For growing teams with advanced needs.

• Basic Scheduling

  Create and manage jobs.

• Recurring Jobs

  Schedule recurring jobs.

• Multi-crew Scheduling

  Assign multiple crews per job.

• Route Optimization

  Optimize daily routes.

• Branded Estimates

  Send branded estimates to clients.

• Advanced Estimates

  Multi-option and follow-up estimates.

• Custom Templates

  Create custom estimate templates.

• Branded Invoicing

  Send branded invoices.

• Auto Follow-ups

  Automated payment reminders.

• Progress Invoicing

  Invoice for job milestones.

• Batch Invoicing

  Bulk create and send invoices.

• Online Payments

  Accept online payments.

• Tap-to-Pay

  In-person card collection via terminal or NFC.

• Manual Timesheets

  Manual time entry.

• GPS Check-in

  GPS-based clock in and out.

• Auto Tracking

  Automatic time tracking from GPS.

• Expense Tracking

  Track and categorize business expenses.

• Receipt Capture

  Photo receipt capture and OCR extraction.

• Inventory Management

  Item catalog and quantity adjustments.

• Purchase Orders

  Create and manage purchase orders.

• Stock Transfers

  Multi-location stock transfers, bulk adjustments, and imports.

• Pipeline Board

  Kanban board for leads, estimates, and jobs.

• Custom Pipeline Statuses

  Custom columns, statuses, and transitions.

• Pricebook

  Products and services catalog for estimates and invoices.

• Request Forms

  Custom lead capture request forms.

• Job Forms

  Per-job custom forms and field reports.

• Custom Fields

  Add custom fields to clients.

• CRM Automations

  Automated client workflows.

• Basic Reports

  Core reports for visits, invoices, expenses, and quotes.

• Advanced Reports

  Financial reports including aged receivables, taxation, and team productivity.

• Basic Analytics

  Basic reports and dashboard.

• Job Costing

  Track job profitability.

• Data Export

  Export reports to CSV or PDF.

• QuickBooks Integration

  Sync with QuickBooks.

• Xero Integration

  Sync with Xero accounting.

• Home Depot Integration

  Home Depot product catalog and purchase orders.

• Two-Way SMS

  Send and receive SMS with clients.

• Team Chat

  Internal team messaging and collaboration.

• Custom Automations

  Build custom automation workflows.

• Visit Checklists

  Per-visit task checklists.

• Service Checklist Templates

  Reusable checklist templates per service type.

• AI Chat Assistant

  Access to the general AI chat assistant.

• AI Estimating Agent

  AI-powered estimate creation and pricing.

• AI Invoicing Agent

  AI-powered invoice creation and management.

• AI Scheduling Agent

  AI-powered calendar and scheduling.

• AI CRM Agent

  AI-powered customer management.

• AI Finance Agent

  AI-powered financial tracking and reports.

• AI Operations Agent

  AI-powered inventory, team, and timesheets.

• AI Pipeline Agent

  AI-powered pipeline and deal tracking.

• AI Templates Agent

  AI-powered template creation.

• AI Insights

  Morning briefing, stale alerts, and pipeline insights.

• AI Receptionist

  AI-powered phone and chat receptionist.

• AI Intake Classifier

  AI-powered lead service classification.

• AI Profile Intro

  AI-generated profile introductions.

• Knowledge Base

  Upload documents for AI-powered search.

• 500/mo

  AI Chat Monthly Limit

  Maximum AI chat messages per month.

• 10 docs

  Knowledge Base Doc Limit

  Maximum knowledge base documents.

• $15

  AI Monthly Cost Cap

  Monthly AI cost cap.

• Marketing Suite

  Email campaigns and review management.

• Review Management

  Collect and manage customer reviews.

• Referral Program

  Customer referral tracking and rewards.

• Email Campaigns

  Build and send email marketing campaigns.

• Marketing Website

  Business marketing website builder.

• Branded Visit Card

  Company-branded visit card.

• White Label Visit Card

  Fully white-labeled visit card.

• API Access

  Access the developer API.

• Priority Support

  Priority support channel.

• 15

  Max Team Members

  Maximum team members.

• Unlimited

  Max Monthly Jobs

  Maximum jobs per month.

• $75

  Monthly Lead Credits

  Lead credits granted monthly.

• 15%

  Lead Discount

  Discount on standard lead prices.

• 15%

  Opportunity Lead Discount

  Discount on opportunity leads.

• 3

  Max Boost Campaigns

  Maximum active boost campaigns.

• 3

  Max Businesses

  Maximum businesses a user can own.