Now in early access

The command center your service business deserves

CRM, invoicing, scheduling, client portal, and automated workflows. White-labeled under your brand. Your clients never see our name.

14 days free No credit card All features
Dashboard
Live
Revenue
$12,480
Jobs Active
14
Conversion
78%
Overdue
$850
Sarah MitchellPaid
Robert ChenSent
Marcus WilliamsOverdue
One platform. Everything connected.
Stop paying for 5 tools that barely talk to each other. ClientBaseHQ handles it all.
Clients, quotes, invoices, jobs

Client CRM

Plans, rates, service days, lot sizes, household linking, threaded property notes.

Quoting & Invoicing

Line-item quotes. Auto-invoice on job completion. Aging dashboard. Batch billing.

Job Tracking & Costing

Threaded notes with photos. Track expenses, hours, and profit margins per job.

Recurring Jobs & Invoices

Weekly, biweekly, or monthly. Auto-generate visits and invoices on schedule.

Recent Invoices
INV-0042 · Sarah Mitchell$375 Paid
INV-0043 · Robert Chen$425 Sent
INV-0044 · Emily Johnson$275 Draft
INV-0045 · Marcus Williams$350 Overdue
Your brand. Their portal.

White-Label Portal

Your logo, colors, domain. Clients approve quotes, pay invoices, sign contracts. Zero trace of us.

Client Messaging

In-portal conversations. Photo attachments. Email notifications. No more lost texts.

Contracts & E-Sign

Build service agreements from blocks. Auto-generate from quotes. Clients sign on their phone.

Online Booking

Self-scheduling page your clients can use to book appointments. Confirmation emails included.

Client Portal Preview
Quote Ready
Spring Bed Renovation
$1,135.00
Approve
Decline
New message from your service team
"Aeration completed, seeding scheduled for tomorrow morning."
Every tool you need, built in

Automated Workflows

36-touchpoint engine runs without you. Reminders, follow-ups, drip sequences.

Route Optimization

Optimize from the shop. GPS tracking. Auto check-in/out at every stop.

Reports & Analytics

Revenue, margins, conversion rates, overdue tracking. Any date range.

Team & Roles

Owner, admin, office, field tech. Everyone gets their own login.

Reviews & Referrals

Automated review requests. Follow-up sequences. Referral tracking.

Lead Capture

Website forms. Auto follow-up on days 2, 5, 10. Every lead in your CRM.

Expenses & Inventory

Log expenses. Track supplies. Know where every dollar goes.

Branded Emails

Every email — quotes, invoices, reminders — your logo, your colors.

Live in 5 minutes
No sales calls. No onboarding meetings. Sign up, set up, start running.
1

Sign Up

Company info, logo, colors. Portal goes live instantly.

2

Add Clients

Import or add manually. Set plans and rates.

3

Send a Quote

Build it, send it. Client approves from their portal.

4

Run It

Jobs, invoices, automations. Everything flows.

Simple pricing. No surprises.
Every signup gets all Business features free for 14 days. No credit card. Pick your plan when you're ready.
Free
$0/mo
Core tools for solo operators.
  • Unlimited clients
  • Visit tracking
  • Quotes with line items
  • Property notes (threaded)
  • Communications log
  • Lead capture forms
  • Household linking
Start Free
Business
$249/mo
Advanced ops for growing teams.
  • Everything in Pro
  • Multi-user accounts & roles
  • Route optimization & GPS
  • Live route tracking
  • Contract builder & e-sign
  • Job costing & margins
  • Batch invoicing
  • Priority support
Start 14-Day Free Trial

Every signup starts with 14 days of Business

All features unlocked. Route optimization, contracts, multi-user, the works. No credit card. No commitment. After your trial, pick the plan that fits. Your data stays no matter what.

Ready to run your business smarter?

14-day free trial. Every feature. No credit card. No risk.

Start 14-Day Free Trial Demo portal