Connected operations
Run the whole service job from one file
Connect the lead, request, estimate, approval, schedule, field record, invoice, and payment without recreating the job in a new tool at every stage.
Use this when
Where this workflow fits
- The same customer and job details are copied between several systems.
- Your team needs one current view of scope, status, schedule, documents, and payment.
- You want communications and file activity to remain visible after the job moves stages.
Inside Interdatum
What the CRM handles
- Capture or create the lead and service request.
- Prepare the estimate and record approval or a required deposit.
- Schedule workers and keep the current file available in the field.
- Document the work, costs, notes, and photos.
- Invoice, collect payment, and retain the completed file history.
Good fit
Teams likely to use it
- Small service businesses outgrowing disconnected tools
- Owner-operators adding office or field staff
- Teams that manage custom jobs from quote through payment
Free to start
Build this workflow around your operation
Signup is open. Create your CRM, choose your currency, configure your services, and turn on only the workflow pieces your business needs.