Lead inbox
Every new lead from your website form, site chat, or email shows up in one inbox, newest first, and stays highlighted until someone opens it.
Everything in one app
Every tool you need to run the job.
From the first phone call to the final payment, plus the office work in between. The AI tags show where it does the typing for you.
69live features
13areas of the business
15AI helpers built in
Leads & sales
Every new lead lands in one inbox and moves through your pipeline on a board.
Multiple sales/job pipelines
Different types of work can follow different stage pipelines (for example a retail pipeline vs. a government-contract pipeline), and each account can be pinned to its own.
Kanban pipeline board
Drag a job or deal card between pipeline stages; each column shows its card count and total value, plus days-in-stage and task progress per card.
Lead source tracking
Every lead is tagged with where it came from, so you can see which channels are actually bringing in work.
Workflow automations
Build When/If/Then rules that run automatically when a record is created, changed, or deleted — create a task, change status, send an email or text, notify someone, or call a webhook.
Estimates & proposals
Price a job in a chat, from a price book, or by editing line items directly.
AI estimate assistant
Describe the job in a chat right on the estimate and the assistant looks up prices, proposes priced line items you can add or skip one at a time, and answers follow-up questions in the same thread.
Saves you: drafts and prices estimate lines from a plain description so you don't build them line-by-line from scratch
AI draft from a description or photo
A simpler one-shot option: give a short description (and optionally a photo) and get a draft set of priced line items back to review and add.
Saves you: turns a quick note or photo into a starting estimate instead of you pricing every line yourself
Flat-rate price book
A grouped, searchable book of your own priced services and materials that a tech can add straight onto an open estimate.
Reusable document templates
Save a set of line items as a template from any estimate or invoice, then start a new document from it instead of retyping the same job every time.
Change orders
Track scope and price changes on a job after the original estimate was approved.
E-signatures
Customers can approve an estimate or sign a document electronically without printing anything.
Material cost verification
When the assistant has to guess a material's cost because it isn't in your catalog yet, that item lands in a review queue so staff can confirm the real cost and add it to the price book for next time.
Saves you: flags AI-guessed material prices for a quick human check instead of an unverified guess quietly going onto a customer's estimate
Scheduling & dispatch
See the whole day, reassign a job, and find every customer on a map.
Calendar & crew view
Month, week, day, and agenda views with drag-and-drop rescheduling, per-user colors, and a crew view that lays out each tech's day side by side.
Daily dispatch board
See today's jobs and tasks grouped by technician, and reassign a job or ping a tech right from the board.
Interactive job map
An in-app map of your customers and jobs with color-coded pins, clustering when zoomed out, and one-tap directions from a pin's info card.
Field app & crews
A tech's phone becomes a full, offline-capable copy of the CRM for their day.
Full field app for phones
Techs see their own jobs, open full job detail (status, customer, notes, photos, tasks), and can create estimates, work orders, and payments right from the job on their phone.
Native camera photo capture
Receipts, job photos, and work-order photos use the phone's own camera and file picker, so a photo taken on site actually finishes uploading instead of getting lost when the browser tab suspends.
Works offline, syncs later
Check-ins, clock actions, and location pings are queued on the phone when there's no signal and sync automatically once the connection comes back.
On-site checklists
Color-coded checklists a tech can tap through on a job, with items that check off and strike through as they go.
Fingerprint / face app lock
The Android app can require a fingerprint or face unlock after it's been in the background, so a lost or shared phone doesn't leave the CRM open.
Text customers from your own phone
Field techs can text or email a customer straight from their own device (no separate texting gateway needed) while in the field app.
Time clock & GPS
Clock hours for payroll and job-site time for costing, automatically tied together.
Shift time clock
Clock in and out for the day with breaks tracked separately, plus manager tools to review, approve, and correct entries before a pay run.
Automatic job-site check-in
Arriving at or leaving a job site opens and closes a job-time entry automatically based on GPS, without the tech having to tap check-in.
"Who's on site" board
Every job shows who is currently on site and how long they've been there, pulled live from GPS and clock data.
One-tap location on mobile web
A tech using the CRM in a phone browser (no app installed) can still share a one-time GPS fix for check-in through a simple hand-off page.
