Features

Everything a service business runs on.

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.

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.

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

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.

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

Something missing that you need? Tell us.

Start your 30-day free trial — no credit card.

Set-up takes a few minutes. Then it is $39/month for your whole team, with every feature and no contract.