GridBoss FAQ — Pricing, Features & Setup

GridBoss is a modern field-service management platform — scheduling, dispatch, customers, jobs, estimates, invoicing, online payments, an AI assistant, and a built-in business phone system. It's designed for plumbing, septic, HVAC, electrical, drain cleaning, and other service trades that don't want to pay hundreds per technician per month for a legacy CRM.

Owner-operators and growing service teams in the trades — plumbing, septic, HVAC, electrical, drain cleaning, and general service contracting. If your business runs on truck rolls, customer addresses, scheduled service calls, and invoices, GridBoss fits.

Flat monthly pricing instead of per-technician fees. Online payments at rates as low as 1.9% — among the lowest in the industry. A built-in phone system and AI assistant on the higher tiers. A public REST API and MCP server on Business so you're not locked in. And it's mobile-ready out of the box with no app to download.

GridBoss is operated by Richard P Scott & Associates LLC out of Massachusetts, United States.

Three plans, billed monthly, no contracts: Starter $49/mo (up to 10 users, 2.9% payment processing), Pro $99/mo (up to 25 users, 2.5% processing, business phone system, QuickBooks sync), Business $199/mo (up to 50 users, 1.9% processing, IVR, call recording, public API + MCP server, audit log).

No. Every plan includes flat-rate user limits with no per-tech surcharge. Add your whole team for the monthly price.

Yes — 14 days on every plan, with full access to that plan's features. No credit card required to start.

The owner of the account is prompted to subscribe. Until they do, the dashboard redirects to the billing page. Existing data is preserved, and once the owner subscribes, the team picks up where it left off. If no one subscribes, the account stays paused and data is retained for 90 days before deletion.

Yes — switch from Settings → Billing at any time. Upgrades take effect immediately; downgrades take effect at the end of the current billing period.

No. GridBoss is month-to-month. You can cancel anytime; cancellation takes effect at the end of the current billing period.

Refunds aren't provided for partial months of service. If something is off with your account, email hello@gridboss.io and the team will sort it out.

GridBoss uses Stripe for online payments. Your customers pay by card or ACH, you keep 100% minus the per-transaction processing fee (2.9% on Starter, 2.5% on Pro, 1.9% on Business). There are no platform markups, statement fees, or monthly minimums.

Most teams are productive in under an hour. The onboarding wizard captures your industry, business basics, branding, and a public booking page slug. After that you can invite your team, import customers, configure your service catalog, and connect Stripe and QuickBooks at your own pace.

Yes — you can import customers via CSV from Settings → Import. For migrations from ServiceTitan, Housecall Pro, Jobber, or QuickBooks, email hello@gridboss.io and the team will help map and import your data.

Pro plans include priority email support; Business plans include dedicated support with a direct contact. For Starter, email hello@gridboss.io — typical first response within one business day.

Four roles: OWNER (full control including billing), ADMIN (everything except billing), DISPATCHER (schedule and manage jobs/customers), and TECHNICIAN (see assigned jobs, update status, log time, capture photos). Permissions are enforced server-side.

Drag-and-drop scheduling and dispatch, customer and job management with multi-property support, estimates with online signing, branded invoices with online payments, SMS notifications, an AI chat assistant, and (on Pro and Business) a built-in business phone system. Everything is mobile-ready.

A drag-and-drop calendar with day, week, and month views. Drag jobs onto time slots, reassign by dragging to another technician, resize to change duration, color-code by job type or status. Conflicts are highlighted automatically. Dispatched jobs show up on technicians' phones in real time.

Yes. Each customer record supports multiple properties, each with its own address, equipment notes, gate codes, and service history. Useful for property managers, multi-location commercial accounts, or customers with second homes.

Yes. Estimates have line items pulled from your pricebook, optional good/better/best option groups, taxes, and online signature capture via a unique link. Approved estimates roll into a job and invoice in one click.

Invoices are branded with your logo and color. Send by email and the customer pays online via Stripe (card or ACH) at a clean payment page — no login required. Partial payments and deposits supported. Funds deposit to your bank account on Stripe's standard payout schedule (usually 2 business days).

Yes — Starter includes 100/month, Pro 500/month, Business 2,000/month. Templates for appointment scheduled, reminder, on-the-way, completed, estimate sent/accepted, invoice sent/paid, and service reminders. Customers can reply STOP to opt out, HELP for help.

There's no separate app to install — GridBoss is responsive and works on phones, tablets, and desktops in the browser. Technicians log in to the same URL on their phone and get a streamlined interface tuned for field work: today's schedule, one-tap status updates, photo capture, and time tracking.

The mobile interface is offline-friendly — technicians can keep working when signal drops, and changes sync when they're back online.

Answer the phone with your custom greeting, identify the caller from their phone number, look up customer info, check job status, schedule a new appointment, take a callback request, transfer the caller to a person/role/team, and answer questions from your knowledge base (uploaded docs, pasted text, imported web pages).

Each tenant has a private knowledge base backed by Google Vertex AI RAG. Upload PDFs, paste text, or import URLs from Settings → Knowledge. On every conversation turn, the AI runs a similarity search against your KB and uses the relevant passages to answer accurately. It can also call a `search_knowledge_base` tool mid-turn for follow-up questions.

