AI agents
Playbook
Product
CRM
Plumbers, electricians, and a CRM that fits on a phone
Most CRMs are built for laptops and salaried reps. They assume two screens, a keyboard, and a quiet office. That is not the life of a plumber.
We have been shipping a thinner, phone-first CRM for local service trades, the kind of business that runs two or three vans, takes calls between jobs, and bills on the doorstep.
Three screens, no menu maze
Today's jobs. The job I am on right now. The customer history. Everything else is one tap from those three. No “settings” page in the field app at all.
Quote, do, bill, get paid, on one thread
Photo of the broken sink, quote in two taps, customer signs on the phone, job marked done, invoice goes by WhatsApp, UPI payment confirmed. The whole job lives on one screen the technician never has to scroll.
Dispatcher view for the person back at base
One person, usually the owner's spouse, watches the map and the day's queue. Drag a job from one technician to another, send the customer an updated ETA, done. No phone calls between vans.
What we deliberately left out
Forecasting, pipelines, deal stages, sales reports. None of it applies. A plumber needs to know where the next job is and whether the last one is paid. Everything else is noise.
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