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The CRM for service businesses

First responder
wins the job.

Every lead from every source lands in one pipeline. One click turns a won job into a signed quote. Leads in, jobs won, documents and payments handled β€” one system.

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⚑ Instant lead alertsπŸ“„ MeloDocs built inπŸ“± Lives on your phone

Everything the office runs on.
Nothing your crew won't use.

Seventeen modules, one login β€” replacing the spreadsheet, the group text, and the three other subscriptions.

Speed-to-lead

First responder wins the job. New leads assign instantly, a live response clock ticks on every one, and your average answer time is front-and-center on the dashboard.

Visual pipeline

Drag jobs across your stages on a Kanban built for the trades. Value, client, and document status on every card β€” list view when you want a table.

Quotes in one click

Open the builder from any job with the client pre-filled. Quote β†’ work order β†’ change order β†’ invoice, chained and tracked β€” opens, views, signatures.

Job photos, first-class

Walk the house, snap before / during / after from your phone. Photos land on the job and drop straight into the quote.

Estimate-visit workflow

The in-home estimate is the core motion: homeowner reminder texts, one-tap β€œOn my way,” and the whole schedule on a calendar.

Clients & properties

One shared client base across CRM and documents. Landlords with five addresses? Every property, job, document, and payment on one profile.

Payments & invoices

Invoices are real documents; collections, aging buckets, and days-to-pay live beside them. MeloPay checkout rides in next.

Unified inbox

SMS and email threads per client with unread counts and AI-drafted replies β€” no more scrolling your personal texts for a customer's number.

Automation

Quote follow-ups, stale-job alerts, invoice reminders, lead-welcome sequences β€” workflows that chase the busywork so your reps chase the work.

Attribution that's airtight

Every lead carries a source β€” Angi, referral, your web form. Campaigns roll up real leads, real wins, real revenue. Know what to double down on.

InsightsMax

Win rate, average job size, sales cycle, revenue by source, speed-to-lead versus close rate β€” computed live from your pipeline.

Built for the whole crew

Roles and job assignment for the office; a phone-first shell β€” bottom tabs, camera capture, installable app β€” for everyone in a truck.

MeloDocsincluded

The document engine is the whole point.

Every MeloJobs account includes MeloDocs at Pro level β€” the AI builder that turns a sentence into a branded, signable quote. Send it, watch it get opened, collect the signature, chain the invoice. Your CRM and your paperwork finally share one brain.

AI-drafted quotes, invoices & work orders
Open + view tracking on every send
E-signature and acceptance built in
Job photos placed straight into the quote

Take your business further.

Set up in minutes. Your first lead gets answered faster tonight.

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