CORTAN

CORTAN Connect

See the software behind the service.

Requests, appointments, field work, approvals, and service records for your business and its existing customers.

View the workflow walkthrough

Product screens use example data.

Follow a request through the business.

See what the customer submits, how the office assigns the visit, and what the technician uses in the field.

View the seven-step walkthrough

Includes work approval, completion, payment state, and service history.

Office workspace

Review requests and confirmed visits.

Group requests by stage, check the next appointment, and manage employee access, recurring availability, and service areas.

  • Request stages
  • Team assignments
  • Availability & time off
  • Job & payment records
Actual CORTAN Connect contractor overview
Actual application · Demo dataView screenshot →

Technician workspace

See the next job and arrival details.

The field team can review assigned work, the next appointment, and customer instructions before arriving.

  • Today’s jobs & next stop
  • Job details & navigation
  • Customer arrival instructions
  • Shift & availability controls
View the full technician screenshot
Technician dashboard demonstration showing today's jobs, next appointment, shift status and the next water heater diagnostic
Technician daily view · Application demoView screenshot →
See the customer instructions before a visit

Read the instructions before arrival.

Property access, pets, visit preferences, and accommodations stay with the appointment. These instructions are provided by the customer.

View the complete dashboard screenshot
Detail from the technician dashboard showing customer-provided property access, pets, visit preferences and service accommodations
Before you arrive · Detail from the same demoView screenshot →

Customer portal

Keep the contractor’s identity primary.

Customers return to their business’s branded portal for appointments, requests, and service records. Properties remain connected to preferred providers.

Explore the customer experience
Actual customer portal with the contractor's business identity primary
Actual application · Demo dataView screenshot →

Product screen library

Open a screen for a closer look.

Actual application captures with demo data. Each viewer has a link back to this page.

Dispatch and assignments →Assign technicians to confirmed visits and review the route.Technician daily view →Today’s jobs, shift status, and the next stop.Branded customer portal →The preferred contractor’s identity and the next confirmed appointment.Service receipt →Completed service details and example payment information.
Contractor screens
Repair proposal builder →A repair proposal showing diagnosis, scope, line items, repair options, and the customer preview.Repair proposal on mobile →The repair proposal builder on a phone, shown with example data.Contractor overview →Requests by stage, upcoming appointments, and business activity.Contractor overview on mobile →The contractor’s daily overview on a smaller screen.Dispatch and assignments →Assign technicians to confirmed visits and review the route.Dispatch on mobile →Assigned visits and route information in the responsive application.Team management →Employee roles, availability, and access.Service territory →Service radius configuration and the geographic area preview.Schedule on mobile →Availability and appointment scheduling on a smaller screen.
Technician screens
Technician dashboard →Assigned work, next appointment, shift controls, and customer arrival instructions.Technician daily view →Today’s jobs, shift status, and the next stop.Customer arrival instructions →Customer-provided property access, pets, visit preferences, and accommodations.
Customer screens
Branded customer portal →The preferred contractor’s identity and the next confirmed appointment.Customer workspace →Live customer overview with an example property and request, appointment, service, and payment summaries. No contractor or visits are connected in this example.Customer workspace on mobile →Customer requests and appointments on a smaller screen.My ecosystem →Live property setup with service categories and optional arrival details. No preferred contractor is connected in this example.My ecosystem on mobile →Property and preferred-business relationships in the responsive application.Home profile & appliances →Live home profile with an example water heater and its maintenance timeline. Service and warranty dates have not been added.Appliance records on mobile →Saved appliance information in the responsive application.Service request →The contractor-branded request form for the property, problem, and visit options.Service request on mobile →The same contractor-branded request form on a phone.Optional technician tracking →Assigned-visit location sharing using a synthetic location.Technician tracking on mobile →The customer’s view of location sharing for an assigned visit.Service follow-up →The customer’s follow-up view after a service visit.
Payments & approvals
Work proposal and approval →Recommended work, the additional amount, and the customer’s decision. The screen uses example payment data.Diagnostic authorization →The visit price and the customer’s explicit diagnostic consent.Payment records →Separate diagnostic and repair payment records.Service receipt →Completed service details and example payment information.

Discuss CORTAN for your operation.

Tell us your trade, service area, and team size. We’ll review your application and discuss onboarding.

Get Started