SUMMER RELEASE Satellite quoting just got smarter. Explore the 2026 release
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OpenGate CRM

Every customer, every job, one screen

The record starts at the first quote and follows the customer to the last invoice — the property, the price, the schedule, and every payment, without anything re-typed.

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Backed by 1,200+ lawn care companies
New lead4
1408 Alder RidgeMow + edge
$79 / visitQuote sent
77 Harvest WayFall cleanup
$150New
Scheduled6
742 Maplewood DrWeekly mowing
$64 / visitThu
4102 Foxtail CtFertilization round 3
$118Fri
Paid12
18 Cedarbrook LnMow + edge
$96Paid auto
951 Juniper StAeration
$240Paid
DWDana Whitfield742 Maplewood Dr · since Apr 2026
12,460 sq ft36-in gateAutopay
Quote accepted$64 / visit
Visits completed14 · all paid
What’s inside

Six tools, one record

Jobs pipeline. Every job sits on a board from new lead to paid, and cards move themselves when a quote is accepted or an invoice clears.

Customer records. One page per customer with the property attached — lawn size, gate width, quote history, and every conversation in one place.

Calendar. Recurring visits schedule themselves for the season, and a dragged reschedule updates the customer and the crew at the same time.

Automations. Quote follow-ups, visit reminders, and on-my-way texts fire off stage changes — the board does the remembering for you.

Insights. Close rate, revenue, and lead-source performance come straight from the pipeline, so you know where to push before you spend more.

Invoicing & payments. Billing is built in, not bolted on — a finished job writes its own invoice and charges the card on file.

Why it works

Your customer list shouldn’t be a spreadsheet named FINAL_v7. OpenGate starts the record at the first quote and keeps it current through the last invoice — nothing re-typed, nothing lost in a text thread.

Jobs pipeline

A board that moves itself

Accepted quotes become jobs in the right stage on their own, and dragging a card is the whole workflow — the schedule, the texts, and the invoice rules follow the stage.

  • Jobs auto-created the moment a quote is accepted
  • Drag a card and scheduling, texts, and billing follow
  • Stages you rename and reorder to match how you sell
See the board in a demo
New lead
1408 Alder RidgeMow + edge · $79 / visitQuote accepted · job created
77 Harvest WayFall cleanup · $150
Quote sent
Scheduled
742 Maplewood DrWeekly mowing · Thu 9:40
$64 / visitCrew A
Drop here to schedule
DWDana Whitfield742 Maplewood Dr · customer since Apr 2026
12,460 sq ft turf36-in gateCorner lotAutopay
Quote accepted — weekly mowingMeasured from satellite · Apr 12$64Won
Aeration quote sentUpsell from visit note · Jun 24$240Open
Visit #14 completedPhotos sent · Jul 8$64Paid auto
Note“Latch the side gate — dog in the yard”Team
Customer records

The property is on the profile

Lawn size, gate width, and lot shape live on the record because that’s where the quote started. Six months later, anyone on the team can price the next job without a site visit.

  • Satellite measurement saved from the very first quote
  • Every quote, job, photo, and invoice in one history
  • Notes and tags the whole team can search from anywhere
See how properties get measured
Calendar

A calendar that knows the route

Jobs land on days that make route sense, not just days with a gap. Recurring visits book the whole season at once, and a drag on the calendar reaches the customer and the crew in the same second.

  • Recurring visits schedule themselves for the season
  • Drag to reschedule — the customer gets the text
  • Day, week, and crew views built for dispatch
See how crews run the day
Week of Jul 20Crew A · 31 stops
Mon
Maplewood loop6 stops · 8:00
Fert round 32 stops
Tue
Cedarbrook loop7 stops · 8:00
Aeration — Juniper St951 Juniper · 1:00
Wed
Harvest Way loop8 stops · 7:30
Thu
Foxtail loop5 stops · 8:00
Estimate visitNew build · 3:00
Fri
Fall cleanup77 Harvest Way
Alder Ridge loop5 stops · 10:00
Close rate — last 30 days 61% +8 points since spring
Insights

Numbers that tell you where to push

Close rate, revenue, and lead-source performance come straight from the pipeline as it moves — no export, no Sunday-night spreadsheet, no numbers from memory.

  • Close rate by service and by lead source
  • Revenue booked, completed, and collected side by side
  • Know which channel fills the board before you spend more
Read operator stories
Mobile

The whole office in the truck

Look up any customer from the cab and the full record is there — property, quotes, photos, invoices. Update a job at the curb and the board back home updates with it.

  • Every record, quote, and invoice searchable from the cab
  • Mark a job done and the pipeline and billing follow
  • Built for gloves, glare, and one bar of signal
Watch it work in a demo
CustomersToday · 8 stops
Search customers…
Dana Whitfield742 Maplewood Dr · Weekly mowing
12,460 sq ftAutopay
Last visitJul 8 · paid $64
Gate code4418 · dog friendly
Open today’s job
One system

It’s all one system

The quote becomes the record

The estimator measures the lawn and prices the job. The moment the homeowner accepts, that measurement, price, and card on file become the customer record — nobody types an address twice.

01

The job becomes the invoice

When the crew marks the visit done, the job writes its own invoice and charges the card the customer saved at checkout. The record closes its own loop, every single visit.

See how payments work 02

A customer called about a job from last October. I had her quote, the photos, and the invoice on my phone before she finished the sentence. That used to be twenty minutes of scrolling through old texts.

Alana Reyes
Owner — Ridgeline Lawn & Snow, Spokane WA
Ridgeline Lawn & Snow

Got a question?

We run on spreadsheets and texts. How hard is switching?

Import your customer list from a CSV — or from most other field-service tools — and the addresses, plans, and notes land on records the same day. From then on the system fills itself: every new quote arrives with the property already measured, so the record you used to type by hand simply shows up. Most companies switch in an afternoon, not a season.

Can I set up my own pipeline stages?

Yes. Rename, add, and reorder stages until the board matches how you actually sell — a bid-heavy commercial pipeline and a fast residential one can look completely different. Automations attach to stages, so “moved to Scheduled” can send the confirmation text and “moved to Done” can trigger the invoice, whatever you named those columns.

Is the CRM an extra cost?

No. The pipeline, records, calendar, automations, and insights are included in every plan on the pricing page — they’re the spine the rest of OpenGate runs on, not an add-on module. There are no per-seat CRM fees and no contact limits to grow into.

Does the crew see it too?

Yes — the parts they need. Crews get the day’s route with job notes, gate codes, and photo history on every stop, and marking a job done updates the board and the billing for everyone. You control what they don’t see: pricing, margins, and pipeline totals can stay owner-only.

Ready to grow

1See OpenGate in action 2Launch your quote page 3Watch the schedule fill
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