CRM & Operations
Every call, text, and lead ends up in one place, organized and easy to find. We set the whole thing up for you, so nothing scatters across your phone, your notebook, and your head.

“It still boggles my mind how many service businesses run on five apps that don't talk to each other. So I set you up on the Control Center, dial it in to how you actually work, and stick with you while you learn it. You're never left to figure it out alone.”
A lead left hanging is already gone. Get back fast, even on a job, and you've got a real shot at booking it. The Control Center makes that move the second a lead comes in.
A lead left hanging is already gone. Get back fast, even on a job, and you've got a real shot at booking it. The Control Center makes that move the second a lead comes in.
Other systems hand you a login and leave. Not here. From day one you're in a community with a video for every task and real people the whole time.
Other systems hand you a login and leave. Not here. From day one you're in a community with a video for every task and real people the whole time.
A video for every task, in a classroom you're invited to from day one.
Real people the whole time you're with us, not a chatbot or a forum.
If something isn't covered, we walk you through it, and the common ones become new videos over time.
A video for every task, in a classroom you're invited to from day one.
Real people the whole time you're with us, not a chatbot or a forum.
If something isn't covered, we walk you through it, and the common ones become new videos over time.
MOBILE APP
Every call, every job, every number that matters, right on your phone. The whole operation in your pocket, on the roof or on the road.

SMS, calls, Facebook, Instagram, Google Business, and WhatsApp threads land in the same inbox. Reply from one keyboard, no jumping between apps.

Today's jobs, what's next, who's on the way. Tap to call the customer. Reschedules write back to the office calendar.

Open the app and see pending tasks, money in play, unread messages, and today's appointments, the whole operation in one screen.
GETTING SET UP
Three steps to working from one place, and we do the heavy lifting. We meet you where you are and bring it all over.
Running off your phone, a spreadsheet, or another system? We start from whatever you've got. We'll even help you export your phone contacts and pull them in, so you're not stuck figuring out the move yourself.
The export and the import are on us, start to finish.
Every contact and number comes over.
Now the real work, dialing in your automations. Missed-call text-back, instant lead replies, follow-ups that don't quit, reminders, every automation you need to actually run the business, set to fire the way your jobs really flow. As you grow, you layer on more: multi-location, custom integrations, whatever the bigger operation needs.
The full set to run the business, not a stripped-down starter.
Multi-location and custom integrations, layered on when you scale.
You're in from day one. Over the first week or so, we get everything connected so your leads, calls, and messages all land in one place, handled in the background while you settle in.
You're in the system right away.
Everything flowing into one place.
Running off your phone, a spreadsheet, or another system? We start from whatever you've got and pull it all in, so you're not stuck figuring out the move.
Now the real work, dialing in your automations. Missed-call text-back, instant replies, follow-ups that don't quit, set to fire the way your jobs run. Add more as you grow.
You're in from day one. Over the first week or so, we connect everything so your leads, calls, and messages land in one place.
Is this you?
If that's your day, we set this up to fit how you already work.
Everything but the last line, you carry today. That's the part we take over.
DONE FOR YOU
You don't wire these up. We build them on a full CRM platform, tuned to how you actually run things, not templates you piece together yourself. These are the automations that catch the lead and keep the job moving while you're out on the truck.
By the numbers
Slow replies and scattered tools are where the trades quietly lose jobs. Both come down to one fix, everything in one place.
Slow replies and scattered tools are where jobs quietly slip. Both come down to one fix.
They're calling around
more likely to qualify a lead when you answer within the hour, not an hour later
The first hour wins the job.
Your tools pile up
different tools the average rep juggles to close one deal
Every extra app is another place you lose it.
Sources: Harvard Business Review, Oldroyd, McElheran, Elkington (2011); Salesforce State of Sales, 5th edition (2024).
A one-time setup gets it built, then run it your way. Keep the wheel on Hosted, or hand it to us on Managed. Flat monthly, cancel any month, your data always yours to export.
$995 one-time setup
$995 one-time setup
Bolt on when you need it
Calendar, payments, books, and texts, all wired into one CRM. We handle every connection. You don't lift a finger.
Pairs with your CRM
When you're out on a job and the phone rings, Voice AI picks up in your voice, answers the basics, and books the appointment. It lands in your CRM the second the call ends. The automations here catch the lead, Voice AI catches the call.
Learn more about Voice AIMore from the blog