CRM, invoicing, scheduling, client portal, and 36-touchpoint email automation. Fully white-labeled. Your clients never see our name.
Full CRM with plans, rates, service days, household linking, and property notes with threaded replies.
Build quotes with line items, send to clients, auto-create invoices when jobs complete. Track aging and get paid.
Week view with jobs, visits, and recurring clients. Navigate weeks. See your whole operation at a glance.
Your logo, your colors, your URL. Clients log in, view visits, approve quotes, see invoices. They never know we exist.
Welcome emails, service reminders, quote follow-ups, review requests, reactivation drip, payment reminders, seasonal campaigns — all automated.
Revenue, job completion, quote conversion, overdue invoices, expenses, and net profit. Filter by any time range.
Create jobs from approved quotes, track with threaded note conversations, photos, expenses, and profit margins.
Full admin dashboard and client portal as installable mobile apps. Works offline. No app store needed.
Website lead forms, automated follow-up sequences, referral tracking, and review request automation.
Enter your company info, upload your logo, pick your colors. Your portal URL goes live instantly.
Import from a spreadsheet or add manually. Set plans, rates, and service days.
Build a quote with line items, send it to your client. They approve it right from their portal.
Track jobs, log visits, send invoices, get paid. Email automations handle the follow-ups.
ClientBaseHQ Pro gives you everything in Jobber Connect — plus white-labeling, 36-touchpoint automation, review requests, and referral tracking — for $99/month. That's 42% less. And we include features they charge $79/month extra for.
14-day free trial. All Pro features. No credit card. Cancel anytime.