Everything Frostline does for your company.
One CRM for septic, excavation, and well and pump companies, on the web and on your phone. Price every job from your own records, then sell it, run it and get paid.
Know your number before the estimate goes out.
Every plan includes these. Teams get roles, crews, commissions and the API with Enterprise.
- Price checkEvery estimate is checked against your similar past jobs: what you usually win at, what those jobs really cost, and a suggested price that keeps your profit target. You decide the price.
- Business numbersMonthly profit and loss, break-even, what each lead source costs per job won, and margins by job. Owners and admins only.
- A starter price book for each tradeTick the trades you do and each one's price book loads at typical U.S. prices: septic installs, pumping and inspection, excavation, well drilling, and pumps and water systems. Change any price or unit.
- Your brand on every pageYour logo, name and color lead on estimates, invoices and change orders.
- Frostline AIThe assistant built into every plan answers from your own records: why a price was suggested, which jobs lost money, what a customer still owes. It explains. It never sets your price.
- Leads from PercyHomeowners near you describe their project to Percy, our free app for homeowners, and it lands in your leads with their OK to call.
From the first call to a signed estimate.
Pipeline
Every lead and job by stage: new, estimating, sold, scheduled, in progress, billing and finished. Drag a job to move it along.
- Leads keep their source, so you see where your work comes from
- Mark a lead won and it becomes a customer and a job
- Lost leads keep their reason
Estimates customers sign
Build the estimate from your price book. Send a link and they sign from their phone, or hand them your screen and they sign with a finger or Apple Pencil.
- Markup and tax applied for you
- Your deposit, terms and warranties filled in on every new estimate
- A signed estimate can turn into the first invoice
Calls, emails and texts
Send emails and texts from Frostline and log calls on the customer. Their whole history is on the customer record: jobs, estimates, invoices, service visits and total spent.
Every crew, every rig, every truck.
- Scheduling and tasksInstalls, pump-outs, drilling days, inspections and reminders across every job. Give anyone a task with a date and time; they get an email.
- Permits and inspectionsThe perc test, the permit and each inspection tracked on the job. When one fails, the re-inspection is lined up for you.
- Purchase orders and inventoryOrder tanks, pipe, stone, casing, pumps and pressure tanks for a job, then receive them onto the job or onto the shelf.
- Service plansVisits on a schedule you set, from every month to every 4 years, made ahead on the calendar and billed by the visit or by the month. Finish each one from the truck.
- Daily logs, photos and documentsWeather, who was on site and what happened, with photos of the work before it's covered. Permits and signed paperwork kept on each job.
- CrewFree crew logins on every plan: today's jobs, logs, photos and service visits on the phone. Clock-in and the team's weekly hours come with Enterprise.
Bill every stage. Know what each job made.
- Invoices and paymentsDeposits, progress bills and final invoices. Customers pay by card or bank from a link, and the payment is recorded on the invoice by itself.
- Job costingBudget against actual on every job, with received orders and stock counted in.
- QuickBooks Online and XeroQuickBooks Online is built in. Every plan downloads files for QuickBooks Online and Xero.
- Commissions and payrollYour own commission plans, with a payroll file for ADP, Gusto or Paychex. Enterprise.
One login for the office, the crews and your customers.
- Customer portal in PercyCustomers sign and pay from a link, no account needed. Invite them to Percy and they follow the job, see photos, approve change orders and message you, under your brand.
- Team rolesEach person sees the pages their role needs. One person can hold several roles. Enterprise.
- Subs, vendors, tools and fleetThe people, companies, machines and trucks behind your jobs, with their documents and dates.
- Slack, Teams, Google Chat and DiscordNew leads, signed estimates, payments and job updates posted to your channel. Enterprise.
- Turn off what you don't useHide whole sections or single features for the whole company. Nothing is deleted. Turn it back on any time.
- On your phoneWrite an estimate in the driveway, get it signed, log the day and clock in from the iPhone app.
See it with your own jobs.
Send us a message and we’ll set up a walkthrough. Every plan starts with a 1-week free trial, and we’ll bring your customers, jobs and price book over from a spreadsheet.