Flagstone CRM

Built for the Work That Builds Your Business.

Everything service providers need to manage customers, estimates, schedules, invoices, payments, and growth — from one simple platform.

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app.flagstonecrm.com / dashboard
Wednesday · July 14
Today's Overview
+ New Job
Revenue
$48,290
+12%
Open Estimates
17
$62.4k
Jobs Today
24
6 teams
Revenue · 30 days
$48.2k
Jun 14Jul 14
Weather
76°F
Great for jobs
Crew Alpha
On route · 4 mi
Upcoming Schedule
8:00
Ashford Estate
Weekly Service
Alpha
10:30
Riverbend HOA
Maintenance Visit
Bravo
1:00
Cedar Ridge Corp.
Repair Request
Delta

Powering crews at

Ironwood Services
Meridian Care
Cedar & Slate Co.
Boulder Ridge
Northfield Pro
Verdant Works
Features

One platform. Every job.

Purpose-built for the way service providers actually work — from the first estimate to the final follow-up.

Client Portal

A unified home for every customer record — job history, notes, photos, invoices — plus a portal where clients approve estimates and pay 24/7.

Job Scheduling

Drag-and-drop calendar built for recurring routes and crew capacity.

Crew Management

Assign crews, track hours, and see who's where in real time.

Estimates

Beautiful branded estimates clients can approve from their phone.

Invoices

Auto-generate invoices from completed work — no double entry.

Payments

Get paid faster with ACH, cards, and stored payment methods.

Property Notes

Gate codes, dog warnings, sprinkler zones — right where the crew needs them.

Recurring Maintenance

Set it once. Weekly, biweekly, seasonal — Flagstone handles the rest.

GPS Mapping

Live crew locations and property pins for smarter dispatch.

Mobile App

iOS and Android app your crews will actually use in the field.

Automated Reminders

Appointment, payment, and follow-up reminders on autopilot.

Built for service teams

Every workflow, field, and report is designed around mobile crews and job-based work — not generic sales pipelines.

Simple for small teams

A one-person operation can be running a full schedule the day they sign up. No consultants required.

Powerful as you grow

From your first crew to your fiftieth — Flagstone scales with schedules, roles, and revenue.

Your workflow

Lead to loyal customer

A single, connected path through every job you'll ever run.

  1. Step 01
    Lead

    Capture inbound requests from web, phone, or referrals.

  2. Step 02
    Estimate

    Send branded estimates in minutes, not days.

  3. Step 03
    Approval

    One-click approval and e-signature on any device.

  4. Step 04
    Scheduling

    Auto-fit the job into your route and calendar.

  5. Step 05
    Crew Assignment

    Dispatch to the right crew with full job context.

  6. Step 06
    Job Completion

    Field notes, photos, and time captured on-site.

  7. Step 07
    Invoice

    Invoices generated the moment work is complete.

  8. Step 08
    Payment

    Get paid via card or ACH, tracked automatically.

  9. Step 09
    Follow-up

    Automated reviews, upsells, and next-season prompts.

Mobile app

Your office, in every truck.

Crews get everything they need for the day the moment they open the app. No paper. No calls. No excuses.

  • Daily schedule with route order
  • GPS turn-by-turn to every property
  • Customer notes and access details
  • Before / after photo capture
  • Time tracking with geofencing
  • Digital signatures and invoicing
Wed · Jul 14
Route · Alpha Team
1
Ashford Estate
2
Riverbend HOA
3
Cedar Ridge
4
Maple Grove
Crew on site
On Site
Ashford Estate
Clock In · 8:04 AM
Before
After

Trusted by teams that care.

Real teams. Real jobs. Real results.

"We replaced three tools with Flagstone and cut our billing time in half. Our crews finally use the software we pay for."
Marcus Reyes
Owner · Reyes Property Services
Denver, CO
"The scheduling alone paid for the subscription in a month. Add estimates and payments and it's not even close."
Sarah Whitfield
Operations Manager · Whitfield Services
Charlotte, NC
"Feels like it was built by people who've actually run a service company. Every field, every screen — it just fits."
Danny Kowalski
Founder · Northline Home Services
Minneapolis, MN
Pricing

Simple pricing. Serious value.

All plans include a 60-day free trial. No credit card required.

Only 25 Spots
Founders
$79
/month

Limited to the first 25 customers. Lock in this rate for life.

  • Everything in Professional
  • Founder pricing locked forever
  • Direct line to the founding team
  • Early access to new features
  • Priority onboarding & migration
  • Founding member badge
Claim Founders Pricing
Professional
$99
/month

For growing crews running full routes. Includes data transfer and initial integration.

  • Unlimited users
  • Client portal & payments
  • Job scheduling & dispatch
  • Estimates and invoices
  • Recurring maintenance
  • Mobile app for every crew
  • Priority support
Start Free Trial

Ready to run your business on solid ground?

Join thousands of service providers growing with Flagstone. 60-day free trial. No credit card.