Know every customer like they're your only one.
Every call, job, quote, payment, property, and installed unit on one living record. Built by the work itself, not by data entry. When the phone rings, the whole story is already on screen.
Accounts & CRM
- Recordscustomer · property · equipment
- Data entrythe work is the input
- Historycalls, jobs, invoices, threaded
- SinceMar 2025 · shipped
Why it matters
The argument, in three rows.
The record writes itself
Jobs, photos, signatures, invoices, and payments post to the customer as they happen. Nobody types the day in twice, so the record is actually true.
Properties, not just names
A customer can hold several properties, and each property holds its equipment: serials, install dates, warranties, photos. The water heater's history is on the record, not in a memory.
The whole story on ring
When the phone rings, the last job, the open estimate, and what's still owed are already on screen. Your best customers deserve a better memory.
Grow the book
The next job comes from the last one.
Reviews, reactivation, and the property's history: growth as a byproduct of work done and recorded well.
Up close
How it runs.
Properties and equipment
Multi-property customers with per-property equipment history. Repair quotes check the warranty automatically before anyone prices covered work.
Segments and lists
Query the book (equipment older than three years, customers gone quiet, plan members) and the list stays live as jobs close.
No data entry
Calls, texts, and email thread to the record; job checklists and photos attach to the property; invoices and payments post as they happen.
On the roadmap
What is still being built. In its own words.
Automatic lead intake from calls, texts, email
In development · Q3 2026
Duplicate customer prevention
Planned
3D space scanning
In development
Start
One bill. Every module.
$99 / company. Unlimited people. Plus metered usage. $15 included each month. Nothing on this page is a tier.
Waitlist open. One email when your invite is ready, nothing else.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.