For the trades who'd rather be on the truck, not in the back office.
Independent plumbers, HVAC, electricians, landscapers can use Cornerspot to bring your business online without a big hassle or big price tag.
No credit card, no phone number required
You shouldn't need five tabs to run a tune-up.
Most trades shops we talk to are paying for some combination of these. None of them know about each other.
Quote → contract → invoice → portal - without leaving the app.
- 01
Lead lands on your site
Quote-request form on your Cornerspot site auto-creates a CRM contact and tags them by job type.
- 02
You qualify in chat
Live chat widget on the site. When a message comes in, you see their address and prior service history (if any) right there.
- 03
You send the quote
Drag-drop the line items. Send for e-signature with merge tags pulling the customer name and address from the CRM.
- 04
They sign · job appears
Signature triggers a job in your pipeline + an automatic deposit invoice. The customer gets a portal link with everything in one place.
- 05
Service done · auto-bill
Mark the job complete and the final invoice goes out. If they’re on a maintenance plan, the recurring schedule kicks in automatically.
The features trades actually use.
Address-first records
Accounts are properties. Same homeowner with two houses are two records. No more "which Webb is this?"
Recurring maintenance plans
Quarterly tune-ups, annual checks, on-call agreements can be billed automatically.
Quote → invoice in one step
When the customer signs the quote, a deposit invoice goes out. No re-keying line items.
Customer chat that knows the address
Logged-in chats from your portal show the property record, last service, and open invoices on the side.
Service reminders
Built-in scheduled emails, segmented by service type, last visit, or plan.
COI / W9 / license storage
Keep certificates of insurance, W9s, and contractor licenses on the account record. Renewal reminders included.
Trades questions, answered.
Still curious? Email hello@cornerspot.net to chat with a human.
Can I dispatch jobs to my techs on the road?
Yes. Every job has an assignee, time window, and address. Techs get a mobile-optimized job view with the customer’s history, equipment list, and a "complete + invoice" button.
Does Cornerspot do scheduling and route optimization?
Native scheduling: drag jobs onto the team calendar. Multi-stop route optimization is on the Q3 roadmap.
Can I import customers from Jobber, ServiceTitan, or QuickBooks?
Yes. We have direct importers for Jobber and QuickBooks (contacts, invoices, recurring plans). ServiceTitan via CSV with a guided field map.
How does sales tax work?
Built-in tax rates by jurisdiction, with manual overrides per line item. Stripe Tax integration for automatic compliance in supported regions.
What about COI, W9, and license tracking?
Upload to the account record. Set expiry dates. Cornerspot reminds you (and the customer if they need yours) 30 / 14 / 7 days out.