The job nobody billed runs the jobs that do.
Scheduling in one app. Quotes in Word. Job notes on paper. Invoices in QuickBooks — entered manually from the job sheet, days after the work is done. None of them talk to each other.
Three things stop happening on Monday morning.
Jobs are booked over the phone, texted to the tech, and tracked in a spreadsheet. A reschedule means three phone calls.
Dispatch board. One change notifies everyone.
When David Lawson calls to book, the job is created directly in PrimeBase — customer record, address, job type, and assigned tech all in one place. Reschedule from the dispatch board and Carlos gets an instant notification. A confirmation SMS goes to the customer automatically. No WhatsApp thread, no spreadsheet update.
Quotes are Word documents attached to emails. You follow up twice. Half of them never get confirmed.
Estimate sent to the customer portal. Accepted with one click.
Build an estimate from a line-item template, add parts and labour, and send it via the customer's portal link. David sees the full breakdown, the total, and an Accept button. One click confirms it — no reply email needed. PrimeBase records the acceptance, and the approved estimate is ready to convert to an invoice the moment the job is done.
Invoices go out three days after the job because someone has to re-type the paper job sheet back at the office.
Invoice created from the completed job — same day, in the field.
When Carlos marks the job complete on his phone, the invoice is created from the accepted estimate in one click — line items, parts used, and labour are already there. The customer receives a portal notification within seconds. No paper job sheet to decode, no manual entry in QuickBooks, no chasing overdue payments a week later.
Five modules. The rest are upside.
PrimeBase ships with eleven. For field services and trades, these five close the gap between the job in the field and the money in the bank — and they’re in every plan.
Appointments
Drag-and-drop dispatch board. Schedule jobs by tech, time, and location. Customers get automatic confirmation and reminders.
CRM
One record per customer — full job history, addresses, notes, and photos. See every visit at a glance. Route-aware scheduling built in.
Estimates
Build quotes from line-item templates, send via portal link, and collect acceptance with one click — no PDF email chains.
Accounting
Convert the accepted estimate to an invoice in one click once the job is done. Sent to the customer portal immediately. No re-entry.
Customer Portal
Customers log in to view job history, accepted estimates, invoices, and service reports — without calling your office.
Built for the trade you actually run.
HVAC, plumbing, electrical, handyman, appliance repair, pool service, lawn care, cleaning — same software, configured around your workflow.
Most field service software is built for one trade. Jobber is for residential service. ServiceTitan is for HVAC. PrimeBase is for the small operator running across categories — a contractor doing both residential repair and small commercial jobs, an appliance technician adding pool maintenance to their service mix, a handyman growing into multi-trade. Same software, no specialist lock-in.
The things trades businesses ask before switching.
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