Plan feature guide

    Everything Included in Every URBLD Plan

    Every capability on the pricing page, explained in full — what it does, the problem it removes, and which plan it belongs to.

    What's included in URBLD plans?

    URBLD plans include lead pipeline, customers, scheduling and dispatch, and a unified inbox on Launch; jobs, SmartBoard, workspaces, dashboard, and follow-ups on Starter; and estimates, invoicing, contracts, client portal, financing, workforce, inventory, and unlimited automations on Pro. AI modules are optional add-ons billed separately.

    Which URBLD plan is right for you?

    Most contractors recognise themselves in one of these four sentences. Find the one that sounds like your business today — and the typical company size that goes with it.

    Launch

    “I just need to stop losing leads.”

    • 1–2 users
    • Owner-operator
    • First CRM

    Starter

    “My business is growing and I need operations.”

    • 2–10 employees
    • Growing company
    • Multiple crews

    Pro

    “I want one operating system running my company.”

    • 10+ employees
    • Multiple departments
    • Estimating + production + accounting

    Enterprise

    “I need migration, implementation and custom deployment.”

    • 30+ chairs
    • Multi-location or multi-brand
    • Assisted migration and training

    Still not sure which plan fits your business?

    Compare every feature, capability, and add-on side by side.

    Compare Launch vs Starter vs Pro

    Who is each plan for?

    Launch

    $29/mo

    Best for solo contractors

    Capture and qualify every inbound opportunity

    Typical company size

    • 1–2 users
    • Owner-operator
    • First CRM

    Who is it for?

    Owner-operators and one-truck businesses who are losing opportunities before the work ever starts.

    What problems does it solve?

    Replaces the notebook, the phone's call log, and the text thread where leads currently live. Every inbound opportunity gets captured, qualified, scheduled, and tracked in one place.

    When should I upgrade?

    Upgrade to Starter when you are running multiple jobs at once and need execution tracking, not just lead capture.

    Starter

    $69/mo

    Best for growing teams

    Turn leads into jobs and run your daily operations

    Typical company size

    • 2–10 employees
    • Growing company
    • Multiple crews

    Who is it for?

    Growing contractors with a small crew who need one system for CRM, scheduling, dispatch, job execution, and follow-up.

    What problems does it solve?

    Replaces spreadsheets, WhatsApp coordination, paper job notes, and the guesswork about what stage each job is in.

    When should I upgrade?

    Upgrade to Pro when money moves through the system — estimates, contracts, invoices, financing — and you need workforce and inventory visibility.

    Pro

    $99/mo

    Best for established companies

    Run your entire business on autopilot

    Typical company size

    • 10+ employees
    • Multiple departments
    • Estimating + production + accounting

    Who is it for?

    Established companies running sales, production, and billing as separate functions that need to stay connected.

    What problems does it solve?

    Removes the last disconnected tools: separate estimating, separate e-sign, separate invoicing, separate financing, separate crew and materials tracking.

    When should I upgrade?

    Talk to us about custom terms when you are running at volume, need assisted migration, or want scoped implementation support.

    Enterprise

    Custom pricing

    Enterprise is not a published tier. Volume pricing is available at 30+ chairs, and assisted onboarding, data migration, and team training are scoped to your workflow, data complexity, team size, and implementation requirements. Talk to us for a scoped quote.

    How do the plans compare feature by feature?

    Included capabilities are part of the subscription. Execution Modules are optional add-ons available on any plan and billed separately.

    URBLD plan comparison — capabilities included in Launch, Starter, and Pro
    CapabilityLaunchStarterPro
    Lead Pipeline
    Customers
    Scheduling & Dispatch
    Unified Inbox
    Jobs & Task Engine
    SmartBoard
    Workspaces
    Overview Dashboard
    Follow-Ups
    Estimates
    Invoicing
    Contracts & E-Sign
    Client Portal
    Financing
    Workforce
    Inventory
    Unlimited Automations
    Revenue AutomationAdd-onAdd-onAdd-on
    Roof MatrixAdd-onAdd-onAdd-on
    AI ReceptionistAdd-onAdd-onAdd-on
    AI Follow-UpAdd-onAdd-onAdd-on
    AdvertisingAdd-onAdd-onAdd-on
    GovernorAdd-onAdd-onAdd-on
    JarvisAdd-onAdd-onAdd-on
    API AccessAdd-onAdd-onAdd-on

    What does each included capability actually do?

