Service Boss CRM & Invoicing · WordPress
Turn your website into a job-booking machine.
Every quote request, call-back form and chat from your WordPress site lands in your Service Boss CRM - ready to quote, schedule and invoice before your competitor calls back.
- Included with your account
- Works with any theme
- Live in 4 steps
0%
platform fee on invoices
$19
a month for the CRM - plugin free
8
tools from lead to paid
2
copies of every lead - CRM + WordPress
Why trades switch to it
First to call back wins
Leads land in your CRM the second they arrive, so you're on the phone while others are still checking email.
Quote on site, paid on time
Quotes customers accept online, invoices they pay by card, reminders that chase for you - 0% platform fee.
Jobs on the calendar
Book the job, assign the crew, and let customers pick a slot on your booking page.
See it working
Real screens from the product on a computer and on a phone - nothing mocked up. Tap any to look closer.
On a computer
On a phone
Swipe for more screens →
How it works
- 01
Install and paste your key
Add the plugin, paste the API key from your account, and it connects on the spot.
- 02
Leads land by themselves
Every form, comment and chat on your site becomes a contact with a deal - and a copy stays in your WordPress.
- 03
Quote, invoice, get paid
Send a quote they accept online, turn it into an invoice, and get paid by card - no platform fee on any plan.
Everything it does
- Blocks for the block editor and widgets for Elementor - drop it on a page, no shortcode to type
- Comments, Contact Form 7 and WPForms submissions become CRM contacts automatically
- A [serviceboss_form] shortcode for a contact form that files straight into the CRM
- A [serviceboss_invoice] shortcode that shows a payable invoice on a page
- A live-chat widget, if you want one
- Every lead also shows in WordPress - a private Leads screen with CSV export (switch it off any time)
- Choose which of those you want; each is a checkbox
Who it is for
Contractors, cleaners, landscapers, HVAC, plumbing and every trade whose phone should ring more.
What it never does
- It does not show your leads to anyone but your site's administrators - in WordPress and in your account.
- It does not read or change anything else on your site.
- It does not need your account password. It connects with a token scoped to this one site, which you can revoke at any time without affecting anything else.
Live in 4 steps
- 1Install and activate the plugin.
- 2Open your CRM and add a WordPress integration under Integrations.
- 3Paste the token it shows you into the plugin settings.
- 4Drop the contact-form shortcode on a page, or leave comment and form sync on.
Version 2.2.0 · WordPress 6.0+ · PHP 7.4+
Questions people ask
Do I pay per lead?
No. Leads are unlimited; the CRM starts at $19 a month and the plugin is free with it.
Is there a fee on invoices?
No platform fee on any plan - only standard card processing.
Will it work with my quote form?
Yes - Contact Form 7, WPForms, comments and its own chat all feed it, and you can drop its own quote form on any page.
What's new
Current version 2.2.0
Version 2.2.02026-10-04Latest
- A lead your CRM could not take right away is sent again automatically - every hour, and as soon as you save your connection token. Nothing to remember.
Book more jobs from the website you already have.
Included with your account. Install it in minutes - your first result shows up today.