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Advantage CRM
The all-in-one CRM for field-service businesses, from first lead to paid invoice.
- Leads, quotes, jobs, invoices & inventory in one place
- An AI receptionist that answers when you can't
- Clients approve quotes and pay online in their portal
- A live notetaker that fills the booking form while you talk
What it does
Run the whole business from one tab.
Advantage CRM was built inside a real field-service company - so it covers the day the way it actually happens, from the first phone call to the paid invoice.
Leads & booking
- Kanban lead pipeline with stage tracking
- Embeddable booking widget for your website
- Public self-booking page with service-area checks
- Role-based new-lead alerts by email or SMS
Customers
- Full history: requests, quotes, jobs, invoices, files
- Multiple contacts & properties per customer
- Duplicate detection with a merge queue
- Custom fields on any record
Quotes & invoicing
- Line-item quotes clients approve & e-sign online
- Deposits collected at approval, by card
- Invoices with card, cash, cheque & e-transfer records
- Automatic overdue-invoice follow-ups
Jobs, scheduling & dispatch
- Calendar & list views with drag-and-drop scheduling
- Multi-visit jobs and recurring work
- Jobs map and per-technician day planning
- Live "where's my tech" tracking links for customers
Inventory & purchasing
- Product catalog with SKUs, variants & barcodes
- Purchase orders with partial receiving
- Multi-location stock & transfers, FIFO costing
- Low-stock alerts against reorder points
AI receptionist & notetaker
- After-hours AI answers calls and captures the lead
- Live notetaker pre-fills bookings while you talk
- Voicemail transcription & searchable call history
- Teach it your business rules with a playbook
Messaging & automation
- Two-way SMS & email with reusable templates
- Automatic visit reminders & job follow-ups
- Gmail integration with AI-drafted replies
Team, time & rewards
- Admin, dispatcher, technician & accountant roles
- Clock in/out with timesheets & reminders
- Points & rewards for on-time arrivals, notes, photos
Reports & customer portal
- Reports workbench: 14 sections, compare periods
- Portal where clients approve, pay & book
- KPI dashboard & global search
The full list
Everything in Advantage CRM.
A multi-workspace web app, currently in private testing. Interested? Talk to us.
- Kanban lead pipeline with stage moves
- Lead activity timeline
- Embeddable web booking widget
- Public self-booking page
- Service-area validation on bookings
- Role-based lead alerts (email/SMS)
- Customer profiles with tabbed history
- Multiple contacts & sites per customer
- Duplicate detection & merge queue
- Custom fields
- Files, notes & email threads per customer
- Quote builder with line items & taxes
- Online quote approval with e-signature
- Quote deposits, payable by card
- Quote-to-job conversion
- Quote follow-up automation
- Invoices from quotes, jobs, or scratch
- Recurring invoices
- Card payments (Stripe & Elavon Converge)
- Cash, cheque, debit & e-transfer records
- Automatic invoice dunning
- PDF quotes & invoices
- Door designer & price-list estimate calculator
- Job calendar & sortable list views
- Drag-and-drop scheduling with undo
- Multi-day & multi-visit jobs
- Recurring jobs
- Technician assignment & dispatch
- "Plan Day" per-technician organizer
- Jobs map by date & technician
- Live technician tracking links
- Geofenced job reminders
- Standalone & job-linked tasks
- Product catalog with SKUs & variants
- Barcode generation & scan workflows
- Vendors & purchase orders
- Partial PO receiving
- FIFO inventory costing
- Warehouse locations & stock transfers
- Low-stock alerts & daily digest
- After-hours AI receptionist (voice)
- Text-back mode with an SMS booking link
- Live call notetaker with intent detection
- Caller matched to their customer record
- In-browser softphone with live transcription
- Voicemail transcription
- Searchable calls inbox with recordings
- Custom notetaker playbook per business
- Monthly AI cost caps
- Two-way SMS (Twilio) & email (Resend)
- Message template library
- Visit reminder & follow-up automations
- Gmail sync with AI-assisted drafting
- Push notifications
- Roles: admin, dispatcher, technician, accountant
- Technicians see only their own jobs
- Team invites by email
- Time tracking with missing-clock-out warnings
- Points & rewards engine with redemptions
- Weekly team challenges
- Reports workbench: revenue, AR, quote-to-cash…
- Chart & table views, period comparisons
- Report exports
- KPI dashboard
- Global search across all records
- Customer portal: quotes, invoices, jobs, files
- Portal payments & appointment requests
- Onboarding wizard & Jobber import
Screenshots
A look inside.
Advantage runs in any browser - including the one in your pocket. These are the mobile views, on a demo workspace with fictional data.
Web app, in active testing
AI by Anthropic Claude + Deepgram
Built for field-service teams
Get Advantage CRM
Interested in Advantage for your business?
Advantage CRM is being tested in the field with our own team at AA Advantage Doors. Interested in early access for your business? Tell us about it and we'll be in touch.