Get started
Pro
$99 /mo
Getting work in
- Intake
- The form a lead arrives on. It checks for an existing client before it creates one, so a repeat customer does not become a second account, and it geocodes the address on write.
- Leads
- An inbound inquiry as its own record, carrying the source and the attribution ids, so marketing spend traces to work won.
- Clients
- Every account on one record — contacts, properties, A/R and history.
- Properties
- The job site as a record rather than a text field: address, geocode, access notes, hazards. Everything scheduled, estimated or invoiced hangs off it.
- Duplicate detection
- Accounts that are probably the same business or household, matched on phone and normalised address. Nothing merges on its own — the two records are laid side by side and you decide.
Pricing the work
- Estimates
- Every estimate through its life — draft, sent, viewed, accepted — with the estimator who owns it, the line items and the job description the crew works from.
- Job sheet
- The on-site scope screen: scope lines with send-to-estimate toggles, multi-job pricing, equipment and gear, deck mats, crew size by hours, site notes.
- Client accept page
- The estimate as the customer sees it, on your own domain, with accept and decline links. No portal account for them to create.
- Service catalog and price book
- A stable id and category per service, and a price composed from standard labour minutes and a material list — so two estimators quote alike and a wage rise re-prices the book.
- Unpriced queue
- Draft estimates nobody has put a number on, so they stop dying quietly.
- Estimate triage
- The decision about an estimate recorded separately from the outcome, so “waiting on capacity” is not stored as “lost”.
Scheduling
- Calendar
- Jobs and sales events together, drag to move, drag the edge to resize. Every entry is an event; its kind says whether it is a sales visit, a job, or a block.
- Colour, derived
- Calendar colour computed from the work, never typed. Sage is every paying job, the two cranes have their own, a go-back turns red — and which colour means what is a setting, with a guard against reusing one.
- Awaiting scheduling
- Accepted work with nothing booked, oldest first, aged in days since the customer said yes.
- Routing
- The day's stops on a map, in an order, reordered by hand.
- Crew job packet
- Today's work for a crew leader as a link, not a login — job details, address, access notes, hazards, no dollar figures — and one field at the end: how long it took.
- Recurring work
- A service agreement, a visit plan, blackout dates, and the calendar entries it generates forward.
The field
- The mobile app
- A purpose-built phone surface with its own pages and design, not a shrunk desktop. Sixteen screens.
- Offline
- The phone opens and shows data with no signal — cache-first for the shell, last-seen response for the data.
- Time clock
- A crew member clocks in and out of their own sessions.
Money in
- Invoices
- Accounts receivable through its life, with a public pay page per invoice.
- Online payments
- Card and ACH through Stripe, passed through at cost — 2.9% + 30¢, no spread taken.
- Deposits and retainers
- Money taken before work, held as a liability and applied when the work is invoiced, not booked as revenue on receipt.
- A/R and aging
- What is owed and by how long, with reminders and customer statements.
- Refunds and credit memos
- Reversing money out, as its own permission so it is not implied by the ability to take money in.
- Sales tax
- Rates, the taxability of a line, and what has been collected.
- Auto-billing
- Invoicing a recurring visit on completion without anybody opening it.
The numbers
- Dashboard
- Operations and money on one screen — work still to do, unscheduled work, unpriced drafts, revenue, collected, overdue.
- Close rate per rep
- How many of an estimator's own quotes turn into work.
- Reports
- The reporting surface, with a date range, entity, basis and the dimension to cut by.
The books, underneath
- Double-entry accounting
- Every transaction posts to at least two accounts and debits equal credits, enforced per entry. It runs whether or not you ever open it.
The yard
- Stock
- What is on hand — consumables and shop supplies — with counts.
- Reminders
- Standing checks — oils, greasing, walk-arounds. Tick one and it schedules the next.
- Equipment catalog
- A closed list of the actual machines and the gear that gets ticked when used, so one unit does not appear under three spellings.
Running the company
- Team
- Users, their roles and their status. Five roles: owner, ops, sales, crew leader, accountant.
- Permissions
- 70 capability keys, each with a role default, plus per-user grants and revokes.
- Company settings and branding
- Name, address, logo, colours, terms.
- White-label terminology
- The words on the screens are settings, not fixed strings, so the product speaks your language.
- Subscription and billing
- The plan, the add-ons, and what is being paid. Nothing inside the product can raise your bill.
- Data export
- Everything the company has, in full, including on a closed account.
