# WildPipe Feature Directory > Explore all 57 connected modules for wildlife and pest control companies. ### [CRM & Customer Management](https://wildpipe.com/features/crm) A complete customer record connecting contacts, properties, conversations, work, documents, payments, and lifetime history. - **Outcome**: Give every team member the full story without searching across disconnected systems. - **Capabilities**: Multi-contact and multi-property records, Customer journey from lead through payment, Unified communication and activity history, Branded self-service portal, Universal contact and job tags with safety flags, Primary-contact and related-job context without destructive copying, Customer journey stages, health signals, and needs-attention actions, Private documents and customer-visible files linked to the record ### [Job Management](https://wildpipe.com/features/jobs) Run inspections, service calls, recurring work, exclusion projects, and multi-phase jobs from one operational record. - **Outcome**: Keep office and field teams aligned as work changes from initial call through completion. - **Capabilities**: Configurable task creation flows, Crew assignments and approval workflows, Service points, phases, photos, and forms, Financial and operational job summaries, Configurable six-step task creation and custom wizard flows, Crew tasks with protected assignments and primary-tech swaps, Server-enforced completion rules, approvals, reports, and treatment logs, Contact-only quotes that attach to the job without duplication ### [Configurable Task Workflows](https://wildpipe.com/features/task-workflows) Design task creation and completion experiences around each service type with reusable steps, custom forms, defaults, validation, and approvals. - **Outcome**: Standardize field data and completion without forcing every kind of work through the same rigid form. - **Capabilities**: Built-in default, quick-dispatch, and field-add-stop flows, Drag-and-drop step ordering and per-step labels, Task-type-specific and organization-default flow resolution, Custom WILD or PEST form steps inside the wizard, Form defaults, live preview, duplicate, import, and export, Server-enforced notes, photos, signatures, time, and mandatory fields, Pending-approval completion with deferred operational side effects, Usage tracking and realtime flow updates ### [Scheduling & Calendar](https://wildpipe.com/features/scheduling) Schedule promised appointments, flexible work, recurring visits, access windows, and technician availability without forcing every job into the same model. - **Outcome**: Promise realistic times and adapt the schedule without losing operational context. - **Capabilities**: Drag-and-drop calendar, Real availability and service windows, Customer reschedule requests, Recurring-service materialization, Customer-appointment state independent of task type, Blocked dates, technician availability, and company hours, Weather, rain-hold, civil-twilight, and service-area constraints, Public reschedule requests that preserve dispatcher control ### [Dispatch Board](https://wildpipe.com/features/dispatch) A live map and synchronized task list for assignments, holds, crews, routes, and technician status. - **Outcome**: See what is happening now and act before a route or customer commitment slips. - **Capabilities**: Map and list stay filter-synchronized, Drag assignment with route protections, Auto-dispatch with capacity checks, Crew, hold, and equipment indicators, Technician route-online status and committed ETA visibility, Atomic route saves that avoid field-screen reshuffling, Truck-equipment shortage and dispatch-hold signals, Map, badges, bulk actions, and sidebar filters from one visible task set ### [Quoting & Proposals](https://wildpipe.com/features/quoting) Build visual, configurable proposals with service tiers, photos, measurements, options, signatures, and automated follow-up. - **Outcome**: Help customers understand the work and say yes faster. - **Capabilities**: Good/better/best options, Photo-rich proposal builder, Digital acceptance and signatures, Discount, tax, and follow-up automation, Drag-sortable line items preserved across customer and print views, Materials and labor breakdowns with customer visibility controls, Contact-only proposals and job creation after acceptance, Immutable accepted quotes with complete revision history ### [Invoicing & Payments](https://wildpipe.com/features/invoicing) Create invoices, collect cards or ACH, manage plans and subscriptions, automate follow-up, and reconcile payment activity. - **Outcome**: Shorten the distance between completed work and collected revenue. - **Capabilities**: Multi-gateway payment support, Recurring billing and dunning, Batch and automatic invoicing, Customer payment portal, Per-company payment gateways with organization fallback, Tax-rate snapshots, discounts, credit memos, and payment plans, Cards on file, automatic payment, and failed-payment recovery, First-cycle deposit credits that prevent recurring double charges, Accounts receivable, customer statements, aging, close-out, and unallocated-payment workflows, Secure in-person, portal, invoice-link, and