CorsaCX Technician

"Complete Business Management for Service Professionals CorsaCX Technician Portal is the all-in-one mobile solution for electricians, plumbers, HVAC contractors, and service businesses. Manage your entire operation with AI-powered automation that saves time and grows your business.

Appointment Management

Service Request inbox with filtering and tracking Create appointments from service or quote requests Visual scheduling with technician availability grid Map View and List View for route optimization Reschedule and cancel with configurable policies Real-time tracking with GPS location monitoring Customer schedule preferences (Morning/Afternoon/Evening/Night)

Job Management

Track complete job lifecycle from start to finish View job overview with customer contact and purchase summary Recent activity timeline for all job communications Manage appointments, quotes, and invoices within each job Complete Job action for workflow closure

AI-Powered Business Assistants

Financial Assistant: Generate invoices through conversational AI Appointment Manager: Schedule services using natural language Chat history tracking with searchable conversations Multi-currency support with automatic formatting

Today's Activities

Optimized daily schedule with all appointments Job information with start times and estimated duration Distance calculations for route planning Quick customer communication access

Customer Management (CRM)

Comprehensive customer profiles and service history Search and filter with Recent and Favorites tabs Integrated chat, call, and email communication Customer intent tracking and interaction logs Purchase summary and upcoming appointments view

Quotes Management

AI Quote Assistant generates estimates automatically Customer and service location selection Itemized quotes with Labor, Materials, and Miscellaneous costs Real-time cost calculation and breakdowns Export and filter options by date range and status Convert quotes to appointments or invoices seamlessly Status tracking (Draft, Sent, etc.)

Invoice Management

Complete invoice lifecycle tracking Advanced filtering by customer, date, and payment status Automated invoice number generation One-click invoice creation and delivery Real-time payment status monitoring Export for accounting integration QuickBooks and Xero automatic synchronization

Team Directory

Comprehensive team member management Role-based access control (Technician, Admin, Front Desk, Finance) Search and filter team members quickly Contact details with email and phone Individual profile editing and management

Service History

Complete record of all completed appointments Technician assignments with star ratings Service duration and location tracking Historical reference for quality assurance

Business Configuration

Branding & Theme customization Business information management Currency and Smart Tip configuration Appointment status and service management Invoice and Quote status workflows Custom role creation with granular permissions Customer Voice Experience with AI voice selection IVR configuration with press options routing Business and technician working schedule setup Holiday configuration

Why CorsaCX?

• No technical expertise required
• AI automation reduces administrative workload
• Manage business from anywhere
• Enterprise-grade security
• Purpose-built for SMBs, not adapted enterprise software Download CorsaCX Technician Portal and transform how you manage your service business with AI-powered automation. "