Choose the workflow that matches how your team actually sells, schedules, delivers, and gets paid. Each trade starts with the same operating system, then adds the fields, reports, and prompts that fit the work.
14-day trial · Company-isolated data · Customize fields, forms, reports, and AI prompts for your crew
Operational coreLeads → jobs → invoices
AI layerReports, prompts, and workflow actions
CustomizationFields, forms, widgets, and entities
What All Industries Get
The same operating core for every trade, with room to shape it around your service workflow.
AI Terminal for your trade
Ask questions in contractor language and get reports from your company data.
Custom fields
Add trade-specific data without complicated setup — then use it across jobs and reports.
AI Terminal reports
Generate custom reports from your CRM data anytime — pin the ones your crew uses weekly.
Forms, widgets & entities
Capture leads on your site and extend the CRM with custom entities when you need them.
Ready to run your trade in one CRM?
14-day trial · Cancel anytime · Start on Professional and change plans anytime