who it's for
Built for teams running their business across too many tabs.
Solo operators on a phone + spreadsheet
Quote in your head, invoice on Square, schedule in Google Calendar, customer info in your text history. Every job re-creates the same admin work.
Small offices using 3+ tools
CRM in one place, calendar in another, billing in a third, conversations split across SMS and email. Information falls through the cracks.
Multi-truck operations needing visibility
The owner can't see what's happening today without asking three people. The dispatcher can't see paid status. Nothing connects.
what's included
Four modules. One platform.
Each module works on its own. Together they're the operating system.
01
Dashboard
Your business at a glance: today's calls, this week's bookings, this month's revenue, leads in pipeline, jobs in flight. Not 14 tabs. One screen.
- Today's open jobs and their status
- This week's revenue, bookings, calls answered
- Pipeline value by stage
- Quick-action buttons for the top 3 things you do daily
Recent activity
- 9:42 AMVoice AI booked — Sofia Tanaka, slab leak
- 9:20 AMEstimate sent — Delgado Family, $4,200
- 8:58 AMJob marked complete — Webb residence
- 8:15 AMInbound SMS — Lopez, follow-up request
02
Pipeline
Leads, estimates, jobs, paid. Drag from one stage to the next. Every action — sending an estimate, scheduling a job, marking it paid — happens from the pipeline card itself. No swivel-chairing between tools.
- Customizable stages per trade (roofing pipeline ≠ HVAC pipeline)
- Cards show lead grade, estimated value, last contact, next action
- One-click stage transitions
- Filters by source, value, stage
Leads
Estimate
Scheduled
Paid
03
Calendar
Your team's bookings, your inspections, your follow-ups, your reminders. Sync to Google Calendar both ways. Customers book themselves into open slots through your website.
- Two-way Google Calendar sync (your existing calendar keeps working)
- Customer-facing booking page (book inspections without phone tag)
- Buffer time, drive-time blocks, no-double-booking rules
- Auto-reminders by SMS and email
Mon
Tue
Wed
Thu
Fri
8
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04
Communications
SMS, email, missed calls, Voice AI bookings — every customer conversation in one timeline. Reply from the same screen no matter what channel they reached out on.
- Unified inbox: SMS + email + Voice AI transcripts in one thread per customer
- Saved replies for the 7 things you say daily ("On my way," "Running late," etc.)
- Two-way SMS from your business number
- Conversation history attached to the customer card forever
Inbound call — emergency roof leak booked for 10:30 AM today
Confirming your emergency roof inspection today at 10:30 AM. We'll text you when our tech is en route.
Thanks. Sending pics now.
how it works
Set up in days. Used the same morning.
01
We import your customers.
From wherever they live now — spreadsheets, your old CRM, your email contacts. Cleaned and tagged.
02
We build your pipeline.
Stages tuned to your trade. Custom fields for the info that matters (insurance claim status, roof type, equipment specs).
03
We connect your channels.
Phone, SMS, email, calendar, payment processor. Single sign-on for your team.
04
You open one tab in the morning.
Everything is there. The dashboard becomes your home screen, not your last resort.
in action
What one customer's conversation looks like.
Every channel, one timeline. The customer card lives next to the conversation — not in a different tab.
Marcus Webb — emergency roof leak, residential
- Voice AI7:32 AM
Inbound call answered. Marcus Webb, active roof leak in master bedroom, water coming through ceiling. Booked emergency inspection — today 10:30 AM. Service area confirmed (Costa Mesa).
- SMS7:33 AM
Hi Marcus — confirming your emergency roof inspection today at 10:30 AM. We'll text you when our tech is en route. Reply with photos of the leak if it's safe to take them.
- SMS7:38 AM
Thanks. Sending pics now. Water is dripping into a bucket in the bedroom.
- SMS7:41 AM
[ photo ]
- SMS9:48 AM
Tech (David) is 12 min out. He'll do a full assessment, document with photos, and write up an estimate before he leaves.
- Email11:54 AM
Inspection complete. Estimate attached: $2,840 for emergency tarp + full repair scheduled this week. Click to approve.
- SMS12:08 PM
Approved. Thanks for the fast turnaround.
why it pays for itself
Hours back, every week.
Without the CRM
Office admin spends ~12 hrs/week reconciling spreadsheets, copying customer info between tools, manually following up on quotes, and chasing missed calls.
With the CRM
~2 hrs/week. The other 10 hours go back to revenue work — outbound calls, estimates, customer touchpoints.
Recovered each month
+47 hrs/mo
10 hrs/week × ~4.7 weeks. Conservative — assumes nothing changes about call volume.
At a $20/hr office admin loaded cost, that's ~$940/mo recovered. The CRM pays for itself ~2× over at the Foundation tier.
questions
What contractors usually ask.
Do I have to give up Google Calendar / QuickBooks / my existing tools?
No. The CRM syncs with Google Calendar both ways. We can hand off paid invoices to QuickBooks at month-end. The point is that your team only opens one tool to do daily work, not that you abandon what already works.
What does "import my customers" actually mean?
We take your existing customer list (spreadsheet, CSV from your old CRM, exported email contacts) and structure it inside the CRM with the right fields, tags, and history. You don't lose data, and you don't have to manually re-enter anyone.
How long does setup take?
Days, not weeks. Most home services businesses are fully migrated within 5–7 business days. Larger operations with thousands of customer records can take ~2 weeks. We do all the import and configuration work — you don't touch the back-end.
What if my team won't actually use it?
That's the most common failure mode of every CRM. We mitigate it by (a) configuring the CRM to your team's actual daily workflow before they ever log in, (b) running a 30-minute walkthrough with your team on day one, (c) keeping the dashboard small enough that it's faster to use than the spreadsheet they're avoiding.
Can my office staff use it on their phone?
Yes. The CRM has a mobile app for iOS and Android. Field techs can update job status from a customer's driveway. Office staff can answer customer SMS from their phone after hours if they want to.
Stop running your business across six tabs.
Book 15 minutes. We'll show you what one screen looks like for your specific operation.