For every service business that quotes work
The estimate, the week, the inbox, the money.
Build the estimate from your price book. Put the crew on a week that fits a phone. Invoice the finished job and take the card into your own Stripe. Text from a number that belongs to the shop.
14 days free. No card needed. Core $49, AI $99, extra seats $14. Cancel in one press.
Made by a working service business, not a software company.
Quotes
Price it from the book. They close it on their phone.
Pull lines from your price book. A line can carry the measurement you actually sell, boards, railings, square feet, whatever is on the book. They open the estimate on their phone: photos, extras they tick on, a finger signature. You get a text the second they approve, and the deposit can land right there.
- Optional add-ons they tick on themselves
- Photos sit on the estimate, not in a separate album
- Automatic friendly follow-ups until they answer
- Deposit collected at approval
Scheduling
The week, the route, and My Day
Drag visits onto a day, a week, or a month that actually fits a phone. A map shows the day's stops. Each person gets My Day: their stops in order, the gate code, and one tap to say they are on the way. Reminders text the customer before you arrive. Clock in and out feeds payroll on its own.
- Day, week, month, and a map of the route
- My Day: stops, gate codes, on my way
- Visit reminder texts before you pull up
- Hours on the job roll into payroll
Getting paid
Invoice the finished job. Keep every dollar.
One press turns the work into an invoice. Customers pay by card from the same link. Deposits, part payments, and receipts are handled. Repeat customers can keep a card on file. Cash and check get logged in the shop. Card money goes to your own Stripe. Chalk takes no cut of the job. Hours and materials roll up so you know what the job actually made.
- Deposits, part payments, and receipts
- Cards on file, plus cash and check logged
- Standard card processing only. No cut for us
- Job costs and payroll on the same record
Ready to send a quote this week?
Start your free trial14 days free. No card needed. Core $49, AI $99, seats $14.
Texting
A number for the shop, not a personal cell
Chalk includes a real text number. Quotes, reminders, and review requests go out from it. Replies land in a two-way inbox the whole office can see. Automatic texts wait for quiet hours. Already have a number on Quo? Plug it in instead. Email works from day one.
- Two-way inbox built into the app
- Quiet hours on automatic texts
- Review requests after the job
- Number included. Sending needs a one-time carrier filing of about $20. Receiving works while that is pending
Leads and customers
New to won, then a portal they can open
Every enquiry sits on a funnel you drag from new lead to won. It follows up before a lead goes cold. When they are a customer, one link shows their quotes, invoices, visits, and receipts. No login for them to forget. Import a spreadsheet to switch. Export customers, quotes, invoices, and photos whenever you want. Job photos live on the job and search by customer.
- Funnel from new lead to won
- Customer portal: one link, no login
- Spreadsheet in. Everything out
- Job photos, searchable
Team
Crew sees the day. Office sees the money.
Roles decide who sees what. The crew gets My Day. The office sees invoices, costs, and payroll. Your owner seat is included from day one. Extra seats are $14 a month on Core or AI. The free trial is one owner seat. You cannot add people until you pick a plan.
- Roles and permissions, not one shared login
- Owner seat included
- Extra seats $14 a month, after the free trial
Automations
The follow-ups that send themselves
Quote follow-ups keep going until they answer. Visit reminders go out before you arrive. Overdue invoices get a polite nudge. After the job, a review request leaves from your number. Quiet hours still apply. You set the rules. The board does the chasing.
- Quote follow-ups until they answer
- Visit reminders before you pull up
- Overdue nudges on unpaid invoices
- Review asks after the job
Need the desk covered while you are on a ladder? That is ChalkBot, on the AI plan. See how it works.
Send a quote this week
14 days free. No card needed. Core $49, AI $99, seats $14. Cancel in one press.
Start your free trial