A CRM concept for plumbers, contractors, and field-service teams.
This product direction is built around the needs of trades businesses that need to move quickly from inquiry to booked job to completed work.
Lead capture
Capture phone, web, and referral inquiries and assign each one a status.
Estimate tracking
Track quotes, callbacks, close rates, and pending opportunities.
Booking calendar
View upcoming appointments, service calls, and follow-up tasks in one place.
Designed for practical field operations.
Instead of forcing a small business into enterprise software, the system can be shaped around the real flow: new lead, triage, estimate, appointment, job notes, completion, invoice handoff, and future service reminders.