Field-service CRM · built for small business
Build your business with Mortar.
Your company is made up of many bricks — leads, estimates, invoices, financials, marketing, scheduling, and more. Mortar is the literal mortar between them — one system that holds the whole operation together, so you don’t have to do it manually.
Quote → sign → schedule → invoice → paid · one place
Stop running your business across a spreadsheet, a calculator, QuickBooks, and a group text.
Mortar brings all of it into one place, so your numbers always match and you never enter the same thing twice.
Your money is yours
Your customers pay straight into your own Stripe account, by card or bank. We never hold your money or take a cut of a payment — unlike the platforms that run every dollar through themselves first.
One flat price, no add-on tax
Pick a plan and you get all of it — no per-user fees, no add-ons, and no call with a sales rep. Plans start at $39 a month, a fraction of what ServiceTitan or a loaded Jobber plan costs.
One system, not five apps
Your contacts, quotes, jobs, books, and marketing all share one record. A quote turns into a job, then an invoice, without re-typing a thing — so your numbers always line up.
Built for small business
Made for owners who do the work — roofers, electricians, landscapers, cleaners, and GCs running crews of 1 to 15. It helps you quote, schedule, and get paid, and it leaves out everything that doesn’t.
Connects with the tools you already run
+ more integrations on the way
Why Mortar
More than the big guys do, for a fraction of the price.
Flat pricing, your own Stripe, and everything in one system. Here’s how Mortar compares to the tools you’re probably weighing.
| Mortar | ServiceTitan | Jobber | Housecall Pro | |
|---|---|---|---|---|
| Flat price — no per-technician fee | ✓ | ✕ | ✕ | ✕ |
| Payments settle to your own Stripe | ✓ | ✕ | ✕ | ✕ |
| Estimating + e-signature included | ✓ | ✓ | ✓ | ✓ |
| Bookkeeping + a real P&L in the same app | ✓ | ~ | ✕ | ✕ |
| Marketing attribution built in | ✓ | ✓ | ~ | ✕ |
| Self-serve — no sales call to start | ✓ | ✕ | ✓ | ✓ |
| Made for a 1–15 person shop | ✓ | ✕ | ✓ | ✓ |
Based on each vendor’s publicly listed plans. Features and pricing change — confirm current details on their site.
How it works
A lead turns into money — without re-typing it five times.
Every step hands the work to the next. The quote becomes the job becomes the invoice, with the same numbers the whole way — so nothing reconciles wrong at the end of the month.
01
Lead
A call, a form, a referral, a yard sign — every new lead lands on one board, tagged with where it came from.
02
Quote
Build it from your price book in about a minute. Your cost and margin show on every line as you go.
03
Sign
The customer opens one link, picks their options, and signs on their phone. No printing, no chasing.
04
Schedule
A signed quote drops onto the calendar as a job — one-time or recurring. It shows up on your crew’s phones the moment it’s scheduled.
05
Do the work
Your tech pulls up the job and the address in the field and marks it done. The profit is figured the moment it closes.
06
Invoice
The invoice builds itself from the signed quote — same numbers, nothing re-typed. Send it by text or email with a pay link.
07
Paid
They pay by card or bank on your own Stripe. The job flips to paid, the receipt sends itself, and your books update.
✓
Done
One system, start to finish. Your books, pipeline, and calendar already agree — nothing to reconcile at month-end.
That’s the whole loop — one system, no re-typing. See exactly how it fits together →
Everything in the box
Six modules. One record. Your entire operation.
Six modules cover the whole job, from the first call to getting paid. Here’s what each one does.
- One place for every customer — their name, business, phone, email, and every job address.
- Change a customer’s info anywhere — on a quote, a job, the board — and it updates everywhere.
- Each property keeps its own address and job history, mapped for routing.
- Build a quote from your price book in under a minute, with your cost and margin on every line.
- Let customers pick their own options and add-ons — the total updates as they choose.
- They sign right on their phone. Service agreements and subcontractor agreements, too.
03 · Module
Pipeline
See every lead and job at a glance
Replacesa spreadsheet — or a CRM like HubSpot. →- A visual board that follows each lead from new to paid — drag it along as the work moves.
- See where every lead came from, so you know which ads, referrals, and signs pay off.
- Mortar flags the leads going cold, so you know who to call today.
- Book jobs on a month, week, or day calendar. Drag one to a new day and it keeps its time.
- Set up recurring service once; it shows on every visit and feeds your monthly revenue.
- Dispatch a job and your crew sees it on their phones the moment it’s scheduled or moved.
- A real P&L, balance sheet, and Schedule-C view, built from your actual income and expenses.
- Import your bank as a CSV; Mortar sorts each transaction and gets smarter as you confirm.
- Every number ties back to one place, so your books and your jobs never disagree.
06 · Module
Marketing
See what your marketing earns
Replacesa marketing agency and a spend spreadsheet. →- Track what you spend by channel and see your true cost per lead and per new customer.
- Trackable links tie a click to a lead to a paid job, so you know what’s working.
- Drop a contact form on your website; every submission lands in Mortar as a new lead.
Rather poke around yourself?
Jump into a live, read-only demo.
Two fully-loaded example businesses — real leads, quotes, jobs, schedule, invoices, books, and marketing. Explore every screen freely; it’s read-only, so nothing you click changes a thing.
Service business
Tour the landscaping demo →Trades business
Tour the HVAC demo →Opens the live app signed in as a read-only viewer — no signup.
Pricing
One flat price. Everything quote-to-cash on every plan.
Solo
$39/mo
Quote-to-cash, plus a real lead board.
- Everything in the spine: contacts, estimating, invoicing, e-sign, card & ACH payments
- + Pipeline — lead & job board
- 1 seat
Core
$99/mo
…and put it all on the calendar.
- Everything in the spine: contacts, estimating, invoicing, e-sign, card & ACH payments
- + Pipeline — lead & job board
- + Dispatch — scheduling & recurring
- 5 seats
Suite
Best value$179/mo
…and your books and marketing, too.
- Everything in the spine: contacts, estimating, invoicing, e-sign, card & ACH payments
- + Pipeline — lead & job board
- + Dispatch — scheduling & recurring
- + Bookkeeping — P&L & analytics
- + Marketing — spend & attribution
- 15 seats
- + No Mortar branding on documents
- + Integrations
- + Priority support
From the blog
Straight-talking guides for running the business.
Field Service CRM: One Shared Record, One Number Behind Every Job
What a field service CRM should actually do: keep every job on one record and trace every figure to one calculation, so the quote, invoice, and P&L never disagree.
How to manage a home service business: quote it, schedule it, get paid
How to manage a home service business end to end — capture the lead, send the quote, dispatch the crew, and get paid — and close the gaps where jobs and cash leak.
How to read a profit and loss statement in 10 minutes
How to read a profit and loss statement line by line on a real service-business P&L: revenue, cost of services, gross profit, overhead, net — and what each tells you to do.
Set up your account in 5 minutes.
No credit card to start. Bring your price book, your customer list, and your own Stripe.