Run Your Entire Service Business From One Platform
Create estimates, generate contracts, schedule jobs, assign workers, send invoices, track expenses, automate follow-ups, and collect reviews—all without juggling multiple apps.
Estimate. Schedule. Follow Up. Get Paid. Grow.
Built for contractors, cleaners, painters, landscapers, designers, handymen, home-service teams, and other service professionals.
See What We Do
Watch how Wild Rose Client Systems helps trade businesses track leads and follow up effortlessly.
What we do
What it is for
Everything You Need to Run Your Service Business
From the first quote to the final review, every tool connects so you can manage your customers, jobs, team, and money in one place.
Schedule Jobs. Dispatch Workers. Stay in Control.
Plan your work, assign the right person, and keep everyone updated from one shared schedule.
Day, week, month, agenda, and worker calendar views
Assign one or more workers
Send job invitations by email, text, or in-app notification
Workers can accept, decline, or request a change
Google Calendar integration
Microsoft Outlook and Microsoft 365 integration
Apple and phone-calendar support through compatible connections or ICS events
Conflict and double-booking warnings
Worker availability and time-off tracking
Job reminders
Start Job and Mark Complete buttons
Real-time dashboard updates
Automatic worker-pay expense creation
Job profitability updates
From First Lead to Completed Job
Everything works together so you can manage the customer, the job, and your team without entering the same information twice.
Capture the Lead
Add the customer and track the lead from first inquiry.
Create the Estimate
Build a professional estimate with pricing, services, materials, taxes, deposits, and payment terms.
Generate Documents
Create the related contract and any required change orders.
Follow Up Automatically
Send friendly email and text reminders until the customer responds or accepts.
Schedule the Job
Choose the date, time, location, duration, and assigned worker.
Worker Accepts
The worker accepts the schedule, and the appointment is added to connected calendars.
Complete the Work
The worker starts the job, adds notes or photos, and marks the work complete.
Record Worker Pay
The owner reviews the worker's pay, recorded as an expense and assigned to the job.
Send the Invoice
Convert the estimate into an invoice and track payments and outstanding balances.
Request a Review
Automatically send a review request after the job is completed.
More Than Scheduling and Invoicing
Every tool works together to help you save time, stay organized, and understand your business.
Simple Pricing That Grows With Your Business
Whether you're exploring or managing a busy team, choose the plan that's right for you.
Up to 2 users
Everything you need to run your business.
Results Disclaimer
Wild Rose Client Services provides estimate follow-up and review request services designed to support your business. While our systems help improve communication and customer engagement, we cannot guarantee customer responses, accepted estimates, reviews, sales, or business growth. Results vary by industry, pricing, market conditions, and individual business practices. Client is solely responsible for all pricing, estimates, workmanship, scheduling, warranties, customer service, and fulfillment of services.
From First Quote to Five-Star Review
Every step stays connected, so nothing falls through the cracks.
Who It's For
Built for any service business that provides estimates and wants to win more jobs.
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Wild Rose Client Systems
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