    These capabilities are part of the subscription itself. Each one is included in the plan shown and every plan above it.

    Lead Pipeline

    What is it?

    Lead Pipeline captures every inbound opportunity — phone calls, web forms, ads, referrals — and tracks it from first contact to a booked appointment.

    Why it matters

    Leads stop living in notebooks, text threads, and voicemail. Nothing gets forgotten because every opportunity has a stage, an owner, and a next step.

    Problem

    Five people call today. Two never receive a callback.

    Solution

    Every lead enters the pipeline with an owner and a next action.

    Included in: Launch · Starter · Pro

    Learn more

    Customers

    What is it?

    A permanent customer record holding contact details, addresses, communication history, documents, and every job ever performed.

    Why it matters

    You stop re-asking customers for information you already had, and repeat work starts from history instead of from scratch.

    Included in: Launch · Starter · Pro

    Learn more

    Scheduling & Dispatch

    What is it?

    Book appointments, assign crews and sales reps, and coordinate the day across the calendar and the field.

    Why it matters

    Double-bookings, missed appointments, and 'who is going where today?' phone calls disappear because the schedule is one shared source of truth.

    Before

    Whiteboard, phone calls, and text messages.

    After

    Every technician sees today's jobs in one shared schedule.

    Included in: Launch · Starter · Pro

    Learn more

    Unified Inbox

    What is it?

    One inbox for calls, SMS, and email, threaded against the lead, customer, or job the conversation belongs to.

    Why it matters

    Conversations stop being scattered across personal phones and WhatsApp. Anyone on the team can pick up the thread without asking what was said.

    Included in: Launch · Starter · Pro

    Learn more

    Jobs & Task Engine

    What is it?

    Job execution: tasks, assignments, status progression, and completion tracking tied to the customer and the original lead.

    Why it matters

    You always know what stage a job is in and what is blocking it, instead of reconstructing it from memory at the end of the week.

    Example

    A technician says: “Customer approved replacing the expansion tank for $425.”

    Result

    The voice note becomes searchable text attached to the customer and the job.

    Included in: Starter · Pro

    Learn more

    SmartBoard

    What is it?

    The central operating board showing leads, jobs, follow-ups, and execution risk side by side.

    Why it matters

    You can read the whole operation in one screen rather than opening five different reports.

    Included in: Starter · Pro

    Learn more

    Workspaces

    What is it?

    Scan, PDF, sheet, and file workspaces for creating, editing, and attaching operational documents directly to a job.

    Why it matters

    Paperwork lives with the job it belongs to, not in someone's downloads folder or a shared drive nobody maintains.

    Included in: Starter · Pro

    Learn more

    Overview Dashboard

    What is it?

    Company-wide visibility into pipeline, jobs, revenue, and execution performance.

    Why it matters

    You can answer 'how are we actually doing?' without exporting anything to a spreadsheet.

    Included in: Starter · Pro

    Follow-Ups

    What is it?

    A dedicated pipeline for unsold estimates and stalled appointments, with ownership and cadence.

    Why it matters

    Quotes stop going cold silently. The work you already paid to generate gets a second and third chance.

    Included in: Starter · Pro

    Learn more

    Estimates

    What is it?

    Build, send, and track estimates tied directly to the customer, the follow-up pipeline, and the resulting job.

    Why it matters

    A sold estimate becomes a job without re-typing anything, and an unsold one automatically enters follow-up.

    Included in: Pro

    Learn more

    Invoicing

    What is it?

    Create, send, and track invoices generated from job data, with payment status visible on the record.

    Why it matters

    Billing stops being a separate end-of-month project in a disconnected accounting tool.

    Included in: Pro

    Learn more

    Contracts & E-Sign

    What is it?

    Create, send, sign, and store customer-ready agreements with a native signing ceremony and audit trail.

