CRM & field service, built for the trade.

Estimates are built from real production rates, labor burden, and overhead markup — not a guess. AI can draft line items from a plain-language description of the work, pulling from your own services and past won estimates.

A daily dispatch board shows every crew, every job, every day. Reassign jobs with a drag, and see hours variance against budget in real time — even for crews who never clock in, which falls back to scheduled duration times crew size.

Jobs with a flexible date window instead of a fixed date surface on the Waiting List for opportunistic scheduling when a crew is already nearby. Snow jobs activate the moment a storm trigger depth hits.

Signed recurring service agreements and fixed-price bundled programs — like a 7-Step Fert plan or Gold Maintenance — bill automatically on a fixed schedule, with visit usage tracked per package.

Every job rolls estimated vs. actual labor hours, labor cost, and materials up into real-time gross profit and margin — no spreadsheet reconciliation after the fact.

Draft-to-paid invoicing with Stripe-powered card and ACH payments built in, at Stripe's standard rates (2.9% + $0.30 card, 0.8% capped at $5 ACH). Clients can save a payment method for optional autopay. A pass-through fee to recover the card cost (3.5% above $500 by default) is on by default and adjustable per company.

Clients log in to pay invoices, review and accept estimates, and submit their own support tickets — without picking up the phone. Tickets carry priority, status, and automated past-due tracking.

Roll up a property manager's buildings under one parent account with shared billing. Estimates go out as a secure link clients can accept or request changes to — no login required.

About 100 built-in reports plus a drag-and-drop dashboard builder, and a trigger → action automation engine for event-driven emails, texts, and alerts.