Features

Everything a trades business runs on.

CRM, estimates, scheduling, payments, marketing, and the growth engine — all in one operating system, all wired together so the handoffs disappear.

Lead
Appointment
Estimate
Follow-up
Job
Payment
Review
Referral
01 / 07· CRM & Customer Lifecycle

One timeline per customer.

Lead capture, segmentation, and a single chronological hub for every interaction. Estimates, photos, payments, follow-ups — all on one screen you can scroll through in the truck.

  • Lead capture from your site or inbox
  • Smart segmentation: hot, warm, cold, dormant
  • Full chronological customer timeline
02 / 07· Estimates & Proposals

Detailed estimates without the rebuild.

Templates pre-fill the line items. Photos, deposit, terms, and signature all live on the link you text the customer. AI drafts pricing from your site notes — you tweak and send.

  • Section + line-item builder with live totals
  • Photos, deposit %, terms, e-signature
  • Customer-facing view with a one-tap accept
03 / 07· Scheduling & Appointments

Book the work, prep the work.

Online booking customers actually use, plus appointment-prep guidance so you walk in ready. Crew calendar, route awareness, automatic on-the-way texts.

  • Public booking link for new leads
  • Pre-job prep notes & checklists
  • Crew calendar with truck assignments
04 / 07· Jobs & Projects

Tracked from accept to invoice.

Once an estimate is accepted, the job is set up automatically — pre-job tasks scheduled, materials listed, photo capture wired in. After the job, the invoice and review request go out on time.

  • Auto pre-job and post-job task lists
  • Photo capture from the field
  • Hand-off into payment and review flows
05 / 07· Payments & Invoicing

Get paid before you’re back at the truck.

Deposits collected on accept. Progress payments scheduled. Final invoice goes out the moment the job wraps. No spreadsheets, no chasing.

  • Deposits, progress, and final billing
  • Card and ACH at trade-friendly rates
  • Auto-reminders on outstanding invoices
06 / 07· Marketing platform

Microsites, portfolios, campaigns.

A microsite that pulls from your real jobs. Portfolio pages built from completed work. SMS and email campaigns to past customers — without ever opening a separate tool.

  • Auto-built portfolio from job photos
  • Branded microsite & landing pages
  • SMS + email campaigns and follow-ups
07 / 07· The growth engine

Reviews, referrals, reactivation — on autopilot.

The differentiator. Drafthorse detects the right moment, surfaces the ask, and tracks the result. Every job becomes the next job.

  • One-tap review requests at the right moment
  • Referral prompts to your happiest customers
  • Seasonal reactivation for past customers

Built for the truck.
Made for the long haul.

One operating system for everything a trades business needs. Try it free for 14 days — no credit card, no contract, no nonsense.