Full CRM with 6-tab detail pages, pipeline stage management, 9-metric grid (win rate, revenue, outstanding balance), and quick actions for creating estimates, projects, and services per client.
Contact info, company details, and communication timeline.
Visual pipeline: lead → proposal → won → active. Stage dropdown on every client.
Multiple jobsites per client with address, access notes, and project history.
Projects, services, estimates, and invoices combined in one tab.
Win rate, revenue, project count, outstanding balance, and more.
Create estimate, project, or service for any client in one click.
From first contact to long-term relationship — everything about every client in one place.
Add a client with contact info, company details, and jobsite locations. Set the pipeline stage. The client record becomes the hub for every interaction — estimates, projects, services, invoices, emails.
Pipeline stages from lead to active. 9-metric grid shows win rate, total revenue, project count, active projects, service count, estimate count, won estimates, outstanding balance, and pending estimates.
Overview, contacts (people at this company), emails (thread history), jobsites (locations with project history), work (projects + services + estimates + invoices combined), and documents.
Total revenue, project count, active projects, service count, estimate count, win rate, won estimates, outstanding balance, pending estimates — all calculated automatically from your data.
Track multiple jobsites per client. Address, access notes, and project history per location. Estimates and invoices linked at the jobsite level.
One tab shows everything — projects, services, estimates, and invoices for this client. No switching between sections to see the full picture.
Create an estimate, project, or service for any client with one click from the header. Convert leads to clients. PostHog tracking on client views for product analytics.
Data flows through the platform. Here's where this feature fits.
Client → Estimates
Every estimate is linked to a client. Client history shows all past and pending estimates.
Client → Projects
Projects are linked to clients and jobsites. Track work across locations.
Client → Invoices
Invoices linked to clients with outstanding balance tracking and payment history.
7-day free trial. No credit card required. Pick your trade and start estimating.
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