CRM
Contacts, leads, pipelines and deals on a shared "party" spine — one contact can wear many hats (customer, vendor, referrer) without duplicate records.
One platform. Every industry.
The software that already speaks your trade.
4business recognizes your industry the moment you sign up, applies an industry blueprint, and hands you a product that already knows your terminology, your workflow, and your paperwork — plus an AI assistant and a public front door for booking, ordering and payments. Not a blank CRM you configure for months. The right tool, on day one.
Industry-correct on day one
Add-on modules à la carte
One system, many windows
Today's Jobs
Dispatch blueprint#4821 · Water heater installEn route
#4822 · Leak repair — Elm StScheduled
#4818 · Drain clearInvoiced on complete
Repair Orders
Automotive blueprintRO-3391 · '19 F-150 · VIN …8842Est. sent
RO-3392 · Brake job · parts pulledApproved
RO-3388 · Oil + rotatePaid
Open Matters
Legal blueprintReyes v. Atlas · 6.4 hrs billedActive
Estate of Chen · trust ledgerIOLTA reconciled
Retainer agreement · e-signAwaiting signature
Tables & Orders
Restaurant blueprintTable 12 · party of 47:30 reservation
Online order #204 · pickupIn the kitchen
Ticket #198 · dine-inPaid — invoice-as-sale
60+
Industry blueprints
20+
À-la-carte modules
Day 1
Industry-correct, no setup
1 platform
Many industry windows
How it works
From signup to running your business in four steps
Most software hands you an empty box and a setup wizard. 4business hands you a product that already fits your trade — then gets out of your way.
1
Sign up
Tell us what your business does. We recognize your industry the moment you register — no long questionnaire, no consultant.
2
Your blueprint applies
Terminology, workflow, custom fields and navigation all reshape to your trade. A shop sees Repair Orders; a firm sees Matters; a restaurant sees Tables.
3
Run it day one
Take jobs, bookings, orders or matters immediately — with the right tools, an AI assistant, and a public front door your customers can use right away.
4
Grow à la carte
Switch on add-on modules any time — routing, payables, trust accounting, construction billing and more. Enabled per business, billed as you go.
Capabilities
One deep platform, twenty-plus modules
Everything runs on a shared spine — one contact, one catalog, one ledger — so your CRM, your jobs, your invoices and your books are the same records, never re-keyed. Turn modules on as you need them.
Dispatch
Field-service jobs and work orders: assign a tech, move through a status flow, and invoice automatically the moment the job is marked complete.
Reservations
Book tables, rooms, spaces, staff or classes with availability rules and deposits — the same engine behind a salon chair, a hotel room and a fitness class.
ServicePlans
Recurring service plans that auto-generate visits on a schedule, then bill per visit or monthly. The backbone of maintenance contracts and subscriptions.
Route management + optimizer Add-on
Sequence a day's stops with a nearest-neighbor and time-window optimizer, then drag to reorder. Fewer miles, tighter windows, happier crews.
Serviced-asset registry
Track vehicles, equipment and units by VIN or serial number, with a full service history attached to each asset — so you always know what you touched and when.
Invoicing & quotes
Quote → invoice → payment, end to end. Retail and restaurants use "invoice-as-sale" so a counter sale and a field invoice are the same clean record.
Payables
Vendor bills with approval routing, payment scheduling, and 1099 tracking — the money going out, managed as carefully as the money coming in.
Inventory
Live stock levels plus a movement ledger over your catalog, so every part used on a job or sold at the counter draws down the same source of truth.
POS
A retail point-of-sale that shares your inventory and customer records — ring a sale on the floor and it lands in the same books as everything else.
Time & billing
Hourly tracking that rolls straight into invoices — the foundation for attorneys, consultants, agencies and anyone who bills by the hour.
Construction suite Add-on
Change orders with e-signature, progress and draw billing with an over-billing guard, and a job-cost rollup that puts budget vs. actual vs. billed side by side.
Online ordering
Menu → cart → pay, and the kitchen gets the order — recorded as invoice-as-sale, no POS terminal required. Your storefront takes orders while you cook.
Insurance suite
Policies with renewal reminders and carrier commission reconciliation — so nothing lapses and every dollar of commission is accounted for.
Trust & escrow accounting
Immutable ledgers with strict no-commingling and three-way reconciliation — for law firm IOLTA and title-company closings, with disbursement gated on the closing checklist.
Official Notice / e-signature
Documents, signing sessions and tamper-evident audit trails — send an agreement, capture a legally sound signature, keep the paper trail forever.
Communications & 4Calls
Email, SMS and voice in one place — including an AI phone assistant that answers, books and routes calls so you never miss a customer.
URPA — the AI assistant
An industry-aware dashboard and assistant tuned to your business — it knows a plumber's day looks different from an accountant's, and helps accordingly.
Public front door / storefront
Industry-specific public pages where customers book, reserve, order, request or pay — creating real records in your system, not a static brochure site.
