One system to run
your whole business.
Your leads, quotes, jobs, crews, and follow-ups live in five disconnected tools. MontOak builds you one AI-powered CRM and automation system — made for commercial trades and facilities teams.
New lead — Westfield HVAC retrofit
Site walk: Building C rooftop units
Draft quote — chiller replacement
Schedule crew for install
Quarterly PM at Riverside plant
Invoice + follow-up on job #4182
Built for commercial trades, mechanical contractors, and facilities teams
Your whole pipeline in one place
Leads, quotes, jobs, crews, and invoices live in one custom-built system. One source of truth for the whole operation, instead of five tools that don't talk to each other.
Run jobs from the field
Your crews see schedules, job details, and updates right from their phone.
Rooftop unit #3 — replace belt
PM checklist — Riverside
Quote sign-off — Westfield
Quotes out the door faster
Build a quote from a past job and send it the same day.
Follow-ups that happen on their own
Set the reminders and check-ins once. They go out without you chasing them.
Every job tracked in one place
See where each job stands, who's on it, and what's next.
Built around your work
Your jobs, quotes, and steps — not a tool you bend to fit.
Know what's coming in
See your leads, open quotes, and active jobs at a glance.
Fewer tools to pay for
One system instead of a stack of apps and spreadsheets.
Grows with your business
Add crews, jobs, and steps as you grow, without starting over.
Where leads go to die
Missed calls, sticky notes, and texts that never get a reply. Every lost lead is money out the door. Your custom system makes sure none of them slip.
Stay on top of every lead
Every call, quote, and follow-up logged in one place, so nothing slips.
Quote faster, win more
Reuse line items from past jobs instead of starting from scratch.
Keep crews on the same page
Schedules, job details, and updates everyone can see in real time.
Run it from the office or the field
Desktop or phone — the same system, wherever the work happens.
New lead — Westfield HVAC retrofit
Site walk: Building C rooftop units
Draft quote — chiller replacement
Schedule crew for install
Quarterly PM at Riverside plant
Invoice + follow-up on job #4182
Replaces your stack of apps
Job tracking
6Every job's status, crew, and details in one view.
Quotes and invoices
5Build quotes from past jobs and turn them into invoices.
Leads and follow-ups
3Every call, quote, and reminder tracked from first contact to close.
Reporting
3See revenue, open quotes, and crew workload at a glance.
Frequently asked questions
Straight answers for operators weighing a custom build.
Built for you. We start from how your operation actually runs — your jobs, quotes, crews, and steps — and shape the system around it instead of forcing you into someone else's template.
One system to run your whole business.
Tell us about your operation and we'll map it, then build the custom CRM and automation system your trade actually runs on.