The whole job, one workspace.

Leads, quotes, jobs, crews, invoices, phone and SMS for service businesses.

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Built in Brisbane by people who run one
Data hosted in Sydney
One workspace per company

The Claybase owner dashboard in a live workspace: 197 total leads, 6 new today, 86 not yet quoted and 197 never contacted, above a leads-per-day chart. — The owner dashboard, in a workspace with real history.

01The AI

It reads the file before you do.

An AI Intelligence panel sits on every lead and every job. It reads the enquiry, the calls, the emails and the history, summarises what matters, flags engagement signals and suggests the next action.

Demonstration A schematic of the live panel, drawn in this page's own colours rather than the panel's. The field names are the panel's own, and the enquiry is an example, not a real customer. The real screen is below.

New enquiry, web form

3 bedroom house, Ashgrove to Carindale. Saturday 31 October. Stairs at the pickup. Please call after 5pm.

AI Intelligence

Response

No contact yet, overdue3 days old. Arriving late is the top recorded lost reason in this workspace.

The move

Ashgrove to CarindaleSaturday 31 October, in 48 days

Price check

Not enough similar invoiced jobs to price against yetIt measures against this workspace's own invoiced jobs, never against a number the AI made up, and says so while there are too few.

Engagement

SilentNothing sent or received. No calls, messages or emails logged with this contact yet.

This contact

1 past jobAn office move for the same contact, and one earlier enquiry.

That date

No jobs booked yet1 other enquiry wants the same Saturday.

Next action

Call now. The date is contested and nothing has been sent yet.

Generated just now

The rule

The AI drafts, summarises and ranks. It never computes money. Every price and every total on a quote or an invoice comes from your own rate card.

The AI Intelligence panel on a lead: no contact yet and overdue at three days old, the move and its date, a price check reporting too few similar invoiced jobs to price against yet, engagement marked silent, one past job for this contact, and competing demand for the same date, with a generated-at stamp at the foot. — The live panel, in the product's own colours rather than this page's, on a three day old enquiry. Where there is not enough history to answer a field, it says so rather than guessing. It follows the reader's light or dark setting, the same way the admin does.

Call summaries from the recordingRecorded calls are summarised, and the transcripts are searchable.
A weekly report to the ownerWhat happened across the week, written once a week.
Rep insightsHow each salesperson is doing, from the same records the AI reads.

02Leads and CRM

Every enquiry lands in one pipeline.

Web forms, phone, SMS and email all arrive as leads, each one carrying where it came from. Every stage has its own count, and the list behind the board has search, saved views, a column picker, import and export.

The leads list in a live workspace: a row per enquiry carrying the source it came from, its stage, the job type and the job date, with repeat customers, referrals, Facebook, Google Ads and phone enquiries all in the one table. — The same leads as a list or as a board, switched at the top right. Names, numbers, addresses, amounts and the companies these screens were captured in are masked throughout this page, not in the product.

One pipeline, every channelWeb form, phone, SMS and email enquiries all land as leads.
Follow-ups that survive a handoverNotes and tasks stay on the record, so the next person sees what happened.

03Quotes and estimates

The quote is built from your rate card.

Truck tiers and hourly rates are set per company, GST is handled, and the estimate prices line by line with a rate per unit and a quantity. Preview the PDF, email it, take a deposit by card link.

The estimate on a lead. Two priced lines, a large truck with two removalists charged at a rate an hour and a callout fee, each with a quantity and a GST mode, above a subtotal, the GST and the total including GST, with a preview quote PDF button underneath. The amounts themselves are masked. — A second workspace on the same platform, in its own colours. The rate an hour, the callout fee and the minimum are that company's own, set in its own settings, and every total on this estimate is worked out from them. The amounts are masked here, not in the product.

Truck tiers, per companyA rate per vehicle tier, set by the business that uses it.
Abandoned quotes chasedA quote that goes quiet raises its own follow-up, on its own.

04Jobs, dispatch and crews

The day, laid out as trucks and crews.

The dispatch board is one day as a timeline of trucks, subcontractors and unassigned work. Drag a job onto a truck to allocate it. Multi-day work links under one parent job.

The dispatch board for a single day: an hourly timeline with rows for Unassigned, Truck 1, Truck 2, Truck 3 and Subcontractor A, with one job sitting in the unassigned row, outlined for dragging, marked one of four crew and time to be confirmed. — One job waiting in Unassigned and the trucks it can be dropped onto. Allocation stays on this one screen: a dispatcher never has to go to Settings to put a crew on a truck.

A jobsheet on the crew's phoneClock in and clock out, a signed waiver and payment on site.
Linked multi-day jobsSeveral dated legs sit under one parent job.

05Invoices and payments

Deposits, payments, plans and the chase.

Deposits by card link, Stripe payments through the company's own account, payment plans and recurring billing, overdue chasing, credit notes, refunds and a GST report.

