Industries/Scheduling software
Contractor scheduling
Book estimates and installs, let clients book online, plan each job’s tasks with what follows what, see each project manager’s and sub’s week, and send the driver’s day to chat.
How it works
Features
Appointments by day, week, month and agenda, per person: estimates, installs, site visits, your own types, and meetings.
Appointments go out to Google Calendar or Outlook, and busy times come back in.
Clients book the appointment types you offer, at open times.
Your own types with a color, a length and their own questions.
When an appointment moves or is canceled, the customer can get an email with a calendar file.
A week of jobs by project manager and by sub. Each project moves through stages with a checklist.
Pick the start, the jobs and other stops, check the order and the map links, and send the day’s plan.
The day’s plan posts to the driver’s messages or the Team channel.
Crews see the scope, change orders, their payments, materials without prices, the spec and photos, in English or Spanish.
Who uses it
Books estimates and installs, assigns the week’s estimates and runs the online booking page.
Move jobs through their stages and work from the weekly schedule.
Get the day’s route in chat and the job’s details on the crew portal.
See their appointments on the client portal and join video meetings from it.
What’s included
Try it first. The free trial is 14 days, with no credit card, and your workspace is ready in minutes. See every price on the pricing page.
Questions
Yes, both. Each person connects their own Google Calendar or Outlook: their appointments go out, and their busy times come back in so nobody is double-booked.
Yes. Owners and admins set up the online booking page in the Calendar settings, next to your appointment types and hours.
ECHOPS can email them about the change with a calendar file. The same goes for a cancellation.
Yes. Projects → Map → Plan a route: pick the start, the jobs and any other stops, check the order and the map links, then send the day’s plan to the driver’s messages or the Team channel.
ECHOPS runs in the browser on any phone or tablet, with notifications, and can be added to the home screen. An iPhone app is on the way.
Deciding who works which job and when, then making sure they know. In ECHOPS, the weekly schedule shows each job by project manager and by sub, the route planner sends the driver’s day to chat, and the crew portal shows each sub the scope, materials and spec for their jobs.
Yes. Each project has its own schedule: tasks and milestones on a chart, each starting after the tasks it follows (with a gap of workdays if you need one), the critical path ringed in red and a saved plan to compare against. Labor has a crew Gantt you drag to book crews on jobs, Jobs has a two-week Gantt of visits by tech, and there’s a calendar for appointments. See how projects run in construction project management.
Yes. When you assign the week’s estimates, each one shows who’s free and each person’s load, with a suggestion of who goes. Everyone sets their own hours, and busy times from each person’s connected calendar count too.
Scheduling is in every ECHOPS plan: Solo $149/mo with 3 users, Crew $299/mo with 8 and Company $599/mo with 20. With our special price, your first two months are $49, $59 or $69 a month, then the regular price; spots are limited. Try it free for 14 days with no credit card.
Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.