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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.

InsightsSuite

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

A client portal worth showing offUpgrade

Every customer gets a magic-link dashboard: live project status, documents to sign, payments, the site-visit calendar, and a message line straight to you. Docs plans get the essentials β€” MeloJobs unlocks the full experience.

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

One CRM. Three ways to buy it.

MeloJobs on its own (MeloDocs included), paired with MeloBooks, or the whole Melo suite β€” every product, one login.

MOST POPULAR
Jobs
$99/mo

The CRM that runs the business β€” Docs included.

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βœ“Everything in Pro, plus…
βœ“MeloJobs CRM: pipeline, leads & intake forms
βœ“Full client portal: projects, calendar & messaging
βœ“Payment schedules & collections
βœ“600 AI generations / month
PAIRED
Jobs + Books
$119/mo

Run the business and keep the books β€” the office pair.

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βœ“Everything in Jobs + everything in Books
βœ“Deals, schedules & collections in one place
βœ“Every payment lands in the ledger
βœ“600 AI generations / month
THE WHOLE SUITE
Suite
$199/mo

Every Melo product β€” Docs, Jobs, Books, Scan, Bids & Pay.

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βœ“Everything in Jobs, plus…
βœ“MeloBooks β€” accounting that keeps itself
βœ“MeloScan β€” LiDAR scans become quotes
βœ“MeloBids β€” takeoffs from commercial plan sets
βœ“Advanced styling, custom blocks & Insights
βœ“1,500 AI generations / month

Annual billing saves 20% Β· every plan starts free, no card required Β· switch or cancel any time

Take your business further.

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

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