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.

Unlimited users on every plan
Review automation included
Offline mode (coming soon)
Map view with Google Maps routing

Client Management (CRM)

Core

Every 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

Core

Drag-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

Core

Professional 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

Core

Invoice 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

Field

Photos, 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

Growth

Know 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

Growth

Automated 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

Platform

Plays 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

See it for yourself.

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