Garage door software
Run quotes, schedules, invoices, and payments from one place.
SIPA is built for garage door companies that need a simple office and mobile field workflow without the bloated software setup.
Field Lite available
Mobile tech workflow
Built for door companies
Dispatch Schedule
Time
Chris
Marco
8 AM
Brookfield
Service
Service
10 AM
Stamford
Quote
Quote
2 PM
Rye
Install
Install
Scheduled
SO-10508
Photos, notes, signature, and payment link in the field.
One connected workflow
Built for the way garage door work actually moves.
Use the simple Field Lite flow for direct quote and service order work, or turn on the full lead-to-invoice workflow as your office grows.
Quote or Service Order
Start from the office or mobile app, find the customer, add items, photos, notes, and pricing.
Schedule
Put calls on the dispatch board by tech, time, city, job type, and status.
Complete in the Field
Capture work performed, customer signature, job photos, payment, and status from mobile.
Invoice and Get Paid
Email or text invoices and payment links, then keep customer history together.
Simple where it should be
Start with the tools most door shops need every day.
Customers, sites, quotes, service orders, scheduling, invoices, payments, and mobile field work are the core. Advanced tools can be added when the company is ready.
Customers and job sites
Quotes and service orders
Dispatch calendar
Invoices and payments
Mobile tech tools
Optional advanced modules
Today12scheduled jobs
Quotes$18.4kopen pipeline
Invoices$6.2kready to collect
Full feature catalog
Everything SIPA handles for your service business.
Core workflow features are part of the operating system. Advanced growth tools are grouped at the bottom so a company can start lean and turn on more power when it needs it.
Dashboard
Owner and office visibility without digging through every list.
- Business pulse cards for invoiced, collected, past due A/R, open work value, and close ratio.
- Salesperson pipeline and closed sales leaderboards.
- Technician completed orders and completed work value leaderboards.
- Operational alerts for past due accounts, credit holds, margin warnings, and promised-date issues.
- Lead source performance by month and year-to-date.
Leads
Capture every opportunity before it becomes a lost opportunity.
- Customer lookup, site lookup, and new caller/site capture.
- Residential and commercial job-detail forms.
- Source tracking for advertising and referral performance.
- Salesperson and Assigned To routing with SIPA alerts.
- Create multiple quotes from one lead or create a service order directly.
- Lead status, notes, audit trail, quote history, and value tracking.
- Lead acceptance and escalation workflow.
Customers
Bill-to, sites, contacts, history, and credit status in one profile.
- Customer list with search, filters, active status, terms, tax, site count, and balance.
- Customer profile tabs for sites, leads, quotes, service orders, invoices, payments, sales receipts, and notes.
- Multiple billing contacts and site contacts with mobile/email support.
- Same As Bill To shortcuts for faster customer and lead creation.
- Credit hold flag and past-due warning visibility on work records.
- QBO customer/site import and duplicate cleanup protection.
Service Orders
The operational work order for service, installs, callbacks, and field work.
- Editable work order with general info, customer/site, parts/labor, notes, attachments, and audit trail.
- Item lookup by Item # with cost, sell, quantity, tax, discount, and line totals.
- Line item edit, delete confirmation, reorder, and long-description support.
- Site tax rate, override tax, order type, salesperson, technician, promised date, and status.
- Take Payment workflow for cash, check, or credit card.
- Email and print service orders with customer-facing messages and signatures.
- Attachments including field photos and completion signatures.
Dispatch
A schedule built for techs, salespeople, multi-day jobs, and route decisions.
- Day vertical, day horizontal, week, and month calendar views.
- Drag unscheduled service orders and leads onto the schedule.
- Drag between techs, salespeople, times, days, and multi-day ranges.
- City shown on cards for routing, with status colors and paid stamps.
- Block time for personal time, vacation, sick day, and other events.
- Today, schedule refresh, date picker, tech filter, and default view settings.
- Text tech or customer from scheduled appointment cards.
Invoices
Turn completed work into bills and keep balances visible.
- Create invoices from service orders with due dates based on customer terms.
- Carry over completion notes, service order payments, deposits, tax, customer, and site details.
- Invoice list with filters, invoice amount, balance, status, QBO sync status, and search.
- Email invoice links, print PDF invoices, and add attachments.
- Customer-facing payment portal for credit card payments.
- Void controls, prior-period protection, and credit memo correction workflow when accounting history must stay clean.
- Imported QBO invoice history with locked paid/credit-memo records.
Payments & Sales Receipts
Collect money in the office, online, or in the field.
- Apply one payment to one invoice or multiple open invoices.
- Remaining To Apply view with oldest-invoice Auto Apply.
- Cash, check, and credit card payment tracking.
- Quote and service-order deposits through sales receipts.
- Deposit tracking from quote to service order to invoice.