Yes. From Settings → AI Assistant you can configure the greeting, personality (friendly, professional, concise), transfer message, schedule (always on / business hours / after-hours), and which preset conversation flows are enabled for your line.

All plans include the AI Chat Assistant: Starter 50 messages/month, Pro 500/month, Business 2,000/month. The voice phone assistant requires Pro or Business (since the phone system itself is on Pro+).

Yes — the booking flow uses a `check_availability` tool to find open slots, asks the caller to pick one, and books it via `book_appointment`. The AI confirms details before saving and won't double-book existing slots.

It transfers to a human. You configure the transfer strategy: ring all team members, ring a specific user, or ring a role group (owners, admins, dispatchers, or technicians). If no one answers, it offers to take a callback request.

It's instructed not to. The system prompt explicitly requires it to call the knowledge-base search tool for product, pricing, or policy questions, and to say honestly when it doesn't know rather than guess. If you find the AI inventing details, that's a bug we want to hear about — email hello@gridboss.io.

Yes — Pro and Business plans include a dedicated business phone number powered by Twilio. Inbound calls can be answered by the AI assistant, ring your team, or go to voicemail based on your schedule. Outbound calls dial from this number, not a personal cell.

A browser-based phone built into the GridBoss dashboard. Your office team can answer, hang up, transfer, and mute calls right from the browser — no desk phone hardware required. Pro and Business plans include the softphone.

Yes, on the Business plan. Configure menus like "Press 1 for new customer, 2 for status updates, 3 for billing," and route each option to a person, team, or the AI.

Optional automatic call recording is available on the Business plan for inbound and outbound calls. Recordings attach to the customer record. Be sure to comply with your local two-party consent laws.

Yes — you can either bring your own Twilio account or use a GridBoss-managed Twilio number. A2P 10DLC registration for US tenants is handled by GridBoss either way.

Stripe (online payments and subscription billing), QuickBooks Online (Pro and Business — customers, invoices, payments, and tax codes sync automatically), Twilio (built-in phone system and SMS), Google Calendar (optional sync), and Resend (transactional email).

Yes, on Pro and Business plans. Customers, invoices, payments, and tax codes sync automatically once you connect QuickBooks Online from Settings → Integrations. The sync runs on changes — no manual export/import.

Yes, on the Business plan. A REST API covers customers, properties, jobs, vehicles, estimates, invoices, payments, and more. API keys are issued from Settings → API Keys with role-scoped permissions and an audit history.

An MCP (Model Context Protocol) server, also on the Business plan. It exposes your GridBoss data through MCP so you can connect Claude Desktop, Cursor, or any MCP-compatible client and query / update GridBoss data with natural language. Same role-based access control as the REST API.

Yes — CSV exports for customers, jobs, invoices, and estimates from Settings → Export, on every plan. For a full database dump or migration help, email hello@gridboss.io.

Application data in Google Cloud SQL (Postgres, US region). Files and photos in Google Cloud Storage with per-tenant scoping. Knowledge base embeddings in a per-tenant Google Vertex AI RAG corpus. Payments through Stripe (PCI-compliant). SMS and voice through Twilio. Email through Resend.

Yes — all traffic is encrypted via HTTPS/TLS. Data at rest is encrypted by the underlying Google Cloud services. Database backups are encrypted. GridBoss does not store full credit card numbers (Stripe handles that).

You do. Customer records, jobs, invoices, estimates, and notes you enter into GridBoss are yours. We don't claim ownership and we don't sell or share your data. We process it solely to provide the service.

Data is retained for 90 days after cancellation in case you reactivate. After 90 days, data is permanently deleted. You can request immediate deletion at any time via hello@gridboss.io.

Yes, on the Business plan. Every change to a customer, job, invoice, estimate, or user record is logged with who/when/what. Admins can review the audit log from Settings → Audit.

SMS is for transactional, service-related communication only — appointment confirmations, reminders, on-the-way notifications, invoice updates. Marketing SMS is not allowed under the Terms of Service. Customers can reply STOP to opt out and GridBoss honors opt-outs automatically. A2P 10DLC registration is handled for US tenants.

Email hello@gridboss.io — Starter gets a typical first response within one business day, Pro gets same-day priority response during business hours, and Business gets a dedicated support contact with faster turnaround. You can also call +1 (978) 800-7917 to reach the GridBoss AI assistant, which can answer product questions, book a demo, or transfer you to a human.

Yes — book a 30-minute demo at gridboss.io/book-demo, or call +1 (978) 800-7917 and the AI assistant can schedule one with you in real time. The demo covers the dashboard, setup for your specific business, integrations, pricing, and migration help.

Yes — every Pro and Business tenant gets a sandbox environment for testing changes before shipping them to your live tenant. Anyone can also explore a public demo at gridboss.io/demo without signing up.

Email hello@gridboss.io · Phone +1 (978) 800-7917 · Book a demo at gridboss.io/book-demo · Sign up for a free trial at gridboss.io/signup.