One plan with every feature — from the first phone call to the paid invoice and the review that brings in the next job. $39/month for your whole team.
Win the work
Turn more calls into booked jobs.
Every enquiry lands in one pipeline, every estimate starts from your own prices, and customers can say yes from their phone.
Estimate 1042
Waiting for approval
House soft wash2,400 sq ft$384.00
Driveway and walkway900 sq ft$171.00
Gutter brighteningOptional · 140 lin ft$95.00
Window rinseOptional · 18 windows$60.00
Total$650.00
Deposit due at approval$195.00
Type your name to sign
Approve and sign
Customers and leads
Every customer, address and conversation in one record, and a pipeline that shows which leads still need a price.
Several service addresses per customer, with gate codes and access notes
Lead sources, so you can see which ones bring in work
Tags, notes and a timeline of everything that happened
Import and export customers as a spreadsheet (CSV)
Estimates with e-signature
Build an estimate in a couple of minutes and send it as a link. The customer reviews it on their phone, picks the add-ons they want and signs.
Optional add-ons the customer ticks at approval
Discounts, and deposits by amount or percentage
Approved estimates become jobs without retyping
Follow-up emails when nobody has answered
Price book
Your services and what they cost you, so every estimate starts from the right price and shows the margin.
Price by the square foot, linear foot, hour, visit, room, window and more
Costs and margins on every line
Minimum charges and bundled packages
Raise prices by a percentage in one step
Website and instant quotes
A simple hosted website for your business, and an instant quote page that prices standard jobs from your own price book.
Enquiries arrive as leads; instant quotes can arrive with a draft estimate ready to check and send
Reads your live services, prices, reviews and photos
Nothing to host or keep up to date by hand
Run the day
Keep every crew on schedule.
Plan the week on a calendar, give each crew a day that makes sense on a map, and see the work as it happens.
TuesdayToday’s route
4 stops
8:001House soft washCrew AOn site
10:302Driveway and patioCrew A
1:003Gutter cleaningCrew B
3:304Window cleaningCrew B
Clocked in at 7:52 AM
Schedule and dispatch
Month, week and day views, a dispatch board, and a warning when two jobs overlap.
Drag unscheduled work onto a time slot
Crews, availability and time off
Route ordering for a day’s stops that have map locations
Day-before reminder emails to customers
Jobs and crews
Each job carries its work items, crew, notes, photos and time — and shows whether it made money.
Time clock and timesheets
Before, during and after photos
The customer’s sign-off when the work is done
Job profit against labor and costs
Inspections, forms and contracts
Checklists your team fills in on site, custom forms, and agreements customers sign on their phone.
Pass/fail, yes/no, rating, photo and note answers
Inspection reports you can share with the customer
Contract templates with merge fields; a signed copy never changes
Expenses and inventory
Know what a job really cost: receipts, materials and the stock on the truck.
Receipts attached to every expense
Job costs feed job profit; overhead feeds the profit and loss
Billable expenses re-bill to the job at your markup
A stock ledger with low-stock alerts
Get paid
Get paid sooner, with less chasing.
Invoices go out the moment the work is done, customers pay by card from their phone, and overdue balances get a reminder.
Invoice 1187
Paid
House soft wash2,400 sq ft$384.00
Driveway and walkway900 sq ft$171.00
Gutter brightening140 lin ft$95.00
Total$650.00
Paid online by card
Invoices
Create the invoice from the finished job in one tap, or send many at once.
Deposits and partial payments
Recurring invoices — weekly, every two weeks, monthly, quarterly or yearly
Overdue reminders and an aging report
Online card payments
Get paid online by card through Stripe. You connect your own Stripe account and the money goes to your bank. Recoatly does not add a fee on top of Stripe’s.
Customers pay from the invoice link on any phone
Record cash and check payments too
Every payment on the customer’s record
Customer portal
Customers sign in with a link sent to their email — no password to forget — to see estimates, invoices, upcoming visits, service history and documents, and to ask for more work.
Approve estimates and pay invoices in one place
Inspection reports and signed agreements on file
Reports
See how the business is doing without building a spreadsheet.
Revenue, costs and profit by month
Estimate win rate and sales by person
Job profitability and technician utilization
Who owes you money, and for how long
Keep growing
Run the business, not the paperwork.
Follow-ups that send themselves, a team that sees what it needs, and answers about your business when you ask.
Email · two hours after the jobHow did we do?
Thanks for having us out today. If you have a minute, tell us how we did — it helps a small business more than you would think.
Leave a review
Follow-ups and reminders
A library of ready-made automations: estimate follow-ups, appointment reminders, review requests, overdue-invoice reminders, a welcome for new leads and a check-in with customers you haven’t seen in six months.
Emails to customers stay off until you approve the wording
Each one re-checks the record before it sends
Build your own with triggers, conditions and delays
Team and permissions
Unlimited users, with roles for owners, office managers, estimators, schedulers, technicians and bookkeepers.
Technicians see only the jobs assigned to them
Keep revenue and pay rates away from people who don’t need them
Add or remove people without touching your bill
AI assistant
Ask about your own numbers in plain English — revenue, open estimates, jobs, customers — and get the answer from your data. Describe a job and it drafts an estimate from your price book for you to check.
Answers come from your account, not the internet
Nothing is sent to a customer without you
On your phone
Recoatly runs in the browser on any phone, tablet or computer. Add it to your home screen and it opens like an app — your crew needs nothing but a sign-in.
No app store download
The same account on every device
What’s not here yet
We would rather tell you now than after you sign up. Recoatly does not do these today:
QuickBooks or Xero sync — export to a spreadsheet (CSV) instead
Google Calendar sync
Native iPhone and Android apps — it runs in the browser and adds to your home screen
Measuring roofs and lawns from satellite imagery
Two-way text messaging with customers (coming soon) — reminders and follow-ups go by email