Operations

Know what needs to happen, who is doing it, and what happens next.

Jobs get tracked in a spreadsheet, scheduling happens in a calendar nobody else can see, and the quote, the invoice and the payment are three separate places to check before anyone can say whether a job made money.

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TodayExample configuration

Committed today

6

Waiting to schedule

2

09:00Install · Reyes
11:30Inspection · Okafor
14:00Repair · Nguyen

Key workflows

Jobs

Every job tracked from request to completion, with its own history.

Scheduling

One schedule your whole team sees, with no double-booking.

Dispatch

Assign the right resource to the right job automatically.

Quotes & invoices

Price a job from your own catalogue and invoice from the same numbers.

Payments

Take payment against the invoice it belongs to, and see it land.

Work

  • Jobs and work items
  • Scheduling and dispatch
  • Resources and locations

Money

  • Quotes from your own price book
  • Invoices
  • Payments
  • Job-level margin, where it can be known

Customers

  • A customer portal in your business’s own name
  • Booking without a phone call

Automation & reporting

  • Automation for defined steps
  • Reporting across jobs and customers

Connected, not standalone

How Operations connects to the rest of GildOps

A job’s calls and messages stay with it, because Sales and Customer Service write to the same customer record.

Payments post against the invoice a quote created — never a second total.

Relevant integrations

Stripe connect directly — see every integration on /integrations.

Frequently asked

Can we use our own pricing?

Yes — quotes and invoices price from your own catalogue: your services, your rates, your hours.

What happens if two jobs need the same van or technician?

Scheduling refuses the double-booking outright rather than letting two jobs land on one resource.

Do we have to take payments through GildOps?

Card payments run through Stripe under your own account; GildOps never holds the money.

See Operations on your own operation.

Request a demo and we'll show you how operations would look in GildOps, using how your business actually works.

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See how it works

See GildOps on your own business.

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