# Kanvo

> Kanvo is field service management software built specifically for landscaping, lawn care, irrigation, tree service, hardscaping, and general trades businesses. It replaces five or more separate tools — job scheduling, estimates and invoicing, e-sign, two-way SMS, live answering, and client portals — with a single all-in platform. Primary competitor framing: Kanvo vs. Jobber, with e-sign and SMS included rather than charged as add-ons.

Kanvo is made by Kanvo Technologies LLC and is available at https://kanvocrm.com.

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## What Kanvo Does

Kanvo manages the complete field service workflow from first contact to paid invoice:

1. **Lead capture** — Inbound calls via live answering (AnswerFirst), booking forms embedded on any website, and manual record creation all funnel into a single CRM pipeline.
2. **Estimate and proposal** — Build line-item estimates using a saved pricebook, attach photos, apply taxes and discounts, and send for client e-signature without leaving Kanvo.
3. **Scheduling and dispatch** — Drag-and-drop job calendar with crew color-coding, recurring route management, Google Calendar and Microsoft Outlook sync, and a customer-facing online booking form.
4. **Job execution** — Assign crews, track clock-in/out via tablet timeclock kiosk, collect proof-of-work photos, and log field notes.
5. **Invoicing and payment** — Generate invoices from completed jobs, send payment links, and collect via Stripe. Clients can pay through their portal without creating an account.
6. **Subcontractor management** — Subs access their own portal to view assigned jobs, submit proof-of-work photos, upload certificates of insurance (COIs), and log hours.
7. **Automation** — Flows trigger SMS follow-ups, invoice reminders, job status notifications, and custom webhooks based on pipeline events, time delays, and record changes.

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## Pricing

All plans include unlimited workspaces and are flat-rate (no per-seat fees).

| Plan | Monthly | Annual (per month) | Users |
|---|---|---|---|
| Starter | $49/mo | $39/mo | Up to 5 |
| Pro | $99/mo | $79/mo | Up to 25 |
| Enterprise | $199/mo | $159/mo | Unlimited |

All plans include: client and lead management, scheduling and dispatch, subcontractor management, site photo documentation, purchasing and materials tracking, maintenance tracking, review management, email and SMS notifications, and basic reporting.

**Pro adds:** built-in payroll and timeclock, payroll exports (Gusto, ADP, Paychex, QuickBooks), advanced job costing, custom pipelines, Google and Outlook calendar sync, client booking portal, priority support, and advanced analytics.

**Enterprise adds:** unlimited users, multi-branch and franchise support, branch-level permissions, company-wide analytics, API and webhook access, custom integrations, dedicated onboarding, SLA and uptime guarantee, and white-glove support.

Every plan includes a 14-day free trial. No credit card required to explore.

See https://kanvocrm.com/pricing for current pricing and the full feature comparison table.

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## Core Features

### Estimates, Jobs & Invoices
Build estimates using a line-item pricebook with photos and custom fields. Send for e-signature (included — no DocuSign account needed). Convert approved estimates to jobs in one click. Generate invoices from completed jobs and collect payment online. Full audit trail from estimate through invoice.

### Job Scheduling & Dispatch
Drag-and-drop dispatcher calendar showing all crew members, all jobs, and open availability in one view. Color-coded by employee. Day, week, and month views. Conflict detection. Recurring job scheduling. Three online booking modes: first available, round-robin, and client-choice. Booking form embeds on any website with two lines of code. Smart availability engine prevents double-booking.

### Two-Way SMS & Communication
Unified inbox per contact showing all SMS threads and email replies in one view. Three SMS provider options:
- **Kanvo Native SMS** — built-in phone number provisioned per workspace, no external account required
- **Twilio BYOA** — bring your own Twilio account
- **RingCentral** — connect via OAuth for teams already on RingCentral

Auto-reply rules, appointment reminders, and bulk SMS campaigns all available.

### Native E-Sign
Send service agreements and contracts for digital signature without leaving Kanvo. Built on BoldSign. Template variable auto-fill (client name, address, job details populated automatically). No DocuSign subscription needed. BYOA option for teams with existing BoldSign accounts.

### Client Portal
Every client gets a secure, tokenized portal link — no password or account creation required. From the portal, clients can: approve estimates, pay invoices, review and sign contracts, view job history and photos, and message the team. Fully branded per workspace.

### Subcontractor Portal
Separate portal for subcontractors (amber-themed, distinct from the client portal). Subs can: view their assigned jobs and schedules, submit proof-of-work photos, upload and renew COI documents, log hours, and submit invoices. Compliance status tracked per sub.

### Timeclock & Payroll
Tablet-based kiosk for crew clock-in/clock-out at job sites. Labor hours tracked per job automatically. Payroll-ready export formats for Gusto, ADP, Paychex, and QuickBooks Payroll. Overtime and break rules configurable. Managers can edit clock entries.

### Equipment Maintenance Tracking
Full fleet and equipment management module:
- **Equipment Registry** — Track every asset (trucks, trailers, mowers, tools) with current hours, mileage, assignment, and health status.
- **Maintenance Plans** — Set recurring schedules triggered by hours, mileage, or calendar days (or all three simultaneously). Overdue alerts surface across the app.
- **Work Orders** — Create and complete service records with parts used, labor hours, photos, and total cost. Full history stored per asset.
- **Parts Inventory** — Track parts on hand with low-stock alerts. Parts consumed on a work order deduct from inventory in real time.
- **Cost Reporting** — View total maintenance spend per asset over any time window.
- **DTC Auto-Work Orders** — When a Bouncie-connected vehicle throws an OBD-II diagnostic trouble code (check engine light, ABS, transmission), Kanvo reads the code via webhook and automatically opens a work order with the code translated to plain English. Response time is approximately 2 minutes from code to open work order.