- Mobile payment links by text for customers who want to pay from their own phone.
- Stripe and Authorize.net processor setup.
- QBO payment and sales receipt sync.
Collections
A/R follow-up for bookkeepers and owners.
- Past due invoice list with customer balance and invoice detail.
- Email, text, call, and follow-up logging.
- Promise-to-pay, disputed, and hold statuses.
- Place or remove customer credit hold from the collections screen.
- Invoice follow-up automation and auto credit-hold rules.
Quote Builder
Professional estimates with options, approvals, and deposits.
- Quote list with filters, status, type, salesperson, customer/site, and totals.
- Good/Better/Best option quotes with custom option names.
- Option images, optional add-on labels, and saved sent-copy PDFs for emailed/texted quotes.
- Line item lookup, edit, delete confirmation, reorder, discounts, tax, and preserved line breaks.
- Email or text secure approval links.
- Online quote approval, digital signature, IP capture, and deposit payment.
- Convert accepted quote to linked service order.
- Quote PDF reports with or without line pricing.
Pricing Worksheets
Help salespeople build a profitable sell price before quoting.
- Material, installer, helper, labor burden, overhead, profit, commission, tax, and card fee calculation.
- Overhead helper for estimating overhead percentage.
- Attach worksheet to a lead or quote.
- Use worksheet for tire-kicker pricing before a quote exists.
- Designed as a plan-based growth tool.
Items & Services
Control pricing, item lookup, commissions, and field quick picks.
- Item #, description, group, sub-group, cost, sell, tax, active status, and pricing method.
- Margin, markup, and burdened pricing calculations.
- Bulk price updates with preview, rounding, include/exclude checkboxes, history, and revert.
- Salesperson and technician commission percentages.
- Upsell flag and mobile quick-pick button setup.
- QBO item import with SIPA price-master protection.
- Equipment flag, labor warranty period, CSV equipment import, and price-level import for counter sales.
Inventory Control
Track parts usage without making field work harder.
- Main warehouse and truck-aware inventory movement for tracked Part items.
- Automatic quantity reduction from service orders and counter-sale invoices.
- Movement history with linked service order or invoice numbers.
- Manual stock movements with reorder quantities and item search limited to tracked parts.
- Guardrails prevent labor and non-part items from being accidentally tracked.
Mobile Field App
Included field workflow for technicians, installers, supervisors, and salespeople.
- Technician schedule and service order detail.
- On The Way, Working, Complete, travel/site time tracking, photos, notes, and signature capture.
- Add, edit, and delete field line items from quick picks.
- Cash, check, and credit card field payments.
- Text payment links, quote preview, customer lookup, service order history, and customer credit status for supervisor roles.
- Supervisor service orders, leads, and field quotes.
- Salesperson mobile leads and quotes.
- Included in every plan so field users can work from an iPad or phone.
Maintenance Agreements
Recurring service agreements for doors, inspections, and prepaid maintenance.
- Agreement list, search, customer/site, start date, frequency, covered doors, and payment status.
- Annual amount, prepaid/collected tracking, balance visibility, and paid/not-paid indicator.
- Door identification and pricing tiers.
- Residential and commercial approval/print formats with offer expiration and special pricing display.
- Selectable maintenance checklist groups for sectional, rolling steel, and fire doors.
- Email agreement approval link and take payment.
- Customer expiration follow-up and dispatcher reminders for upcoming scheduled visits.
- Plan-based recurring service tool.
Installed Equipment & Warranty
Keep warranty and annual service opportunities from slipping by.
- Installed equipment tab on customer profiles with item, quantity, install date, warranty period, and expiration date.
- Automatic equipment creation from invoiced items marked as equipment.
- CSV import for existing equipment/warranty data with customer matching.
- Warranty expiration reminders with first, second, and final contact timing.
- Annual service reminders from qualifying service history and customer schedule links.
Reports
Business views for owners, managers, sales, production, and A/R.
- A/R aging, lead source ROI, salesperson performance, technician production, backlog, owner summary, and commissions.
- Sales tax report grouped by tax display name and ID, truck parts replenishment, and automation email activity.
- Customer-facing quote, service order, invoice, and maintenance agreement PDFs.
- Report location selection for companies with multiple branches.
- Commission report with invoice details and summary totals.
- Advanced reporting can be packaged by plan.
Commissions
Commission review by invoice, salesperson, technician, and paid status.
- Calculate commissions from paid invoices.
- Salesperson and technician commission logic by item.
- Gross sale, gross profit, or net profit commission basis.
- Invoice-level list with line-item detail.
- Percent or dollar overrides and bulk paid marking.
- Designed for managers and owners who pay commissions.
Messages & Alerts
Keep assignments, follow-ups, bounces, and workflow issues visible.
- User alerts panel with Open and Done actions.
- Lead assignment, lead acceptance, escalation, email bounce, and workflow alerts.
