Customers & CRM
Customer details, service addresses, notes, history, work, and documents on one record.
CRM & job managementRun your service
Run your service
business from one place.
Manage customers, jobs, scheduling, quotes, invoices, payments, and follow-ups with a CRM built for small service businesses.
No credit card required. Works on phone, tablet, and computer.
- Customers
- Jobs
- Schedule
- Quotes
- Invoices
- Payments
Payment received
Invoice #1042 · $650.00
This week
$6,240 collected
Customers & CRMJobs & scheduleQuotes & invoicesPaymentsClient HubFollow-ups
Product in action
See the workspace, not a wall of cards.
Screens from the current DoneDeal experience — customers, jobs, scheduling, quotes, invoices, and payments working together.
Dispatch
See the day. Send the right person. Keep everyone moving.
DoneDeal Dispatch gives you a clear view of scheduled visits, assigned crew, job status, and where the work is happening — so you can manage the day without jumping between screens.
- See all scheduled visits for the day
- View assigned crew and job status
- Open the service address for navigation
- Track work as it moves from scheduled to on-site
- Keep customer, job, and visit details connected
One record, start to finish
The same job stays connected from customer to paid.
Customer → create job → quote → schedule → complete visit → invoice → paid. The details stay connected instead of being rebuilt at every step.
DoneDeal AI
Describe the job. DoneDeal helps organize the details.
Tell DoneDeal what needs to be done, who it’s for, when it happens, where it happens, and what it costs. DoneDeal helps organize the details. You review before anything is sent.
See how Describe the Job works
Core capabilities
A CRM built around the job.
Customers, work, schedule, and money stay in one workspace — not spread across texts, spreadsheets, and a separate payment tool.
Jobs, Schedule & Dispatch
Jobs, visits, scheduling, dispatch, and recurring work stay on one record.
Quotes, Invoices & Payments
Quotes, approvals, deposits, invoices, and payment status — collected through Stripe.
Client Hub
A browser link for approvals, job visibility, change orders, shared files, and payment.
Follow-ups
Quote follow-ups, visit reminders, overdue invoice reminders, and review requests you configure.
Business Branding
Business identity, logo, and document branding as supported. Full custom branding on customer documents is Pro.
Recurring jobs
Schedule repeating work once. DoneDeal keeps it moving.
Set weekly, every-two-weeks, monthly, or custom repeating jobs and manage upcoming visits as a series instead of rebuilding the schedule each time.
Automated follow-up
Let DoneDeal handle the follow-up.
Send quote follow-ups, overdue invoice reminders, upcoming visit reminders, and review requests based on the automation settings you choose.
Switch to DoneDeal™
Already using another platform? Bring your business with you.
DoneDeal supports customer import from Jobber, Housecall Pro, Joist, QuickBooks, and CSV / spreadsheet. Import customer records and supported address information instead of rebuilding your customer list manually. This is not a full historical job, invoice, or document migration.
- Jobber
- Housecall Pro
- Joist
- QuickBooks
- CSV / spreadsheet
Client Hub
Professional for your business. Simple for your customer.
Customers open a browser-based Client Hub. No separate customer app required.
- Quote approval from a browser link
- Job visibility without a customer app
- Change-order approval when scope shifts
- Shared customer-visible photos and documents
- Invoice and payment actions in the same hub
Who it's for
If you quote it, schedule it, and invoice it — it fits.
ContractorsHandymenCleanersRepair prosLandscapersEvent vendorsCaterersConsultantsCreative prosHome servicesMobile services
Pricing
Simple pricing. Start free.
Start free and run customers, jobs, quotes, and invoices from one workspace. Upgrade to Pro when your business needs more capacity.
Free
$0/month
1%DoneDeal platform fee on successful payments
- Up to 5 sent customer documents per month
- Up to 3 active jobs at one time
- Customers, jobs, calendar, quotes, invoices, and payments
- Customer approvals and deposit requests
- 1% DoneDeal platform fee. Stripe fees apply separately.
Pro
$24/month
0%DoneDeal platform fee on successful payments
- Increased document and active-job capacity
- 0% DoneDeal platform fee. Stripe fees apply separately.
- Customer Inbox
- Your logo on quotes, invoices, and change orders
- Branded customer payment experience
Stripe processing fees apply separately on both plans.Compare plans in detail
FAQ
Straight answers.
Can I import customers from another system?
Yes. Import customer records from Jobber, Housecall Pro, Joist, QuickBooks, or a CSV / spreadsheet. Supported addresses can come with customers where present. This does not migrate complete job, invoice, or document history.
Is DoneDeal really free?
Yes. Free Forever is $0 per month, does not expire, and does not require a credit card. It includes up to 5 newly sent customer documents per month, up to 3 active jobs at one time, and a 1% DoneDeal platform fee on successful payments. Stripe processing fees apply separately.
What counts as a sent customer document?
A quote, invoice, or change order counts when it is first sent or made available to the customer. Resends and reminders do not count again.
What is an active job?
An active job is one currently being prepared, scheduled, approved, paid, or completed through the workflow. Cancelled, archived, and fully completed jobs do not count against your active limit.
How much is Pro, and what does it include?
Pro is $24 per month with 0% DoneDeal platform fee, increased document and active-job capacity, Customer Inbox, and full supported branding on customer documents. Stripe processing fees still apply.
What is Customer Inbox?
Customer Inbox is included with Pro. Send outbound customer emails, track important customer activity, and keep communication connected to customers, jobs, quotes, and invoices. Customer replies sent by email are not currently imported into DoneDeal.
What is the DoneDeal platform fee?
Free plans pay a 1% DoneDeal platform fee on successful client payments. Pro plans pay 0% DoneDeal platform fee. Stripe processing fees apply separately and are not revenue earned by DoneDeal.
Is DoneDeal an escrow service?
No. DoneDeal is not escrow. Card payments run through Stripe to your own account.
Does it work on mobile?
Yes. DoneDeal works on phone, tablet, and computer. Native mobile apps are available in addition to the web workspace.
Ready when you are
Run your service business from one place.
Start free. No credit card required. Upgrade to Pro when your business needs more capacity.