OneTool: Small Business CRM

OneTool is the business management app for small field service businesses. Cleaning, landscaping, HVAC, and the trades. Run your whole operation from one place, whether you are at the shop or standing in a customer's driveway. CLIENTS AND WORK • Every client, contact, property, and document in one organized place. • Track projects from planned, to in progress, to done. • Call, text, email, or get directions straight from the record. • One search across clients, projects, quotes, invoices, contacts, and properties. QUOTES AND INVOICES • Build and edit quotes and invoices on your phone, line by line. • Send them to your client and see exactly what they will receive. • Have a client approve and sign a quote in person, right on your screen. • Track approval, signature, and payment status at a glance. GET PAID • Share a payment link so clients can pay by card from their own phone. • Record cash and check payments in the field, including partial payments. • See quoted, unpaid, and collected on one screen, along with what needs attention today. YOUR DAY • A clear schedule with day and list views, so you always know what is next. • Tasks you can create, complete, and update from the field. • Plan the day's route, see your stops on a map in driving order, and hand aogle Maps for turn by turn directions. WORKS WITHOUT SIGNAL • Look up clients, projects, and your schedule with no connection. • Changes you make offline save on your phone and sync when you're back in range. • Anything that couldn't sync waits for you to review, so nothing is lost qu AN ASSISTANT THAT DOES THE WORK • Ask about your clients, jobs, or numbers and get a straight answer. • It can pull up records, draft work, and take you where you need to go. STAY IN SYNC • Real time updates across your team. • Mention teammates on a job or a quote and they get notified. • Team roles control what each person can see and do. • A full activity feed, and control over which push notifications you receiv BUILT FOR SMALL BUSINESSES • Fast and native on iPhone and iPad, with a sidebar and side-by-side panes on tablet. • No spreadsheets. No clunky legacy software. • Sign in with Apple or Google. OneTool helps small business owners look professional and move fast while spossible on paperwork. A OneTool account is required to sign in. Some features are available on paid plans. Requires iOS 26 or later.