Features
Everything you need.
Nothing you don't.
Gritly is built for how field service businesses actually run — not how SaaS companies think they should. Every feature is in the box. No add-on fees.
Client Management (CRM)
CoreEvery client. Every property. Every job history. In one place that actually keeps up with your business.
- Full client profiles with contact history
- Property records with photos and notes
- Tag clients by source, status, or type
- Job history per client and per property
- Automated follow-up sequences
- Client portal for self-service booking
- Online booking widget for your website (Coming soon)
- Lead pipeline management (Coming soon)
Scheduling & Dispatch
CoreDrag-and-drop scheduling for your whole team. Emergency dispatch that moves fast.
- Drag-and-drop calendar interface
- Smart dispatch suggestions
- Emergency priority job insertion
- Crew and technician assignment
- Multi-day job scheduling
- Recurring job automation
- Customer appointment reminders (SMS + email)
- Technician mobile notifications
Quoting & Estimating
CoreProfessional quotes in minutes, with follow-ups that close deals.
- Professional quote templates
- Flat-rate pricebook with categories (Coming soon)
- Good-better-best option presentation (Coming soon)
- Automated quote follow-up reminders
- Digital client approval (e-sign)
- Photo and attachment support
- Instant convert to invoice
- Quote tracking and analytics
Invoicing & Payments
CoreInvoice on-site. Collect payment in the driveway. Chase fewer unpaid invoices.
- One-click quote-to-invoice conversion
- Online payment via Stripe (card, ACH)
- In-person payment via mobile
- Automated invoice reminders
- Batch invoicing for recurring clients
- Progress billing for large projects
- Consumer financing (Coming soon)
- Built-in accounting, so you do not need QuickBooks (Coming soon)
Field Operations
FieldPhotos, checklists and timesheets, built for the phone your tech already carries.
- Offline mobile mode (Coming soon)
- Job photos organized by job and visit
- Before/after photo documentation
- Custom checklists and inspection forms
- Time tracking and timesheets
- Expense tracking with receipt photos
- Map view with Google Maps routing
Reporting & Analytics
GrowthKnow exactly what's profitable. See where leads come from. Forecast next month before it arrives.
- Revenue and job volume dashboards
- Job costing and profitability by job (Coming soon)
- Technician performance reporting
- Lead source and marketing attribution (Coming soon)
- Invoice aging and cash flow forecasting
- Custom report builder (Coming soon)
- Team capacity and utilization views
Communication
GrowthAutomated reminders and review requests that actually get responses.
- Two-way SMS business inbox (Coming soon)
- Automated appointment reminders
- Automated invoice reminders
- Review request automation (Google)
- Email campaigns to client lists
- AI receptionist (Coming soon)
- Automated quote follow-up sequences
- Missed call text-back
Integrations
PlatformPlays well with the tools you already use. Replaces the ones you don't need anymore.
- Built-in accounting, so you do not need QuickBooks (Coming soon)
- Google Calendar sync (Coming soon)
- Consumer financing (Coming soon)
- Stripe payment processing
- Zapier (Coming soon)
- REST API access (Business plan)
- CSV import from any platform