ClientWRX
CRM
Accounts, contacts and sites. One customer record, however many buildings they have.
A site keeps its own address and tax jurisdiction — customers get acquired and renamed; buildings do not move.
The platform
Nothing here is a bundle you have to swallow whole. 18 of these are running in production today; the rest are being built in the open, and every one says which it is.
From the phone ringing to the signature on the job.
CRM
Accounts, contacts and sites. One customer record, however many buildings they have.
A site keeps its own address and tax jurisdiction — customers get acquired and renamed; buildings do not move.
Sales & CPQ
Quotes that price themselves from your book and lock when they are sent.
A sent quote cannot be quietly edited. What the customer accepted is what they accepted.
Estimating & job costing
Assembly-based estimating, then the loop closed: estimated hours against hours actually worked.
Markup is not margin. 30% markup is 23.08% margin, and the screen says which one you are looking at.
Design & engineering
Line drawings, rack elevations and system schematics attached to the job they belong to.
Project management
Phases, milestones and progress billing for work that runs for months.
Progress and spend are never shown apart. 60% done and 90% spent is the only version of that sentence worth reading.
Dispatch & scheduling
Who is where, and when. A day, a week or a month of it.
Double-booking a technician is refused, not warned about — and the clashing job is named so you can decide what moves.
Work orders & jobs
The work itself: parts, hours, photos, signatures, and what it is going to cost.
Field mobile
The technician’s day, on a phone, in a basement with no signal.
It infers nothing about the network it has not observed. A queued job says it is queued — it never pretends to have sent.
Inventory & warehouse
Stock across the warehouse and every van, on one ledger.
On hand is not available. Ten on the shelf with eight committed is two, and the screen says two.
Procurement
Purchase orders, receiving, and the vendor invoice that should match both.
A three-way mismatch is reported in money, not as the word “mismatch”. You are owed $41.60.
Asset tracking
The installed base: what you fitted, where, when, and what replaced it.
It can tell you this is the third amplifier in that rack — which is a design problem, not a service history.
Help desk
Tickets, SLAs and response clocks for the customers you have promised uptime to.
The SLA clock runs in business hours and pauses on the customer. Waiting on them is not your breach.
Customer portal
What your customer sees: their quotes, their jobs, their invoices, their equipment.
Subcontractors
The crews you hire in: their insurance, their scope, their invoices.
Telephony
The call that starts the job, attached to the job it started.
Agreements, invoices, warranty and what it all cost.
Service agreements
Recurring contracts, included visits, and the renewals that pay for next year.
A lapsed agreement confers nothing — including the visits somebody already booked against it.
Invoicing, AR & payments
Invoices out, money in, and an aging report that tells you who to ring.
Accounting bridge
The bridge to QuickBooks, without becoming an accounting package.
Warranty & RMA
Manufacturer cover, your own workmanship cover, and the claim that goes back in a box.
“Under warranty” is not one answer. The part is free and the labour is not, and it says so before you send anybody.
Commissions
What the salesperson earned, on the margin that actually landed.
People, vans, licences and the things that stop you trading.
Fleet & vehicles
Vans, odometers, service intervals, and who loses their day when one is in the shop.
The odometer is a reading, not a fact. Every mileage says when it was read.
Time, labor & payroll
Time clock, overtime, pay periods, certifications and what a job actually cost in labour.
Overtime does not pyramid. Four tens and an eight is forty regular and eight over — not sixteen.
Compliance & certs
Licences, insurance and certifications, watched before they lapse.
The alarm is not the expiry date. It is the last day you could still have renewed in time.
Multi-location
Many branches, one roll-up, and territory that does not overlap.
Training & LMS
Getting a new technician to competent, and proving they got there.
Five numbers, reviews, and help drafting the rest.
Analytics
Five numbers an owner can act on. Not forty tiles nobody reads.
Nothing is cached. Every figure is one click from the screen that owns it, so you can check it.
Marketing
Campaigns, lists and the follow-up that turns a finished job into the next one.
Reputation & reviews
Ask for the review at the moment the customer is happiest — the day it worked.
AI copilot
Drafting and searching. Never pricing, never tax, never coverage.
Anything a customer is owed is computed, never inferred. Being right 97% of the time is a promise you have to honour.