Five modules. Everything a service business runs on.
Tickets, contacts & companies
Every job, contact, and company in one record.
Open a company and see its contacts, its tickets, and its payments together, without switching screens to piece it together.
- Contacts tied to their company
- Full ticket and payment history
- One search across all three
Dashboard
A live board of every open job.
Every ticket moves through the same board, from new to complete. Switch to a list, search by name or phone, archive what is finished.
- Board and list views
- Search by name, phone, or source
- One-click archiving
Shared calendar
Everyone's schedule, one calendar.
Scheduled jobs, follow-ups, employee shifts, and approved PTO in a single view your whole team can see.
- Filter by event type
- Month, week, day, and agenda views
- Schedule a ticket straight from the grid
Reports & metrics
Numbers that answer real questions.
Open work, aging tickets, time in stage, payments, and team activity. Build the dashboard you actually check, not one built for you.
- Custom, savable dashboards
- Operations, financial, and team views
- Filter by representative or date range
Admin
Run the CRM your way.
Set the terminology, branding, and workflow stages to match how your business already talks about the work.
- CRM personalization and user roles
- Team activity and login metrics
- Shift scheduling and PTO approval
See if it fits your business.
Tell us about your business, and we'll show you exactly how it would work for your team.