phone-keypad payment paths, Disputes and chargebacks with Square and Stripe sync, CSV import, and reviewed payment matching, Collections cases with contact history, promises to pay, payment plans, settlements, and write-offs, Duplicate-charge signals and payment-derived recovery tracking ### [Contracts & Commercial](https://wildpipe.com/features/contracts) Manage agreements, commercial properties, renewals, units, recurring obligations, and compliance records. - **Outcome**: Keep long-term work organized and prevent commitments from disappearing into documents. - **Capabilities**: Service agreements and e-signatures, Multi-unit commercial properties, Renewal and expiration tracking, Subscription lifecycle controls, Company service agreements and reusable legal templates, Customer e-signatures and acceptance records, Commercial renewal, expiration, and obligation tracking, Linked private documents and customer-visible files ### [Private Document Center](https://wildpipe.com/features/document-center) Store private operational files and link them to organizations, employees, contacts, jobs, quotes, invoices, agreements, and warranties. - **Outcome**: Give authorized office, field, and customer users the right files without publishing permanent URLs. - **Capabilities**: Private object storage with short-lived signed access, Office, field, employee, entity, and portal surfaces, Internal and explicit customer-visible permissions, Categories, tags, descriptions, expiration dates, and search, Image preview, individual download, and filtered ZIP export, Job, contact, quote, invoice, warranty, agreement, and employee links, Uploader and role-based delete controls, 50 MB limit and controlled MIME allowlist ### [Recurring Service Plans](https://wildpipe.com/features/recurring-service-plans) Manage pest and service subscriptions as real jobs with independent service and billing cadences, customer payment methods, and lifecycle controls. - **Outcome**: Grow predictable revenue without charging for missed service or losing track of the next visit. - **Capabilities**: Independent service and billing frequencies, First-charge timing and deposit-credit protection, Preferred technician, skipped visit, and seasonal-month controls, Card-on-file, autopay, dunning, and past-due suspension, Bill-after-visit and stalled-service billing pause, Customer portal plan and payment-method visibility, Cancellation, commitment, ETF, and optional proration rules, Subscription analytics, active-plan operations, and billing dashboard ### [Expenses & Vendors](https://wildpipe.com/features/expenses) Track purchases, receipts, vendors, reimbursements, approvals, and job-related costs. - **Outcome**: Understand the real cost of delivering work and keep spending accountable. - **Capabilities**: Receipt capture, Approval workflows, Vendor directory, Job cost attribution, Employee reimbursements with private receipt uploads, Purchase-order and supplier workflows, Approval status and audit history, Profitability reporting across labor, materials, and expenses ### [Inventory & Products](https://wildpipe.com/features/inventory) Manage products, equipment, variants, suppliers, stock levels, transfers, and field usage. - **Outcome**: Reduce stockouts and make field inventory visible before it becomes an emergency. - **Capabilities**: Barcode scanning, Truck and warehouse inventory, Product configuration and variants, Usage and reorder analysis, Configurable products with option groups and sellable variants, Shared item library for quotes, invoices, bundles, and jobs, Pooled and serialized trap or camera truck inventory, Capacity, route-needs, recovery, and animal drop-off workflows ### [Warranties](https://wildpipe.com/features/warranties) Create warranties, schedule inspections, process claims, transfer coverage, and give customers public verification. - **Outcome**: Turn warranty promises into a managed retention workflow. - **Capabilities**: Coverage and claim tracking, Inspection schedules, Public verification pages, Transfer and renewal support, Public warranty verification without exposing customer data, Claim intake, inspection jobs, and status history, Coverage transfer, renewal, and expiration handling, AI-assisted secure warranty lookup after caller verification, Item-level coverage and exclusions created from signed project scope, Payment-linked warranty activation and suspension with preserved coverage history ### [Field Service App](https://wildpipe.com/features/field-app) A mobile-first workspace for routes, work details, forms, photos, equipment, quoting, payments, communication, and completion. - **Outcome**: Give technicians what they need without making them carry the back office in their heads. - **Capabilities**: Guided completion requirements, Native route and task workflows, Field quotes, invoices, and payments, Team chat and customer communication, Bilingual English and Spanish interface with shared locale, Full-screen field softphone with native CallKit and Android Telecom support, Private field documents, LMS training, payroll, and feedback, Live Call Assist, customer communication, and team collaboration ### [Route