Now onboarding founding clients · HVAC, plumbing, electrical & more

Intelligence built for trades.
Without the enterprise overhead.

Baselyne gives HVAC, plumbing, and electrical operators real-time lead source ROI, close rate tracking, and technician scorecards — plus Ezra, an AI that answers questions about your business in plain English. Live in 48 hours.

Founding cohort pricing locked in · Personalized setup guaranteed for every new client
HVACPlumbingElectricalMechanicalRefrigeration
Auto repair shop? See Baselyne Auto →
Baselyne Dashboard
Live snapshot · Mar 2026 · All Locations
LIVE
Last 30 Days
All Locations
All Techs
Total Leads
48
+9 vs last month
Booked
19
+3 this week
Close Rate
39%
Target 35% ✓
Revenue
$42.6k
Avg $2,242
Lead Sources Share
Google
72%
Referrals
54%
Direct
36%
Pipeline Status
New9
Scheduled7
Completed10
Weekly Trend Booked jobs
View full demo →
$0k+
Saved vs enterprise
vs typical ServiceTitan setup cost
0%
Average close rate
industry benchmark, trades operators
0h
Average setup time
from audit call to live dashboard
$0+
Avg revenue per job
in CAD across trades verticals
Simple onboarding

Up and running in under 48 hours.

We handle the setup. You just show up to the audit call and check your dashboard the next morning.

01
Free 30-min audit call

We look at your current lead flow together — where calls come in, how you track jobs, what slips through. No pitch, no pressure. Just an honest look.

02
We configure everything

Tracking goes in, your dashboard gets configured to your business. We connect it to your existing tools. You don't touch code, settings, or APIs.

03
Check it every morning

Open the dashboard — see your close rate, top source, open pipeline, overdue invoices, and anything that needs attention. Thirty seconds, every day.

Book your free auditNo credit card required · 30 minutes · No sales pressure
What you get on day one
Dashboard configured to your business
All lead sources connected and tracked
Ezra trained on your data
Jobs, invoices, and close rate live
Support contact on first-name terms
Every founding client gets a dedicated setup call and hands-on configuration — not a help doc and a login link.
Everything you need

One platform. All the tools your operation needs.

From lead tracking to dispatch to invoicing to AI analytics — built specifically for trades businesses. Click any feature to explore.

Every number that matters. In one place.

Stop switching between spreadsheets, CRMs, and tools. Baselyne pulls everything together — leads, jobs, revenue, close rate — into one clear view you can check in 30 seconds.

  • Real-time KPIs: revenue, close rate, job count
  • Switchable templates: Pulse, Performance, Revenue
  • Multi-location rollup with per-location drill-down
  • Month-over-month comparisons built in
See it in action →
Dashboard Overview
Mar 2026 · All Locations
LIVE
Total Leads
48
+9 vs last mo
Booked Jobs
19
+3 this week
Close Rate
39%
▲ 4 pts
Revenue MTD
$42.6k
+$6.2k
Lead Sources
Google
72%
Referrals
54%
Direct
36%
Pipeline Status
New9
In Progress7
Completed10
Meet Ezra

The AI that actually understands your trade business.

Ezra isn’t a generic chatbot. She’s built on your actual data — your leads, jobs, revenue, technicians — and speaks in plain English about what’s happening and what to do next.

Plain-English Q&A about your numbers
Proactive alerts before problems grow
Revenue and close rate predictions
Available 24/7 — no waiting on reports
Try Ezra free →
Ezra
Online · Watching your numbers
Hey! I’ve been watching your dashboard. Want to know what stood out this week?
Why did my close rate drop last month?
Try asking:
Why Baselyne

Enterprise intelligence. Without the enterprise price tag.

ServiceTitan is a powerful platform — but it costs $30k to implement and still requires a trained analyst to get useful reports out of it. Baselyne gives the same intelligence layer to operators running 1–30 techs, live in 48 hours.

