Powerful Features

Everything you need to run your business

Pinebase gives you all the tools to manage jobs, schedule your team, invoice customers, and grow your field service business—all in one place.

Start Free Trial

Job Management

Everything you need to manage jobs from start to finish

Visual Kanban board for job tracking
Drag-and-drop job status updates
Priority levels and tagging
Before/after photo documentation
Job notes and internal comments
Automated job numbering

Jobs Board

New (3)

HVAC Install

Johnson • Today

Urgent

Pipe Leak

Williams • Tomorrow

In Progress (4)

Roof Repair

Chen • In progress

AC Service

Martinez

Review (2)

Electric Fix

Davis • Pending

Complete (8)

Plumbing

Brown • Done

Scheduling & Calendar

Smart scheduling tools to optimize your team's time

Drag-and-drop scheduling
Team availability management
Conflict detection and alerts
Route optimization (Pro)
Calendar sync with Google/Outlook
Recurring appointment support

Schedule - December 2025

Mon

Tue

Wed

Thu

Fri

8 AM

HVAC - Johnson

10 AM

Plumb - Chen

12 PM

Electric - Davis

2 PM

Roof - Martinez

4 PM

Quotes & Invoices

Professional financial documents in seconds

Professional quote templates
One-click quote to invoice
Automatic tax calculations
Payment tracking
Email delivery with tracking
PDF export and printing

INVOICE #1234

December 12, 2025

Pinebase Services

123 Main St

Bill To:

John Johnson

456 Oak Ave

HVAC Installation$2,500.00

Labor (8 hrs)$640.00

Parts & Materials$450.00

Total$3,590.00

Customer CRM

Keep all customer information organized

Complete customer profiles
Service history tracking
Multiple locations per customer
Custom fields
Lead management
Customer portal (Pro)

Customer Details

John Johnson

Customer since 2023

(555) 123-4567

john@email.com

456 Oak Avenue

$12,450 total

Service History

HVAC Maintenance

Dec 1, 2025

AC Installation

Jun 15, 2025

Team Management

Manage your team with ease

Role-based permissions
Technician assignments
Skills and certifications tracking
Time tracking
Commission calculations (Pro)
Performance reporting

Team Members

James Davis

Senior Tech

24 jobs

active

Maria Garcia

Technician

18 jobs

active

Robert Chen

Technician

15 jobs

busy

Sarah Wilson

Junior Tech

8 jobs

off

Analytics & Reports

Data-driven insights for your business

Real-time dashboard
Revenue and job metrics
Team performance tracking
Customer analytics
Custom report builder (Pro)
Scheduled report emails

Analytics Overview

Revenue

$24.5k

+12%

Jobs

156

+8%

Avg. Job

$157

+5%

Revenue Trend

JanFebMarAprMayJunJulAugSepOctNovDec

And so much more...

Discover all the features that make Pinebase the best choice for your business.

Mobile App

Access everything on iOS and Android

Notifications

SMS and email reminders

Photo Documentation

Before/after job photos

GPS Tracking

Track technician locations

Online Payments

Accept cards and ACH

Recurring Jobs

Automated maintenance schedules

Communication

Built-in SMS and email

Inventory

Parts and materials tracking

Security

Enterprise-grade security

Integrations

Connect with 50+ tools

Time Tracking

Track labor hours automatically

Automation

Automate repetitive tasks

Ready to get started?

Join thousands of trades professionals who trust Pinebase.

Start Free Trial View Pricing