Leads, estimates, jobs, dispatch, field notes, invoices, payments, websites, and follow-up. GrydBase keeps the office, field, and customer connected.
1 place
office, field, customer
8 steps
lead to paid invoice
$0
to start safely
Product workflow
Each part of the workflow has its own surface, but the data stays connected from the first lead to the paid invoice.
Lead to job
Capture the lead, qualify the request, create an estimate, convert it to a job, and keep every note, file, and follow-up attached to the customer.
New client lead
New leadMorgan Ellis
On-site estimate · Website form
Looking for a quote on some work. Wants someone out this week. Wants inspection this week.
Source
Website
Age
12 min
Value
$1.8k est.
Conversion path
8:42 AMDispatch
Operations teams can assign work, watch status changes, and keep field techs moving without building a dispatch process from scratch.
Friday dispatch
3 techsJordan
AssignedService call · 9:00
Tech en route
Install visit · 1:30
Scheduled
Ava
AssignedOn-site estimate · 10:00
Tech en route
Follow-up check · 3:00
Scheduled
Miguel
UrgentUrgent request · 11:15
Tech en route
Invoice review · 4:00
Scheduled
Priority queue
Urgent request moved ahead of scheduled maintenance.
Field app
Field users can see assigned jobs, add notes, attach photos, update equipment, and keep the office informed from the same operating system.
Jordan field view
MobileService call
Jordan · Today 11:30
Rachel Kim
1520 Oak Ridge Dr, Orlando
Payments
Create invoices from completed jobs, send payment links, track status, and support in-person payment workflows as the platform grows.
Invoice #1048
PaymentInvoice #1048
$1,240.00
Service call · Due May 12
Client portal
Customers can see estimates, invoices, contracts, files, and job updates in a portal that feels connected to the rest of the business.
Customer portal
Client viewRachel Kim
Service visit status
Estimate
OpenCustomer approved
Invoice
Open$1,240 paid
Contract
OpenService terms.pdf
Message
OpenJordan arrives 11:30
Websites
Build service pages, connect domains, publish updates, and route form submissions into the customer workflow instead of another inbox.
Website control
LivePeak Services
peakservices.com · Live
Reliable service in Orlando
Licensed team, same-day appointments, no surprise fees.
Domain
Live
Page status
Published
New form lead
On-site estimate
Sent to CRM
Assets
Use assets to manage customer equipment, internal gear, QR/barcode workflows, maintenance history, and job-specific files.
Equipment record
TaggedTrane XR16 condenser
Asset tag QR-4821 · Rachel Kim
Linked job
#J-2218
Assigned tech
Jordan
Last photo
Today
Files and proof
AI actions
Draft replies, summarize jobs, rewrite website sections, recommend follow-ups, and choose the model that fits the work without showing customers token math.
Approval queue
Needs reviewSuggested reply
Hi Rachel, Jordan is on the way and should arrive around 11:30. Your invoice is paid, and we'll attach the repair photos after the visit.
Action
Follow-up
Model
Sonnet
Status
Needs approval
Action summary
Uses job status, invoice status, assigned technician, and customer-visible notes. Sending requires approval.
Pricing
Pick based on how your business works today, then add more field seats, automation, and controls when the operation grows.
Solo operator
For solo operators
Growing service business
Main plan for growing service businesses
Dispatch and field teams
Field service and dispatch
Need Scale or Enterprise? See all plans and add-ons
The office, the field, and the customer all stay on the same page.
Start with CRM and jobs. Add invoices, websites, client portal, assets, dispatch, and AI actions when your operation is ready.
Get started free