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Menaia

The Profit Engine for Your Field Service Business·menaia.com

Menaia is an all-in-one field service management platform for home service trades such as insulation, HVAC, roofing, plumbing, remodeling, landscape, garage doors, crawl space, and pest control businesses. It covers on-site quoting from a company's own price book, scheduling and dispatch, invoicing, and financial/margin tracking on every job. It also includes a time-based crew bonus system that pays technicians a share of the labor hours they save versus a job's time budget, plus AI-driven reporting and business insights.

What it's for

On-site quoting/estimating from a price bookScheduling and dispatch of crewsJob planning and time trackingInvoicing and payment collectionTime-based crew bonus/incentive managementCRM and lead managementFinancial insights and margin tracking per job/crew/branchAI-generated business reports and insightsMedia/photo gallery organized by jobData migration from other FSM software or spreadsheets

Features 20

AI dispatching
AI Insights, AI-generated reports, AI Business Consultant, AI Ride-Alongs
Asset/equipment and vehicle management with double-booking prevention
Cash flow forecasting powered by AI
CRM and lead management with smart lead routing
Custom forms and custom reports
Dynamic pricing and proposals
Financial insights: real-time revenue, margin, and profitability tracking per job/team/branch
In-app, email, and SMS notifications
Invoicing generated automatically from job line items
Margin threshold alerts
Media gallery organized by phase, area, or crew
On-site and online payment collection
On-site quoting from a custom price book with real labor and material costs
Performance dashboards and leaderboards by tech, crew, and location
Progressing payments and payment reminders
Smart calendar routing and job planner
Time tracking and shift reminders
Time-based crew bonus system with in-app crew Wallet
White-glove data migration from other FSM software, CRMs, or spreadsheets

At a glance

TypeWeb app

DeploymentCloud

PlatformsWeb

Forfield service businesses that run crews, single-location businesses, growing teams, regional operators, nationwide branches, private equity-backed operators

CompanyMenaia

Integrations

QuickBooksGoogleStripeZapierClaude

Pricing

All three plans (Core, Pro, Scale) are quote-based ('Contact Us' / 'Custom'); no numeric prices are published on the site. All plans state 'Unlimited users' with no per-seat/per-tech pricing.

CoreQuote

For single-location businesses getting started with performance-driven ops.

ProQuote

Marked 'Most Popular'; Contact Us / Book Demo for pricing

For growing teams that need performance tracking, AI, and multi-branch support.

ScaleQuote

Labeled 'Custom'; Contact Us for pricing

For large operations with custom needs, dedicated onboarding, and SLAs.