Getting you set up
All year
7 included
Data migration
You get hands-on support moving your customers, pricing lists, and service templates into EXT.
Price book setup
Your services, labour rates, and material pricing are built in, making estimating and invoicing easier and faster.
Accounting connection
Two-way sync with QuickBooks Online, plus one-way export to any other accounting software.
User accounts
Easy to set up for office and field staff, each with the right access from the start.
Customer portal
Customers can view estimates and pay online from the very first bill.
Crew training
Routes, timesheets, and forms walked through before their first live day.
AI company profile
Set up your company profile once so everything AI writes for you sounds like your company, not a generic template.
Quoting and winning the work
All year
8 included
Estimates
Build a quote in minutes off your own priced service list.
Estimate and work order templates
Save your common quotes and work orders as templates instead of rebuilding the same job every time.
E-signatures
Customers approve and sign from their phone or inbox.
One-click renewals
Turn last year's contract into next season's quote without rebuilding it, snow or full-season maintenance.
Bulk renewals
Roll hundreds of seasonal contracts into the new season in one batch, before the first flake or the spring kickoff.
Bulk estimate sending
Email a whole list of quotes in a single action.
Lost-quote tracking
Log why they said no, then reopen the quote later.
AI estimate emails
Turn a rough note into a polished estimate or renewal email in seconds.
Getting paid
All year
11 included
Quote to invoice
One record carries its numbers from estimate to paid invoice. No re-typing.
Monthly billing
Split a season contract into even monthly invoices automatically.
Payment plans
Let customers pay large jobs over several installments.
Discount expiry
Early-bird and seasonal pricing comes off on its own.
Branded invoices
Your logo, terms, and wording fill in automatically every time.
Card payments
Take a card right on the invoice. No separate terminal.
Online payment portal
Customers view their invoices and payment history and pay by card online.
Payment tracking
See who paid, how, and when, all in one ledger.
Multi-currency
Bill in the currency your market uses, no manual conversion.
Nightly balance updates
Balances recalculate every night as discounts lapse and payments post.
Invoice PDFs
Clean, branded PDFs generated for every estimate and invoice.
Knowing what you actually made
All year
12 included
Job costing
Quoted versus actual on every job: labour, materials, and equipment.
Division budgets
Snow and green budgeted separately, each with its own trucks, equipment, and crews, instead of one blended number.
Overhead and markup
Your real overhead recovery and profit margin applied to every estimate.
Budget alerts
See which crews and jobs are over budget this week, not after invoicing.
Cost codes
Spend broken down to the line item so you know where money went.
Revenue forecasting
Project revenue and cost from your open estimates.
Live job tracking
Budget versus actual updates while the work is happening.
Operations dashboard
Estimates, invoices, active jobs, and timesheets on one screen.
Job snapshots
Check a job's status and numbers without opening the whole file.
Company statistics
Customer count, revenue, and team growth tracked over time.
Variance reporting
See which jobs and divisions are trending over budget before the season ends.
Scheduling and routes
All year
8 included
Route builder
Build a route once, then drag customers in and out as your book changes.
Route optimization
Stops get sequenced automatically by location to cut drive time, so crews spend more time working.
Route access
Decide who sees which routes. Crews view them on their phone, so there are no paper route sheets and no tablets to buy.
Territory zones
Create zones that assign clients automatically based on where they live and where you work, so nobody crosses town twice a day.
AI crew plans
Assigned work becomes a day-by-day crew schedule with hours estimated.
Priority dispatch
Routes go out ordered by contract priority and drive time the moment a storm hits.
Work Orders
Create work orders and track them live while the job is under way, so you can course-correct during the job instead of finding a loss at the end.
Recurring scheduling
Set recurring routes so you don't have to keep generating lists.
Your crews in the field
All year
6 included
Mobile job access
Stops, job notes, work orders, and instructions on the crew's phone.
Digital forms
Create all your company forms in one place and keep digital copies: checklists, safety forms, and job sign-offs filled out from the field with photos.
Mobile time clock
Crews clock in and out for the day for payroll, and time in and out of each job for accurate job tracking.
Photo upload
Job site photos upload straight from the truck without eating the data plan.
Crew chat
Crew leads and dispatch messages in the app instead of an unsearchable group text.
Change alerts
If a route has addresses added or removed a push notification gets sent out.
Hours, payroll and people
All year
6 included
Timesheets
Who worked which hours on which job, down to the shift segment.
Auto clock-out
Forgotten clock-outs close themselves instead of billing a phantom shift.
Labour cost codes
Hours tagged to the right job and division, so you can see real production rates by timecode.
Payroll reports
Detailed or summary hours, clean and ready to run payroll from.
Staff permissions
Crew leads, office staff, and owners each see only what they need.
Bulk onboarding
Add a whole season's new hires at once with automatic welcome emails.
Trucks and equipment
All year
4 included
Equipment registry
What you own, what you lease, and what it's worth, with depreciation tracked.
Service tracking
Hours and mileage per unit so maintenance comes due on time.
Cost allocation
Split a truck across snow and green by real usage, not guesswork.
Equipment job costing
Machine time flows straight into job costing and budgets.
Customers and staying in touch
All year
14 included
Customer records
Every property, contact, and note in one record.
Service history
Every service ever performed at a property, before you show up or bill.
Call logging
Every customer call logged so the next person has full context.
Profile cloning
Duplicate a commercial customer's setup for their next property.
Referral tracking
Know which marketing channel and customer type actually drives revenue.
Broadcast email
Announce a spring special or storm-prep reminder to your whole list at once.
Business SMS
Text customers and crews from a dedicated business number.
En-route alerts
Customers hear when a crew is on the way or a job is done.
Transactional emails
Estimate approved, invoice sent, work order out, job complete, all pre-written.
Email templates
Use AI or build your own templates for the client and staff emails you send over and over.
Send from your address
Emails go out from your real Gmail or Outlook, not a no-reply account.
Email preferences
Customers manage their own opt-outs, and your office can switch marketing emails off on a client file too.
Self-service updates
Customers update their own contact and property details.
Portal controls
Turn portal access on or off per customer or per feature.
Works with your other tools
All year
8 included
QuickBooks sync
Customers, invoices, and payments stay in sync both directions.
HubSpot
Leads and deals flow into EXT as customers and estimates.
GoHighLevel
Funnel leads arrive mapped and ready to quote.
Stripe
Card processing built in rather than bolted on.
Multi-location
Run multiple branches under one account, each with its own settings.
Access control
Control exactly what each employee can see and touch.
Secure file storage
Photos, signed documents, and forms stored securely and reachable anywhere.
System health checks
EXT checks its own systems overnight and flags problems before your team runs into them Monday morning.
