Clients & the office

Your office, sorted.

Each client's jobs, invoices, contacts and history on one page. New requests come in from your website as leads, and everyone in the office gets a login that shows them what they need.

Get started Talk to us

Full client history
Leads from your website
Roles for the office

A client page with jobs and invoices, beside a quote request form filled in on a phone

Client pages

The whole story on one page

Open a client and see their jobs, what they've spent with you and what they still owe. A timeline keeps everything that's happened: visits booked and finished, estimates and invoices sent and paid, and the office's own notes.

Log calls, site issues and billing notes on the timeline
Send a statement of everything a client owes
More than one address for clients with several properties
Extra contacts, like a property manager, who get scheduling or invoice emails

A client page: contact details, recurring and one-off jobs with lifetime value, and invoices with the amount outstanding

Leads & your client list

New work lands in your list

Put a request form on your website or Google profile. Each request comes in as a lead in your client list, and you get an email about it.

Embed the form on your website, in your own colors
Bring your client list over from a CSV, with duplicates skipped
Search, filter by status and see every client on a map
Export your list to CSV any time

The client list with search, status filters, leads and a map view

Financial reports

Know which work makes money

Revenue, cost and profit for every month, with labor and expenses counted in. See jobs ranked by margin, and break the month down by client, crew or service.

Finished work that hasn't been invoiced yet
Outstanding invoices and how late they are
Estimate close rate by month
Sales tax collected by month and quarter

The financial overview: revenue, cost and profit for the month, and six months of revenue and cost

Your team

A login for everyone in the office

Invite people by email and pick a role. Each role sees what it needs, so a dispatcher never sees the money and your bookkeeper can't move the schedule.

Owners and admins manage the whole business
Supervisors and dispatchers see every job, client and the dispatch board, but no billing
Accounting sees invoices, reports, expenses and payroll, but not the schedule
Crews get the crew app

The team page listing each person with their role: owner, business admin, dispatcher, accounting and crew

Also included

Office tools that save a phone call

Client portal

Optional. Clients sign in with a link sent to their email to see their jobs, ask for more work and pay their invoices.

Receipts & expenses

Anyone can log a receipt from their phone. Tag it to a job and it counts toward that job's cost.

Audit log & trash

See who added, changed or deleted any job, invoice or client, and what changed. Deleted records can be restored.

Two-step sign-in

Anyone can turn on emailed sign-in codes for their account, and trust their own devices for 30 days.

Undo

Moved a visit or deleted something by mistake? Undo it right from the message that pops up.

Client & office questions

Yes. Export a CSV from whatever you use now, upload it and match up the columns. Duplicates are skipped and addresses are put on the map. Big lists import in the background.

If you turn on the client portal. Clients sign in with a link sent to their email, with no password to remember, and can see their jobs, ask for more work, and view and pay their invoices.

Owners, admins and anyone with the Accounting role. Supervisors, dispatchers and crews don't see invoices, pay rates or reports.

A confirmation when a visit is booked or moved and a reminder the day before. If you leave them on, they also get a visit summary when the work is done, and a review request once you add your review link. Recurring visits stay quiet unless you turn those emails on, and extra contacts can get a copy.

Run the office from one place

Clients, leads, money and your whole team, all in Framework.