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Contractor Tools · M360 CRM
Run the whole shop from one place.
From the first ring to the paid invoice, M360 keeps the office, the trucks and your customers on the same customer, job and equipment record.
The office books and dispatches from one board.
Calls are booked on one screen and land on a board that shows every tech's day, jobs waiting on parts or approval, and how full the next week is. Unsold estimates get a follow-up so nothing goes cold.
The tech has the day in their pocket.
The tech app shows the day's jobs, the customer's history, what to load before rolling, and the six steps of a good service call. Pricing, photos and close-out happen on the phone.
The truck is loaded before it rolls.
Parts move with the job, the restock and the receipt. M360 builds tomorrow's load list from the board, drafts purchase orders and matches vendor bills to the job. No barcode scanning, no monthly counts.
Your customer gets a portal with your name on it.
Customers approve estimates, pay invoices and see the equipment you take care of for them.
The money stays in step.
Invoices and payments, sold-by and performed-by commissions, timesheets and payroll export. Everything flows to QuickBooks Online, and the P&L comes back to feed your numbers.
- Invoices & payments
- Commissions & pay
- Timesheets
- QuickBooks Online
- Agreements
- Reports