Why One Platform Wins
Fewer Tools, One Platform
CRM, jobs, quotes, and accounting all in one place. No more switching between apps.
Faster Follow-Up
Quotes sent instantly, automated customer reminders, and AI-assisted workflows keep things moving.
Built-In Accounting
Track income and expenses, sync your bank accounts, connect to QuickBooks, and generate real financial reports.
Tailor It to Your Business
Flexible workflows and workspace settings that adapt to the way you run things.
Everything You Need
Built for How You Actually Work
Jobs & Quotes
- Create and manage jobs from start to finish
- Build quotes with line items
- Send quotes via email or SMS
- Customers approve quotes online
- Convert quotes to jobs instantly
Scheduling & Reminders
- Schedule appointments and jobs
- Automated customer reminders
- Appointment confirmations
- Team calendar visibility
Leads & CRM
- Capture and track leads
- Customer profiles with contacts
- Notes and activity timeline
- Pipeline visibility
- Convert leads to customers
Accounting & Payments
- Track income and expenses
- Connect your bank account
- QuickBooks integration
- Import transactions via CSV
- Profit & Loss reports
- Balance Sheet reports
AI-Assisted Workflows
- Smart analysis and insights
- Workflow automation
- Help making better decisions
- Reduce manual busywork
Team & Workspace
- Multi-user workspaces
- Role-based access control
- Team invitations
- Switch between workspaces
How It Works
From lead to payment, everything flows together.
Capture Leads
Leads flow into your pipeline, organized and ready to work.
Send Quotes
Create professional quotes and send them to customers in minutes.
Schedule & Remind
Book appointments and let automated reminders keep customers informed.
Get Paid
Invoice, collect payments, and sync everything to your books.
Connected to What Matters
Sync your bank, connect QuickBooks, and communicate with customers.
Bank Accounts
Connect your bank and sync transactions automatically
Financial IntegrationQuickBooks
Sync your chart of accounts and transactions
Financial IntegrationStripe
Collect payments and reconcile automatically
Financial IntegrationSend quotes, invoices, and notifications
SMS
Appointment reminders and notifications
Simple, Transparent Pricing
Start with a 14-day free trial. No credit card required.
FREE
Perfect for solo operators getting started
- Basic job management
- Customer contacts
- Task tracking
- Up to 3 team members
- Pipeline & CRM
- Marketing tools
- Advanced team features
- Performance tracking
All plans include bank-level security, data encryption, and GDPR compliance.
Questions about pricing? Contact our sales team
Built for Service Businesses
Whether you're a solo operator or managing a team.
Stop Juggling Tools
The pain of spreadsheets and disconnected apps vs. one connected platform.
The Problem
- Leads scattered across email, phone, and forms
- Manual data entry wastes hours every week
- Missed follow-ups and lost opportunities
- No visibility into your pipeline or revenue
- Expensive tool stack that doesn't talk to each other
The Solution
- All leads in one place with automatic organization
- Follow-ups, scheduling, and reminders handled for you
- Real-time visibility into every aspect of your business
- One price, one login, everything integrated
- Built-in accounting so your books stay clean