Everything your business needs.
All in one place.
Sidecar with Max AI is the full operating system for your business — CRM, jobs, invoicing, and an AI assistant natively built in, not bolted on.
Your always-on business assistant.
A sidebar assistant everywhere in the app, a dedicated conversation page, an always-present support chat, and an assistant you can reach over email or SMS — schedule it to run, or assign it a task outright.
Pricing that thinks for itself.
Line items driven by formulas that read work-area dimensions and your own constants — plus a library to start from instead of a blank catalog.
Upload a plan. Get a priced worksheet.
AI reads an uploaded plan, drafts a scope of work you can adjust, and builds a priced worksheet from your own smart items — skip the manual takeoff.
Know your true margin. Get paid the smart way.
Catalog costs, markups, reconciliations, and labor tracking for real job costing — plus cash discount and dual pricing that cut processor fees and reward customers who pay on time.
Win more jobs without working more hours.
From the first knock on a door to a signed quote — Sidecar manages your entire sales motion. Track every lead, keep your pipeline moving, and follow up automatically so no opportunity goes cold.
Run your jobs. Run your crews.
Schedule jobs, assign crews, track time, and close out work orders — all in one connected system. Define coverage by ZIP code, county, MSA, or CSA, and scheduling routes crews intelligently so nobody is driving across your whole territory for one job.
Know every customer. Get paid every job.
A full customer database with service history, invoices, and automated win-back campaigns. Invoice customers, offer buy-now-pay-later, and keep every payment tied to the job and your accounting integrations.
Hit your numbers. Automate the rest.
Set KPIs, track performance, and automate repetitive workflows so your business runs without you needing to babysit it. Know exactly what's working and where to focus.
Keep every part of your team aligned.
Centralized team communication, shared scheduling, and a task system that holds everyone accountable. Built for businesses where the office and field need to move together.
Just need pricing from a plan? Try Quick Planner Max and turn plans into quotes in minutes. Running multiple crews? Crew Manager Max gets you competitive bids from your crews and handles inspections and payouts.
Ready to run your business on one platform?
Get started free — CRM, jobs, invoicing, and Max AI, all connected from day one.
Get started for freeSee Sidecar running on your business.
Request a personalized demo and we'll show you exactly how it fits your operation.