C
Customer CRM
Every customer, address, job, and conversation in one place — with full history going back as far as you bring in.
L
Lead capture & intake
Public intake links that turn web inquiries and referrals into trackable leads — assigned and followed up without missed calls.
Q
Quotes & estimates
Build branded quotes from a service catalog, email them as PDFs, and convert to a job in one click when the customer says yes.
$
Invoicing & payments
Send invoices that look professional, track Check / Zelle / Cash / Card payments, and see what's outstanding at a glance.
W
Work orders
Schedule technicians, capture job notes and photos on the phone, and link each job back to the customer and the invoice.
R
Reports that matter
Sales by tech, best customers, open balances, cash flow — the numbers you actually use to run the shop, not a wall of charts.