Planning](https://wildpipe.com/features/routing) Optimize routes while respecting appointments, access hours, pinned stops, active work, crews, and real committed ETAs. - **Outcome**: Cut drive time without breaking customer promises or reshuffling protected work. - **Capabilities**: Deterministic route solving, Appointment and access-window handling, Pinned-stop and active-stop protection, Automatic ETA recalculation, Daily access windows re-anchored to the real route date, Co-located stops kept together and depot-matching stops anchored first, Wide-window, stale-deadline, weather, and twilight safeguards, Incremental inserts that preserve the active and pinned prefix ### [Live Tracking & GPS](https://wildpipe.com/features/live-tracking) Give dispatchers operational visibility and customers a branded, job-scoped view of an approaching technician. - **Outcome**: Reduce “where is my technician?” calls while keeping location sharing controlled. - **Capabilities**: Live route status, Customer tracking links, Arrival and on-the-way events, Mileage and GPS timelines, Company branding, logo, fonts, and customer-safe styling, Job-scoped links with controlled live technician location, On-the-way, arrived, and route-status communication, Native and browser status synchronization ### [Fleet Management](https://wildpipe.com/features/fleet) Track vehicles, maintenance, inspections, mileage, assignments, and operating costs. - **Outcome**: Keep the fleet ready and connect vehicle costs to operational performance. - **Capabilities**: Vehicle registry, Maintenance schedules, Pre-trip inspections, Mileage and cost reporting, Vehicle inspection history and compliance records, GPS timelines and route-performance context, Maintenance reminders, work orders, and downtime tracking, Mileage, fuel, and operating-cost analysis ### [Camera & Trap Monitoring](https://wildpipe.com/features/cameras-traps) Ingest trail-camera activity, monitor device health, analyze images, pair traps, and turn verified findings into field work. - **Outcome**: Manage wildlife monitoring at scale without manually reviewing every device and image. - **Capabilities**: AI species and animal detection, Camera health and outage workflows, Trap deployment and recovery, Customer image sharing, Separate analysis, stale, no-image, dead-letter, and unassigned alerts, Human review before detected actions update field work, Suppressed-alert recovery when an existing task does not resolve the finding, Camera battery, outage, crawl, analysis, and health history, Camera Watch queues for animals, equipment, tampering, and unassigned cameras, Source-capture evidence with Yes, No, and Not Sure human review, Create an upsell lead from an observation without resolving its operational alert ### [WILD Reports](https://wildpipe.com/features/wild-reports) Create wildlife inspection and completion reports with conditional questions, photos, diagrams, and historical comparison. - **Outcome**: Produce consistent, professional evidence from every inspection. - **Capabilities**: Drag-and-drop templates, Conditional required questions, Photo and diagram documentation, Report analytics and comparison, Task-scoped drafts that resume without duplicate side effects, Server validation of conditional required structured answers, Approval-gated completion and report-owned operational effects, WILD analytics, comparisons, templates, and regulatory output ### [Pest Control Module](https://wildpipe.com/features/pest-control) Run stations, treatments, recurring plans, material records, inspections, and regulatory workflows. - **Outcome**: Operate recurring pest service and compliance work without bolting a generic form tool onto the CRM. - **Capabilities**: Bait-station scanning and checks, Treatment and tank-mix records, Chemical, SDS, and calibration logs, Recurring pest service operations, Sensor, station-map, inventory, and compliance dashboards, Pest sightings, field identification guide, and severity evidence, PEST reports, treatment logs, pesticide application records, and tank mixes, EPA, chemical-usage, material-usage, calibration, and regulatory reporting ### [Exclusion & Construction](https://wildpipe.com/features/exclusion) Manage multi-phase exclusion projects with mapped service points, photos, deposits, completion evidence, and follow-up work. - **Outcome**: Keep complex repair and exclusion scopes from becoming a collection of disconnected notes. - **Capabilities**: Service-point mapping, Phase and task management, Deposit and payment visibility, Photo-based completion evidence, Accepted proposal scope retained in customer display order, Inspection-first and removal-now/follow-up-quote workflows, Job phases, deposits, task charges, and profitability, Completed-work warranties and claim inspections, Final-project work signoff tied to accepted scope, customer signature, photos, invoice, and warranty, Purchased project scopes tracked separately from job phases, Continuation visits that preserve unfinished scope and remaining-work instructions, Manager-audited scope cancellation and reopening without changing payment history ### [WildPipe Scout](https://wildpipe.com/features/scout) Run door-to-door canvassing with