Docs & how-to

How Punchless works

A plain-English tour of the whole product — read it before you sign up. Want the mechanism in detail? See how the timecard engine works.

Daily operations

Crew

Start your day on the Crew page: every technician's live status (at shop, in transit, on site, or no signal), the week's headline numbers, and timecards waiting on you.

Live map & routing

See technicians on a map in real time. On Elite, optimize the day's route and hand off turn-by-turn to the tech's phone.

Schedule & dispatch

Build the week on a grid, auto-suggest assignments by qualification and load, and send urgent jobs to the right tech with accept/deny on the dispatch board.

Timecards, payroll & compliance

How timecards build themselves

GPS geofence crossings at your shop and job sites trigger four states — at shop, in transit, on site, unknown stop — and the engine assembles a draft timecard from them. No clock-in, no end-of-week guessing.

Review & approve

Managers review GPS-drafted timecards, adjust with a logged reason if needed, and approve. Approval locks the record for payroll.

Payroll export & certified payroll

Export approved hours to QuickBooks (native sync), or to ADP, Gusto, Paychex and any payroll via CSV. Certified-payroll PDF and state-aware overtime and break rules are built in.

Jobs, customers & the field app

Jobs & work orders

Create jobs with an address (a geofence generates automatically), assign a tech, and track them from open to complete. Group field visits under office work orders when you need to.

Customers & portal

Keep customer records with contact, billing and history. On Pro, customers get a self-service portal to view their jobs, invoices and estimates via a magic link.

The technician app

Techs run a background 'work mode', complete jobs with camera photos and checklists, add change orders, capture a customer signature, and log personal mileage.

Money

Estimates & e-sign

Build a line-item quote, email it, and the customer approves or declines from a public link with a typed e-signature — no login. Approved estimates convert to a scheduled job in one click.

Invoicing & online payments

Build and send line-item invoices as a PDF; customers pay by card through a secure hosted checkout (Stripe). Record checks and cash too, and run per-stop or per-month recurring billing.

Price book, memberships & inventory

Keep a reusable catalog of priced services and parts, sell recurring service plans, and track stock and purchase orders.

Growth & setup

Reviews, booking & marketing

Ask happy customers for a review after a completed job, take requests from a public booking page, and see lead sources and reputation in the marketing dashboard.

Automations

Turn on standing rules — email an invoice when it's created, ask for a review when a job closes, text an ETA when a tech is on the way — from one Automations page.

Integrations & white-label

Native QuickBooks sync, a Zapier app and public API, and for partners, full white-label branding and multi-client management.

See it with your own eyes.

Start a free trial and load sample data — a full workspace with a crew, jobs, timecards and an invoice — in one click, before you invite anyone.