Leads and follow-up
Every lead lands in one pipeline with its source on it. A call cadence logs each try, and the pipeline builds your "Call Today" list. One tracked number is included.
The CRM →Everything in one platform · Updated October 2026
Every feature in one platform, from the first ring to the final margin
What CoatHQ replaces: your field service app and your materials spreadsheet. It also replaces the call tracking service, the performance spreadsheet and the group text you use to dispatch. Three to five apps, down to one.
Below is what each part does, with a link to the details.
Built forCoating only
User pricingUnlimited users
Replaces3 to 5 apps
Runs onYour phone
The capabilities
Everything it does, split by plan
A coating job runs one way. The phone rings and you quote it. You put it on the schedule and buy the material. The crew lays it down. Then you find out what it made. Grow covers winning the work. Pro adds the tools that run the shop. Unlimited users on both.
On pricing: Grow and Pro are partner prices and need a referral code from a supplier partner program. Without a code, the full platform is $497 a month. Unlimited users on every plan. See how pricing works.
Grow
$147per month
Partner price
Win the work and stop chasing it. Everything from the first ring to a signed quote on the calendar.
Quotes, deposits and payments
Build good, better, best options with cost price on every line. The customer approves and signs from a link. Take the deposit right there. Card money runs through your own Stripe account, so it goes straight to you.
Estimating software →Scheduling and the calendar
Book estimates and installs against who is actually free. Scheduled revenue shows on the calendar. A readiness gate stops you booking a job that is not ready to run.
Scheduling →Jobs, start to finish
A job moves through nineteen stages, from sold to warranty. Checklists and labeled photos come off the phone. Field issues get logged too: moisture, prep, damage, weather, shortages.
Nothing sits in someone's headAutomations that do the chasing
Build rules in plain words with IF, THEN and WHEN. Rules send texts and email on their own, right away or before and after the install date. Quiet hours hold sends from 9pm to 8am.
This is the busywork, goneReviews and your public gallery
Finished jobs turn into review requests. Your recent work embeds straight onto your own website and updates itself as the crew finishes floors.
Proof, without the adminAlso on Grow: roles that match a real shop, so money, pay and bulk messaging stay locked to the people who should see them. Plus a help assistant built from the product's own manual, so a new office hire can answer their own question at 4pm.
Pro
$297per month
Partner price
Most popular
Everything in Grow, plus the numbers. Material, margin and crew, so you stop guessing what a floor actually made you.
Inventory and purchasing
Stock tracked per location, vans included. Material gets planned off the quote with 10% overage. Shortage flags and the cheapest kit mix. Low stock turns into draft purchase orders.
Inventory →Job costing and margin
Real material plus labor lands on the job. Margin per job and per square foot, with a profitability report you can sort. Close rate and revenue against what is still owed.
See the math →Crew performance and pay
Crews clock in and out with GPS. Revenue and gross profit per hour, labor cost percent, attendance. Each person scores out of 100. Leaderboards have a TV mode, and pay preps on your own structure.
Crew scoreboard →Voice commands
Say it out loud and it books the estimate, the callback or the install. It can build a job from a quote. Anything that would reach a customer waits for you to tap confirm.
Run it from the truckSmart dispatch
The dispatch board sorts by crew and you drag and drop to reschedule. It accounts for drive time between jobs, so the day you booked is the day the crew can actually run.
Dispatch →Call tracking, a number per ad
Every ad channel gets its own number. The source is stamped on each call that comes in, and each number gets its own report. You finally see which ads pay and which only spend.
Replaces a call-tracking subscriptionAlso on Pro: advanced reporting, and higher texting, call and voice allotments. Running more than one shop? Each extra location is $97 a month. No partner referral? The same feature set is $497 a month on Standard.
Straight answers
Where CoatHQ stops
A few jobs sit outside the software on purpose. Read these before you buy, so nothing surprises you later.
- Payroll prepares pay. Your accountant files the taxes. It handles any pay structure, gross pay, approvals and CSV export. Filing stays with your provider or your accountant.
- The project gallery is public, not a customer login. It's a showcase of your recent floors that you embed on your own website. Each customer doesn't get a private photo page.
- You enter the square footage you measured. There's no blueprint takeoff and no aerial measurement. The coverage math starts from your number.
If one of those is a deal breaker for your shop, tell us on the call before you buy.
Frequently asked questions
What does CoatHQ actually replace?
For most coating shops, it replaces the field service app and the materials spreadsheet. It also replaces the call tracking service, the crew performance spreadsheet and the dispatch group text. Leads, quotes, scheduling, inventory, job costing and crew performance live in one place instead of three to five.
How many users are included?
Unlimited users, on both plans. Most tools charge per seat or per tech, so adding installer six raises the bill. Here it doesn't.
Built for coaters, not plumbers
See it on your own numbers.
Twenty minutes on a real job from your shop. No slide deck.