Half of plumbing is being reachable. Calls and texts land in one inbox, the booking page takes the request when you cannot answer, and the customer gets the arrival window before you leave the last job.
Calls and texts land in one inbox tied to the customer record, so a missed call is a thread, not a lost number. Your booking page takes the request 24/7; it lands in the Requests queue for you to approve and schedule.
The upcoming-job reminder texts the arrival window before the day; on-my-way sends the ETA from the job with one tap. The customer's hub shows the appointment. Fewer calls in, fewer calls out.
Convert the quote to the invoice on the driveway, send the link, take the card or bank payment on the spot. Anything left open gets an automatic past-due reminder. Completed jobs with no invoice nudge the office.
Every item is a screen you can open the day you sign in.
The call, the booking, the ETA, the invoice — one record per customer.
No — nothing here answers a call. Calls and texts land in the inbox tied to the customer, and the booking page takes a request when you cannot pick up. The Business phone module adds a real line with call flows and voicemail.
Yes. Start from a template on your phone, add the parts and labor, send it; the customer approves online and the quote becomes the job and then the invoice.
Send the invoice link from the job and the customer pays by card on the spot; you see the payment post to the invoice. Reminders handle anything left open.
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.
Catch it. Book it. Text the ETA. Get paid.
