Service Workspace · For Contractors
Quote Any Job — Track Every Permit.
Build flexible line-item quotes, track permits and jobs through your pipeline, and manage finances without spreadsheet chaos.
The Service Workspace is Alzar Logic’s all-in-one hub designed specifically for field service teams, installers, and specialty contractors (HVAC, roofing, exteriors, and more). Included as the primary workspace on all standard plans, it connects your entire pipeline within a single, cloud-synced system:
Line Item Estimator · Permit Processor · Web Leads · Pipeline · POS · CFO Dashboard
Sound Familiar?
Most contractors outgrow QuickBooks and spreadsheets long before they outgrow their trade.
Spreadsheet estimating
Replace manual grids with a Service Catalog and Smart Assemblies — searchable bid items and one-click PDF proposals.
Lost jobs between quote and invoice
Pipeline and the CFO Dashboard stay in sync from first contact to final payment — no more re-keying between systems.
Permits and inspections are chaos
The Permit Processor tracks every stage, deadline, and inspection — so your crew knows what is next without digging through spreadsheets.
Margins are invisible until it is too late
The CFO Dashboard shows gross profit, cash flow, and receivables in real time — not at month-end when the damage is done.
First Estimate to Final Invoice
Five steps. One workspace. No context switching.
Estimate
Line Item Estimator with Service Catalog and optional Smart Assemblies — branded PDF with Scope of Work.
Sell & Track
Pipeline from lead to signed contract — Kanban or list view with deal scoring and live financial sync.
Permits
8-stage Permit Processor: intake through finaled, with deadline calendar and time logging.
Execute
Field crews work from job status and task board. Material Orders and POS close the loop.
Report
CFO Dashboard updates live from quoted and invoiced jobs — margin, cash flow, and A/R.
Built for How Contractors Work
Line Item Estimator
Flexible bidding grid with Service Catalog, Smart Assemblies, and one-click PDF.
Permit Processor
8-stage municipal permit workflow with deadline calendar and time logging.
Smart Assemblies
One measurement → full material and labor breakdown for gutters, roofing, exteriors, and more.
Pipeline
Track every deal from lead to signed contract with live financial sync.
Web Leads
Capture inbound quote requests and route them into your pipeline automatically.
CFO Dashboard
Gross margin, cash flow, and A/R — executive view without month-end exports.
POS & Billing
Collect at the counter or in the field — CFO updates live.
People
Clients, vendors, and crew in one searchable directory.
Permit Processor
8 Stages from Intake to Finaled
After the contract is signed, the Permit Processor replaces manual tracking with a visual stage-gate workflow — building, electrical, plumbing, roofing, demolition, mechanical, grading, and solar permit types supported.
- 01Intake — gather blueprints and client sign-off
- 02Prep — complete permit applications
- 03Submission — drop off or e-submit to municipality
- 04Plan Check — waiting for municipal review
- 05Corrections — revisions and resubmission
- 06Issued — permit active and in hand
- 07Inspections — schedule and pass site inspections
- 08Finaled — job closed, permit complete
Need Leads Too?
Alzar Logic handles your operations. Alzar Logic is developed by Alzar Technologies LLC. SOG Tech Solutions helps home-service contractors with marketing and lead generation — and includes Alzar Logic in Tactical and Command packages.
Talk to SOG about marketing + Alzar Logic →See It on Your Jobs
Schedule a demo and walk through quoting, pipeline, permits, and billing with your team's workflow in mind.
Request a Demo →