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How Backbone works

You could be making more money with less effort

Backbone helps you win more work, increase the value of every job and handle more with the team you have.

  1. 01.

    Capture every opportunity

    Backbone brings calls, messages, emails and online enquiries into one inbox, helping you respond faster, resulting in more won jobs and consistently exceptional customer service.

    • Global inbox
    • Phone & SMS
    • Web enquiries
    • Gmail integration
    • Outlook integration
    • Auto-reply
    • Visit coordination
    Increase in booking rate
    21%
    “Enquiries used to sit until we got back to the office. Now customers hear from us while we’re still on the tools.”
    Backbone’s inbox, with calls, emails and messages from customers in one list beside a conversation timeline

  2. 02.

    Get better quotes out faster

    Backbone turns drawings, site notes and customer requests into a quote ready for your review, so you can get quotes out faster and handle more enquiries.

    • Price book
    • Supplier pricing
    • Take-off
    • Templates
    • Instant quote
    • Auto drafting
    More quotes sent each week
    3x
    “We’re sending three times as many quotes. The first draft is ready for us to review instead of starting from scratch.”
    Backbone’s take-off on an electrical drawing, with downlights, power points and other items counted by stage

  3. 03.

    Win more work at higher amounts

    Backbone creates proposals that stand out and follows up automatically to convert more quotes into jobs. Multiple options, add-ons and rebates help you increase the average sale.

    • Digital proposals
    • Custom branding
    • AI builder
    • Options & add-ons
    • Upselling
    • Rebates
    • Auto follow-up
    Increase in quote conversion
    34%
    Increase in average quote value
    78%
    “Our proposals stand out, so we win more jobs, and the upsell options mean customers spend more.”
    A Backbone proposal for a living room air conditioner, with good, better and best options priced with rebates
    An upgrade offered in the proposal: Cover Care Air, $99 a year, 25% off

  4. 04.

    Handle more work with less admin

    Backbone keeps people, materials and jobs organised, with a fast, reliable field app that cuts admin for your crew and automation that takes the load off your operations team. Build a bigger business with less overhead.

    • Scheduling
    • Field app
    • Rostering & leave
    • Route optimisation
    • Project management
    • Stages
    • Variations
    • Time & materials
    Average office capacity uplift
    1.8x
    “We can handle so much more work because the system does half our admin, and the crew get more done on site.”
    Backbone’s schedule, with a technician’s route on a map, the crew list and the Backbone assistant offering to log time, schedule a job, create a quote or notify a customer of a delay

  5. 05.

    Get paid faster & protect profits

    Backbone tracks costs against your quote, keeps invoicing and payment reminders moving, and shows where margins need attention, allowing you to control costs and maximise profit.

    • Invoicing & payments
    • Payment reminders
    • Bills & expenses
    • Job costing
    • Analytics & reporting
    Increase in gross margin
    +4 pts
    “We can see which jobs are eating into our margin and fix our pricing before we quote the next one.”

  6. 06.

    Turn jobs into relationships

    Backbone drives repeat bookings through memberships and service reminders, and helps turn customer relationships into reviews, referrals and new work. Keep your job board full and earn more from every customer.

    • Service reminders
    • Memberships
    • Rebooking service
    • Reviews & testimonials
    • Referrals
    • Campaigns
    Increase in repeat revenue
    60%
    “Customers used to call us only when something broke. Now Backbone reminds them a service is due, and they rebook.”

The easiest way to grow your business.

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A Backbone proposal with good, better and best options for the customer to choose from

Questions & Answers

Who is Backbone for?

Electrical, plumbing and HVAC businesses doing service, installs or projects. We don’t try to cater for every trade, so everything is built around how your business actually runs.

How much does it cost?

Backbone Sales is $199/month with unlimited users. Backbone Sales + Operations starts at $349/month with 3 users included, and scales with your team. Pay annually and save 20%, with free setup and training. Running solo or just starting out? Our new business program gives you Backbone Sales + Operations for up to 5 users at $99/month for your first 12 months. See our pricing page for the full breakdown.

Can I try it before I commit?

Yes. Start with a free assessment and a 14-day free trial. If it’s not right for you, there’s a 30-day money-back guarantee.

I’m on Simpro, ServiceM8 or similar. How hard is it to switch?

Not hard at all. We move your jobs, customers and templates across for free, then set Backbone up for your business and train your team.

How long does it take to set up?

Most teams are up and running within 3 days. We handle the migration and setup, so you can keep working while we do.

Am I locked into a contract?

No. Monthly plans can be cancelled anytime, and annual plans save you 20%. Either way, your first 30 days come with a full money-back guarantee.

Can Backbone answer calls and talk to customers?

Yes. It answers calls, emails and texts. You decide what it handles and how it sounds, so customers always hear your business, not a robot.

Does it work with my email and accounting software?

Yes. Backbone connects with Gmail and Outlook for email, and Xero, QuickBooks and MYOB for accounting, so jobs, invoices and payments stay in sync.

Will my team actually use it?

Yes. The field app is fast, simple and built for working on site, not in an office. Everything a tech needs is on one screen, and they can quote, upsell and finish the paperwork before leaving the job. We train your crew during setup, so they’re confident from day one.

Is my data secure?

Yes. Your data is encrypted, never sold and never used to train AI models. We’re working towards ISO 27001 and SOC 2 certification.

A tradesperson arriving at a customer’s house, greeted at the gate

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