For the work that gets buried.
Frostline is one CRM for septic, excavation, and well and pump companies. Before an estimate goes out, it shows where your price stands against the jobs you’ve already done: what you charged, what you won and what it really cost. Then it runs the rest: schedule, crews, permits, service plans, invoices and payments.
- Perc test and system design1 job
- Township permit1 job
- 1,000 gal concrete tank, set1 each
- Drainfield trench, stone and pipe300 lf
- Distribution box and risers1 job
- Backfill, grade and seed1 job
Price check
6 similar installs in your records. Won 4, lost 2.
- You usually win at
- $14,800
- Real cost on those jobs
- $9,700
- Lost bids at
- $17,200 and up
Includes $350 for the extra drive. This house is 26 miles farther out than your usual installs.
Your last 4 installs this size had a stone delivery charge. This one doesn’t.
Tick the work you do. Each trade’s price book comes loaded.
Septic, excavation, wells and pumps, priced the way each one bids: tanks by the job, drainfield and trench by the foot, stone by the ton, wells by the foot drilled, service by the visit. Do more than one? Tick them all, in one system. Change any price or unit.
- Septic installation
- Septic pumping
- Septic inspection
- Drainfields and mounds
- Excavation
- Trenching
- Driveways and site work
- Land clearing
- Well drilling
- Pumps and pressure tanks
- Water treatment
- Water tests
Where your number stands.
Before an estimate goes out, Frostline looks at your past jobs like this one.
- Your similar jobs
- Same kind of work, close in size: what you charged, whether you got it, and what it cost by the time it was backfilled.
- A suggested price
- Covers your real costs, your overhead and the extra drive on far-out jobs, at the profit you set. It also shows the price where you’ve been losing bids.
- Warnings
- A price below cost, a thin margin, a line you usually include (like the stone delivery), or a crew that keeps running over the days you quote.
- Ask why
- Frostline AI, the assistant on every plan, explains the suggestion with your own numbers. It never changes your price. You do.
See what you actually made.
Profit and loss, break-even and what each lead source costs you, on one screen. Only owners and admins see it.
Sales Net after overhead
- Break-even
- $38,400 a month
- $1,770 per working day
- Google Ads
- $410 per job won
- Percy leads: no ad spend
- Worst job this season
- 9% margin
- Ledge at four feet on a drainfield
Ask Which installs lost money this season?
Run the job from the same place.
Once it’s signed, the schedule, crew, permit, materials and billing stay with the job.
Get paid
From the estimate to the payment.
Everything goes out under your logo, colors and license number. Customers sign and pay from a link, no account needed, and every payment lands on the invoice and the job in Frostline.
- Estimates in your brand
- Built from your price book, with your deposit, terms and warranties filled in. A typical job prints on one page.
- Signed on the spot
- Hand the customer your phone or iPad in the driveway, or text them a link. The signature stays with the estimate, and a signed estimate can become the first invoice.
- Deposits and progress bills
- Bill the deposit at signing, then each stage of the job. Change orders the customer signs update the job total.
- Paid online, recorded for you
- Customers pay by card or bank through Stripe, and the money goes to your bank. Each payment is recorded on the invoice by itself. Log checks, cash, partial payments and refunds too.
- Your books stay in step
- QuickBooks Online is built in, and every plan exports files for QuickBooks and Xero. On Enterprise plans we also connect the other systems you use, with no limit on how many.
The work that comes back.
Pumping, system checks and treatment service on a schedule, so the next visit is booked before the customer has to think about it.
- Service plans
- Pick the customer, what’s included and how often, from every month to every 2, 3 or 4 years for pumping. Visits are made ahead on the calendar, and the customer signs the plan like an estimate.
- Finished from the truck
- The crew works through the visit’s checklist, notes what they found and adds photos from the phone.
- Billed for you
- By the visit or by the month. Each invoice waits as a draft for you to send, so nothing goes out on its own.
- Seen in Percy
- Customers on a plan see what’s included, the next visits and a report after each one.