territories, GPS door pins, rep activity, estimates, and leaderboards. - **Outcome**: Turn neighborhood presence into measurable, attributable pipeline. - **Capabilities**: Territory maps, Door and outcome tracking, On-the-spot estimates, Rep goals and leaderboards, Door outcomes converted into contacts, leads, and estimates, GPS rep activity and territory accountability, Source attribution through booked revenue, Role goals, leaderboards, and performance reporting ### [Business Phone System](https://wildpipe.com/features/phone-system) Operate extensions, queues, IVR, softphones, recordings, voicemail, transfers, analytics, and company-specific numbers inside WildPipe. - **Outcome**: Connect every call to the customer and the work instead of treating phones as a separate utility. - **Capabilities**: Browser and field softphones, Queues, IVR, voicemail, and routing, Recording and transcription, Multi-company phone silos, Physical SIP desk phones with per-device credentials, Call parking, conferencing, hold, transfer, dispositions, and speed dial, Native iOS CallKit and Android Telecom integration, Monotonic call lifecycle, routing-phase, and recording protections ### [24/7 Live Contact Center](https://wildpipe.com/features/contact-center) Give every company trained live coverage for calls, texts, web chat, email, forms, and booking inquiries without sending agents into a disconnected answering-service portal. - **Outcome**: Cover nights, weekends, overflow, or the entire day while every interaction stays inside the customer record. - **Capabilities**: Included live coverage with no per-call, per-booking, or per-interaction charge, Direct, after-hours, overflow, and company-by-company participation controls, Wildlife- and pest-trained intake, qualification, booking, and follow-up, Calls, SMS, chat, email, forms, bookings, and leads in one agent workspace, Live company brief with services, current prices, playbooks, areas, and hours, Company-line calling, texting, email, scheduling, quoting, and invoicing tools, AI-first, company-first, and live-agent routing with safe escalation paths, Operational outcomes and response activity connected to the tenant CRM ### [Live Call Assist](https://wildpipe.com/features/live-call-assist) Give office and field agents a live teleprompter with customer context, service playbooks, discovery prompts, current pricing, objections, and booking guidance. - **Outcome**: Help a new or experienced agent run a consistent sales conversation without memorizing every service. - **Capabilities**: Customer journey, open quote, and quick-lead context, Microphone-based live transcript for softphone or speakerphone calls, Published per-service playbooks with staged talk tracks, Current service pricing substituted into scripts at render time, AI classification that can select but never invent scripts or prices, Discovery checklist, objection guidance, and compliance notes, Agent-logged knowledge gaps that feed later playbook generation, Assisted-call outcomes and 30-day playbook analytics ### [Unified Conversations](https://wildpipe.com/features/conversations) Bring calls, SMS, email, web chat, forms, bookings, leads, and customer events into one actionable thread. - **Outcome**: Let the team respond with context and stop losing messages between channel-specific inboxes. - **Capabilities**: Cross-channel customer threads, Read state and assignment, Rich quote, payment, and booking actions, AI suggestions and live website activity, Trigger-maintained thread index for fast unread and recency views, Optimistic live call, SMS, claim, and agent-status updates, Customer-native quote, invoice, payment, booking, tracking, and portal cards, Live website activity, visitor timelines, and conversation assignments ### [Business Email](https://wildpipe.com/features/email) Give companies and team members domain-based inboxes with CRM linkage, protected HTML viewing, and document delivery. - **Outcome**: Keep customer email visible and actionable without sacrificing individual mailboxes. - **Capabilities**: Company and personal send paths, Custom-domain addresses, Inbound threading and contact matching, Tracking-pixel protection, Cloudflare outbound sending and inbound Email Worker routing, Separate company, personal user, and WildPipe platform mail systems, Sandboxed HTML viewer that blocks tracking pixels until opt-in, Unknown-sender inbox, AI triage, watch-sender, spam, and authentication signals ### [Leads & Pipeline](https://wildpipe.com/features/leads) Capture leads from calls, forms, referrals, bookings, web chat, and manual entry; then score, follow up, quote, and convert them. - **Outcome**: Give every opportunity an owner, next action, and conversion path. - **Capabilities**: Configurable pipelines, Source and ROI attribution, AI scoring and follow-up, Booking-match protection, Lead-to-booking match detection before duplicate follow-up, Automatic lifecycle sync from quotes, jobs, and bookings, Stable company attribution and source ROI, AI scoring, follow-up dates, maps, and pipeline analytics ### [Marketing Campaigns](https://wildpipe.com/features/marketing) Create segmented email and SMS campaigns from