Field service CRM with call, accounting and marketplace integration
Leads arrived from a marketplace, conversations happened in a phone system, and estimates and invoices lived in accounting software. Owners reconciled the three by hand every evening.
- Lead intake and job pipeline in one record trail
- Customer conversations, calls and calendar activity on the job
- Estimates, invoices and per-project finances
- Role-based profiles with individual communication identities
- Companion mobile app for crews in the field
- Integrations
- RingCentral · QuickBooks · Gmail · Google Calendar · Thumbtack · Resend
- Stack
- NestJS · Prisma · PostgreSQL · React · React Native