Service Pipeline
Service Pipeline is a Square CRM extension for service businesses. Keep Square as your point of sale and payment processor, and add the lead pipeline, customer profiles, booking calendar, dispatch with live tracking, estimates, invoices, commissions and revenue goal tracking that Square Appointments does not give you. It works with Square's free POS plan, so one flat $25 per month covers your entire team.
You already take payments through Square. Service Pipeline syncs your Square catalog, customers, bookings and payments, then layers on everything a mobile service business actually runs on: a drag-and-drop lead pipeline, job dispatch, crew timecards, commissions, loyalty and revenue goals. Nothing has to be re-entered, and money still lands in your Square account.
Square Appointments is a booking tool, not a CRM. It can't show you which leads are stalling, what your close rate is by source, what a crew member earned this week, or whether you're on pace for a monthly revenue goal. Service Pipeline answers all of that while Square keeps doing what it's good at — processing cards.
Start a sale from a pipeline card and hand it to the Square app on your phone with the customer, job description and total already filled in. Tap the card there, and Square returns you to Service Pipeline where the payment is recorded on that customer and the job is marked complete with the revenue counted toward your goal.
No. Square stays your point of sale and payment processor. Service Pipeline adds the CRM, pipeline, scheduling, dispatch and reporting layer on top of it.
Yes. Service Pipeline works with Square's free point of sale plan, so $25/month for Service Pipeline is your only added software cost.
Straight into your own Square (or Stripe) account. Service Pipeline never holds your funds or takes a percentage of a sale.
7-day free trial, then $25/month for your whole team. Square stays your register.
Start 7-day free trial