The job is fast; the paperwork should be too. Quote by the square foot from a template, attach the before-and-after, send the invoice from the driveway, and set it to come back next year.
Lines carry a unit — sq ft, linear ft, each, hour — with cost and markup, so a driveway is square footage at your rate. Templates make the quote pick-and-send from the phone, and the customer approves it online.
Photos and notes go on the job from the phone; attach the before-and-after to the invoice and the customer sees them on the invoice link, then pays by card on the spot.
Set the job to repeat seasonally and completing it books next year's. The review request goes out after payment; the customer's hub keeps their history; the referral link is on it.
Every item is a screen you can open the day you sign in.
Square footage in, photos on, invoice out.
Yes. Set the unit on the line to sq ft (or linear ft, each, hour, job) with your cost and markup; the total follows the quantity.
Yes. Files attached to the invoice — photos, PDFs — are shown on the invoice link the customer opens, and can be downloaded.
Set the job to repeat seasonally; completing it books the next. Reminders and the review automation are on by default once you turn them on.
Yes, if you want them — add your trade to your marketplace profile and homeowners can pick it once you are live. 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.
Quote it, wash it, invoice it, repeat it.
