CustomerBase is an all-in-one platform for mobile service businesses, combining job tracking, invoicing, and payment tools. Users highlight its ease of use and always available support. Some reviews note the setup process can be lengthy; still, its centralized system helps reduce admin work and streamline field operations.
CustomerBase Specifications
Customer Communication Tracking
Customer Service/Support
Mobile CRM
Alerts/Notifications
What Is CustomerBase?
CustomerBase is an all-in-one business management platform built for mobile service businesses. It helps teams manage jobs, invoicing, and payments from a centralized system. Designed for field-based workflows, it enables status updates from the job site, automates payment reminders, and offers next-day funding—reducing manual tasks and helping businesses stay organized and responsive in real time.
CustomerBase Pricing
CustomerBase Integrations
Who Is CustomerBase For?
The platform is ideal for a wide range of industries and sectors, including:
- HVAC services
- Roofing contractors
- General contractors
- Electricians
- Plumbers
- Cleaning services
- Beauty salons
Is CustomerBase Right For You?
CustomerBase may be a strong fit if you run a mobile or field-based service business and need a single platform to manage jobs, payments, and customer communication. Its standout strengths include always-on 24/7 support and a user-friendly interface built for teams on the move.
Still doubtful if CustomerBase is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CustomerBase Features
Accept contactless payments in the field using tap-to-pay on iPhone, with no hardware required. Payment links can be shared in seconds via SMS or email, and card readers are available for chip or magstripe transactions. Real-time sales tracking and CRM tools support on-site revenue capture and customer insight.
See How It WorksCreate, assign, and update jobs from a single workspace with calendar-based scheduling and drag-and-drop dispatch tools. Sort tasks by status, view team availability, and send real-time updates via push or SMS. Route optimization, notes, and expense tracking keep field operations organized from start to finish.
See How It WorksSend branded invoices, collect payments online or in person, and automate payment reminders to reduce delays. Customers can pay via secure links, approve estimates online, or swipe cards using a mobile reader. Built-in tracking shows invoice status and highlights overdue balances to keep cash flow on track.
See How It WorksEngage clients through two-way text messaging and automated notifications, all managed from a single interface. Send appointment reminders, “on my way” alerts, and personalized updates to keep customers informed. Fast, direct communication helps build trust and reduces no-shows without adding extra admin work.
See How It WorksCustomerBase features live call answering with 24/7 receptionist support, including after-hours, weekend, and overflow coverage. Receptionists can book appointments, qualify leads, and respond to live chats using your existing plan minutes. This feature helps service businesses stay responsive, reduce missed opportunities, and maintain a professional client experience.
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