    Why it matters

    You close on the spot instead of chasing a printed signature, and the signed document stays attached to the job.

    Included in: Pro

    Learn more

    Client Portal

    What is it?

    A customer-facing view of quotes, documents, invoices, and job progress.

    Why it matters

    Status-update phone calls drop because customers can see their own job.

    Included in: Pro

    Learn more

    Financing

    What is it?

    Offer customer financing inside the sales and close workflow, attached to the estimate.

    Why it matters

    Price objections get an answer at the table instead of after the customer has left.

    Included in: Pro

    Learn more

    Workforce

    What is it?

    Crew records, labor visibility, staffing, and performance across active operations.

    Why it matters

    You can see who is available, who is overloaded, and who is producing — before the schedule breaks.

    Included in: Pro

    Learn more

    Inventory

    What is it?

    Track materials, equipment, usage, and stock against the jobs consuming them.

    Why it matters

    Material cost stops being a surprise discovered after the job is closed.

    Included in: Pro

    Learn more

    Unlimited Automations

    What is it?

    Unlimited workflow automations across leads, jobs, follow-ups, and operations.

    Why it matters

    Routine steps — reminders, stage changes, assignments, notifications — happen without anyone remembering to do them.

    Included in: Pro

    Learn more

    What are Execution Modules, and are they included?

    Execution Modules are optional add-ons. They work on any plan, are billed monthly per organization, and can be activated or deactivated at any time.

    Revenue Automation

    $29/mo per org

    What is it?

    Turns job data and photos into estimates, invoices, and payment requests automatically, with smart line items and pricing suggestions.

    Why it matters

    Billing work shrinks from hours of typing to a review-and-send step.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    Roof Matrix

    $49/mo per org

    What is it?

    Satellite-based roof measurement and material takeoffs — manual or AI-generated — producing a job-ready report.

    Why it matters

    Measurement stops requiring a ladder, a third-party report order, or a two-day wait.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    AI Receptionist

    $49/mo per org

    What is it?

    A 24/7 answering layer that picks up calls, texts, and emails, qualifies the caller, and books the appointment.

    Why it matters

    Missed calls stop becoming missed revenue, including nights and weekends.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    AI Follow-Up

    $49/mo per org

    What is it?

    Multi-stage recovery for cold quotes, with reason-backed messaging and an approval gate on any final offer.

    Why it matters

    Dead pipeline gets worked systematically instead of being written off.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    Advertising

    $199/mo per org

    What is it?

    Campaign health monitoring and attribution from ad impression through to a paid invoice, with built-in lead capture.

    Why it matters

    You can see which ads produce paid jobs, not just clicks.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    Governor

    $499/mo per org

    What is it?

    An executive layer that aggregates signals across every module into risk-scored action plans and weekly briefings.

    Why it matters

    Problems surface while they are still fixable rather than at month end.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    Jarvis

    $99/mo per org

    What is it?

    The natural-language and voice command layer for the platform — ask questions, generate documents, and run CRM actions by speaking.

    Why it matters

    The business becomes something you can operate by asking, not only by clicking.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    API Access

    $99/mo per org

    What is it?

    Scoped API keys, webhooks, and workflow actions for custom automations, external integrations, and agent workflows.

    Why it matters

    URBLD becomes programmable infrastructure instead of a closed application.

    Included in: Add-on — available on Launch, Starter, and Pro

    Learn more

    How does communications pricing work?

    Business phone numbers, SMS, and call minutes are a separate monthly tier because they carry real carrier cost. Every tier feeds the same Unified Inbox.

    Starter

    $49/mo

    • 1 dedicated business number
    • 300 texts / month
    • 300 minutes / month

    Professional

    $99/mo

    • 5 business numbers
    • 1,500 texts / month
    • 1,500 minutes / month

    Scale

    $199/mo

    • 10 business numbers
    • 3,000 texts / month
    • 3,000 minutes / month

    Annual billing discounts apply to core platform plans only. Communications tiers, add-ons, advertising, AI usage, SMS, and call minutes are billed monthly.

    Plan and feature questions

    Ready to pick a plan?

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