Last Updated
Overview
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.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Point of Sale (POS) System
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.
Job Management
Create, 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.
Invoicing and Payments
Send 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.
Customer Communication
Engage 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.
Live Call Answering
CustomerBase 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.
Pros And Cons of CustomerBase
Pros
24/7 customer support is reliable
Invoices are fast and professional
Accepts card, deposit, and tap-to-pay
Cons
Initial setup may take time
Ongoing account verification issues
CustomerBase Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 11-50 employees
“Solid service overall”
Pros
Luis provided excellent customer service while helping me set up the software. The platform feels simple and user-friendly right from the start. What I appreciate most is how the team continuously works on improvements. It shows they really care about their product. There are tons of options available which makes it perfect for mobile-based businesses like mine. I'd definitely recommend this to others.
Cons
Time tracking could use some work and I wish there was a way to categorize services and materials better. The most frustrating thing is not being able to add photos directly to invoices that's a feature I really need.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of pricing plans does CustomerBase offer?
CustomerBase price varies based on your business needs. The vendor offers Standard and Premium plans at custom pricing. For a personalized CustomerBase cost, contact us today!
Does CustomerBase offer an API?
There is no publicly available documentation for a CustomerBase API.
Does CustomerBase have a mobile app?
Yes, CustomerBase offers a dedicated mobile app for both iOS and Android.
What language does CustomerBase support?
CustomerBase is primarily available in English language.
Who are the typical users of CustomerBase?
CustomerBase is designed for small to mid-sized field service businesses, such as contractors, cleaners, electricians, plumbers, and landscapers.
What other apps does CustomerBase integrate with?
The software supports integration with multiple third-party apps. However, the vendor has not mentioned any specific third-party apps.
What level of support does CustomerBase offer?
CustomerBase provides free, unlimited 24/7 technical support via phone and email, along with access to a self-service resource section.