Customers & quotes
Every request. Every quote. One place.
Calls, texts and web bookings become leads. Send a quote, and customers approve it online.
Intake
No request slips through.
Every call, text and website request becomes a lead with an owner and a follow-up time. Urgent ones are due in two hours.
- 01A request arrives by phone, text or your website.
- 02It lands in Open with an owner and a follow-up time.
- 03Overdue and Needs review show what’s slipping.
- 04Create job links it to a customer and an address.
- Open, Needs review, Overdue and Booked
- Merge duplicate requests
Quotes
Quotes customers approve online.
Price the job from your services, parts and labor. The customer approves or rejects it in your portal.
- 01Add line items to the job.
- 02Send the quote by email, and by text if they opted in.
- 03The customer approves or rejects it in the portal.
- 04Price changed? Send a revision. Sent quotes never change.
- Valid 30 days by default
- Technicians quote from the job site
Customer records
The whole history on one page.
Contacts, service addresses, gate codes, and every past job and invoice. Your crew sees the access notes on the job.
- Several service addresses per customer
- Addresses checked on the map
- Encrypted access notes per address
- Import customers from a spreadsheet
Online booking
Customers book from your website.
A calendar shows the days with open times. Customers pick one, answer your questions and enter a checked address.
- Embeds on your own website
- Up to 10 questions of your own
- Spam protection built in
- Service plans customers subscribe to
Built for the trades
Get back to the work you’re good at.
Tell us about your business and we’ll get you set up.