Every tool. One platform.

Everything your business needs.
All in one place.

Sidecar replaces the stack of tools you're stitching together — with Max AI running across all of it.

Sidecar dashboard with pipeline value, active work orders, outstanding invoices, and needs-attention tasks
Sales & Pipeline

Win more jobs without working more hours.

From the first knock on a door to a signed quote — Sidecar manages your entire sales motion. Track every lead, keep your pipeline moving, and follow up automatically so no opportunity goes cold.

Deal detail page showing pipeline stage, deal summary, actions, location, and contacts
Refer deal dialog for sending a deal to another business by email
Refer deals you can't service to another business in one click.
Jobs & Field Operations

Run your jobs. Run your crews.

Schedule jobs, assign crews, track time, and close out work orders — all in one connected system. Define coverage by ZIP code, county, MSA, or CSA, and scheduling routes crews intelligently so nobody is driving across your whole territory for one job.

Routes map view of scheduled quotes and work across all locations for the week
Coverage settings showing service areas defined by ZIP code, county, MSA, and CSA on a map
Coverage by ZIP code, county, MSA, or CSA — routing and lead matching follow it.
Customers & Billing

Know every customer. Get paid every job.

A full customer database with service history, invoices, and automated win-back campaigns. Invoice with ACH and cash discounting, offer buy-now-pay-later, and pay your crews — all tied to job costing and your accounting integrations.

Sent quote with pricing, bundled discount, and line items ready for customer review
Finance settings for cash and ACH settlement discounts and automatic sales tax calculation
ACH and cash discounting, BNPL, crew payments, job costing, and accounting integrations.
Goals & Automations

Hit your numbers. Automate the rest.

Set KPIs, track performance, and automate repetitive workflows so your business runs without you needing to babysit it. Know exactly what's working and where to focus.

Dashboard KPI cards for pipeline value, active work orders, outstanding invoices, and goal progress
Inbox & Calendar

Keep every part of your team aligned.

Centralized team communication, shared scheduling, and a task system that holds everyone accountable. Built for businesses where the office and field need to move together.

Shared inbox showing an SMS, email, WhatsApp, and Messenger conversation with a customer
New event dialog with owner, attendees, start time, and address
Shared calendar events, synced with deal roles and addresses.

See Sidecar running on your business.

Request a personalized demo and we'll show you exactly how it fits your operation.

No commitment. No credit card. We'll show you exactly how Sidecar fits your business.