My Pay & Time
A personal dashboard for each employee: hours this week, live timer, punch history, pay stubs, time-off balance, and onboarding progress in one place.
Invoicing & payments
Bill the job, take the payment, and offer standing payment options.
Estimate/invoice line-item editor
A spreadsheet-style editor for estimate and invoice line items, grouped into collapsible sections with running subtotals that recompute automatically.
In-app virtual terminal
Office staff can pick a customer and an open invoice and take a card payment on a hosted pay page, use Square's point-of-sale app for a tap, charge a card on file, or record cash or a check.
Batch invoice send
Email several open invoices to one customer at once, with a single secure link where they choose which ones to pay by card, Apple Pay, or ACH.
Customer auto-pay agreements
Set up a standing ACH authorization so a repeat customer's invoices are paid automatically instead of chasing payment each time.
Domestic wire payments
Send a wire payment with a dual-control approval step before it goes out.
Customer communication
Texts, two-way messaging, surveys, and email that stay attached to the job.
One-tap customer texts
Send a review request, an "on my way" text, or an appointment confirmation with one tap from the job, using your own business number.
Two-way texting inbox
Reply to customer texts from inside the CRM, and any photos they text in are filed onto the right job automatically.
Post-job satisfaction survey
Send a branded 1-5 star survey link after a job; the response and comment are saved as a note on the job automatically.
Email sync with lead/job detection
Connect your Outlook or Gmail mailbox and incoming email is read into the CRM, with new leads and job replies recognized and filed automatically.
Saves you: reads an inbound email and creates or updates the matching lead or job so nobody has to re-type it from the inbox
Purpose-built sending addresses
Estimates, invoices, scheduling texts, and review requests each send from their own address (like scheduling@ or reviews@) on your domain, and replies route back into the CRM.
AI assistant
A built-in assistant named Sarah works across the CRM — chat, calls, drafts, and behind-the-scenes checks.
Office AI chat
Ask the AI assistant a question about your business right in the CRM and it looks up the real record — a job, a contact, a report — using live tools instead of guessing.
Saves you: answers CRM questions and pulls up records for you instead of you clicking through screens to find them
Specialist AI consults
The assistant can call in a specialist (for example, one focused on your books, HR, or communications) mid-conversation and shows you that consult happening in the chat.
Saves you: brings in the right specialized knowledge on its own instead of you tracking down the right person or screen
Findings & approval inbox
The assistant surfaces things it noticed on its own (like a lead nobody responded to) and drafts a fix or a reply for a person to approve, edit, or reject.
Saves you: drafts the follow-up so a person only has to approve or edit it, instead of writing it from scratch
Custom skills library
Teach the assistant a named procedure once, and it can run that same procedure again on request.
Job-completion follow-up
A tech types what happened and what the customer mentioned when a job wraps up; the assistant proposes an activity note, follow-up tasks, and a status move for a person to review and apply.
Saves you: writes the follow-up tasks and note after a job instead of relying on someone to remember and type them in later
Duplicate contact cleanup
The assistant scans for likely duplicate customer records and can preview and run the merge in a chat, instead of someone manually comparing records.
Saves you: finds and drafts the merge for duplicate contacts instead of someone scanning the list by hand
AI phone receptionist
When nobody picks up, the assistant answers the call, talks with the caller in real time, can transfer to a person or take a message, and logs a transcript of the call.
Saves you: answers routine calls itself so staff aren't interrupted for every ring or stuck taking messages
AI usage & cost tracking
Owners can see exactly what every AI feature is costing, broken down by feature and by call, in an Insights tab.
Material takeoffs & calculators
Count the boards, order the right amount, and price labor correctly.
Framing cut lists
For decks, walls, floors, roofs, stairs, and fences, generates a board-by-board list with exact lengths and a stock-buy list that packs long cuts onto the fewest boards.
Saves you: counts and lists every board and length for you instead of you counting them off a framing plan by hand
Checked material calculators
Calculators for concrete, drywall, insulation, roofing, flooring, masonry, fencing, and site work (gravel, mulch, topsoil, sod, pavers) that were checked line-by-line against published calculators for accuracy.
