Finishline Pro Mini Onboarding for Service Companies

Finishline Pro Mini is the external service-company CRM for small trades and service businesses that need clients, jobs, quotes, invoices, files and a calendar without the complexity of a large enterprise system.

Start with clients and properties

Import active customers and their main work locations first. That gives every quote and job somewhere useful to live.

Build the catalogue gradually

Save repeatable services and rates as they become standard instead of trying to perfect a giant price list before using the system.

Use the workflow as work happens

Lead or request → quote → accepted work → scheduled job → completion → invoice. The benefit comes from using one chain rather than duplicating records.

When to call Finishline

If the work needs inspection, coordination, specialist trades or recurring follow-up, Finishline can turn the issue into a tracked request with visits, quotations and work history linked to the property.