Hi friends. Picking up clients pretty quickly, and definitely realizing organization or everything could become a sticking point. Do you guys use any apps that allow you to see your schedule, but also tracks where the client is at stage wise (example: estimate/proposal acceptance/invoice, etc)?
Need something intuitive, but wont break the bank (just starting out so trying not to go crazy).
You could try Joist. I think that software is free.
Imo you should probably invest in a full crm.
We use housecall pro. But there are several crms out there.
Jobber is what @SteveO uses.
Thank you! Not opposed to paying, just not $50 per month yet. I’ll check out joist!
I’d suggest looking long term. Don’t trip over pennies to get to dollars.
That being said , makes no difference to me what you do.