CRMs

Jobber CRM

Jobber is a top-notch CRM for home services, combining powerful core capabilities with an intuitive, easy-to-use interface. Ideal for businesses needing to schedule customer appointments, Jobber excels with features like a dedicated portal for installers and technicians, robust scheduling tools, and a customer portal that enhances client interactions. Additionally, Jobber integrates seamlessly with other applications, including QuickBooks, ensuring smooth operations and streamlined workflows. Whether you’re managing jobs, invoicing clients, or coordinating schedules, Jobber provides everything you need to run your home service business efficiently and effectively.

I like the software so much, I became their partner! Click here to get 20% off for 6 months, or 20% off for an entire year with annual plans.

HoneyBook CRM

HoneyBook is an excellent CRM designed specifically for creative entrepreneurs, freelancers, and small business owners in the event planning, photography, and design industries. It offers robust features for project management, client communication, invoicing, and contract management, all within an easy-to-use interface. HoneyBook helps streamline your workflow from initial inquiry to project completion, allowing you to focus more on your creative work and less on administrative tasks.

QuickBooks

QuickBooks is the go-to solution for bookkeeping, time tracking, and inventory management. It simplifies your accounting tasks, provides powerful reporting features, and integrates seamlessly with other tools to keep your finances in check. Whether you’re managing invoices, tracking expenses, or monitoring inventory, QuickBooks has you covered.

Sign up for bookkeeping services through Effortless Workflows and save 30% off monthly fees for the first 12 months on QuickBooks Online (new subscribers only).

Workspace and Notetaking

Notion

Notion is a versatile all-in-one workspace that combines notes, tasks, databases, and collaboration tools in one place. It’s perfect for individuals and teams looking to organize their work, manage projects, and collaborate effectively. With Notion, you can create custom workflows that fit your unique needs, making it an invaluable tool for boosting productivity.

Evernote

Evernote is a powerful note-taking and organization tool that helps you capture ideas, organize your thoughts, and keep track of important information. With features like web clipping, document scanning, and powerful search capabilities, Evernote ensures you never lose track of your notes and can easily access them whenever you need. It’s perfect for professionals and students alike, looking to stay organized and efficient.

Automation tools

Zapier and Make.com are essential automation tools that connect your favorite apps and automate workflows without any coding. They help you save time by automating repetitive tasks, ensuring your business processes run smoothly and efficiently.