What happens when I start the free trial?
You tell us about your company, and we set up your account and load your price book, usually within one business day. Your 7 days start once your account is ready, so you get the full week to use it properly. No card needed.
Is there a contract?
No. Month to month, cancel any time. Founding member prices stay locked for as long as you stay a customer.
Who owns my data?
You do. Export your clients, quotes, jobs and invoices to CSV any time, including if you leave.
Can I switch from Jobber, Housecall Pro, Markate or a spreadsheet?
Yes. Export your clients from your current system and we import them for you. We recommend running both side by side for two to four weeks, then switching.
Does it work in Canada and the US?
Yes. Pay in Canadian or US dollars, and set tax per service, so GST and PST in Canada or sales tax in the US are handled on every quote and invoice.
How do card payments work?
You connect your own Stripe account, so money goes straight to you. Clients pay from a link on their invoice. Cash, cheque and e-transfer can be recorded too.
Do my technicians see prices?
No. Technicians get a simple "My jobs" view with addresses, scope and notes. Prices and money screens are for the office only.
I only do Christmas lights in winter. Does it handle seasonal work?
Yes. Services can be seasonal, lights are quoted on site with product and labour on separate lines, and repeat clients come back on your rebooking list next fall.
Is there a mobile app?
It runs in the browser on any phone, tablet or computer. There's nothing to install from an app store, and your crew can be up and running in minutes.