Sales, dispatch, and real double-entry accounting on one platform. You buy it once and own it outright — your instance, your server, your data, no monthly bill. Add a full-time AI employee when you want one.
A won deal becomes a purchase order, a work order, an invoice, a posted journal entry — one chain, no re-typing, no exports, no drift between your sales, your field, and your books.
A pipeline that reflects reality, quotes your reps can build themselves, and forecasts you can trust — with commissions that create themselves the moment a deal is won.
Your crews raise jobs against a customer or a machine and work the whole day in here, without a CRM login. Dispatch, work orders, maintenance schedules, and a mobile field report with photos, parts, time and signatures, so the work your crew did gets billed for.
Double-entry accounting that posts as the business runs. AR, AP, deposits, bills, a full chart of accounts — and reports you can hand over: your P&L, balance sheet and trial balance are computed live from the ledger.
Add a full-time AI employee that works inside your data.
It reads your deals, work orders, invoices and customers, and answers from your real numbers — not a bolt-on chatbot, but an operations brain wired into the same ledger, pipeline and dispatch board your team uses every day.
It drafts the quote, chases the overdue invoice, reads the vendor bill and briefs you every morning — the work a sharp operations manager does, on the clock around the clock.
Opens the day with what needs you: deals to push, invoices to chase, jobs at risk of slipping.
Describe the job in a sentence; it builds the quote with the right parts, pricing and warranty.
Watches AR and drafts the reminders, so overdue invoices get chased without anyone remembering to.
Snap a bill and it pulls the vendor, amount and line items straight into your books.
Ask anything about your pipeline, jobs or books — it answers from what's actually in your system.
Stalled deals, quotes priced below cost, parts under reorder, jobs past quoted labor, work that never got invoiced, maintenance past due — surfaced daily.
Your best estimator knows which customers pay late, which buildings are a nightmare in February, and what you quoted the Baker District job at three years ago. Right now that lives in his head. When he retires, it retires with him.
Everything your team runs through your AI employee stays. Every deal won and lost, every quote and what was on it, every note a rep typed after a hard phone call, every price you've ever held — and every conversation with the AI itself. Ask it in plain English two years from now and it answers from your own history, not from a process manual nobody got around to writing.
“Why did we lose the Kearny job?” answered from the record: the deal, the quote, the follow-ups, what it was priced at.
When a rep leaves, his accounts don't start over. Whoever picks them up inherits every conversation, price and promise already in place.
Year one it knows this year. Year five it knows every customer you've quoted, every price you've held, and every reason a deal went the way it did.
You already know the arithmetic — the bill lands every month, it climbs at renewal, and none of it is ever yours. Pulse is bought once and runs on your server.
Sales, service and accounting share the same data. Change it once and it's changed everywhere — no exports, no drift.
Hand over a clean set of books at year end instead of a shoebox and an apology.
Techs log parts, time, photos and signatures from the roof. The paperwork becomes an invoice automatically.
Reps sell, the office bills, techs do the field work — with permissions that hold everywhere, not just in the menus.
Photograph or PDF a vendor bill; AI reads the vendor, dates and line items into a prefilled entry. You review, it posts — and repeat bill numbers get flagged before you pay twice.
Give it the day's stops; it maps them, orders them to cut the driving, and assigns the whole run to your tech in one action.
A six-step checklist reads its status from your actual data — and when a spreadsheet column is ambiguous, the import asks rather than assumes.
Card statements import straight into categorized expenses, tied to the jobs and deals they belong to.
Parts with reorder points, and stock forecasting that weighs your open quotes — you hear "order more" while there is still time to.
Quotes become purchase orders, receiving updates the books — the paper trail from vendor to install writes itself.
A lead form for your own site that lands straight in your pipeline, and a customer chat assistant that answers with your data.
Work never invoiced, jobs over quoted labor, quotes priced below cost, parts under reorder, maintenance past due — flagged every day with the dollars at stake.
Rules against outside AI touching your data? Buy Pulse without it. The AI is a separate addition, and with it off the software genuinely can't reach a model — your books, invoicing, reconciliation and reports don't change in the slightest. Updates arrive as signed releases you install on your own schedule.
Unlimited users — no per-seat anything · Real quoting · Expense management · Inventory & purchasing · Customer statements & dunning · Website lead capture & customer chat · API access · White-glove onboarding & training · Signed updates & nightly backups. If it's in the platform, it's yours.
The job your crew finished this morning is a posted entry by lunch — no one re-types it, and no one reconstructs the month in the last week of it. When your accountant asks, the answer is already there.
Buy the CRM or the Books on their own, add Dispatch to the CRM, or take the whole platform. Every deployment is a one-time purchase you own outright, and your consult ends with a written quote for your size of business — Arthur can join on his own box.
Every deployment is a one-time purchase you own outright — sized and quoted for your business at your consult, with founding-customer pricing.
The Small Business Jumpstart is how we back small operations: a system you own outright, that costs the same when you double your crew. Tell us your size and we'll talk numbers. Book a Jumpstart consult →
No "implementation project", no consultants by the hour. We take one business at a time, do the migration ourselves, and hand you a running system in 3 days — books checked against your old ones, and your team trained on the screens they'll actually use.
Start with a 20-minute consult