Record
One profile
Contacts, jobs, property notes, and history together.ServiceKit feature
Client CRM
Stop letting repeat work live in memory and inboxes.
Customer, property, job, and note history are already connected inside ServiceKit. Buy the app once and keep that operating memory.
Make repeat work easier because the customer history is not scattered.
Buying is coming soon. Inspect the finished workflow and ownership model now.
Owned source
Memory
Property notes
The next tech does not start from zero.Control
Owned CRM
The customer list stays in your database.
What to look for
Open the client record before the call becomes a search mission.
A client record is only useful if it carries the full job story. ServiceKit keeps the work attached.
Keep the full job story
History, notes, contacts, and property context stay in one record.
Make repeat work easier
The next visit starts with context instead of depending on memory.
What this replaces
Contact lists, inbox searches, scattered photos, and one employee who remembers everything.
A client record is only useful if it carries the full job story. ServiceKit keeps the work attached.
Find customer and property history fast.
Keep notes where the next tech can use them.
Send better follow-ups and review requests.
Make repeat work less dependent on memory.
How the workflow moves
A useful feature is a sequence, not a checklist.
01
Open the profile
Customer, property, and contact context appears before the call turns into searching.
02
Read job history
Past work tells the next tech what changed and what was promised.
03
Add useful notes
Gate codes, photos, and preferences stay with the property.
04
Follow up cleanly
Reviews, callbacks, and repeat work are easier when the record is complete.
The pieces you own
Real controls, real data, and source you can change.
This workflow is included in the finished app. Use it on day one, then use AI assistance to adapt its fields and rules when your shop needs something different.
Client profile
The single record for contact and property context.
Job timeline
A history of the work that already happened.
Field notes
Details the next tech can use without calling the office.
Owned customer list
CRM data stays under buyer control.
Owned-system benefit
The module is better because you control the system around it.
Use the guided AI path to add the fields, labels, and follow-up rules your trade needs.
Your client list stays exportable and under your control.
Your property notes are not trapped in another CRM.
You can add fields for your trade later.
What to connect next
Fix the next bottleneck in the job cycle.
AI quoting
AI Quoting
AI-assisted quoting is built in. Turn site notes and photos into an editable first draft while you keep control of the scope, price, and send button.
Open feature
Payments
Invoicing & Payments
Invoicing and payments are built into the finished app. Send the invoice, take payment, and keep the job and revenue in one system.
Open feature
ServiceKit launch list
Own the app before you rent another one.
$349 planned launch price. Finished app, guided AI setup, source you control, and no ServiceKit seat fees. Buying opens after the launch checks are complete.