live customer and operational data. - **Outcome**: Reach the right customers without exporting stale lists to another tool. - **Capabilities**: Audience segmentation, Email and SMS delivery, Scheduling and templates, Performance tracking, Power dialer with callback queue and live softphone controls, Cross-channel safety caps, local outreach windows, and reply stops, Customer health, churn, win-back, upsell, and payment-recovery audiences, Lead-source and campaign revenue attribution ### [Reputation Management](https://wildpipe.com/features/reputation) Automate review requests, collect surveys, draft responses, and connect reputation to technician and service performance. - **Outcome**: Turn completed work into reviews and actionable customer feedback. - **Capabilities**: Review request automation, NPS and customer surveys, AI-assisted responses, Technician recognition, Configurable survey triggers and review platforms, Review verification, rewards, technician bonuses, and leaderboards, Customer sentiment connected to jobs and staff performance, AI-assisted response workflows with human control ### [Forms & Lead Capture](https://wildpipe.com/features/forms-widgets) Embed booking, contact, chat, and portal experiences on any website and send every response into WildPipe. - **Outcome**: Capture intent directly into the operational system instead of relying on inbox notifications. - **Capabilities**: Booking and service triage, Web chat and rich actions, Contact forms with attribution, Embeddable customer portal, Host-themed popup and inline chat experiences, Contact forms that create CRM activity and open leads, Portal embed with passwordless customer access, Visitor presence, file requests, and rich in-chat customer actions ### [Online Booking Widget](https://wildpipe.com/features/booking-widget) Embed a bilingual, brand-configurable service wizard that recommends services, checks real availability, captures deposits, and creates review-ready work. - **Outcome**: Let customers book the right service at any hour without sacrificing service rules, payment controls, or dispatcher visibility. - **Capabilities**: Popup and inline embeds with optional host-theme matching, English and Spanish built-in interface, Animal or pest picture picker and configurable triage questions, Multi-service selection with recurring-plan exclusivity, Real slots grouped by daypart with weather and service constraints, Contact-first abandoned-lead capture and pre-sale inquiry form, Deposit verification, card gate, idempotency, and slot revalidation, Draft resume, photo attachments, confirmation, calendar links, and change requests ### [Customer Portal](https://wildpipe.com/features/customer-portal) Give customers a branded place for appointments, payments, plans, documents, warranties, referrals, and service history. - **Outcome**: Reduce office workload while making the customer experience more transparent. - **Capabilities**: Passwordless access, Invoices and payment methods, Recurring plan visibility, Warranty and referral tools, Host-skinned inline and popup portal embedding, English and Spanish customer experience, Private signed document access with explicit customer visibility, Cards on file, recurring plan status, skip badges, and warranty claims ### [Website Builder](https://wildpipe.com/features/website-builder) Build and host fast service-business websites with services, city pages, blogs, widgets, analytics, and custom domains. - **Outcome**: Turn the website into a connected acquisition channel rather than a digital brochure. - **Capabilities**: Service and city pages, Blog and SEO controls, Custom domains, Native lead and booking widgets, Cloudflare-managed domains and mixed internal or external hosting, Email-routing and website DNS managed independently, Search Console, technical SEO, city pages, and local-growth workflows, Native forms, chat, booking, portal, and CRM attribution, Website Privacy & Consent with category preferences and versioned consent receipts, Tracker inventory, external-site consent installation, and consent reporting, Optional analytics controls that respect Global Privacy Control and Do Not Track ### [WildPipe Digital Growth](https://wildpipe.com/features/digital-growth) Run websites, technical SEO, local visibility, Google Business Profile, content, paid campaigns, and revenue attribution from an approval-first growth workspace. - **Outcome**: Turn search and advertising activity into measurable booked work and collected revenue without handing control to a black-box marketing tool. - **Capabilities**: Professional website, hosting, maintenance, and managed local SEO, Technical audits with approval-first fixes and instant rollback, Search Console, Analytics, Business Profile, rankings, and local-grid data, Business Profile reviews, posts, photos, details, and performance workflows, Citations, backlinks, content plans, competitors, and authority operations, Native Google Ads workspace with separate approval before spend changes, GCLID and channel-aware attribution from lead through paid invoice, First-party analytics across websites, booking, chat, and portal surfaces, Answer-engine visibility observations