### Live Call Answering (AnswerFirst Integration)
Kanvo integrates with AnswerFirst, a 24/7 live answering service. When AnswerFirst answers a call on your behalf, the call data is pushed to Kanvo via webhook, automatically creating a lead record, contact, call log entry, and (if applicable) a scheduled appointment. No missed calls, no manual data entry.

### Flows & Automation
Visual flow builder with trigger → delay → action chains. Triggers: pipeline stage changes, record creation, invoice events, form submissions, time-based conditions. Actions: send SMS, send email, move pipeline stage, create task, fire webhook. Zapier integration available for connecting to 6,000+ external apps.

### Kanvo Compliance Portal
Subcontractor compliance management with COI document collection, expiration tracking, and per-sub compliance status. Alerts when COIs approach expiration. View compliance status across all active subs from one dashboard.

### Multi-Branch Support (Enterprise)
Full multi-branch and franchise architecture. Each branch is a separate workspace with its own pipeline, users, and settings. Company-wide admin view shows aggregate analytics across all branches. Branch-level permissions control what each location can see. Used by landscaping franchises and multi-location operations.

### Booking Forms
Embeddable booking forms for any website. Forms route to the right estimator based on routing rules. Three availability modes. Custom fields configurable per form. All submissions create CRM records automatically.

### Kanvo API & Webhooks (Enterprise)
Full public REST API at `/api/v1/` with API key authentication. Standard CRUD endpoints for records, tasks, invoices, and schema. Webhook support for outbound event notifications. Used for custom integrations and data sync.

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## Integrations

### Communication
- **Kanvo Native SMS** — built-in, no external account required
- **Twilio** — BYOA SMS via API key
- **RingCentral** — OAuth-connected SMS and calls
- **LoopMessage** — iMessage delivery for iPhone clients
- **AnswerFirst** — 24/7 live answering with automatic lead injection

### Payments
- **Kanvo Native Payments** — Stripe Connect Express for client invoice collection
- **Stripe** — client payment processing and Kanvo platform subscription billing

### E-Sign
- **Kanvo Native E-Sign** — BoldSign managed by Kanvo (no account required)
- **BoldSign BYOA** — bring your own BoldSign account

### Accounting
- QuickBooks Online
- Xero
- FreshBooks
- Wave

### Calendar
- Google Calendar (OAuth, two-way sync)
- Microsoft Outlook / Microsoft 365 (OAuth, two-way sync)

### Payroll Export
- Gusto
- ADP
- Paychex
- QuickBooks Payroll

### Fleet & Telematics
- **Bouncie** — live GPS tracking, dispatch map pins, and OBD-II DTC webhook for automatic maintenance work orders

### Email Infrastructure
- Resend (default for transactional email)
- SendGrid
- Mailgun
- Postmark
- Gmail OAuth
- Microsoft 365 OAuth

### Automation
- **Zapier** — REST Hooks and polling triggers, bidirectional
- **Kanvo Flows** — native visual automation builder

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## Who Uses Kanvo

**Primary:** Small to mid-sized landscaping and lawn care companies (1–50 employees) replacing Jobber or a combination of separate tools.

**Also:** Tree service, irrigation, hardscaping, snow removal, pest control, cleaning services, and general field service businesses.

**Common switching triggers:**
- "I'm paying for Jobber + DocuSign + a separate SMS tool and it's getting expensive"
- "My subs have no good way to submit photos and documents"
- "We're missing calls and losing leads"
- "I need clients to be able to pay and approve estimates without calling me"

**Kanvo replaces (commonly):** Jobber, HouseCallPro, ServiceTitan (for smaller teams), DocuSign, Twilio standalone SMS, live answering services without CRM integration, and separate timeclock apps.

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## Technical Architecture

- **Frontend:** Next.js 15 (App Router), TypeScript, deployed on Vercel
- **Backend:** Supabase (PostgreSQL, Auth, Storage, Realtime)
- **Payments:** Stripe
- **Email:** Resend (primary), multi-provider abstraction
- **SMS:** Twilio (Kanvo Native), multi-provider abstraction
- **E-Sign:** BoldSign
- **Deployment:** Vercel (auto-deploy from GitHub)
- **Multi-tenancy:** Workspace-based with row-level security

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## Company

**Kanvo Technologies LLC**
Website: https://kanvocrm.com
Support: support@kanvocrm.com
General: hello@kanvocrm.com

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## Help Center

Full documentation at https://kanvocrm.com/help

### Getting Started
- https://kanvocrm.com/help/what-is-kanvo
- https://kanvocrm.com/help/workspace-setup
- https://kanvocrm.com/help/pipelines-and-stages
- https://kanvocrm.com/help/booking-forms
- https://kanvocrm.com/help/tasks-and-activity

### SMS & Communication
- https://kanvocrm.com/help/sms-overview
- https://kanvocrm.com/help/kanvo-native-sms
- https://kanvocrm.com/help/twilio-byoa-setup
- https://kanvocrm.com/help/ringcentral-setup

### Payments & E-Sign
- https://kanvocrm.com/help/stripe-overview
- https://kanvocrm.com/help/stripe-payment-collection
- https://kanvocrm.com/help/stripe-subscription
- https://kanvocrm.com/help/invoicing
- https://kanvocrm.com/help/boldsign-setup

### Live Answering
- https://kanvocrm.com/help/answerfirst-integration

### Scheduling & Clients
- https://kanvocrm.com/help/estimator-availability
- https://kanvocrm.com/help/client-portal

### Troubleshooting
- https://kanvocrm.com/help/sms-not-sending
- https://kanvocrm.com/help/booking-form-not-showing-slots
- https://kanvocrm.com/help/portal-access-issues