Add-on commerce
Turn any module on or off per business, billed à la carte. Start lean, add exactly what earns its keep — no bloated "enterprise tier" you don't use.
Marketing (Just1hug)
Push audience segments out to campaigns, and campaign attribution flows back onto your contacts — so you can see which outreach actually created revenue.
Modules marked Add-on are optional upgrades. Everything shares the same contacts, catalog and ledgers — enabling one never means re-entering your data.
Industries
Built for your trade — not adapted to it
Each family below gets a distinct product with its own language, screens and workflow — assembled from the same modules, arranged the way your industry actually works. "We speak your language" isn't a slogan: a repair shop sees Repair Orders, a law firm sees Matters, a restaurant sees Tables.
Home & field service (the trades)
Dispatch a crew, pull the parts, invoice the second the job closes. Every trade below runs on Dispatch jobs + Inventory + Invoicing with auto-invoice-on-completion, plus a serviced-asset registry for the equipment you install and maintain.
What they get You see "Jobs" & "Work Orders"
A visual job board, tech assignment and status flow, on-site parts draw-down from inventory, quotes that convert to invoices, and payment collected in the field. Serviced assets (a furnace, a panel, a septic tank) carry their own history across every visit.
PlumbingHVACElectricalRoofingFencingFlooringPaintingHandymanGarage doorLocksmithSepticAppliance repairTree servicePest controlJunk removal
Route services
Recurring visits on autopilot, driven the smart way. These businesses run on ServicePlans that generate each visit automatically, with the route optimizer sequencing the day for the least drive time.
Cleaning & maid services
Weekly/biweekly plans generate visits; the optimizer builds each cleaner's most efficient loop; billing runs monthly or per visit.
ServicePlansRoute optimizerRecurring billing
Landscaping & lawn care
Seasonal recurring service, crews routed stop-to-stop, and invoices that follow the schedule without anyone re-entering the route.
ServicePlansRoute optimizerDispatch
Pool service
Chemical-check visits on a fixed cadence, per-stop notes and assets tracked per pool, tightest route calculated daily.
ServicePlansServiced assetsRoute optimizer
Window cleaning
Route-dense recurring work with drag-to-reorder days and invoice-on-completion for one-off calls between plan visits.
ServicePlansRoute optimizerInvoicing
Automotive
The shop floor, from write-up to paid. Vehicles live in the serviced-asset registry by VIN, work moves quote → approve → invoice, and parts pull from inventory.
Auto repair You see "Repair Orders"
Open a Repair Order against a vehicle's VIN, add parts and labor, send the estimate, capture customer approval, then invoice and collect. Full service history stays attached to the car.
Repair OrdersVehicle registry (VIN)Parts inventoryQuote → approve → invoice
Towing
Dispatch calls, assign drivers and trucks, and invoice the tow — with each recovery logged against the truck as a serviced asset.
DispatchServiced assetsInvoicing
Auto detailing
Book detail slots as reservations or route mobile crews, price packages as quotes, and take payment through the front door.
ReservationsRoute optimizerInvoicing
Construction & contractors (light-GC scope)
Run a job from budget to final draw without losing the margin. The Construction suite adds change orders, progress/draw billing and job costing on top of projects — sized for remodelers and specialty contractors, not large-GC / AIA shops.
What they get You see "Projects" & "Change Orders"
Set a budget, run the project, issue change orders with e-sign, bill by progress or draw schedule with an over-billing guard that stops you from billing past completion, and watch a live job-cost rollup of budget vs. actual vs. billed. Subcontractors flow through Payables with approvals and 1099s.
ProjectsChange orders + e-signProgress / draw billingOver-billing guardJob costingSubcontractor payables
Restaurants & food
Fill the tables, take the orders, get paid — without a wall of terminals. Reservations, online ordering and invoice-as-sale work together so front-of-house and the books are one system.
Restaurants You see "Tables"
Take reservations, accept online orders that drop straight into the kitchen, and ring dine-in tickets as invoice-as-sale — no separate POS silo.
ReservationsOnline orderingInvoice-as-sale
Bars
Open and hold tabs, add to them through the night, and settle at close — with inventory drawing down as pours are rung.
TabsInventoryInvoice-as-sale
Catering
Quote an event, reserve the date and staff, take a deposit through the front door, then convert the quote to a final invoice.
QuotesReservations + depositsOnline ordering
Retail & commerce
Sell across the counter and the loading dock on one catalog. POS + Inventory + Invoicing keep stock, sales and receivables in perfect step.
Retail
Ring sales at the register through POS, draw down live inventory, and let the storefront take online orders against the same stock.
POSInventoryOnline ordering
Wholesale
Quote and invoice trade customers on terms, manage bulk inventory movement, and reconcile receivables — all off the same product catalog.
Invoicing & quotesInventoryCRM
Personal care
Chairs, rooms and classes booked and paid, with regulars on membership. Runs on staff/class reservations + memberships (recurring ServicePlans) and a front door your clients book themselves.
Salon & barber
Book by stylist and service, take deposits on big appointments, and sell retail product through the same POS and inventory.
