Win the job

Every lead tracked. Every follow-up handled.

Each lead gets an owner, a next step, and a time. When a customer goes quiet, the follow-up still happens.

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The pipeline

Every card is a person, with a next step

The board reads like the whiteboard in your office. Each card is a lead, with who owns it, what happens next, and when.

Under the card, an automation line does the chasing. If the customer goes quiet, the app texts again, on your words and your timing. You stay in control of what it sends.

Owner on every lead Next step on every card Follow-ups in your words
Pipeline · This week
New
R. Chen · AC not cooling
Owner: K. Diaz
Next: call Thu 9:00
T. Brooks · Garbage disposal
Owner: K. Diaz
Next: quote sent, follow up
Quoted
M. Silva · Water heater
Quoted $1,840
If no reply in 2 days, text again
D. Yoon · Drain backup
Owner: S. Patel
Next: site visit Fri 1:00
Booked
L. Grant · Furnace tune-up
Tue 10:00 · M. Ortiz
Deposit $129 paid

Illustrative board. Your stages and automations are yours to set.

Switching

Move off your old CRM, with your history intact

Your contacts, notes, pipelines, and automations come with you. The move starts with a dry run: ServiceLine builds a full copy and checks it against your old system, entry by entry.

You approve the match before anything switches over. If something looks off, the dry run goes again. And after the switch, there is an undo.

1

Connect the old CRM. The link is read-only and takes minutes.

2

The dry run matches everything. Contacts, notes, and automations, checked entry by entry.

3

You approve, then it switches on. The undo stays there if you want it.

An office team planning the switch at a whiteboard

Most crews run both side by side for a few days, then let the old one go.

Start

Bring your messiest pipeline

We will build a dry run on your real leads and show you the match. Pay month to month.

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