The amount side of an invoice: its issue and due dates, a line with a quantity, a unit price and an amount, and beneath them the total, the amount paid and a balance due of zero. — One invoice with its payments recorded against it, so the balance is the balance. The numbering series, INV here, belongs to this workspace alone.

Payment plans and recurring billingCharged on a schedule, with the balance always shown.
Credit notes, refunds, GST reportThe corrections and the paperwork, in the same ledger.

06Phone and SMS

A phone system, not a phone integration.

Business numbers, a visual call-flow builder for greetings, menus and ring groups, a softphone in the browser and a mobile app for calls on the road.

The call-flow builder, with steps reading call comes in, welcome message, ring all available agents for 25 seconds, voicemail and call ends, joined by a line with add buttons between them. — The flow a caller walks through, drawn as steps. Publishing it takes effect on the next call.

Nothing missed quietlyCall recordings, transcripts and missed-call alerts.
Two-way SMS and broadcastsBulk email and SMS, with unsubscribe compliance on every campaign.

07Inbox and automations

One thread per customer.

Email, SMS and calls sit together per customer. Templates cover what you send often, and multi-step automations send the sequences that follow.

The communications inbox with open, unread and closed tabs and a list of customer email threads, each tagged with the lead it belongs to. — The shared mailbox, tied to leads, customers and jobs. Replies go out from the workspace's own sending domain.

Templates for what you send oftenOne library of email and SMS templates per workspace.
Multi-step sequencesAutomations send a series of emails and messages over days.

08Customer portal

Your customers visit your address.

Each workspace has a customer portal at the company's own address, set when the workspace is created and carrying that company's brand rather than the platform's.

The customer-facing host field on the new workspace form, reading portal dot example dot com dot au, with a note that it is a dedicated subdomain rather than a marketing apex. — The portal address is part of setting a company up, beside its numbering, its first login and its colours.

The company's own addressA dedicated host per workspace, not a shared one.
The company's own brandThe same colours and logo that drive its quotes and invoices.

09Tasks

Playbooks make the follow-ups.

Task playbooks create the right dated tasks when a lead arrives or a job is booked, and tick them off when the contact actually happens.

Task templates in Settings: playbooks that pre-schedule tasks on every lead and job, with a lead and sales playbook named new lead follow up, active, of three steps. — The playbook, and the tasks it puts on a record the moment one is created.

Dated from an anchorSteps are dated off the move date, and can still be moved by hand.
Ticked off by the contactA task closes when the call or the email actually happens.

10Reporting

From the ad to the booked job.

Dashboard KPIs, revenue by channel, and attribution that traces an ad through to the job it booked.

The financial intelligence report for a financial year: revenue in the period, an average per month, an average invoice and ad spend, above a per-truck contribution table. — Revenue in period, average invoice, year on year, ad spend, and what each truck contributed.

Revenue by channelWhat each source of work is actually worth.
KPIs on the dashboardLeads, jobs booked, conversion rate and response time, at a glance.

11Your workspace

Your brand, your numbers, your connections.

Every company gets its own workspace: its own brand and colours in the admin, its own document numbering, its own users and roles, and its own Stripe account, phone numbers, sending email domain and portal address.

The colours block in Settings, Branding: six values from which everything else on a customer page is derived, with an accent colour field and its swatch. — Branding for one company, in that company's own colours. The same fields drive the admin chrome and every customer document.

Admin sign in, branded

Even the door wears the company's brand, not the platform's.

The platform console workspace table, one row per company, each with its status, its user count and its readiness. — One row per company, and nothing crosses between them.

Its own numberingQuote, job and invoice series belong to the workspace alone.
Its own connectionsStripe account, phone numbers, sending email domain and portal address.
Its own peopleUsers and roles per company. Field workers get a jobsheet link, not a login.

12On the road

The same workspace, in a pocket.

A mobile app for calls and the admin on the road, on iOS and Android, white-labelled per company. The crew jobsheet is built for a phone.

The crew jobsheet on a phone, at the details step of a four-step wizard of details, hours, waiver and payment, showing the run sheet with pickup and dropoff, the field workers and truck, and a start job button. — Details, hours, waiver, payment. Start job clocks the crew in, and those clock times are the billable hours.

The same jobsheet for another company, in its own brand. White-labelled, per workspace.

iOS and AndroidCalls and the admin, away from the desk.
Signed on the phoneA signed waiver and payment taken on site.

13Trust

Where the data lives, and who can reach it.

Complete separation between companies is the point of the platform, so it is enforced in the database rather than in the screens above it.

Hosted in Sydney

Data is hosted in Sydney, Australia.
Isolated at the database layer

Each company's data is isolated by row-level security in the database, and that isolation is proven by an adversarial test suite rather than asserted.
Role-based access

Office users are logins with roles. Field workers get a jobsheet link and no software access at all.
Suspend or export

The platform owner can suspend a workspace or export it.

Talk to us.

There is no self-serve signup. Tell us about the business and we will set the workspace up, with its brand, its numbering and its connections.