Getting started · 01

Welcome to Alpha

Alpha gives service businesses one place to see their crew, their jobs, and their customers in real time. It's built for the people who keep getting interrupted with "where's the crew?" and "what's the status on the Henderson job?"

The product is organized around a few simple ideas you'll see throughout these docs:

  • Organizations own everything. You'll set one up and invite teammates into it.
  • Customers are who you do work for. Each customer has one or more locations.
  • Projects are individual jobs at a customer location, moving through statuses you can shape to your shop, from Draft to Complete out of the box.
  • Work orders break a project into lines you schedule on the calendar and staff with the right people.
  • Location visits are the check-in / check-out log of when your crew was on site.

Alpha runs in any modern browser, built to work just as well on a phone in the field as on a desktop in the office, and integrates with QuickBooks Online and Google Drive if you use them.

Heads up

You don't need QuickBooks or Drive to use Alpha. They're optional and can be connected later from the integrations page.