with source evidence and citations, Keyword opportunities, content analysis, and approval-gated optimization plans ### [Brand Studio](https://wildpipe.com/features/brand-studio) Define each company’s complete visual identity once and apply it consistently to proposals, invoices, portals, tracking, public pages, and customer email. - **Outcome**: Deliver a recognizable customer experience across every brand without maintaining separate design settings in every module. - **Capabilities**: Primary, dark, and icon logos with palette extraction, Full color system with automated contrast checks and fixes, Body and heading typography with real web-font loading, Button, radius, header, and component styling, Built-in and organization-saved reusable brand templates, Tagline, website, and social identity, Live previews for customer-facing surfaces, Automatic legacy logo, brand-color, and proposal-theme synchronization ### [Referral Program](https://wildpipe.com/features/referrals) Manage customer and partner referrals with shareable links, attribution, rewards, and conversion reporting. - **Outcome**: Make word of mouth measurable and repeatable. - **Capabilities**: Customer referral portal, Partner referral management, Revenue attribution, Conversion analytics, Customer and partner referral programs, Shareable referral links and portal participation, Reward and conversion status, Booked-work and revenue attribution ### [AI-Powered Operations](https://wildpipe.com/features/ai) Use AI to answer, classify, analyze, recommend, and safely complete operational work across calls, messages, cameras, routes, sales, and reporting. - **Outcome**: Remove repetitive work while keeping high-impact decisions observable and controlled. - **Capabilities**: Voice and SMS agents, Camera and call analysis, Lead and customer intelligence, Guarded autonomous booking, Service-grounded voice and SMS agents with exact tool permissions, Live Call Assist playbooks and customer-operations orchestration, Post-call analysis, knowledge gaps, evaluations, and prompt history, Guarded autonomous actions with durable evidence and human review ### [AI Voice & SMS Agents](https://wildpipe.com/features/ai-voice-agents) Deploy company-scoped AI receptionists and booking assistants that answer calls or texts with live services, prices, hours, availability, customer context, and guarded tools. - **Outcome**: Handle routine demand instantly while transferring uncertainty and sensitive decisions to people. - **Capabilities**: AI-built personality with human-editable prompts and version history, Receptionist, booking-assistant, and full-capability tool presets, Live service catalog, pricing, hours, service-area, and availability tools, Call-scoped OTP before private account, quote, invoice, task, or warranty data, Human transfer through company routing, queues, first-available agents, or forwarding, Guarded autonomous booking using real slots and confidence gates, SMS agent with human-takeover silence, turn limits, and staff-review actions, Post-call transcripts, analysis, evaluations, knowledge gaps, cost, and health reporting, One bot configuration across voice, SMS, website chat, and consented form follow-up, Multiple selectable voices with per-voice spoken persona names, Verified appointment rescheduling against live technician availability, SMS verification with consented stored-email fallback ### [Analytics & Reporting](https://wildpipe.com/features/analytics) Understand revenue, operations, routes, customers, sales, technicians, marketing, and profitability from connected data. - **Outcome**: Move from conflicting spreadsheets to one operational picture. - **Capabilities**: KPI dashboards, Job profitability, Geo and route analytics, Forecasts and trend reporting, Customer retention, satisfaction, lifetime value, and segmentation, Route efficiency, geographic, material, and service-quality analysis, Accounts receivable, projections, tax, and subscription reporting, AI reports, anomaly signals, and business-health views, First-party website, booking, chat, portal, and CRM attribution under one property identity, Privacy-aware consent, opt-out, and aggregate product-usage reporting ### [Custom Report Builder](https://wildpipe.com/features/report-builder) Choose data, columns, filters, groups, and exports to answer the questions specific to your operation. - **Outcome**: Create useful reports without waiting for a vendor to add a canned template. - **Capabilities**: Multiple operational data sources, Column and filter controls, Grouping and summaries, CSV and AI insights, Live operational datasets with role-scoped access, Reusable filter, column, grouping, and summary definitions, Export-ready results without database access, AI-assisted interpretation alongside purpose-built reports ### [Customizable Dashboard](https://wildpipe.com/features/dashboard) Build role-specific dashboards from live widgets, goals, alerts, weather, calls, activity, and performance. - **Outcome**: Show each role what needs attention now. - **Capabilities**: Drag-and-drop widgets, Role-based defaults, Operational alerts, AI smart lookup, Role-specific default layouts for office, dispatch, CSR, and