Back office & pipeline
The office work used to happen at the kitchen table after nine.
Quotes followed up until they close. Invoices chased politely so you don't have to. The spreadsheet you keep meaning to build — built, filled, and kept current. Every job, call, and dollar lands in one plain-English record you can actually search.
Every section below is live in the dashboard from day one. Nothing is configured after the fact or sold separately.
Office
Chases quotes with a day-3, day-7, day-12 cadence and sends polite invoice reminders.
Pipeline
Every lead staged from first call to closed job, with dollars attached.
Customers
The full record: contact, history, notes, and timeline in one search.
Insights
Weekly numbers in plain English: calls, jobs closed, revenue, quotes open.
Your say-so, built in
Internal work like spreadsheets, reports, and records runs freely from day one; it never leaves the house. Anything customer-facing, like an invoice reminder, waits for your approval until you say otherwise.
Pricing
Everyone gets the whole team. You pay for how much work it does, not which parts you are allowed to use.
Sizes start at $1,499/mo. Your audit readout includes a scoped quote, in writing, valid 30 days, before you commit to anything.
Also handled
Your Everything Audit prices the quotes sitting cold right now, from your real list, before we deploy anything.