The free CRM is the whole office side of the business: customers, jobs, the schedule, estimates, invoices and payments. It doesn't cost you anything, and there's no time limit.
What you get
- Customers, jobs and the schedule. Book jobs, move them around the calendar, and see the day on the map.
- Estimates, invoices and payments. Send them, get them signed, and take card payments once Stripe is connected.
- A business phone line for calls. Calls are recorded, and each one gets a transcript and a short summary.
- A business email address. Customer emails go out from it and replies come back into Conversations.
- Photos, receipts and bookkeeping. Snap job photos, scan receipts, and match your bank feed with rules and AI suggestions.
- The AI Scheduler. It reads a call and fills in the job for you.
- Your team. Team Schedule for employees, and the contractor app with W-9s and pay for subcontractors.
- Online booking and website forms. Put a booking form or a contact form on any website.
- Automations, On My Way, asset tracking, financing offers, quick replies and linked businesses. Every feature of the paid plans is in the Features store.
What's different
The big one is texting. The free plan doesn't text from your business number. When a text needs to go out, your phone's Messages app opens with the text already written, and you tap Send. When nobody is on the screen, like an automation that runs overnight, the text waits in the customer's conversation and your phone gets a notification; one tap opens Messages with it. How texting works on the free plan covers it.
Emails go out from a business address we give you rather than your own domain, and you can send up to 50 a day.
Two things aren't part of the free plan at all: call tracking numbers, which cost $5 a month each, and the Review Monster services (review requests, website and SEO).
Seeing what a paid plan adds
Open Plans from the menu. Compare plans shows every plan side by side.