The CRM for HVAC, Electrical, Plumbing & Other Service Businesses
Run the shop. Own the Field.
Field service CRM for residential and commercial service businesses
Run jobs from the first call to the final invoice, with the office and the techs in one place. Built for HVAC, electrical, plumbing, and other residential and commercial service companies. Live the same day. Not a 90-day implementation.
Quote, schedule, field work, report, invoice — ninety seconds. Play it whenever you want. No demo appointment.
What you get today
The office and the truck, without a second product.
Keep customers informed. You can send an estimate, an invoice, or an on-the-way or arrived notice when you choose. With Gmail connected, you can also turn on reminders for an upcoming maintenance visit, a quote that has been waiting, and an invoice that is past due.
Run the day
See every technician, every job, and every opening from one dispatch board.
Document the work
Capture equipment, readings, conditions, and customer-ready notes from the field.
Turn approved work into money
Build the quote, collect the deposit, and convert approved work into an invoice.
Trades
Pick it once at signup.
HVAC, electrical, and plumbing (including the combo) are the home turf. Other field-service trades are in the product — pick yours at signup, or General Field Service if you are not on this list. A lawn or pool shop is not stuck in an AC report.
HVACElectricalPlumbingHVAC + electrical + plumbingLandscapingPoolPestWindowsPressure washingGuttersHouse cleaningAny other trade
Pricing
Flat monthly
Same 14-day trial on every plan.
iWhat extra AI costs
What extra AI costs
Plan
Monthly
Included assistant uses
Extra uses
Conversations
Starter
$49 / mo
40
$0.25 each after included. Stop at 2000 total / month.
$0.65 each. Stop at 400 / month.
Team
$99 / mo
150
$0.25 each after included. Stop at 2000 total / month.
$0.65 each. Stop at 400 / month.
Growth
$199 / mo
400
$0.25 each after included. Stop at 2000 total / month.
$0.65 each. Stop at 400 / month.
Conversations are not included on any plan. A new one starts after 30 minutes idle or 30 messages.
Starter is two logins. Team is up to 20. Growth is up to 35.
Starter
$49 / mo
Owner-operator. Two logins.
Full shop: jobs, quotes, invoices, reports, portal
$25/mo add-on, plus $25 once to register the number. Each plan includes the texts above. Extra texts are $0.04 each. Not in the plan price. We charge only after the carrier approves and a number is assigned.
Extra assistant uses and conversations are billed on top of the monthly plan. Open “What extra AI costs” for the full list.
Need more files? Extra storage is $25/mo per 50 GB pack, added in Settings on a paid plan. We never delete your files.
Billing and cancellation
Every plan includes a 14-day free trial. No card required. Choose a plan now so your account has the correct limits. Add billing only if you decide to continue. Cancel anytime from your account. Export your data from Settings anytime.
Flat monthly
Ready this week, not this quarter.
14-day free trial No card required. Cancel anytime from your account.
