1
Start free.
Create your trial. Core is $149/month after the trial and includes 10 users.
How It Works
Start free. We help set it up.
You do not have to rebuild your business from scratch. We help load the basics and get your first workflow running.
2
Book your setup call.
We help you decide what to load first so the system is useful right away.
3
Bring your records.
Customers, jobs, estimates, invoices, price book items, photos, spreadsheets, or exports.
4
Set up the business.
We help add your business info, users, workflows, and starting data.
5
Run the first job-to-invoice flow.
Create a customer, job, estimate, approval, invoice, note, and follow-up path.
6
Add call coverage when ready.
AI Receptionist is optional. Add it when you want Blue answering calls too.
What to bring
Any records you already have.
Bring what you can. If it is messy, that is fine. The point is to get your real business into the system.
Customer lists
Past jobs
Estimates
Invoices
Price book
Photos
QuickBooks export
Jobber or Housecall Pro export
Spreadsheets
Notes