The field-service CRM with an AI assistant
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
The AI assistant · Starter & Pro
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 in plain English
“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.
Meet the AI assistantAsk it to do things
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, and any of it can be scheduled for later.
Schedule it for laterAssistant mode
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.
About voice Assistant modeHow the AI stays safe
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.
Before anything is created, sent, scheduled or deleted, you see exactly what will happen, to which record, and how many.
Tap Confirm, or just say “yeah” or “go ahead”. “Wait” or “never mind” cancels. Your reply decides it, not the AI.
Permissions, schedule conflicts and any edits you made are checked again when you confirm, before anything is saved.
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
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
Web research
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. They can also build a list of local businesses to pitch from the emails those businesses publish: see lead finding.
While you're on the tools
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
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.
More on the AI receptionistNeeds attention · every plan
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.
See what it watchesBusiness phone · Starter & Pro
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.
Business phone and textingOutreach & inbox
Email campaigns on any plan, with your business details and a one-click unsubscribe on every email. On Starter or Pro, the assistant builds the list, writes the email in your voice, schedules it and follows up with anyone who hasn't replied. Connect your mailbox and replies land in your CRM inbox.
How email outreach worksOne connected operation
Interdatum keeps the lead, the client, and the job connected from the first conversation to the final receipt.
Win the work
Keep every conversation, campaign, request, and follow-up attached to the right client.
Explore featureQuote clearly
Collect the right details, calculate the price, and send a professional scope without rebuilding the job.
Explore featureRun the field
Plan the week, match crews to work, and make changes without losing context between office and field.
Explore featureProtect margin
Compare estimated and actual revenue, labour, expenses, and profit while the work is still fresh.
Explore featureThe real difference
Interdatum carries the same client and job context through every handoff, so the information gets richer instead of getting lost.
Every handoff creates another place to search, copy, reconcile, and forget.
The client, scope, crew, documents, costs, communication, and payment stay connected.
How it works
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
The platform
Configure how your business works, then let Interdatum carry that structure through every request, crew assignment, document, and payment.
Proof of work
“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 for service teams
Use your own services, pricing logic, forms, team structure, branding, currency, tax, and client workflow.
Straightforward from day one
The Free plan needs no credit card and no conversation with sales before you can build your workflow.
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
Interdatum is built in Canada by two Engineering Technologists who started in construction and care about software that is practical, lean, and dependable.
Service-business operator, Civil Engineering Technologist, and UBC Civil Engineering student.
Engineering Technologist focused on making the platform lean, fast, and reliable as teams grow.
Questions, answered
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.
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 and emailing clients, recording payments, launching or scheduling campaigns, building automations, replying to your business inbox, and updating or deleting records. You can type to it or use hands-free Assistant mode, and schedule almost any change for later. It can also run background tasks such as planning next week's schedule, researching local pricing with cited sources, or finding local businesses to pitch from the emails they publish.
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.
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.
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.
Yes. Clients can review estimates, approve or decline work, accept terms, pay optional deposits, see invoices, and download records from a branded client portal.
Yes. Interdatum supports visual scheduling, availability, crew assignment, on-call dispatch, notes, photos, documents, communications, labour, expenses, and file activity.
Yes. Each business can configure its logo, colours, currency, tax, services, pricing rules, forms, notification templates, and client-facing experience.
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.
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
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.
