365clientsStart free trialWin the panel upgrade, schedule the crew, get paid — in one place.
Track bids from first call to signed estimate, run the schedule, and invoice the moment the job is done.
7-day free trial · plans from $39.99/month · one-time $200 setup fee
Sound familiar?
Bids you can't keep track of
See every open estimate and who hasn't answered yet, instead of digging through sent mail.
Crews and calendars out of sync
One schedule board with arrival windows for the whole team.
Paperwork at the end of the day
Build the invoice from the job and send it with a payment link.
How 365clients works for Electrical
Everything below is in the product today.
Pipeline for bigger jobs
Track larger projects from new request through quote, permit and scheduling to completed.
Option estimates, signed online
Offer a good / better / best choice and let the customer accept and sign.
Schedule and dispatch
Assign jobs, set arrival windows and see who is where.
Invoices with card payment
Send invoices with a payment link; they mark themselves paid.
Automated follow-ups
Put new leads into a follow-up sequence so no quote request waits for a reply.
AI deal coachPro
Get suggestions on which jobs to push and what to say next.
Features marked Pro are included in the Pro plan.
Questions
Can I use it for both service calls and bigger projects?
Yes. Service calls live as jobs on the schedule; bigger projects can also move through a sales pipeline.
Do you support customers who prefer Spanish?
Yes. The whole app works in English and Spanish, and each customer can have their own language — reminders, estimates and invoices go to them in the language they chose.
Can I bring my customers over from a spreadsheet or another app?
Yes. Export your contacts to a CSV file and import it — names, emails, phone numbers, status and tags come across. Duplicates are caught by email, so importing the same file twice doesn't double anyone.
Try it with your own customers.
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