For home service and field service businesses

Run every job from quote to paid in one system.

A branded customer portal where requests become quotes, approved quotes become jobs, and finished jobs get paid. Built in about two weeks.

$399 to startthen $199/month, SuiteDash Pinnacle included

Built in about two weeksAbout 2 hours of your time

Get started for $399 Book a 20-minute planning call

Already own SuiteDash? $399 + $119/month·Prefer one payment? $1,985 one-time

Want to see it first? Free live workshop Dec 3rd

The problem

The work gets done and the paperwork falls behind

Quotes go out and nobody follows up

Estimates sit unanswered because following up is nobody's job.

Job details live in texts and memory

The office, the crew, and the customer each have a different version of the job.

Invoices go out late and get paid later

The job wraps Tuesday. The invoice goes out when someone remembers.

What we build

The core build fits a service business

This is our One-time setup scope configured for a service company. Same two-week build, on the all-in plan or pay-in-full.

Deliverable	What it does for your business
White-labeled portal with your own URL	Customers log in to your company's portal, not a vendor's
Email sent from your company's domain	Quotes, reminders, and invoices land in inboxes, not spam
Service request form with welcome email	New customers ask for work and land in your pipeline as a lead
Sales pipeline	Every open quote in one view, so you see which ones need a follow-up
Quote template with e-signature	Customers approve the price online before work starts
Your services and prices set up once	Flat-rate jobs, hourly work, and maintenance plans fill in on every quote and invoice
Job project template	Every job follows the same steps from scheduled to complete
Customer folders and messaging	Photos, warranties, and questions stay with the customer, not in someone's phone
Invoice template with payment gateway	Customers pay deposits and final invoices by card
3 automations	Quote follow-ups, invoice when a job closes, payment reminders
CSV customer import	Your existing customer list comes in with you
Staff roles and two-factor sign-in	Office staff and crew leads each see what they need, and every login is protected

How it works

Two weeks and about two hours of your time

You spend roughly 2 hours total across intake and review. We do the rest.

Week 0: Intake week

You send your customer list, service menu with prices, and a sample quote and invoice. We map how a job moves through your business.

Week 1: Build week

We configure the portal, request form, quotes, job template, and automations against your actual process.

Week 2: Handoff

A recorded walkthrough, your documentation, and a system ready for customers.

Why SuiteDash

One system in place of four apps

Flat monthly pricing with unlimited staff, so adding a crew lead or seasonal help costs nothing extra
CRM, quotes, invoices, and the customer portal in one place, so nobody re-types a customer three times
Your branding on every customer touchpoint: login page, emails, quotes, invoices

See a working service-business system first

Free live workshop on Thursday, December 3rd at 1:00 PM ET. We follow one job from service request to paid invoice in a demo company's portal. 45 minutes with live Q&A.

Save your seat

Proof

Built by a SuiteDash Validated Agency Partner

Run And Scale is a service of Pure Source, LLC, a SuiteDash Validated Agency Partner. See how a travel agency and a nonprofit delivery operation run on SuiteDash →

Choose your plan

Start 2027 on one system

Same build on both plans. Book a planning call if you want to talk through your process first.

All-in plan

$399 today, then $199/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license

SuiteDash Pinnacle included ($99/month on its own)

Your complete setup, built for your industry in two weeks

White-labeled client portal on your own web address
Email sent from your own domain, so it lands in inboxes
Sales pipeline and proposals with e-signature
Intake form, welcome email, and your client list imported
Project template, client folders, and file permissions
Client messaging in one place
Invoicing with online payments
Staff roles and two-factor sign-in
3 automations: client onboarding, task notifications, payment reminders
Launch test, recorded walkthrough, and video guide

Support, all year

Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: keep Pinnacle at $99/month, or Pinnacle with support at $149/month.

Get started

Talk to us first

Bring your own SuiteDash

$399 today, then $119/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license

Built on the SuiteDash license your business already has

Your complete setup, built for your industry in two weeks

White-labeled client portal on your own web address
Email sent from your own domain, so it lands in inboxes
Sales pipeline and proposals with e-signature
Intake form, welcome email, and your client list imported
Project template, client folders, and file permissions
Client messaging in one place
Invoicing with online payments
Staff roles and two-factor sign-in
3 automations: client onboarding, task notifications, payment reminders
Launch test, recorded walkthrough, and video guide

Support, all year

Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: support continues month to month.

Get started

Talk to us first

Prefer one payment? A one-time setup is $1,985 on your own SuiteDash license. See the one-time option →

FAQ

Common questions

We already use a field-service app. Should we switch?

If it runs your business well, no. We're a fit if you're paying for several tools that don't talk to each other, want your own branding on every customer touchpoint, or want flat monthly pricing instead of per-user fees.

Does this handle scheduling and dispatch?

It handles appointment booking, assigning jobs to staff, and task lists for each job. It is not a GPS dispatch or route-planning tool. If live dispatch runs your day, we'll say so on the planning call.

Can my crew use it from the field?

Yes. Staff and customers use the portal from a phone browser to check job details, upload photos, and send messages.

Can you move our customer list in?

Yes, a simple CSV customer import is included. Larger or messier migrations, like years of job history, are quoted separately.

What happens after launch?

On the all-in plan, support continues all year (up to 2 hours of changes a month). If you paid in full, you get 14 days of after-care, then an optional $119/month Support Plan.

How much of my time does the build take?

About 2 hours total across intake and review. We do the rest.

Get quotes, jobs, and invoices into one place.

Start now, or book a 20-minute planning call and we'll tell you honestly whether it's a fit.

Get started for $399 Book a 20-minute planning call

Or join the free workshop on Dec 3rd

Last updated: 2026-11-10