Free CRM. Add more when it helps.

At-a-glance dashboard of your jobs, contacts and activity.

CRM — keep every lead, past customer and referral in one place.

Plan and track jobs from lead to done.

AI-drafted quotes, follow-ups and marketing copy from your own brand voice.

Invoice, collect and reconcile — payments via Stripe, sent as you.

Email, SMS and print campaigns that bring work in.

Collect and manage online reviews so past customers bring new ones.

Multi-crew scheduling and dispatch for growing outfits.

Owner & office admin reply to customer emails with one click — AI drafts, you approve.

Owner manages logins and roles — owner, office admin, salesperson, and crew.

API keys + MCP connection so your own AI can run your one-stop shop.

Your info, team, quote defaults, and how the platform talks to customers for you.

Let customers book online, approve quotes, see jobs and get texted your ETA — one self-serve hub with a link you can send.

Technician field portal (time clock, my jobs, GPS ETA by text/email, camera photos, notes) and the customer self-serve hub link manager.

Property / asset profiles for your customers, with a full service history per site so you never miss a follow-up.

QuickBooks / Xero two-way sync plus job-costing profitability (owner + office).

Followers, views, likes and comments across your social profiles — one graph board.

Clock in/out, timesheets, pay rates, approval and payroll export (QuickBooks / Gusto) plus HR records — time off, documents, certifications.

Your own landing page + forms builder (leads land in the AI inbox), plus one-click WordPress and Wix connections through Composio — list sites, build a Wix site from a prompt, or draft posts.

Electronic signatures with consent and a server-recorded audit trail. Send a quote for signature, the customer consents and signs, both parties get a sealed PDF, then collect a deposit or full payment.

The salesperson's presentation stage — build and run the pitch for a job ahead of quoting, then move it into a pre-quote when ready.

The team calendar — every salesperson, crew and technician sees their scheduled jobs and sales presentations at a glance; the owner and office see the whole week or slice it per crew / per salesperson.