Customers
Keep contact details, job history, notes, and next steps together.
Stay organized → Built for service businesses
Run your service business without letting anything fall through the cracks.
From First Call to Final Invoice.
Manage customers, estimates, proposals, follow-ups, jobs, and invoices in one focused app—so you always know what needs attention next.
✓ Simple setup
✓ Built for iPhone
✓ No clutter
● Real product. Real workflows.
01
Never lose a customer.
Keep every conversation and detail together.
02
Never miss a follow-up.
Know exactly who needs attention and when.
03
Stay organized as you grow.
One clear system from inquiry to payment.
One connected workflow
Every customer. One clear path.
JaxAutomate keeps each opportunity moving forward, so nothing gets buried in texts, notes, or memory.
01CustomerCapture the opportunity
→
02EstimateBuild the scope
→
03ProposalSend it professionally
→
04Follow-upStay top of mind
→
05JobDeliver the work
→
06InvoiceClose the loop
→
07PaidKeep growing
Everything in its place
The tools you need.
No software maze.
Designed around the real flow of a service business—not a spreadsheet with a logo on it.
Estimates
Create clear, professional estimates without rebuilding the same details.
Estimate faster →Proposals
Send polished proposals that make it easy for customers to say yes.
Win the work →Follow-ups
See who needs attention before a valuable opportunity goes cold.
Never miss one →Jobs
Track service details, status, schedule, and ETA from one simple view.
Run the day →Invoices
Turn completed work into a professional invoice and close the loop.
Get paid → See JaxAutomate in action
Built for the work you actually do.
Real screens from the JaxAutomate iPhone app—designed to keep customer work moving without making the software the job.
01
Know what needs attention
See open opportunities, outstanding invoices, and the next actions that matter today.
02
Move every deal forward
Organize opportunities by stage and spot the deals that need a follow-up before they go cold.
03
Build quotes in the field
Add customer details, labor, materials, and notes from one focused quote workflow.
04
Keep pricing close at hand
Import pricing sheets and build a reusable price book for faster, more consistent estimates.
Built around your next move
Open the app. Know what matters.
JaxAutomate is designed around one practical question: What does the user need to do next?
- ✓ Follow-ups that need attention
- ✓ Jobs coming up today
- ✓ Invoices waiting to be sent
TODAY
9:413 things need your attention
1
Follow up on proposalJordan Miles • $2,850
2
Send arrival updateSarah Chen • 2:00 PM
3
Send completed invoiceLakeview Dental • $1,240
Our mission
Built for people who would rather do the work than manage the paperwork.
JaxAutomate helps service businesses stay organized, respond faster, and never let another customer or job fall through the cracks.
Launch pricing
One plan. Everything you need.
No feature maze, no surprise upgrades, and no paying extra just to run the basic workflow.
Early access
Founding Member
Help shape JaxAutomate and get the complete product from day one.
Pricing announcedbefore public launch
- ✓ All customer and job tools
- ✓ Estimates, proposals, and invoices
- ✓ Follow-up and ETA workflows
- ✓ Direct access to the founder
Questions, answered
Simple by design.
Here are the basics service business owners usually want to know first.
Who is JaxAutomate built for?
Independent service professionals and small service businesses that need a clearer way to manage customers, proposals, follow-ups, jobs, and invoices.
Does JaxAutomate work on iPhone?
Yes. JaxAutomate is being built as a focused iPhone experience so the tools you need are with you in the field.
Can I send proposals and invoices?
Yes. You can create professional customer documents and keep them connected to the right customer and job.
Will it remind me to follow up?
That is one of the core workflows. JaxAutomate helps surface opportunities and next steps before they are forgotten.
When will it be available?
JaxAutomate is currently in early testing. Join the early-access list to receive launch updates and availability details.
Be part of the launch
Ready to run your business with fewer loose ends?
Join the early-access list for launch updates, product news, and an invitation when spots open.