All the features you need,customized your way
No add-ons, no bolt-ons. Every workflow a service business runs, from the first lead to the last invoice, lives in Metriq.
Customers & CRM
Every contact, property and past job in one searchable record.
- Customer profilesContacts, phone, email and billing details in one place.
- Property & site recordsTrack multiple service addresses per customer.
- Service history timelineEvery job, estimate and invoice on one timeline.
- Notes & attachmentsPhotos, files and internal notes per job or customer.
- Tags & segmentsGroup customers by type, area or membership.
- Global searchFind any customer, job or invoice in a keystroke.
Scheduling & Dispatch
See the whole team's day and move work with a drag.
- Drag-and-drop calendarReschedule and reassign jobs in one motion.
- Dispatch boardAssign the right tech to the right job, live.
- Map viewSee the day's jobs and where your team is on a map.
- Recurring jobsSet it once for weekly, monthly or seasonal work.
- Real-time statusWatch jobs move from scheduled to complete as they happen.
Estimates, Invoicing & Payments
Quote to paid without leaving the job.
- Proposal builderBranded good, better and best options built from your price book in minutes.
- Price book & line itemsReusable services, parts and rates.
- Customer proposal pageThey pick their option, add upsells and recurring services, then sign.
- Send-time previewSee exactly what the customer will see before it goes out.
- One-tap conversionTurn an approved estimate into a scheduled job or an invoice instantly.
- Online paymentsTake card and ACH in person or online.
- Deposits & progress billingCollect up front and bill in stages.
Leads & Pipeline
Catch every lead and know exactly where it stands.
- Lead captureWeb form, call and manual leads land in one inbox.
- Visual pipelineDrag leads through stages on one board.
- Lead source trackingSee which channels actually book jobs.
- Assignment & ownershipRoute new leads to the right rep automatically.
- Conversion reportingTrack win rate from lead to booked job.
Job Status Pipeline
A board that mirrors how work really flows through your shop.
- Customizable statusesBuild stages that match your workflow.
- Visual job boardSee every active job by stage at a glance.
- Per-stage checklistsNothing ships without the steps being done.
- Automatic transitionsJobs advance as estimates, payments and work complete.
Inventory & Purchasing
Know what you have, and order what you need.
- Parts & item catalogTrack stock levels across trucks and warehouse.
- Purchase ordersRaise POs for the parts a job needs, straight from the job.
- Low-stock alertsKnow before you run out on a job.
- Vendor managementKeep supplier pricing and lead times on hand.
Automations & Follow-ups
The busywork that wins jobs, handled while you work.
- Automatic lead follow-upsNudge new leads until they book, no reminders needed.
- Estimate follow-upsChase pending estimates on a schedule you set.
- Appointment remindersSMS and email so fewer customers no-show.
- Review requestsAsk for a review the moment a job is done.
- Workflow triggersFire actions when a job or lead hits a stage.
Team & Mobile
The field and the office on the same page.
- Field mobile appTechs see the day, update jobs and take payment.
- Time trackingClock in per job for accurate labor costs.
- GPS & locationKnow where the team is and who's closest.
- Roles & permissionsControl what each person can see and do.
Integrations & API
Connect Metriq to the tools you already use, or build on top of it.
- Open REST APIBuild custom integrations on your Metriq data.
- WebhooksPush job, invoice and lead events to your systems.
- QuickBooks syncTwo-way accounting sync with QuickBooks Online.
- Data import & exportBring your history in and take it out anytime.
Reporting & Insights
The numbers that tell you where the money is.
- Revenue dashboardsBooked, invoiced and collected at a glance.
- Job profitabilityLabor and parts against the price you charged.
- Tech performanceJobs, revenue and close rate per tech.
- Pipeline forecastProject revenue from open leads and estimates.