Your customers get Percy. You get the work.
Percy is our free app for homeowners, named for the perc test every septic system starts with. He keeps their tank and well details, shows what’s due next, and reminds them on their phone a month before pumping or a water test is due. When they need a pro, he talks the project through and sends it to a Frostline company near them.
- Find a pro
- The project lands in your leads with the homeowner’s details and their OK to call.
- Offers
- Homeowners near you who opted in, at most 2 offers a month. Their details come to you when they say they’re interested.
- Your customer portal
- They follow your jobs in Percy: progress, photos, change orders to sign, invoices to pay and one message thread.
Try the interactive demo.
The interactive demo opens here soon.
Until then, send us a message and we’ll walk you through Frostline with your own jobs.
For companies with crews and an office.
Enterprise and Enterprise Plus add what a team needs.
- Roles and users
- Owners, admins, office, sales and crew each see their part. Profit and overhead stay with the owners and admins.
- Free crew logins
- Your crews get the phone app free on every plan: today’s jobs, logs, photos and service visits. No charge per truck, rig or machine.
- Commissions, fleet and tools
- What each salesperson earned, which pump truck or rig is where, and who has the locator.
- QuickBooks and the rest
- QuickBooks Online is built in, and every plan exports for QuickBooks and Xero. On Enterprise plans, tell us what else you run and we connect it, as many systems as you need.
Pricing
Professional
$99 a month
or $990 a year, 1 user
- Free crew logins
- No charge per truck, rig or machine
- No setup fee
- Every trade included
- 1-week free trial
The full CRM for an owner-operator: price check, business numbers, your price books, estimates, jobs, service plans, invoices and Percy leads, in any browser and on the iPhone app when it arrives.
Start your free weekEnterprise
$249 a month
or $2,490 a year, up to 10 users
- Free crew logins and read-only viewers
- No charge per truck, rig or machine
- $250 setup, waived on annual plans
- Unlimited connectors to your other systems
- 1-week free trial
Everything in Professional, plus team roles, crew clock-in, commissions, fleet, company reports, sign-in at yourcompany.frostlinesoftware.com, and the API.
Start your free weekEnterprise Plus
$449 a month
or $4,490 a year, unlimited users
- Free crew logins
- No charge per truck, rig or machine
- No 1% fee on online payments
- $500 setup, waived on annual plans
- 1-week free trial
Everything in Enterprise, for as many people as you have, with sign-in at your own web address.
Start your free weekEvery plan starts with a 1-week free trial. We never charge per truck, rig or machine, and crew logins are free on every plan. No contracts, and setup fees are waived on annual plans. Professional and Enterprise pay a 1% Frostline fee on online payments, on top of Stripe’s rate; Enterprise Plus pays none. Percy is free for homeowners. Compare plans
Questions
More in the full FAQ. Or send us a message or call (866) 464-1540.
Does Frostline AI set my prices?
No. The price check works out a suggestion from your own estimates, job costs and crew hours. Frostline AI, the assistant on every plan, explains it. You decide the price, every time.
We do septic and wells. Do we need two systems?
No. Tick every trade you do at setup. Each one adds its own price book and kinds of job, in one Frostline, at one price.
Do you charge per truck?
No. Run as many trucks, rigs and machines as you have. You pay for the people who estimate, bill and run the office, and crew logins are free on every plan.
What if I don’t have past jobs in it yet?
You start with each trade’s price book at typical U.S. prices. The price check gets more accurate as you send estimates, mark them won or lost and log job costs.
Who can see my overhead and profit?
Only owners and admins see overhead, ad spend and profit and loss. Anyone who writes estimates sees the price check on their own estimates.
Do my customers need an account?
No. They sign estimates and change orders and pay invoices from a link. If they want more, invite them to Percy, our free app for homeowners: they can follow the job, sign change orders, pay invoices and message your team.
Does it work with QuickBooks?
Yes. QuickBooks Online is built in, and every plan exports files for QuickBooks and Xero. Enterprise plans include unlimited connectors to your other systems. See integrations.