Keep every lead and job on track in one clean dashboard.
Switchboard gives service businesses a single place to capture leads, schedule crews, and automate follow-ups—without the messy spreadsheets.
Why teams switch
Built for service teams that need clarity and speed.
Pipeline view
A clean, drag-and-drop board that keeps every lead visible without the spreadsheet chaos.
Automated reminders
Smart nudges and next steps so every follow-up happens on time, every time.
Team collaboration
Assign owners, share updates, and mention teammates with full context on each job.
Lead routing
Send new leads to the right territory or specialist automatically with simple rules.
Instant insights
Pre-built reports highlight conversion, win rate, and revenue trends without setup.
Customer portal
Share statuses, invoices, and appointment confirmations in a single branded space.
Product tour
Real workflows, no filler UI.
Explore how teams plan jobs, schedule crews, and measure growth—all in one place designed for busy operators.
Pipeline
Keep every deal moving with a visual board.
Drag-and-drop cards, bulk updates, and guided playbooks reduce admin work so teams focus on closing.
- Stage SLAs with alerts when work is stuck
- Inline notes with @mentions and attachments
- Smart sorting by urgency and potential value
- One-click bulk emails for stalled deals
Status
In review
Highlights
Close rate lift
+18%
Proof
Results service leaders feel.
Less administrative load, faster scheduling, and measurable lift in completed jobs.
+32%
More completed jobs
2.4x
Faster follow-ups
11 min
Avg. response time
4.8 / 5
CSAT after install
“We consolidated spreadsheets, texts, and sticky notes into one view. Follow-ups actually happen and customers notice.”
“Switchboard feels purpose-built for service teams. The scheduling and reminders alone paid for the switch in week one.”
“The dashboards give us clarity we never had. We can finally forecast installs and assign techs with confidence.”
Pricing
Transparent pricing for teams of any size.
Switch to yearly and keep 18% in your budget.
Starter
For lean teams standardizing follow-ups and simple jobs.
$24/mo
Try Starter- Pipeline + list view
- Email + SMS reminders
- Kanban board with limits
- Up to 3 team members
Pro
Most popularFor growing teams that need scheduling and automation.
$48/mo
Start Pro trial- All Starter features
- Calendar + resource capacity
- Automated routing rules
- Unlimited team members
- Advanced reports + exports
Growth
For multi-location teams needing more control and support.
$86/mo
Talk to us- All Pro features
- Territories and permissions
- Dedicated onboarding
- Priority support
FAQ
Answers to common questions.
Still curious? We respond quickly and can share a sandbox account.
Accessibility first
Every component ships keyboard support, focus rings, and contrast that meets WCAG 2.2 AA.
Ready to move faster?
Get a live Switchboard demo in minutes.
See how service teams keep every job visible, automate the busy work, and keep customers informed without extra headcount.