Ask in plain English
Answers from your own numbers
“How did we do last month?” “Which jobs this week have no worker?” Revenue, jobs, leads, estimates, invoices and the schedule, with links straight to the records. No digging through reports.
The field-service CRM with an AI assistant
Talk to your CRM. It does the paperwork.
Interdatum runs requests, estimates, scheduling, texting and payments for cleaning, marine and trade businesses. Ask the assistant to quote a job, plan next week or text a client. It shows you exactly what it will do, and nothing changes until you say yes.
$0 core CRM, no card · AI assistant on Starter & Pro · 14-day trial
Already operating on Interdatum
One client recordEvery conversation stays attached.
One live job fileOffice and field share the truth.
One client portalApprovals, documents, and payment.
One clean handoffNo copying the job between tools.
The AI assistant · Starter & Pro
It knows your business.
It does the paperwork.
The assistant works from your real jobs, clients, estimates, invoices and schedule. Type to it or talk to it. Ask a question and get a straight answer. Ask for a change and it lines the change up for your OK.
Ask it to do things
The admin work, handled
Set up a service, build and send an estimate, book the job, text the client, start a campaign or set up an automation, all from one request. Every change comes back as a card for you to check first.
Assistant mode
Hands-free, in real time
Turn on Assistant mode and just talk, from the truck or between jobs. It keeps listening while you move around the app, and a casual “yeah” is enough to confirm.
How the AI stays safe
Nothing changes
without your OK.
The assistant prepares the work. You make the call. It follows each person's permissions too, so workers only see their own jobs and tasks.
- 01
Every change is a card
Before anything is created, sent, scheduled or deleted, you see exactly what will happen, to which record, and how many.
- 02
Confirm your way
Tap Confirm, or just say “yeah” or “go ahead”. “Wait” or “never mind” cancels. Your reply decides it, not the AI.
- 03
Checked again at the last second
Permissions, schedule conflicts and any edits you made are checked again when you confirm, before anything is saved.
- 04
Hard limits built in
It can't change your plan or billing, buy or release phone numbers, connect payment accounts or touch passwords. Customer messages are read as information, never as instructions.
Background tasks · Starter & Pro
Hand off the big jobs.
Come back to a draft.
Some requests take more than a quick answer. Hand them off as a background task, keep working, and review the finished draft when it's ready.
Schedule planning
“Plan next week's schedule”
- Works from each person's availability and time off, how long each job takes, and drive time between jobs.
- Conflicts are checked when the plan is made and again before anything is saved.
- Opens on your schedule page with the draft drawn in. Switch off any job you don't want, then Confirm.
Web research
“Build me pricing rules for cleaning”
- Looks up what local businesses charge for the work you do.
- Every proposed rule cites the page it came from, so you can check the numbers yourself.
- Arrives as a proposal. Review the rules, then confirm them or skip it.
Background tasks count toward your plan's monthly AI limits, and the Tasks view shows how much has been used. Tasks can only propose changes. Nothing is applied until you confirm it.
While you're on the tools
Leads answered.
Follow-ups caught.
You can't answer the phone with your hands full. Interdatum covers the texts, keeps track of follow-ups, and puts every call and message in one place.
AI text receptionist · Starter & Pro
Answers texts 24/7, or after hours
Quotes only from your own pricing rules, collects the details and creates a request for you to confirm. It hands the conversation to you when someone asks for a person or something's urgent. Texts only. It doesn't answer voice calls.
Needs attention · every plan
A daily list of what's slipping
Unpaid deposits, requests without an estimate, unassigned jobs, overdue invoices, unanswered texts. Ranked and refreshed every day. Dismiss an item and it comes back if something changes. Starter and Pro add an AI-written summary.
Business phone · Starter & Pro
Your number, inside the CRM
Pick a local Canadian number in Settings and it's live in minutes. Calls and texts happen right in the browser, voicemails come with transcripts, new texts pop up wherever you are, and missed callers get a text back.
Campaigns & automations
Reach your whole lead list
Send email campaigns to your lead lists on any plan, and SMS campaigns with a business number. On Starter or Pro, ask the assistant to schedule a campaign for later. Visual automations handle the routine follow-ups.
One connected operation
Stop managing the tool stack.
Start running the business.
Interdatum keeps the lead, the client, and the job connected from the first conversation to the final receipt.
Win the work
Leads, calls, texts, and campaigns
Keep every conversation, campaign, request, and follow-up attached to the right client.
Explore featureQuote clearly
Intake, pricing, and estimates
Collect the right details, calculate the price, and send a professional scope without rebuilding the job.
Explore featureRun the field
Scheduling and dispatch
Plan the week, match crews to work, and make changes without losing context between office and field.
Explore featureProtect margin
Job files and profitability
Compare estimated and actual revenue, labour, expenses, and profit while the work is still fresh.
Explore featureThe real difference
Your team should work the job.
Not rebuild it all day.
Interdatum carries the same client and job context through every handoff, so the information gets richer instead of getting lost.
Without InterdatumThe patchwork stack
01Website form→Inbox
02Job details→Spreadsheet
03Crew plan→Calendar
04Field photos→Text thread
05Invoice→Payment link
Every handoff creates another place to search, copy, reconcile, and forget.
With InterdatumOne living job file
KD
Kaevin Thomas DixonMove-in / Move-out Clean
ActiveRequest captured Client + scopeEstimate approved PDF + depositCrew scheduled Availability + fileInvoice and payment Same record
The client, scope, crew, documents, costs, communication, and payment stay connected.
How it works
One flow. Every handoff.
Nothing falls through.
From quote-ready intake to paid invoice, every step updates the same client and job record.
Turn website visitors into structured, quote-ready requests with service-specific intake forms.
Learn moreUse service pricing and reusable line items to create a polished, editable estimate in a click.
