Features built for speed
Features that keep your day moving
A focused CRM for service workflows — schedule jobs, manage teams, and unlock Pro tools when you need them.
Jobs & Scheduling
Track upcoming work, assign workers, and keep job details in one place.
- Quick job creation
- Customer context attached to every job
- Clear “today” view
Workers
Manage crews, availability, and assignments without spreadsheet chaos.
- Worker list + details
- Assign work quickly
- Scale from 1 to 20+ workers
In App Messaging
Keep conversations tied to customers and jobs.
- Message history per customer
- Template-ready workflow
- Reduce no-shows with reminders
Invoices Pro
Generate invoices fast and look professional on every job.
- Invoice creation workflow
- Customer-linked billing
- Placeholders for payment integrations
Optimize Route Pro
Plan multi-stop days with less windshield time.
- Route suggestions
- Multi-job optimization
- Better daily throughput
Activity History Pro
See what changed, when it changed, and who did it.
- Audit-style log of actions
- Better accountability
- Great for growing teams
How we compare
A quick snapshot across popular service CRMs. For full details, see the full comparison page.
| Feature | SocioBuddy | Most CRMs |
|---|---|---|
| Scheduling + dispatch | ✔ | ✔ |
| Invoicing | ✔ Pro | ✔ (often higher tiers) |
| Automated SMS | ✔ Pro | ✔ / add-on |
| Route optimization | ✔ Pro | Sometimes |
| Built for small teams | ✔ | Varies |
| Pricing model | Low base + per worker | Per user/seat |