HVAC
Customer and property history, diagnostics, estimates, dispatch, equipment, parts, invoicing, and maintenance plans.
BUILT FOR SERVICE OPERATIONS
Software shaped around the work, not just the sales pipeline.
OurCasa connects the customer journey to the operational records, field activity, documents, money, and follow-up that complete the job.
Initial industries
The workflow changes by vertical.
The underlying foundation stays stable while record types, stages, terminology, permissions, and automations reflect the business.
Plumbing
Emergency intake, property details, technician dispatch, inspections, materials, estimates, and job closeout.
Roofing
Lead intake, inspections, measurements, photos, financing, contracts, crew scheduling, and payments.
Restoration
Emergency intake, damage assessments, equipment tracking, authorizations, documentation, insurance, and closeout.
Flood Protection
Property assessments, elevation and site data, product selection, engineering documents, installation, and inspections.
Electrical
Service requests, panels and assets, permits, estimates, scheduling, field notes, compliance, and invoicing.
Solar
Lead qualification, site survey, system design, financing, permits, install scheduling, inspection, and activation.
Landscaping
Properties, recurring service plans, routes, crews, estimates, materials, seasonal work, and billing.
Pest Control
Property history, treatment plans, route scheduling, chemical logs, technician notes, renewals, and billing.
Property Services
Sites, assets, work orders, vendors, inspections, service levels, documents, and reporting.
Contractors
Opportunities, scopes, estimates, contracts, crews, materials, change orders, progress billing, and closeout.
Facilities Services
Locations, assets, recurring maintenance, work orders, dispatch, compliance, costs, and performance reporting.
What stays consistent
Customers, work, and money remain connected.
A customer record should lead to the right property, asset, estimate, schedule, job, document, invoice, communication, and next action—regardless of vertical.
Customer→Service location→Scope→Work→Closeout→Ongoing relationship
Your vertical is only the starting point.
Show us how your specific company operates and where the current stack breaks down.