Learn moreLet clients approve scope, agree to your terms, and pay an optional deposit in their portal.
Learn moreSee availability, surface conflicts, assign your team, or release flexible jobs to an on-call pool.
Learn moreKeep notes, photos, documents, communication, labour, expenses, and updates in one live job file.
Learn moreGenerate an invoice from completed work and send it to the same client portal without re-entering data.
Learn moreAccept payment through Stripe Connect and keep the full record connected long after the job is done.
Learn more New requestExterior care requestScope, property details, timing, and contact captured
The platform
Built to operate the whole job,
not just store the contact.
Configure how your business works, then let Interdatum carry that structure through every request, crew assignment, document, and payment.
CREATE & WIN
RUN & CLOSE
Proof of work
Built inside a real service business.
“We built Interdatum around the work we were already doing—real requests, estimates, deposits, crews, photos, and payments. The software had to earn its place in the day.”
First proven in a local diving operation, then rebuilt as a flexible multi-tenant platform for other service teams.
Meet the builders
Built fromoperator painnot a feature checklist
Built for service teams
One operating system.
Configured to your work.
Use your own services, pricing logic, forms, team structure, branding, currency, tax, and client workflow.
Straightforward from day one
Start with the core CRM at $0/month.
The Free plan needs no credit card and no conversation with sales before you can build your workflow.
$0per month
for the core CRM
for the core CRM
What each plan addsStart free. Add a number and the AI.
FreeCA$0
Leads, clients and email campaignsIntake forms and pricing rulesEstimates, deposits and invoicesScheduling and dispatchJob files, photos and profitAutomations and client portalStripe payments, GST/HST/PSTNeeds Attention follow-up listStarterCA$49/mo
Everything in Free, plusLocal Canadian business number300 minutes, 500 texts a monthCalls, texts and voicemail in the CRMMissed-call text-backSMS and calling campaignsAI assistant: chat and voiceBackground tasks: schedules and pricing researchAI text receptionistAI summary in Needs AttentionMonthly AI limitsProCA$129/mo
Everything in Starter, plus1,000 minutes, 2,000 texts a monthHigher monthly AI limitsStarter and Pro come with a 14-day free trial (card required). Prices in Canadian dollars, plus applicable taxes.
The team
Engineering discipline.
Operator perspective.
Interdatum is built in Canada by two Engineering Technologists who started in construction and care about software that is practical, lean, and dependable.
CO-FOUNDER
Kaevin Dixon
Service-business operator, Civil Engineering Technologist, and UBC Civil Engineering student.
CO-FOUNDER
Matthew Byrnell
Engineering Technologist focused on making the platform lean, fast, and reliable as teams grow.
Questions, answered
Frequently asked questions
What is Interdatum CRM?+
Interdatum is an all-in-one operating CRM for service businesses. It connects lead follow-up, intake, estimates, scheduling, field work, automations, client approvals, invoices, and payments in one place, with an AI assistant you can type or talk to on the Starter and Pro plans.
What can the AI assistant do?+
It answers questions from your real CRM data (revenue, jobs, leads, estimates, invoices, schedule) and prepares changes for you: creating services, drafting and sending estimates, scheduling and assigning jobs, texting clients, recording payments, launching or scheduling campaigns, building automations, and updating or deleting records. You can type to it or use hands-free Assistant mode. It can also run background tasks such as planning next week's schedule or researching local pricing with cited sources.
Will the AI change anything without asking me?+
No. Every change the assistant or a background task prepares shows up as a card that says exactly what will happen. Nothing is saved, sent, or deleted until you tap Confirm or reply with a clear yes, and everything is checked again at that moment. It can't change your plan or billing, buy or release phone numbers, or connect payment accounts.
Which plan includes the AI features?+
Starter (CA$49/month) and Pro (CA$129/month) both include the AI assistant (chat and voice Assistant mode), background tasks, AI estimate drafts, the AI text receptionist, and the AI-written Needs Attention summary, with monthly limits: for example, 300 assistant replies and 60 voice minutes a month on Starter, or 2,000 replies and 300 voice minutes on Pro. See the pricing page for every limit. The Free plan has no AI features, but the Needs Attention follow-up list itself is on every plan.
Who is it built for?+
Interdatum is built for owners, managers, dispatchers, estimators, and field teams in cleaning, landscaping, pressure washing, auto detailing, marine services, trades, and other specialty service businesses.
Can clients approve estimates and pay online?+
Yes. Clients can review estimates, approve or decline work, accept terms, pay optional deposits, see invoices, and download records from a branded client portal.
Does it handle scheduling and field documentation?+
Yes. Interdatum supports visual scheduling, availability, crew assignment, on-call dispatch, notes, photos, documents, communications, labour, expenses, and file activity.
Can I use my own branding and currency?+
Yes. Each business can configure its logo, colours, currency, tax, services, pricing rules, forms, notification templates, and client-facing experience.
Is Interdatum free to start?+
Yes. The Free plan is CA$0/month, includes the full CRM, and needs no credit card. Calling and texting from your own local Canadian business number come with Starter (CA$49/month, 300 minutes and 500 texts) or Pro (CA$129/month, 1,000 minutes and 2,000 texts), and both include the AI features with monthly limits (higher on Pro). Starter and Pro each have a 14-day free trial; a card is required to start it. Prices are in Canadian dollars, plus applicable taxes.
Can I start without talking to sales?+
Yes. Create your account directly, add your business details, configure your first service, and shape the workflow yourself. You do not need to book a call or enter a credit card to begin.
Free to start
Stop rebuilding the job.
Start running it.
Create your CRM, set up your first service, and run your first job the way your business already works. The Free plan needs no credit card and no sales call. Move to Starter or Pro when you want the assistant doing the paperwork.