From lead to PTO, in one workspace.
Pipeline, proposals, install crews, and lifetime kWh - run the whole installer business from a single platform.
- Solar
- HVAC
- Plumbing
- Roofing
- Electrical
- Extensible to any service trade
One model. Every system you used to duct-tape together.
HudsonWorks isn't a CRM bolted to a quoting tool bolted to QuickBooks. It's one model - customers, projects, tasks, time, money - designed together.
Customers + projects
Real households, real commercial accounts - multiple emails, phones, addresses, lead sources, statuses you can edit.
Tasks the crew actually opens
Priority, due date, status. Filter to a 'my day' view. Comments and audit log on every task.
Time tracking from the truck
Mobile start/stop with optional GPS. Manual entries with approval. Hours roll up against project budgets.
Proposals → contracts → invoices
Reusable templates, line items, discounts. One-click conversion. Built-in e-signature - you sign first, then the customer.
Five trades, five first-class workflows.
Solar's long install pipeline, HVAC's service + maintenance mix, plumbing's same-day dispatch, roofing's weather-driven scheduling, electrical's service-plus-projects mix - each one modeled, not retrofitted.
Solar
From lead to PTO without losing a deal in the gap.
- 1Lead intake (web, referral, partner)
- 2Design review + proposal
- 3Contract signing (built-in e-signature)
- 4Permitting + site visit
HVAC
Service tickets, install jobs, and maintenance plans in one place.
- 1Inbound call or service request
- 2Dispatch + same-day schedule
- 3On-site diagnosis + estimate
- 4Repair, install, or system replacement
Plumbing
Dispatch the next job before the truck pulls into the driveway.
- 1Inbound call / online request
- 2Triage + estimate
- 3Schedule + dispatch
- 4On-site service or install
Roofing
Schedule around the weather, not around the chaos.
- 1Inspection + photos
- 2Estimate + insurance scope
- 3Material order (PO) + delivery
- 4Tear-off + install
Electrical
Service calls, panel upgrades, and project wiring on one board.
- 1Inbound call / service request
- 2Estimate + permit pull
- 3Schedule + dispatch
- 4On-site service, upgrade, or rough-in
The screen your office and your trucks share.
Live pipeline, crew hours, and AR all on one page - filterable by trade, drillable to the project, and the same data as the mobile app in the field.
- Drag to reschedule, never lose a task
- Crew hours roll up against project budgets
- Audit log on every status change
- Patel Residence - 9.6kW PV + BatterySolar · Permitting55%
- Riverbend Towers - 24-unit condenser swapHVAC · Install68%
- Linden Café - Service line burstPlumbing · On site80%
- Hawthorne Townhomes (Bldg C)Roofing · Tear-off35%
- Delgado Residence - 200A panel upgradeElectrical · Permitting45%
From lead to PTO. From dispatch to deposit.
A few of the workflows your team will actually use every day.
Projects with phases that flex
Build phase sequences (design → permitting → install → PTO) per service type. Templates per trade. Each phase tracks status, due dates, and assigned crew.
Time tracking from the truck
Crew clocks in from the mobile app with optional GPS. Hours roll up against project budgets. Manual entries with approval, overtime workflow, no surprise paychecks.
Proposal → contract → invoice
Reusable templates with line items and discount catalog. One-click conversion. Built-in e-signature: you sign first, then it goes to the customer. Payments recorded by hand on whatever rail makes sense.
Built with trade-business owners, not for them.
HudsonWorks is shaped by the field - every workflow ships through pilot accounts before it lands in main.
“We went from three apps and a Google Sheet to one screen. The crew now opens HudsonWorks before they put on a tool belt.”
“Dispatch used to be a whiteboard and a phone tree. Now the techs see the next ticket before they leave the driveway.”
“Storm season used to break our scheduling. Tasks, photos, and POs in one place finally make hail-claim work feel sane.”
“Our books reconcile on the first try every month. We record the payment, the invoice updates, the AR report just works.”
“The PTO milestone alone - knowing exactly which jobs are stuck at the utility - pays for HudsonWorks twice over.”
“I tried ServiceTitan. I tried building it on Notion. HudsonWorks is the first thing my crew didn't push back on.”
“Service tickets, install jobs, and maintenance plans finally share one record. We stopped quoting the same customer twice.”
“Maintenance-plan renewals used to fall through the cracks every spring. Now the dashboard surfaces them weeks before they lapse.”
“Panel upgrades, service calls, and a full rewire used to live in three different notebooks. Now my techs see the next job and its permit status before they pull out of the shop.”
Connects to the tools that should keep doing their job.
E-signature is built in (powered by Dropbox Sign). For everything else - Google Calendar, your accountant - we integrate rather than replace, so HudsonWorks stays the system of record.
Dropbox Sign
Built-in e-signature. You sign first, then the contract is forwarded to the customer automatically.
Google Calendar
One-way push from HudsonWorks. The CRM stays the source of truth.
Algolia
Tenant-scoped search across customers, projects, and tasks. Strict isolation.
AWS S3
Photos, signed contracts, vendor invoices - durable storage with per-tenant scoping.
Stripe (us → you)
We use Stripe to bill your subscription. We do not touch your customer payments.
Mobile (iOS + Android)
Field crew app: clock-in, tasks, photos, GPS-tagged time entries.
One platform. Predictable monthly pricing.
No per-seat upsell. No annual contracts. Cancel anytime - we keep your business by deserving it.
Standard
For trade businesses ready to replace spreadsheets and email threads with a real CRM.
- Customer + project management
- Tasks, time tracking, calendar
- Proposals, contracts, invoices
- Built-in e-signature (Dropbox Sign)
- Google Calendar one-way sync
- Up to 10 team users
- Email support
Premium
Everything in Standard, plus advanced automation, search, and analytics for scaling teams.
- Everything in Standard
- Algolia-powered tenant-wide search
- Advanced reporting and dashboards
- Sales pipelines, quotas, commissions
- Vendor invoicing + purchase orders
- Unlimited team users
- Priority support
Need higher seat counts, white-label, or multi-brand? Contact sales.
The things people ask before signing up.
Is there a free trial?
How does migration work?
Do you process customer card payments?
Is my data isolated from other tenants?
What if I run more than one trade?
Do you offer field training for crews?
Ready to leave spreadsheet hell?
Standard $800/mo. Premium $1,600/mo. 30-day pilot, refundable. Cancel anytime.
Mobile app
Take HudsonWorks to the field
Manage jobs, clock in, and capture photos from any job site - on iOS and Android.