Receive
Calls can reach the receptionist on eligible plans. Leads from your site can enter your board through a Soffield link.
The operating system for service businesses
Your business, in motion.
Customers, quotes, payments and work in one place. Soffield gives your service business a clearer way to move from the first request to the finished job.
Built for owners who work in the field.
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One connected workflow
Less switching between tools. More clarity about what comes next.
How the system works
From first contact to next action.
Soffield keeps customer information and work together, so your team can see the request, take the next step and track what happened.
Organize
Keep each customer, their notes and their prospect stage together in your workspace.
Move
Create a quote, schedule a job, send an invoice or trigger configured lead updates.
See
Review your jobs, payment records, call summaries and connected account data in one place.
What Soffield solves
Each problem, with its tool.
Every block starts with what it fixes for the owner. Right below is the part of Soffield that does it.
01
Stop losing customers while you serve others.
AI receptionist
Answers your business line 24/7, takes the message, books the appointment or the callback and sends you a summary.
- Speaks English and Spanish
- Each call stays in the customer’s record
- Add-on in Pro · included in Pro Max and Beta Director
02
Every request gets a next step.
Client CRM and lead board
Data, history, notes and photos for each customer, with instant search. Leads from your website land on your board through a link.
- A stage for every prospect
- Alerts, assignments, SMS or email when a lead arrives
- One place for the whole team
03
Quote in minutes and close from the customer’s phone.
Quotes with signature
Dictate the quote by voice and the AI writes it professionally. Send it by email or WhatsApp; the customer signs from their phone.
- Job photos inside the quote
- Deposit request
- Branded with your business
04
Get paid the day you finish the job.
Card payments
The invoice goes out when the job is done. Your customer pays by card and the money goes straight to your account through Stripe.
- Record cash and checks too
- Client portal to review and pay
- Every payment tied to its job
05
Your crew knows where to go and what to do.
Job schedule and mobile app
A clear weekly view to assign technicians, routes and times. Your crew checks in with GPS, takes before and after photos and closes the job from the phone.
- Google Calendar connection (Pro and up)
- Online booking
- Appointments and jobs in one calendar
06
Run the office by talking, in English or Spanish.
Integrated AI and Soffield Vision
Ask by voice for what you need and Soffield does it: a new client, a quote, an appointment. Soffield Vision works with your before and after photos.
- Automatic WhatsApp replies
- Bilingual from the start: English and Spanish
- Voice minutes and Vision credits in every plan
07
Your Google reputation, always up to date.
Reviews and Google profile
See your Google reviews with a suggested reply for each one and keep your profile hours current. Connected Google and Meta ad accounts show spend and results in one view.
- Included in Pro Max and Beta Director
- Ad spend and results in one view
- Full profile management in Beta Director
Google campaigns · Beta Director
Stop paying for ads you can’t measure.
With Beta Director, the Soffield team runs your Google campaigns. Before you spend a dollar we study your area and your competition; once live, every call and form is measured.
Study of your area
Your five strongest nearby competitors, what sells most in your area and the expected cost per lead. Your ad budget is set from this analysis.
Campaign and landing page
Search campaigns for your services and your area, with a page on your own domain built to receive calls and forms.
Every lead measured
Calls and forms tracked by source, answered 24/7 by the receptionist and saved in your CRM.
Weekly adjustments
We review the numbers every week and adjust with what you tell us about each lead.
How we work with you
- Ad spend is paid by you, on your card, directly to Google.
- We answer for the campaign; sales depend on following up each lead.
- Tell us within 48 hours how each lead went, so we can adjust.
- Full management of your Google Business Profile.
Recommended time
- 3 months if you start from zero: no website and no previous campaigns.
- 2 months if you already have a website or have run campaigns before.
- No minimum contract.
How we compare
Five tools, one system.
What a service business pays in other systems, and what Soffield already includes.
Swipe to see more →
| Soffield | Jobber | Housecall Pro | |
|---|---|---|---|
| Free plan with full CRM | FREE | $49/mo | $59/mo |
| Pro plan | $79/mo | $149/mo | $149/mo |
| Soffield Vision (before/after) | ✓ | — | — |
| Voice AI (quote by speaking) | ✓ | — | — |
| Native bilingual EN/ES | ✓ | partial | — |
| Native WhatsApp | ✓ | — | — |
| Digital signature | ✓ | ✓ | ✓ |
| Card payments | ✓ | ✓ | ✓ |
| Mobile app | ✓ | ✓ | ✓ |
| Spanish support | ✓ | — | — |
Reference prices published by each provider; they may change.
Made for the workday
Give the day a direction.
From a customer request to the next job, the common tasks are connected in one system. These are actions available in Soffield; the exact flow depends on your plan and setup.
SOFFIELD / WORKFLOW
What needs to move today?
Create a quote for Carlos.
Put Thursday's job on the calendar.
Invoice the completed work.
Review new leads and call summaries.
● Connected Your clients, jobs and records stay in your workspace.
Control stays with you
Connected, not out of control.
Soffield records customer activity and gives you a clear place to review work. You choose the account connections and configure the lead automations you use.
Customer details and notes stay with their record.
Google account connection is optional.
Ad account data is shown for review; Soffield does not change your campaigns automatically.
Built for the trades
For the owner on the job.
The job happens in the field. Soffield puts the office work in your pocket, accessible from your browser.
Choose your level
Start simple. Grow into more.
No contracts. Cancel anytime. Each plan says what it solves.
$0/month
Get your customers and quotes in order.
$0 a month · you only pay a percentage when you sell
- Up to 50 clients
- 50 quotes a month
- Soffield Vision · 30 credits
- Voice AI · 20 min a day
- Card billing with Stripe Connect
- Client portal
- 1 user (the owner)
$79/month
Run your whole team from one place.
For businesses that are growing
- 500 clients · 400 quotes
- Unlimited team
- Website on your Soffield address
- Email with your business name
- Online booking and Google Calendar
- Text messages (SMS)
- AI receptionist as an add-on
$229/month
Never miss a call again.
Most popular · advanced operations
- Everything in Pro
- Unlimited clients and quotes
- AI receptionist · monthly minutes cap
- Voice AI · unlimited
- Google reviews and profile hours
- 14 days of the full Director included
- Priority support
$569/month
We grow your business with you.
Founder price · goes up on Jan 1, 2027
- Everything in Pro Max, unlimited
- Google campaigns run by our team
- Website on your own domain (domain included the first year)
- Receptionist with no minutes cap, 24/7
- Full Google Business Profile management
- Ad spend is paid separately
Prices in U.S. dollars. Features depend on plan, connected accounts and required messaging approval.
Google connection
Google connection (optional)
You can connect your own Google account to Soffield so your email and your calendar work inside the app. Connecting Google is optional, you authorize it yourself from your Google account, and Soffield works fully without it.
- Gmail — read (gmail.readonly): we show in your Soffield inbox the emails your clients send you.
- Gmail — send (gmail.send): send replies, quotes and invoices you approve from your connected Gmail address.
- Google Calendar — appointments (calendar.events): appointments created in Soffield appear in Google Calendar; moving or deleting them there updates Soffield.
- Google account email (userinfo.email): we identify the owner of the account you connected.
Soffield asks for nothing else from Google: no Drive, no Contacts, no advertising data.
You can revoke access at any time from your Soffield settings or at myaccount.google.com/permissions.