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Inbox software

A day of customer follow-up done in minutes.

Route quote requests, schedule changes, invoice questions, and internal handoff from one operating queue built for office and field teams.

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Best for service businesses running shared office communication across quoting, dispatch, and billing.

Chrome-free JobsiteOn inbox workspace showing queue folders, thread list, and message detail without owner sidebar or sandbox banner

Trusted by contractor teams running quoting, scheduling, and billing follow-through from one office queue.

Torres HVAC SolutionsStevens HVACCity PlumbingBright Spark ElectricPacific Mechanical Group

Shared thread handling

Sort, route, done.

Handle triage, ownership, replies, and connected follow-through from one inbox built for contractor teams.

Chrome-free JobsiteOn inbox workspace showing queue folders, thread list, and message detail without owner sidebar or sandbox banner
SalesDispatchBilling
Office team collaborating around a table during a busy workday

Inbox in the middle of the day.

Keep the office and field working from the same thread.

Customer updates, service notes, and billing follow-through are easier to trust when everyone can see the same conversation before the next action is promised.

See the workflow

By the numbers

Fewer missed updates. Faster handoff.

When customer communication, scheduling context, and billing follow-through stay in one system, the office spends less time chasing the next move.

Open threads today

27

Quote requests, schedule changes, and invoice replies stay visible in one operating queue.

Assigned for follow-up

12

Ownership stays explicit before a promised customer update gets missed or duplicated.

Replies sent same day

18

Office teams answer from the same system that already knows the job, quote, and billing context.

Routing and permissions

Customization that keeps you in control.

Keep thread ownership, response context, and role visibility aligned before the next reply goes out.

Assignment orchestration

Assignment flows that just flow.

Route new customer updates to sales, dispatch, or billing before they stall in a personal inbox or break the field handoff.

Reply or escalate with certainty.

Keep the quote, schedule, and latest customer note visible while deciding who owns the response and what needs approval.

Route customer updates to sales, dispatch, or billing before they stall in a personal inbox.
Keep the quote, schedule, and customer record visible while deciding who responds next.
Chrome-free JobsiteOn inbox compose flow with message body and delivery controls without owner sidebar or sandbox banner

Role visibility

Assign permissions. Avoid errors.

Decide who can see every thread, who can reply, and who can close the loop on billing follow-up before communication breaks down.

OM

Office manager

Shared inbox permissions

See all assigned threads
Reply to customers
Close billing follow-up

From the office

Inbox changed how we run follow-up. The office can see the customer thread, who owns the next move, and what the field still needs before the reply goes out.

Elena Ruiz

Operations Manager, Pacific Mechanical Group

Keep work moving

Your inbox system should move work forward.

Use the same communication workflow for quote follow-up, service timing, and billing reminders so the next step never starts from scratch.

Chrome-free JobsiteOn quote detail view with customer information and quote stages without owner sidebar or sandbox banner

Quote follow-up

Keep estimate questions attached to the actual proposal.

Scope clarification, financing questions, and approval nudges stay tied to the same quote record instead of disappearing into email.

Chrome-free JobsiteOn schedule event form with assignment, date, and customer context without owner sidebar or sandbox banner

Schedule handoff

Move from the message into scheduling without retyping the story.

Arrival-window changes, assignment handoff, and reschedules work better when the calendar inherits the message context.

Chrome-free JobsiteOn invoice send dialog with email delivery options and customer notification controls without owner sidebar or sandbox banner

Billing delivery

Handle invoice reminders and payment questions in the same timeline.

Collections stay cleaner when the office can see what was quoted, scheduled, and already communicated before the next reminder goes out.

Standardize follow-through

Run the same clean workflow from intake to delivery.

Keep context, records, and send controls in one place so customer communication stays consistent across every office workflow.

Chrome-free JobsiteOn inbox workspace showing queue folders, thread list, and message detail without owner sidebar or sandbox banner

Capture context once

Start from the customer thread instead of a blank note.

The office does not have to rebuild the issue, site, urgency, and promised next step in a second system.

Chrome-free JobsiteOn quote builder with customer search, scope blocks, and live preview without owner sidebar or sandbox banner

Keep records attached

Preserve what was promised before the reply leaves.

Quote status, scope, files, and customer detail stay visible so the team answers with confidence instead of guesswork.

Chrome-free JobsiteOn inbox compose flow with message body and delivery controls without owner sidebar or sandbox banner

Send clean updates

Use one delivery flow for confirmations, nudges, and reminders.

Bcc, SMS notify, and reusable templates stay inside the same send surface for office and billing follow-through.

See for yourself

Watch how contractor teams run inbox without leaving the rest of the platform.

Go step by step through queue triage, assignment, reply controls, quote follow-up, and invoice delivery.

31s

How to

triage new customer requests.

Chrome-free JobsiteOn inbox workspace showing queue folders, thread list, and message detail without owner sidebar or sandbox banner
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26s

How to

assign the next thread owner.

Chrome-free JobsiteOn schedule event form with assignment, date, and customer context without owner sidebar or sandbox banner
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29s

How to

send replies from one compose flow.

Chrome-free JobsiteOn inbox compose flow with message body and delivery controls without owner sidebar or sandbox banner
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34s

How to

keep estimate follow-up tied to the quote.

Chrome-free JobsiteOn quote detail view with customer information and quote stages without owner sidebar or sandbox banner
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33s

How to

follow up on invoices without losing context.

Chrome-free JobsiteOn invoice send dialog with email delivery options and customer notification controls without owner sidebar or sandbox banner
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One platform for every part of the customer workflow.

Connected product

Quotes that close work

Build approved work without restarting the workflow.

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Connected product

Schedule jobs without chaos

Keep crews, timing, and open capacity in one calendar.

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Connected product

Dispatch with live context

Route the right crew with notes, scope, and timing.

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Connected product

Manage jobs with context

Keep scope, files, and updates attached all the way through.

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Connected product

Invoice work without re-entry

Turn completed jobs into invoices in one clean step.

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Connected product

Collect without extra chasing

Send payment requests and close jobs faster.

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FAQ

Yes. Customer replies come back to the inbox linked to the job.

Time is money. Keep every reply moving.

Run one shared communication workflow across quoting, scheduling, dispatch, invoicing, and payment follow-through so the team can act without losing the thread.

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Get started for free