Shop-supply AI assistant
On a material order, the assistant can look up pricing and availability for items you need for the job, separate from what gets billed to the customer.
Saves you: looks up material pricing for a purchase order so staff don't have to search vendor sites themselves
Production rate book
A searchable book of labor hours per unit for common tasks that turns into a cost and price automatically using your own current labor rate.
Inspections & safety
Room-by-room inspections, permit tracking, and OSHA-ready injury reports.
Room-by-room inspections
Walk a property area by area, rate each item's condition, attach photos per item or per area, and generate a branded PDF report that leads with anything needing attention.
Permit tracking
Track a job's permits through a fixed pipeline from drafted to applied, pulled, posted, inspection scheduled, and completed.
Workplace injury reporting
File an OSHA-style injury or illness report that builds your annual log automatically and produces the workers'-comp claim packet; the report cross-checks the time clock and GPS check-ins to verify the employee was on the clock and on site.
Warranties & service agreements
Issue a workmanship warranty or a recurring service agreement from a job and track it against a company plan template.
Team, HR & payroll
Hire, pay, and keep the paperwork for every employee in one system.
Team roster & HR tab
A roster of active and inactive people with a per-person HR tab for licenses and certifications (with expiration alerts) and personal/emergency contact info.
PTO accrual & balances
Set a paid-time-off policy per person (annual grant or accrue-per-hour) and see accrued, used, and available balance automatically.
Guided hire onboarding
One step-by-step flow walks a new hire through I-9, W-4, direct deposit, and company policy acknowledgment, saving progress as they go.
Handbook & policy acknowledgment
Publish your employee handbook and policies in the CRM and track who has signed off on each version.
In-house payroll
Run payroll with gross pay, tax withholding, garnishments, and workers'-comp cost calculated for you, then produce pay stubs and pay by check or direct deposit.
Print-and-mail tax filing packets
Generate a ready-to-mail packet for any payroll tax form and period — the filled return, payment vouchers, envelope labels, and checks on your check stock — including a wizard for filing several forms across years at once.
Outside accountant access
Give your outside accountant or tax preparer their own scoped login, and store the signer/designee information tax forms require for them.
Reporting & job costing
See where the business stands and what each job actually made.
Insights dashboard
A KPI dashboard with your pipeline, lead sources, accounts-receivable aging, and revenue trend as live charts in one place.
AI-built custom reports
Ask the assistant for a report in plain language and it can generate and save it as a reusable report template.
Saves you: builds a one-off report from a plain request instead of someone assembling a query or spreadsheet by hand
Job profit tracker
Plan a job's revenue, cost lines, and commissions up front, then watch gross and net profit update live against the actual invoices, materials, and labor time as the job runs.
Contract profit & loss
For hourly work paid by lump-sum instead of per-job invoices, see money received vs. labor cost vs. material cost, and whether the payment matched what the hours were actually worth.
Syncs with QuickBooks Online
An optional two-way sync sends customers, items, invoices, and payments to QuickBooks Online for an accountant who wants to keep working there.
Website & online presence
A site that answers questions, captures leads, and shows real reviews.
AI chat widget on your website
A chat bubble on your site answers visitor questions about services, hours, and pricing, and automatically files a lead when a visitor shares their contact info.
Saves you: answers common visitor questions and files the lead itself instead of someone monitoring a contact-form inbox
Website contact form to CRM lead
A contact form on your site creates a lead directly in the CRM the moment someone submits it.
Hosted pay/quote/apply pages
Link to ready-made hosted pages from your own website so customers can pay a bill, request a quote, or apply for a job without you building those pages yourself.
Live Google reviews feed
Your website shows your real, current Google reviews automatically instead of static testimonials.
Website visitor analytics
See real visits (bots filtered out) and how many turn into a lead, right in the CRM's Insights tab.
Nothing matches that yet. Ask the assistant — it may be there under another name.
On the way
Coming soon
Built or in testing, not yet switched on for everyone. Trial accounts get them when they ship.
- Rich AI chat threads
- Tap to pay on Android
- Electronic payroll tax filing
- Pre-hire background checks
See it with your own jobs.
Free for 14 days. No credit card.