- Backups and restore
- Nightly backups, and restoring from one.
- Help
- A searchable how-to library — a search box, not a menu, searching article bodies because people search symptoms.
- Report a problem
- A defect report with the context attached automatically — tenant, page, role, version, last error.
Build employees and assets
Premier
$499 /mo
Everything in Pro, plus
Dispatch
- Dispatch board
- The multi-pane planner — event calendar, jobs timeline and map bound together, with Split, Route, Dispatch, Full, Events and Jobs views. Crew-leader chips on jobs, rep dots on events; assignment never changes the colour.
- Route optimisation
- The control that computes the best driving order through a day's stops.
- Multi-crew dispatch
- Assigning and reassigning work across more than one crew from the board.
- Projects
- Work that spans more than one visit — ordered stages, with a stage able to block the ones after it.
- Permits and inspections
- A permit with its jurisdiction, fee and approval, and inspections as an ordered, typed sequence where a re-inspection is a billable, blocking event that reaches job cost.
The field
- Field capture
- Hours, photos and materials onto the job record from the phone — what feeds estimated against actual.
- Time clock, all crews
- A supervisor's view of every crew session, editable.
- Crew session members
- Who was actually on the crew for a session, rather than a headcount, so labour cost is per person present.
- Multi-crew assignment from a phone
- Moving work between crews without going back to a desk.
The books, as a surface
- The general ledger
- The journal and the ledger as a surface you can read, filter and drill into.
- Chart of accounts
- The account tree, editable, with the account types that make the statements compute.
- Manual and adjusting entries
- Posting a journal entry by hand, for the things that are not a sale or a bill.
- Financial statements
- Profit and loss, balance sheet and cash flow, computed off the trial balance rather than assembled by report.
- Bank and Stripe reconciliation
- The accounts, the register behind each one, and matching what the bank says against what the books say.
- Bank feed
- Transactions pulled in rather than imported.
- Vendor bills
- Bills, the vendors behind them, and what repeats. One vendor invoice can split across several sets of books, with the payable and the expense splitting together.
- 1099-NEC preparation
- Contractor payments totalled and prepared for filing.
- Period close
- Locking a period so it cannot be edited behind you, with the checks that must pass before it will lock.
- Opening balances at cutover
- Bringing your existing A/R, A/P and balances in on the day you switch, so history does not start at zero.
- Accountant seat and export
- A login for the outside accountant, and a trial-balance, GL and journal export in the form they ask for.
The numbers
- Job cost and job margin
- What a job consumed — labour at loaded rates, equipment at its hourly cost, materials, and an overhead absorption — against what it billed, computed off the ledger.
- Loaded labour rates
- A fully burdened cost per person-hour per crew leader — wage, taxes, comp — effective-dated and append-only, so changing a rate never restates last year's margins.
- Equipment cost rates
- The same, per machine, per hour, dated the same way.
- Overhead absorption
- What a job absorbs of the overhead, per crew person-hour by default, with per-job and per-revenue bases available.
- Crew efficiency
- Estimated hours against actual, per crew leader and per estimator, with the variance flagged. The crew leader never sees the estimate, so they cannot anchor to it.
- Crew scorecard
- Revenue per actual crew-hour, cut by equipment tier — what an hour on the crane earns against an hour with a chipper.
- Service-line P&L
- The same trial balance grouped by service line, so a combined operator sees which line made money.
- Class, location and segment
- The dimensions a transaction can be tagged with, which is what makes those cuts possible at all.
Fleet, assets and compliance
- Fleet
- Vehicles, equipment and tools as records — year, make, model, serial, VIN, tag, value, notes — with attached equipment as its own unit, so a crane on a truck carries its own hours and certification.
- Meters
- A row per meter per unit — odometer, engine hours, PTO hours — kept separate because they drive different service schedules.
- Service history
- Work that has been done to a unit, with the reading it was done at and what that makes due next.
- Per-unit equipment cost
- What each machine costs per hour, and what it earned.
- Fixed-asset register
- What the company owns, its cost basis and depreciation, and what each machine earned against it.
- Compliance
- Licences, CDL, medical certificates and certification as dated records with an expiry warn window, so a lapse surfaces before it is a violation.
Running the company
- Own-domain documents
- Estimates and invoices sent from your own domain rather than ours.
- SMS
- Texting the customer and the crew from the record.
- Phone support
- A person on a phone, on top of the help library everybody gets.