Nathan James Productions · Builds
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Cultivation Architecture · Service Business CRM

Every job, every customer,
every truck — one board.

Cleaning · lawn care · pressure washing · handyman · HVAC · plumbing · trades. Book jobs, dispatch crews, send Square-connected invoices the second a job wraps, track insurance and licensing renewals, keep every truck legal — from one screen. Wired-in calendar puts vehicle registrations, tool inspections, LLC annual reports, and recurring service dates on the same board as tomorrow’s job list.

Simulation · fabricated data · not an actual client

The back office. Behind a private login.

Only the owner-operator opens it. Customers never see it. Crew members get PIN-based access to their own clock-in and job list on the Crew App plugin. Below: four of the pages that ship in the base service-business build.

Dashboard

SIMULATION
John Doe · Owner
Dashboard Jobs Customers Estimates Invoices Crew Compliance
4
Jobs today
3
Crew on shift
$3,456
MTD revenue
Next job
10:00 AM · John Doe · 1234 Sample St · Pressure wash driveway · est. 2h
Alerts
Truck #2 registration expires in 12d · Liability insurance renews in 41d · 2 estimates awaiting customer reply
One-glance state of the business. Jobs today, crew on shift, MTD revenue, next scheduled job with drive-time and estimated duration. Alerts row surfaces anything with a deadline — truck registrations, insurance renewals, license expirations, unclosed estimates.

Jobs · today

SIMULATION
John Doe · Owner
Scheduled today (4)
10:00 AM · Jane Doe · Pressure washAssigned
1:00 PM · Sam Smith · Gutter cleanAssigned
3:30 PM · Emma Johnson · Lawn cutUnassigned
5:00 PM · Michael Brown · Estimate visitOwner
Completed today
8:00 AM · Olivia Davis · Window washInvoiced $185
Today’s job list, one screen. Every scheduled job with time, customer, service type, and crew assignment. Unassigned jobs flag amber so nothing falls through. Completed jobs immediately generate a Square invoice from the customer’s file. Tap a job to see the customer’s history + pricing sheet + any notes from prior visits.

Customers · roster

SIMULATION
John Doe · Owner
Active customers (48)
John Doe · Weekly lawnNext: Sep 5
Jane Doe · Monthly washNext: Sep 12
Sam Smith · Quarterly gutterNext: Nov 3
Emma Johnson · One-offLast: Aug 15
Michael Brown · Estimate open$1,200 est
Olivia Davis · Bi-weeklyNext: Sep 6
Noah Wilson · Recurring lawnNext: Sep 4
+ 41 more...
Every customer, every visit, every dollar. Contact info, service history, pricing sheet, recurring frequency, next-scheduled date, invoice history, notes from every visit. Filter by lapsed, recurring, high-value, past-due, or by ZIP code for route planning. Behind the scenes: this list drives tomorrow’s job list, the recurring-service reminder emails, and the year-end tax report.

Compliance · Business & Fleet

SIMULATION
John Doe · Owner
Business + fleet
LLC annual reportDue in 89d
General liability insuranceDue in 41d
Workers’ comp renewalDue in 118d
Truck #1 registrationDue in 67d
Truck #2 registrationDue in 12d
Pressure washer inspectionDue in 54d
State contractor licenseDue in 235d
Sales tax filing (Q3)✓ Filed 8/15
Every filing that keeps you legal. LLC annual report, insurance renewals, workers’ comp, per-vehicle registrations, tool/equipment inspections, state license expirations, quarterly sales tax filings. Overdue items pulse red. Everything here shows up on the wired-in calendar and fires browser reminders 60/30/7 days before due.

Your crew clocks in on the job site. You see it live.

The Crew App is an add-on plugin — separate URL, same ledger. Crew members type a 4-digit PIN on their phone, see today’s route, clock in when they arrive on-site (GPS-geofenced so you know they’re actually there), log completed jobs with photos, clock out. You see everything in real time. Fired someone? One tap revokes access.

Crew home · today’s route

SIMULATION
Sample Home Services Co.John Doe · Crew
Sunday, August 23
Hi, John. 3 jobs today.
10:00 AM · Jane Doe
1234 Sample St · Pressure wash · est. 2h
Clock IN on arrival
1:00 PM · Sam Smith
5678 Sample Ave · Gutter clean · est. 1.5h
3:30 PM · Emma Johnson
9012 Sample Blvd · Lawn cut · est. 45m
Today’s route on the crew’s phone. Address, service type, estimated duration, customer name. Clock-in button appears when they’re within the GPS geofence of the job site — no accidental clock-ins from home. Tap through to see prior-visit notes, gate codes, dogs on site, any special requests.

