Run your business
without the chaos
CRM, estimating, project management, and accounting — with pricing that scales to your business
Basic
A simple starting point for small teams getting organized.
Essential
Great for teams that want to convert leads and stay on top of projects.
- Products and Services Catalog
- Project Management
- Job Photos + Uploads
- Tasks and Calendars
Professional
Built for builders who need detailed estimating, costing, and automation.
- Complete Estimating
- Custom Documents/Forms
- Automations
- Job Costing
Enterprise
For larger operations that need advanced controls and deeper management tools.
- Marketing Tools
- Custom Reporting
- Timecards
- Customer Portal
*Special Introductory Pricing currently available in limited quantities to new customers only, and available for the first 6 months of service.
**The first 1,000 emails sent via DBX per month will be provided at no charge, with an additional $0.004 per email message overage charge assessed for every additional email.
***The first 100 SMS text messages sent during a monthly period will be provided at no cost. A $0.03 per SMS text message charge will be applied for every SMS message above this threshold.
Note: For billing purposes, SMS text messages can have a maximum of 160 characters. Each additional 160 characters will be billed as a separate SMS text message.
All plans come with 100% US-based customer support
Compare All Plan Features Below
| Feature | Basic | Essential | Professional | Enterprise |
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| AI | ||||
| AI Notes Summarization & Research |
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| AI Content Generation | |
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| Integrations | ||||
| Gmail | |
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| Outlook Mail | |
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| QuickBooks | |
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| Heritage Pool Supply Live Pricing |
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| SCP/Poolcorp Live Pricing | |
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| CRM | ||||
| Base CRM | |
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| Lead Management | |
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| Sales Milestones | |
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| Email Templates | |
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| Lead Intake Forms | |
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| Digital Signing | |
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| Integrated Texting | |
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| Calendars | |
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| Customizable CRM | |
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| Task Management | |
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| Job Photos + Uploads | |
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| Digital Forms + Documents | |
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| Customer Assets | |
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| Custom Query Engine | |
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| Basic HR Tools | |
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| Customer Portal | |
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| Estimating | ||||
| Point of Sale | |
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| Digital Estimates | |
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| Warranty Tracking | |
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| Progress Payments | |
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| Estimating Pricebook | |
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| Addendums / Change Orders | |
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| Custom Calculations | |
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| E-Commerce | |
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| Project Management | ||||
| Phase-Based Project Management | |
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| Phase Scheduling | |
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| Vendors and Vendor Portal | |
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| Work Orders | |
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| Job Phases | |
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| Purchase Orders | |
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| Scheduler & Routing | |
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| Full Inventory | |
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| Automations | |
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| Job Budgets + Costing | |
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| Business & Marketing Tools |
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| Divisions, Locations | |
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| Surveys | |
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| Business Reputation Management | |
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| Bulk Text Messages** | |
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| Bulk Emails*** | |
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| Custom Environments | |
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| Accounting | ||||
| Customer Payments | |
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| Accounts Receivable | |
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| Accounts Payable | |
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| Built-in Accounting | |
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| Piece Rate + Job Splits | |
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| Commission Tracking | |
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| Banking + Reconciling | |
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| Check Printing | |
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| Timecards & Payroll | |
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| Reporting | ||||
| Production Reports | |
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| Sales Tax Reporting | |
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| Visual Sales Charts | |
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| Custom Sales Reports | |
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| Corporate Franchise Reports | |
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| Data Posting | |
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