Backbone CRM

Features

Everything you need. Nothing you don't.

Backbone gives a small contracting business one mobile-first tool that runs the whole job — from the first estimate to the final paid invoice and the profit number at the end. No add-ons. No upsells. No back office required.

Estimates

Estimates & price book

Draft a clean, signable estimate in under two minutes. The price book is yours — material, labor, and margin built in. AI drafts from a photo, voice note, or rough notes.

  • Photo-to-estimate (AI) — draft a quote from a job-site photo
  • Voice notes auto-transcribed into estimate line items
  • Customizable price book with bundled jobs and modifiers
  • Signature capture + deposit collection in one step
  • Reusable templates per trade (HVAC tune-up, panel upgrade, etc.)

Scheduling

Jobs & scheduling

Day, week, and map views built for a phone. Drag a job onto a tech, send the customer an arrival window, and watch real status — OMW, on-site, finished — instead of guessing.

  • Drag-and-drop dispatch from your phone or web
  • Automated customer arrival texts with live ETA
  • GPS check-in / check-out tracks time on-site
  • Recurring service plans (PMs, maintenance routes)
  • Day, week, and map views — same data, three lenses

Money

Invoicing & payments

Tap to invoice. Tap to charge. Card, ACH, and Apple Pay supported via Stripe under the hood. Per-transaction pricing — no monthly payment-processing fee.

  • Card + ACH + Apple Pay accepted on iPhone and Android
  • Auto-generated invoices that match the work performed
  • Deposits, progress billing, and milestone invoicing
  • Customer payment links via SMS or email
  • Next-business-day payouts to your bank

Costing

Job costing & margin

Projected vs. actual on every job. Receipts you photograph become material costs. Clock-in time becomes labor cost. The number you wanted is right next to the number you got.

  • Per-job profit & loss with material and labor breakdowns
  • Receipt OCR — photograph it, costs land in the right job
  • Labor cost from real clock-in / clock-out time
  • Customer lifetime value and repeat-job tracking
  • Crew profitability reports

CRM

Customer CRM & channels

Every text, call, estimate, invoice, photo, and signed document lives on the customer record. No more searching three apps to find what you said two months ago.

  • Unified inbox: SMS + email per customer thread
  • Photo and document library per job and per customer
  • Two-way SMS with A2P-compliant consent management
  • Equipment history (model numbers, serials, install dates)
  • Customer portal for invoice + estimate access

Trips

Trips & GPS

See where the truck is. Track time on-site automatically. Calculate fuel and travel cost into job profitability without anyone filling out a timesheet.

  • Background GPS with clock-in / clock-out detection
  • Live truck location on the dispatch map
  • Fuel cost estimation from trip distance
  • Mileage logs for tax season
  • Privacy-respectful — off-hours tracking is off

AI

AI that does the paperwork

The same AI tools the big platforms charge $79/month extra for — included. Photo-to-estimate, voice-to-notes, invoice descriptions, customer follow-up drafts. Quietly competent, never in the way.

  • Photo-to-estimate from a job-site image
  • Voice-to-notes (job updates, call summaries)
  • Auto-drafted invoice descriptions from work performed
  • Suggested customer follow-up messages
  • Available in every plan (yes, even Starter)

Comparison

Backbone vs. the old way

We respect legacy field-service software for what it does. We just don't think it should cost three times as much and require a desktop.

CapabilityBackboneLegacy field-service software
Built for phones firstAlwaysWeb-first, mobile-second
AI estimatingIncluded$79+/mo add-on
GPS + clock-inIncludedOften a separate product
PaymentsPer transaction, not per monthStripe-powered, instant payoutPer-transaction + monthly fee
Setup timeAn afternoon30–90 day implementation
Starting price$39 / mo$79–$189 / mo
ContractsMonth-to-monthAnnual common

Start free in two minutes.

No credit card. No demo call. Just download the app and start a job.