the default experience simple for small teams while still giving larger customers a clean path to branded portal delivery.
Company logo and color treatment
Custom domain routing
Premium onboarding and brand setup
Positioned for larger SaaS or enterprise accounts
Pricing
Priced per company, not per technician.
Every paid plan includes the Gage core platform. Plans in Canadian dollars. Optional add-ons are C$29/mo each.
Canadian-dollar launch pricing. Start with a 30-day Professional trial, no card required.
Early customers keep their agreed base-plan rate for 12 months while active on the same plan. Add-ons and usage are separate.
No per-work-order fees.
Every paid plan includes the core platform.
Optional add-ons at C$29/mo each.
C$10 usage credit per add-on; paid extras off by default.
Starter and Professional annual plans save two months, paid upfront.
Monthly plans cancel anytime.
Small service shops
Starter
C$99 CAD/mo
C$990/yr, paid upfront. Save two months with annual billing.
Core field-service operations with Portal Lite for teams getting organized fast.
Work orders, customers, and sites
Scheduling and dispatch
Equipment and inventory
Billing and invoicing
Mobile technician access
Standard dashboards
Customer Portal Lite
Included
30-day Professional trial, no card required. Choose and confirm a paid plan when ready.
Growing teams
Most PopularProfessional
C$249 CAD/mo
C$2,490/yr, paid upfront. Save two months with annual billing.
The full day-to-day operating plan with customer-facing workflows, reporting, and automation.
Everything in Starter
Full customer portal
Advanced reporting
Automation workflows
Custom fields and templates
Customer engagement tools
Included
30-day Professional trial, no card required. Choose and confirm a paid plan when ready.
Larger or brand-sensitive organizations
Enterprise
Custom quote
Scope, price, and agreement quoted individually.
Premium rollout, custom branding, and integration support for high-touch deployments.
Everything in Professional
White-label and custom branding
Custom domain
API access
Priority support
Dedicated onboarding
Scoped integration support
Included
We scope onboarding, integrations and support before agreeing a price.
Optional Add-Ons
Keep the base platform lean, then add telecom or AI when you are ready.
Add-ons stay explicit so you can post transparent pricing without forcing every customer into a larger base plan.
Phone & Text
Calling, texting, reminders, and logging. Activation fee waived at launch.
C$29/mo
Optional add-on
Usage is rated in CAD at provider cost + 30%, then the C$10 credit is deducted. Paid extras are off by default and require an owner-approved CAD limit. USD costs use a disclosed exchange rate fixed for the billing period. Unused credit does not roll over. Approved launch pricing; usage metering and spending-limit enforcement are not active yet. Paid extras remain off.
AI Copilot
Search, analysis, insights, and AI-assisted follow-through without bundling unlimited usage.
C$29/mo
14-day trial
Usage is rated in CAD at provider cost + 50%, then the C$10 credit is deducted. Paid extras are off by default and require an owner-approved CAD limit. USD costs use a disclosed exchange rate fixed for the billing period. Unused credit does not roll over. Approved launch pricing; usage metering and spending-limit enforcement are not active yet. Paid extras remain off.
Launch Services
One-time help for setup and migration without turning support into a hidden subscription.
These are optional rollout services for companies that want help getting live faster or migrating cleanly.
Launch Setup
A clean go-live package for teams that want help getting their workspace ready.
Data Migration
Scoped CSV migration for customers, equipment, and open operational records.
Ready to move
Start Gage for your company, or send your customers straight to the portal.
The paths are separate on purpose: companies start the platform, customers enter the portal.