Follow-ups that don't slip
Add a follow-up from a client's page, repeat it if you like, and see what's overdue and due this week.
CRM
Keep every client relationship moving
Follow-ups with due dates, a Job Trail board that tracks every request and estimate, two-way texts, email and text campaigns, maintenance plans and equipment with warranties. An optional tool you turn on when your business needs it.
What you get
CRM in Jobs & Jots
Job Trail board
Requests and estimates move through the stages on their own. Drag a card to change it and note why a job was lost.
Message templates
Write a message once and send it from any client's page. {client} and {business} fill in for you.
Check in after the job
When a job is completed, a follow-up to talk to the client is created automatically.
Two-way texts
Text a client and read their replies in one conversation, right inside Jobs & Jots.
Campaigns
Send a promotion or a maintenance reminder by email or text to leads, repeat clients, a city or a tag.
Maintenance plans
Sell yearly plans: invoices for each period are made for you and you're reminded to schedule each visit.
Equipment & warranties
Keep the water heater, AC or panel at each client with model, serial and warranty — and see warranties ending soon.
Sales by source
See which sources bring the work that gets approved, and which clients have gone quiet.
How it works
3 simple steps
Turn on the automatic check-in and add your templates.
Work the follow-ups due this week.
Watch requests and estimates move along the Job Trail.
FAQ
Questions, answered
Do my team members see the CRM?
Only the people you give CRM access to in Team.
Does it log emails?
Yes. Emails sent to the client show on the client's timeline.
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.