What's inside
Client records
Contact details, history, and every invoice or estimate tied to that customer.
Estimate pipeline
See what's sent, approved, and invoiced — and the dollar value sitting in each stage.
Notes & tasks
Log what happened on site and schedule the follow-up while it's fresh.
Built for repeat work
- Clients captured automatically from saved invoices and estimates
- Autocomplete in the invoice builder — stop retyping addresses
- Follow-up tasks linked to the client, not a sticky note
- Pipeline totals so you know what's still open this month
A pipeline only helps once there is work coming into it. If the jobs are arriving by word of mouth and nothing else, the gap is usually the website — our sister product LocalSitesEngine builds those for trade businesses, with the quote form and call tracking already wired in.
CRM questions
Do I have to enter clients manually?+
No. Clients are captured automatically from the invoices and estimates you already create. You can also add or edit them by hand.
Is this a full CRM like HubSpot?+
It's deliberately simpler: client records, notes, tasks, and an estimate-driven pipeline built for service trades — no separate subscription or setup project.
Can I see which estimates are still open?+
Yes. The pipeline groups work by estimate sent, approved, and invoiced so you know what's waiting on a decision.
Does it help with repeat work?+
Yes. Client-linked follow-up tasks and recurring invoices make it easy to keep servicing the customers you already have.