field teams, Needs Attention queue for stale leads, quotes, jobs, and invoices, Call analytics, power-dialer, camera, station, and route widgets, Saved personal layouts with live background reconciliation ### [Automations & Workflows](https://wildpipe.com/features/automations) Trigger multi-step communication and operational workflows from real business events. - **Outcome**: Make follow-through consistent without adding another automation subscription. - **Capabilities**: Event-based enrollment, Email and SMS actions, Delays and conditions, Workflow history, Customer-operations triggers for recovery, reviews, churn, and upsell, Automatic stop on replies, staff takeover, opt-out, or negative intent, Local-time sending windows and cross-channel frequency protection, Outcome verification against payments, bookings, reviews, and accepted quotes ### [Employee Management](https://wildpipe.com/features/employees) Manage people, documents, PTO, schedules, on-call coverage, goals, feedback, and performance. - **Outcome**: Connect workforce administration to the work employees actually perform. - **Capabilities**: Employee directory, roles, permissions, and company access, PTO, schedules, availability, on-call rotations, and coverage, Authoritative field-technician designation and route identity, Employee services for tax forms, email, feedback, and reimbursements, Private HR documents, certifications, and expiration tracking, Performance scorecards, utilization, service quality, and goals, Field, office, dispatch, and management workspaces, Training, commission, time, and payroll records connected to each employee ### [Time, Payroll & Employee Services](https://wildpipe.com/features/payroll-time-tracking) Track field and office time, breaks, overtime, payroll periods, commissions, pay stubs, tax documents, reimbursements, and employee self-service. - **Outcome**: Replace paper timesheets and spreadsheet payroll preparation with a workforce record connected to completed work. - **Capabilities**: GPS-aware clock-in and clock-out with route and work context, Breaks, overtime, schedule comparison, and manager review, Payroll dashboard, period runs, history, and payroll reports, Approved commissions carried safely into the correct payroll run, Pay stubs and employee tax-document access, Expense reimbursements with private receipt storage, Employee schedules, PTO, availability, and on-call pay context, Accounting and payroll integrations without losing WildPipe as the work record ### [Training & Certifications](https://wildpipe.com/features/training) Build courses, quizzes, learning paths, certificates, CEU tracking, competencies, badges, and renewal reminders. - **Outcome**: Keep technicians trained, licensed, and ready for the work they are assigned. - **Capabilities**: Structured course builder, Auto-graded quizzes, CEU and certification compliance, Learning paths and skills matrix, Sequential and flexible learning paths, Auto-graded quizzes with attempts, pass scores, and manager resets, State/category CEU requirements, competencies, and skills matrix, Completion certificates, badges, recertification, and email reminders ### [Commissions & Goals](https://wildpipe.com/features/commissions-goals) Calculate, approve, hold, release, and pay commissions with technician- and company-level rules. - **Outcome**: Make incentive compensation visible without losing financial controls. - **Capabilities**: Completion, sales, and booking commissions, Rate cascades and scope rules, Approval and recalculation, Payroll carryover protection, Per-technician to company rate cascade, Per-tech, first-completer, and primary-tech completion scope, Crew strategies, payment gates, holds, recalculation, and approvals, Late-approved payroll carryover and reversal-safe ledger controls ### [Documents & Templates](https://wildpipe.com/features/document-templates) Create reusable quote, invoice, receipt, message, agreement, and report experiences with branded content. - **Outcome**: Deliver consistent communication without recreating documents for every customer. - **Capabilities**: Brand-aware templates, Merge fields, Email and SMS templates, Reusable legal and service content, Company-branded quote, invoice, agreement, receipt, and public documents, Quick SMS replies and automated message templates, WILD and PEST form templates with conditional questions, Company-specific display settings and customer-facing language ### [Notifications & Alerts](https://wildpipe.com/features/notifications) Deliver in-app, push, email, and SMS notifications based on operational events and user preferences. - **Outcome**: Get urgent information to the right person without overwhelming everyone. - **Capabilities**: Role-aware delivery, Per-user preferences, Push and in-app alerts, Deep links to the affected work, Training, onboarding, billing, field, call, and conversation categories, Deep links to the exact customer or work item, Per-user channel and sound preferences, In-app, push, email, and SMS delivery where appropriate ### [Team Chat](https://wildpipe.com/features/team-chat) Use rooms and direct messages to coordinate office and field teams inside the operational