- User notification preferences for SIPA, email, and text.
- Email delivery, open, click, and bounce tracking.
- Text quote links, invoice links, on-the-way notices, and tech messages.
- Mobile app setup links that can be copied, texted, or emailed to users.
SIPA Drive
Central document storage for forms, brochures, spec sheets, and customer sends.
- Upload reusable PDFs and documents from Settings.
- Assign documents to item sub-groups for automatic quote attachment.
- Attach SIPA Drive documents to quotes, service orders, and invoices.
- Searchable picker inside desktop email dialogs.
- Mobile quote users can attach SIPA Drive documents in the field.
QuickBooks Online Sync
Accounting integration without losing operational detail.
- Connect QBO, import tax rates, terms, accounts, items, customers/sites, estimates, invoices, and payments.
- Sync SIPA customers, items, quotes/estimates, invoices, payments, and sales receipts.
- Batch invoice and payment sync center.
- Auto-push from SIPA to QuickBooks with document-level error messages and recent sync history.
- QBO badges for synced, not synced, resync needed, and errors.
- Incremental import markers and webhook-ready structure.
- Available for companies using QuickBooks Online.
Settings & Security
Company setup, users, permissions, defaults, and integrations.
- Company profile, logo, multiple locations, default messages, tax, terms, and deposit defaults.
- User roles, module permissions, dashboard/pipeline access, and delete/security controls.
- Technician/salesperson scheduling flags and schedule order.
- Payment processor setup for Stripe and Authorize.net.
- Email/text provider controls managed by SIPA plan.
- Automation settings for lead, quote, invoice, warranty, service anniversary, maintenance, and schedule reminders.
- Web-to-lead setup with tenant-specific snippets, CAPTCHA support, and escalation contacts.
Available Add-ons
Optional power tools can be turned on as the company grows or as the plan allows.
QuickBooks Online Sync
Automation
Collections
Commissions
Maintenance Agreements
Inventory Control
SIPA Drive
Installed Equipment & Warranty
Web-to-Lead
Advanced Reporting
SIPA levels
Start with the workflow that fits your company.
SIPA can run lean for a small field-first shop, support the full lead-to-invoice office workflow, or open the deeper operational tools used by larger door companies.
Field Lite
30 days no charge
For small shops and field-first teams
A simpler SIPA experience focused on getting the job quoted, scheduled, completed, invoiced, and paid without forcing a lead-heavy office workflow.
- Customers and job sites
- Quotes, service orders, invoices, and payments
- Dispatch calendar and mobile field app
- Items, pricing, notes, photos, signatures, payment links, and support contact tools
- No leads, QuickBooks sync, or advanced automation
Recommended
Standard
Workflow ready
For growing service and install companies
The full everyday SIPA workflow for companies that want leads, quotes, dispatch, service orders, invoices, payments, and field activity under one roof.
- Lead workflow, assignment, acceptance, and escalation
- Web-to-lead, quote follow-up, invoice reminders, schedule reminders, and customer communications
- QuickBooks Online sync available when enabled
- Maintenance agreements, inventory, SIPA Drive, warranty/service reminders, collections, and reporting available by subscription
- Counter sales and commissions stay reserved for Enterprise
Enterprise
Full operations
For larger teams and advanced workflows
The complete SIPA experience for companies with office staff, salespeople, techs, installers, management, accounting controls, and special sales channels.
- Everything in Standard
- Counter sales for retail and wholesale parts activity
- Account price levels, counter-sale quote/invoice flow, and main-warehouse inventory adjustment
- Commissions, advanced reporting, and deeper management controls
- Higher-volume setup, data migration, and implementation planning
- Best fit for multi-role and multi-location operations
| Feature | Field Lite | Standard | Enterprise |
|---|---|---|---|
| Customers, job sites, and item list | Included | Included | Included |
| Quotes, service orders, invoices, and payments | Included | Included | Included |
| Dispatch calendar and mobile field app | Included | Included | Included |
| Lead workflow and lead acceptance | Not included | Included | Included |
| Web-to-lead and lead escalation | Not included | Available | Available |
| QuickBooks Online sync | Not included | Available | Available |
| Quote, invoice, warranty, and service automation | Not included | Available | Available |
| Maintenance agreements, installed equipment, and warranty reminders | Not included | Available | Available |
| Inventory control and SIPA Drive documents | Not included | Available | Available |
| Collections and advanced reporting | Not included | Available | Available |
| Counter sales and commissions | Not included | Not included | Included |
Field Lite starts with 30 days at no charge. Available features depend on the subscription level and enabled add-ons. Payment processing fees, carrier messaging fees, and third-party accounting or provider charges are separate when applicable.
Trial request
Start with Field Lite for 30 days at no charge.
Create the trial request now. SIPA will provision the workspace and send the first login details when it is ready.