365clientsStart free trialFrom the emergency call to the paid invoice — without the sticky notes.
365clients keeps every customer, job, estimate and invoice together, so nothing falls through the cracks between the phone and the truck.
7-day free trial · plans from $39.99/month · one-time $200 setup fee
Sound familiar?
Calls written on scraps of paper
Log every caller as a contact with their history, so the next call starts with context.
Chasing payment after the job
Send the invoice with a card payment link as soon as the work is done.
Repeat customers you forget to call back
Set follow-ups and automated sequences so past customers hear from you again.
How 365clients works for Plumbing
Everything below is in the product today.
Jobs with arrival windows
Book the job, give the customer a window, and see the whole day on the schedule board.
Estimates they sign online
Send options, let the customer accept and sign from their phone.
Price book
Keep your standard services and prices in one list and add them to estimates and invoices.
Invoices with card payment
Every invoice can carry a payment link; paid invoices update themselves.
Review requests
When a job is completed, the customer can get a note asking for a review.
AI lead scoring and email draftsPro
See which leads are worth calling first and get a follow-up email drafted for you.
Features marked Pro are included in the Pro plan.
Questions
Can I text my customers from it?
Yes — two-way texting, with each conversation kept on the customer's record. Appointment reminders can go out by text too.
Does it work with my accounting software?
You can export invoices in a format QuickBooks and Xero import, and a direct Xero connection is on the way.
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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