The work is not hard to do — it is hard to keep track of. Every request lands in one queue, the quote takes a minute from a template, and the invoice goes out before you back out of the driveway.
Your booking page takes requests 24/7; calls and texts land in the inbox on the customer record; lead-board jobs arrive in the same Requests queue. Move each one through stages to won or lost so nothing sits in a message thread.
Templates for the common jobs, priced by the hour or the job, so a quote is pick-and-send from the phone. The customer approves online; the quote becomes the job and the invoice.
Convert the job to the invoice on site and send the pay link; a completed job with no invoice nudges you. Reminders chase what is past due; the review request goes out after payment.
Every item is a screen you can open the day you sign in.
Every request in one place; every job closed out the same day.
Yes. The booking page takes the request with the details you ask for; it lands in your Requests queue for you to accept and schedule. It is your calendar — nothing books itself without you.
Yes. Start from a template, send it, convert it to a job and then an invoice with an online pay link, all from the job on your phone.
Job types and templates are yours to define. On the marketplace you can list several trades on one profile.
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
Book it, quote it, do it, invoice it.