workspace. - **Outcome**: Keep internal decisions close to the work instead of scattered across personal messaging apps. - **Capabilities**: Team rooms, Direct messages, Read markers, Desktop and field access, Server-time-anchored unread markers that resist device clock skew, Unread counts from one bounded server aggregate, Keep-read behavior while a room or direct conversation is open, Shared desktop and mobile field experience ### [On-Call Management](https://wildpipe.com/features/on-call) Plan rotations, route after-hours calls, configure pay, and report on on-call activity. - **Outcome**: Make after-hours coverage predictable for customers and employees. - **Capabilities**: Rotation calendar, Phone-routing integration, On-call pay rules, Activity reporting, Company phone routing driven by the active rotation, Employee schedules and after-hours availability, On-call activity, reporting, and payroll rules, Escalation and notification history ### [Multi-Company Operations](https://wildpipe.com/features/multi-company) Run multiple brands or locations with separate identities, phone numbers, portals, gateways, teams, and reporting under one login. - **Outcome**: Scale brands without duplicating systems or mixing customer data. - **Capabilities**: Company-specific branding, Phone and email silos, Per-company payment gateways, Access controls and reporting, Stable company IDs across jobs, contacts, communications, and payments, Per-company Twilio subaccounts, sender domains, portals, and branding, Per-company Stripe Connect or manual payment gateways, Company-scoped services, bots, widgets, teams, and customer experiences ### [Customer Insights](https://wildpipe.com/features/customer-insights) Track journey stage, health, lifetime value, satisfaction, retention risk, and needs-attention signals. - **Outcome**: Know which customers need action before revenue or trust is lost. - **Capabilities**: Lifecycle timeline, Health and retention signals, Value and segmentation, Needs-attention queue, Connected journey from contact through lead, quote, job, invoice, and payment, Persisted customer health scores and risk factors, Customer Operations cases with verified outcomes and realized revenue, Unscheduled accepted quotes, missing invoices, and follow-up-quote alerts ### [Customer Operations Autopilot](https://wildpipe.com/features/customer-operations) Continuously detect service and revenue risks, create a deduplicated work queue, run approved playbooks, verify outcomes, and escalate only when needed. - **Outcome**: Recover revenue and customer trust without launching unsafe organization-wide reminder blasts. - **Capabilities**: Payment and payment-method recovery, Autopay enrollment and pre-visit confirmation, Review requests, churn intervention, win-back, and upsell, Server-owned customer health scores and risk factors, Off, review, and automatic modes per playbook, Stop on replies, staff takeover, resolution, opt-out, negative intent, or consent change, Local-time outreach windows and cross-channel frequency limits, Verified outcomes and realized revenue from canonical payment, booking, review, and quote events ### [Property Intelligence](https://wildpipe.com/features/property-intel) Pull property context, organize evidence, and support measurement, planning, and dispute workflows. - **Outcome**: Give estimators and operators better context before and after arriving on site. - **Capabilities**: Public-record context, Property measurements, Evidence packages, Job and proposal linkage, ID-linked customer and property history across service lines, Contact addresses, geocoding, and canonical address matching, Photos, measurements, service points, reports, and documents, Evidence packages for proposals, warranties, and disputes ### [Onboarding & Setup](https://wildpipe.com/features/onboarding) Guide business setup, payments, communications, team configuration, data migration, and training. - **Outcome**: Move from signup to a correctly configured operation with hands-on support. - **Capabilities**: Structured setup journey, Payment and phone onboarding, Team invitations, Data migration and training, Pending-onboarding gate until a WildPipe specialist activates the account, Embedded Stripe Connect and Twilio company setup, Company-domain email and team provisioning, Guided business, payment, communication, and workforce configuration ### [Integrations & API](https://wildpipe.com/features/integrations) Connect accounting, payments, communications, fleet, financing, and other systems while keeping WildPipe as the operational core. - **Outcome**: Use specialized tools where needed without rebuilding the customer lifecycle around them. - **Capabilities**: Accounting connections, Payment gateways, Webhooks and API access, Partner integrations, Per-company payment, phone, email, calendar, and fleet connections, QuickBooks, Xero, Gusto, financing, and lead-source integrations, API keys, outgoing webhooks, and Zapier access, Stable company and customer identity across connected systems ## Learn more - [Pricing](https://wildpipe.com/pricing) - [Software overview](https://wildpipe.com/software) - [Contact](https://wildpipe.com/contact)