Clock in / out · on the job

SIMULATION
Sample Home Services Co.John Doe · Crew
On-site at Jane Doe’s
10:12:47 AM
📍 GPS confirmed within 30 ft
🟢 CLOCKED IN
12m on job · est. 1h 48m remaining
Clock OUT · job done
Photo upload prompt on clock-out
Clock-in gated by GPS. Big button for crew members with their hands full. Timer runs live. On clock-out, prompts for before/after photos + any notes. Every clock cycle writes straight to the owner’s payroll tab AND fires a completed-job invoice to the customer via Square.

Owner tools · Crew live map

SIMULATION
Sample Home Services Co.John Doe · Owner
Crew right now
Live location + current job status
John Doe · Pressure washOn-site 12m
Jane Doe · Lawn cutOn-site 42m
Sam Smith · In transitETA 8m
Fleet: Truck #1 · Sample St (in use) · Truck #2 · shop
+ Add crew member
Owner-only management page. See every active crew member, their current job, how long they’ve been on-site. Truck-in-use vs. truck-at-shop. Add or remove crew, assign or reset PINs. When a hire leaves, one tap kills their access — no shared passwords floating around.

Invoice fires on clock-out

SIMULATION
John Doe · Owner
Today’s completed jobs → auto-invoiced
Olivia Davis · Window wash$185 · sent
Michael Brown · Gutter clean$240 · sent
Noah Wilson · Lawn cut$65 · sent
Today revenue booked$490
How it works: Crew clocks out → pricing sheet applies → Square invoice fires to customer’s email + text → revenue posts to P&L. No manual invoicing.
Every job = an invoice, automatically. The moment a crew member clocks out, the customer’s pricing sheet applies, a Square invoice fires to their email + text, and revenue posts to the P&L. No end-of-day paperwork. No forgetting to bill someone. Money hits your account the next business day.

Every job, every renewal, every deadline — one calendar.

The calendar reads your Compliance board directly — truck registrations, insurance renewals, license expirations, LLC annual reports, tool inspections all show up on the day they’re due. Overdue items pulse red. Add a recurring customer visit or a mid-week estimate, it appears wherever it belongs. Reminders fire in your browser so nothing surprises you.

Month view · everything in one place

SIMULATION
John Doe · Owner
September 2026
S
M
T
W
T
F
S
1
John Doe
2
3
Jane Doe
4
5
6
Truck #2 OVERDUE
7
Emma J.
8
9
10
Insurance
11
12
Sam S.
13
14
Tool insp.
Compliance / renewals Customer jobs
Everything on one grid. Blue chips = customer jobs (recurring visits auto-populate). Gold = compliance renewals pulled straight from the Compliance board. Red-pulse = overdue (drive on an unregistered truck, ticket + insurance loss = real money).

Day view · click any day, see everything

SIMULATION
John Doe · Owner
Sunday, September 6, 2026
3 events on this day.
FleetTruck #2 Registration
State DMV · 1 day OVERDUE · annual renewal
Mark renewed Reschedule
JobOlivia Davis · bi-weekly wash
2:00 PM · 9012 Sample Blvd · est. 1h · est. $185
EstimateMichael Brown · power wash quote
5:00 PM · Owner visit · est. 30m walk-through
+ Add event on this day
One click, one screen, every event. Overdue compliance floats to the top. Mark renewed auto-schedules next year’s renewal. Add estimates, one-off jobs, personal blocks — each writes to the right store on the CRM.

Reminders · owner-controlled

SIMULATION
John Doe · Owner
Reminders & Notifications
✓ Permission granted
Warn me this many days ahead
14 days  ▾
Sample alert: 🔔 Sample Home Services Co. · Compliance (2): Truck #2 registration (1d OVERDUE) · Insurance renewal (4d)
You’re in control. Master on/off, per-category toggles (compliance vs. jobs), adjustable warning window (2 weeks default for trades — DMV lines can take that long), snooze for slow seasons. Alerts summarize what needs attention.
The plugin doctrine

Same plugin architecture as every industry we build for. The Wired-in Calendar plugin reads Jobs, Customers, Compliance, and Fleet automatically. When you add the Payment Processing plugin, invoices become payable at the customer’s doorstep via Square Tap-to-Pay. When you add the SMS Blast plugin, weather-cancel a full route with one message. Plug it in once. Everything else knows about it.

See the base plugin catalog on the CRM home page — pricing and tiers are the same across every industry.

This is what your service business could run on.

Start with a 10-question intake. We come back with a scoped proposal that shows exactly which modules fit your trade. Base CRM in weeks, plugins layered in as you scale.

Begin your build → See other industries