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The most intuitive CRM platform for modern sales teams.
Pathwise CRM is a productivity platform. We do not send unsolicited or marketing emails on behalf of third parties.

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Contact Information

  • Mississauga,Ontario, Canada
  • (905) 782-5748
  • support@pathwisecrm.com

© 2026 Pathwise CRM. All rights reserved.

    Service business analysis tool

    Streamline YourService Business.Scale Faster.

    Manage scheduling, estimates, dispatch, invoices, and service teams from one fast CRM built for field businesses.

    Request a Free Trial
    Pathwise CRM dashboard on laptop and mobile

    Everything You Need to Run Your Service Business

    Shape every job, team, and customer touchpoint from one organized platform.

    Field Operations

    Job Scheduling

    Create, assign, and update jobs from one clean dispatch board.

    Calendar Dispatch

    Keep every crew, customer, and appointment synced in real time.

    GPS Tracking

    See job progress and technician location while work is moving.

    Customer & Estimates

    Client Management

    Track customer history, notes, calls, and service preferences.

    Estimates

    Send polished estimates and turn accepted work into invoices.

    Invoicing

    Build invoices, collect payments, and follow up automatically.

    Business Intelligence

    Time Tracking

    Capture labor, visits, and job duration without extra admin.

    Business Analytics

    Know revenue, job volume, and crew performance at a glance.

    Inventory Control

    Manage supplies, equipment, and materials before they run out.

    How It Works

    Step-by-step operations from first call to collected payment.

    Schedule

    Book service calls and assign the right crew.

    Dispatch

    Send crews the job details they need on-site.

    Work

    Track progress, notes, photos, and completion.

    Invoice & Pay

    Convert finished work into paid invoices faster.

    Request a Free Trial

    Simple Pricing for Growing Businesses

    All plans include mobile access and the essentials to run service work.

    Solo

    For independent service pros

    FreeForever
    • Unlimited estimates & customers
    • Send invoices
    • Basic scheduling
    • Estimate templates
    Start Now
    Most Popular

    Crew

    For growing field teams

    $19.99/month
    • Everything in Solo
    • Job and schedule management
    • Online payments
    • Customer portal
    • Advanced reporting
    Start Now

    Business

    For larger service operations

    $99/month
    • Everything in Crew
    • Custom workflows
    • API access
    • Dedicated support
    • White-label options
    Contact for Custom Quote

    Bill, sell, go

    Your office, wherever the job takes you

    Access job data, estimates, schedules, and invoices from the office or the job site. Your team gets the same source of truth.

    Mobile first job updates
    Estimate and invoice creation
    Real-time scheduling and dispatch
    Payments, notes, photos, and follow-up
    Pathwise CRM estimate interface

    Resources & Insights

    Practical playbooks for improving service operations.

    Scaling a Service Business

    Recent e-book

    Scaling a Service Business

    Learn more
    Field Operations Playbook

    Webinar recording

    Field Operations Playbook

    Learn more
    Customer Communication That Converts

    Business guide

    Customer Communication That Converts

    Learn more

    Trusted by Service Businesses

    Real operators choose Pathwise to keep jobs moving.

    IndustryPlumbingHVACElectricalCleaning

    "The scheduling and estimate workflow finally feels built for how our crews actually work."

    SB
    Samantha Bowman
    Operations Owner

    "We cut the back-and-forth between office and job site and got paid faster."

    GS
    Good Socket
    Field Service Team

    "Pathwise keeps jobs, notes, and invoices clear from first call to final payment."

    AE
    Aust Electric
    Technician Lead

    Frequently Asked Questions

    Everything service teams ask before getting started.

    Security & Trust

    Compliance-focused tools for service operations, customer records, payments, and field team coordination.

    SOC 2
    Controls ready
    Mobile
    Field ready
    Support
    Onboarding help