Staff reservationsDepositsPOS
Spa & massage
Room- and therapist-based booking with deposits, plus prepaid packages and memberships handled as recurring plans.
ReservationsMembershipsDeposits
Fitness & studios
Class scheduling with capacity limits, recurring memberships that bill automatically, and self-serve class booking on the front door.
Class reservationsMembershipsFront door
Professional services
A distinct product per profession, all built on the same core: Time & billing + Invoicing + documents/e-sign + CRM. Track the hours, send the engagement letter, bill the client, keep the record.
Attorneys You see "Matters" IOLTA-ready
Organize work by Matter, track billable time, run IOLTA trust accounting with immutable ledgers and three-way reconciliation, and send engagement letters and documents for e-signature with a full audit trail.
MattersTime & billingTrust / IOLTADocuments + e-sign
Every other practice — one shared toolkit
Accountants, bookkeepers and tax preparers run engagements, log time and bill; consultants and financial advisors manage a client pipeline and retainers; marketing agencies, IT services and staffing firms track projects and hours; architects, engineers, notaries, translators, private investigators and appraisers deliver documents and bill for their time — each with their own blueprint language, all on the same spine.
AccountantsBookkeepersTax prepConsultantsFinancial advisorsMarketing agenciesIT servicesStaffingArchitectureEngineeringNotariesTranslatorsPrivate investigatorsAppraisers
Real estate & property
List, show, close and manage — with money held correctly at every step. Trust/escrow, ServicePlans, Dispatch and deposits combine differently for each role.
Real estate agents
Manage listings and schedule showings as reservations, with a CRM pipeline moving leads from first contact to close.
ListingsShowings (reservations)CRM
Title companies
Run closings with escrow accounting — immutable ledgers, three-way reconciliation, and disbursement gated on the closing checklist so funds move only when everything's signed.
Escrow / trustClosing checklistDocuments + e-sign
Property management
Collect rent as recurring ServicePlans, handle maintenance requests through Dispatch, and hold security deposits in trust.
Rent via ServicePlansMaintenance via DispatchDeposits in trust
Insurance agencies
Never let a policy lapse or a commission slip. The Insurance suite tracks policies and renewals and reconciles carrier commissions against what you were actually paid.
What they get You see "Policies"
A book of policies with automatic renewal reminders, client records in CRM, and carrier commission reconciliation so every statement is matched to the policies it should cover — with communications built in to reach clients before renewal.
Policy trackingRenewal remindersCommission reconciliationCRMCommunications
Beyond business — the same engine, sibling products
4business has siblings built on the same platform for the organizations that aren't quite "businesses" — so a whole community can run on one foundation.
Nonprofits
Donors, members and programs on the same CRM and communications spine — with documents, payments and a public front door for giving and sign-ups.
Faith organizations
Congregations, giving, events and volunteer scheduling — reservations for spaces and classes, communications to the whole community, records kept safely.
Municipalities
Public-sector service requests, permits, notices and payments — the front door and Official Notice tooling adapted for civic workflows.
The multiplier
An AI assistant inside, a front door outside
Two things every 4business gets on day one, no matter the trade: an assistant that understands your industry, and a public presence that turns visitors into real records.
URPA · your AI assistant
Software that works your shift with you
URPA is an industry-aware dashboard and assistant tuned per business. It doesn't just answer questions — it knows what a plumber's Tuesday looks like versus an accountant's quarter-end, and surfaces the right work at the right time.
- Industry-aware by default — the assistant speaks your blueprint's language and understands your workflow.
- A dashboard that prioritizes — the day's jobs, matters, tables or renewals, front and center.
- Paired with 4Calls — an AI phone assistant that answers, books and routes so no lead goes to voicemail.
Public front door · your storefront
A website that actually does the work
Every business gets industry-specific public pages where customers book, reserve, order, request or pay. It's not a brochure — each action creates a real record in your system: a job, a reservation, an order, an invoice.
- Right page for your trade — a booking page for a salon, an order page for a restaurant, a request form for a plumber.
- Real records, not forms — a customer booking becomes a reservation; an order hits the kitchen; a payment posts to your books.
- Payments built in — take deposits and full payments online, with everything reconciled inside the same platform.
Pricing philosophy
Start with what fits. Add exactly what earns its keep.
You get an industry-correct product on day one at a fair base price. Everything else is à la carte: switch a module on when you need it, off when you don't — enabled per business and billed as you go. No forced "enterprise tier," no paying for features you'll never open.
Base product, day one
Your industry blueprint, CRM, invoicing, URPA and your public front door — working the moment you sign up.
Add-ons à la carte
Route optimizer, construction suite, payables, trust accounting and more — flip them on per business when the need arrives.
Billed as you grow
Pay for active modules, not shelfware. Turn something off and the billing stops — the data stays.
Get started
Your industry's software is already built.
Sign up, tell us your trade, and start running today — with the right tools, an AI assistant, and a front door your customers can use in minutes.
One platform. Many industry windows. Grow à la carte.