One platform. Every system you replaced.
HudsonWorks isn't a CRM bolted to a quoting tool bolted to QuickBooks. It's one model — customers, projects, tasks, time, money — designed together. Below is what comes with every plan.
Customers + lead intake
Capture leads from any source, track them through your sales lifecycle, and never lose a contact in someone's inbox again.
Customers with multiple emails, phones, addresses
Real households and real commercial customers don't fit a single email field. We model first/last/company plus arrays of emails, phone numbers, and service addresses — including geocodes.
Lead sources
Tag every customer with their lead source (web, referral, paid ads, trade-show...). Per-tenant lead source catalog.
Customer statuses you can edit
Default statuses (new lead, contacted, contract signed, complete, etc.) seeded per tenant. Add or rename to match your sales process.
Projects + crews
Run jobs from kickoff to closeout — phases, expenses, site visits, and crew assignments in one place.
Project phases
Build phase sequences (design → permitting → install → PTO) per service type, save reusable templates, and track each phase's status independently.
Project expenses
Log materials, labor, and per-job costs against the project. Compare actual_cost vs budget_amount in real time.
Site visits
Initial survey, install, follow-up, inspection — typed site visits with date, notes, and assigned crew member.
Service-type aware
Every project carries a service_type (solar / plumbing / roofing) so dashboards, reports, and the app surface the right context.
Tasks + collaboration
What's blocking the next phase? Who's responsible? When's it due? Tasks make it answerable in seconds.
Tasks with priority and due dates
Todo / In progress / Blocked / Done. Low / Medium / High / Urgent. Filter by assigned-to and status to build a 'my day' view.
Comments + activity log
Discuss decisions on the task itself. An automatic activity log records every status change and reassignment for audit.
Project + customer association
Tasks can stand alone or attach to a project, a customer, or both — so context follows the work, not the worker.
Time tracking
Clock in from the truck, stop the timer at lunch, and let the office see the day's hours roll up against budgets.
Mobile-first start/stop
One running timer per user. Start/stop from the mobile app with optional GPS coordinates for verification.
Manual entry too
Forgot to clock in? Add a manual entry with start/end times after the fact. The office can review and approve.
Roll up against project budgets
Hours per project, billable vs not, overtime requests with approval workflow. Margin starts with knowing where the time went.
Proposals + contracts + invoices
Quote → close → bill, with no double entry and no exporting to your accountant via email.
Generic proposals with line items
Reusable templates per service type. Line-item pricing with quantity × unit price. Discount catalog (fixed or percent).
One-click proposal → contract
Convert an accepted proposal into a contract with all line items copied over. Send for signature via your own DocuSign account.
Contract → invoice
Once signed, generate an invoice from the contract in one click. Payments are recorded by hand — no Stripe lock-in.
Manual payment tracking
Record cash, check, ACH, or card payments with reference numbers. The invoice's amount_paid and amount_due always reconcile to the recorded payments.
Vendors + purchase orders
Order parts, receive partial shipments, pay vendor invoices — same operating system that runs your customer side.
Vendor catalog
Per-tenant vendor list with contact info, payment terms, and per-job vendor history.
Purchase orders with partial receiving
Place a PO, receive what arrived (even partially), and the system tracks remaining quantity vs original order.
Vendor invoices + payments
Match supplier invoices against POs, attach the scanned PDF, and record payments to keep cash-out aligned with cash-in.
Calendar + scheduling
Field crews need to see what's on their plate today. The office needs to push it out to Google Calendar without dual-entry.
Project / customer / task association
Calendar events can attach to any combination so context is one click away on the day of.
One-way Google Calendar sync
Events created in HudsonWorks push out to your tenant's connected Google Calendar. We never pull events back — the CRM stays the source of truth.
Per-tenant Google account
Each tenant connects their own Google Calendar during onboarding. We don't see the events.
Search + integrations
Find anything fast, hand off contracts and calendar events without leaving the platform.
Tenant-scoped global search
Algolia-powered search across customers, projects, and tasks — strictly scoped to your tenant. No risk of seeing another company's data.
DocuSign per tenant
Each tenant authorizes their own DocuSign account during onboarding. Contracts go out under your business name, not ours.
Cancel-anytime monthly billing
Standard ($800/mo) or Premium ($1,600/mo). No annual contracts, no per-seat add-ons, no surprises.
See it in your business.
Start your tenant on HudsonWorks today. Standard or Premium — cancel anytime.