Other platforms
ServiceTitan · FieldEdge · ServiceMax
$30k–$150k to implement, plus months of training
Intelligence buried in complex report builders
Requires a dedicated admin just to run reports
Priced for 200-tech enterprises
You buy the platform. You figure out the rest.
Analytics that don't fit how trades work
Baselyne
Built for owner-operated trades businesses
Live in 48 hours — we handle every detail
Source ROI, close rate, and benchmarks on day one
Ask Ezra in plain English — get answers in seconds
Purpose-built for 1–30 tech operations
We configure it. We train you. We stay available.
Scorecards, benchmarks, and ROI built for your trade
Founding clients

Built with the operators who use it.

We’re onboarding a small first cohort hands-on. Founding clients get perks that don’t come back once we’re fully open.

Founding cohort — limited spots
Rate locked in forever
The price you sign up at is your price permanently — no annual increases, no surprise bumps when we raise rates for new clients.
Dedicated setup call
Every founding client gets a 1-on-1 setup call with our team. We configure your dashboard, connect your lead sources, and walk you through everything live.
Direct line to the founding team
You get a direct contact for questions, feedback, and requests — not a support ticket queue. Founding clients shape the product roadmap.
Early access to every new feature
Founding clients get first access to new tools — AI features, integrations, and reporting updates — before they roll out to everyone else.
We’re onboarding our first cohort right now. Every founding client gets a hands-on setup call, rate locked permanently, and a direct line to our team.
Transparent pricing

Straightforward pricing. No surprises.

One-time guided onboarding, then flat monthly. No per-user creep, no surprise invoices. Every plan includes close rate tracking, source attribution, and live job management.

Starter
Solo operators & small crews
$149/mo
Self-serve onboarding included · Live setup: +$299 one-time
Get Started
  • Lead pipeline & close rate
  • Job management & scheduling
  • Customer database (up to 50)
  • Source attribution & tagging
  • Invoicing
  • Ezra AI assistant
  • Email support
Scale
Multi-location teams
$599/mo
Self-serve onboarding included · Live setup: +$299 one-time
Get Started
  • Everything in Pro
  • 3 locations included (extra available)
  • Developer API (100k calls/mo)
  • Industry benchmarking
  • Dedicated account manager
  • Quarterly strategy call
  • All add-ons included
Enterprise
Franchise networks & large operations?
Unlimited locations, white-label branding, custom API limits, dedicated account manager, 99.9% SLA.
Contact us
View available add-ons
Extra leads
$49/mo · +100 leads
Additional location
$79/mo per location
White-glove onboarding
$299 one-time · we configure everything for you
For homeowners

Need a service? We connect you too.

Homeowners can request a service and get matched with a verified local trades professional — free.

Find a local pro

Tell us what you need and where you are. We'll match you with a trusted HVAC, plumbing, or electrical professional in your area.

Find a Pro

Request a service

Describe what you need and where you are. We'll match your request directly to qualified local pros in your area — no browsing required.

Request a Service

Customer portal

Already working with a Baselyne business? Access your portal to view invoices, estimates, job status, and pay online — no login needed.

Access Your Portal
Check your email for your portal link
Got questions?

Common questions

How is Baselyne different from ServiceTitan? What about cheaper tools like Jobber?
ServiceTitan is built for 200-tech enterprises with a dedicated admin running reports. Jobber, Workiz, and Housecall Pro are lightweight job management tools starting at $0–$49/mo — a completely different category. Baselyne sits between them and above both on intelligence: source ROI, technician scorecards, close rate tracking, and AI-powered analysis through Ezra — for a crew of 1–30, live in 48 hours. We're not the cheapest option. We're the one that tells you what your numbers actually mean.
Is Baselyne the right fit for my business?
Baselyne is purpose-built for HVAC, plumbing, and electrical businesses. Auto repair shops have their own dedicated platform at auto.baselyne.ca. If you're a solo operator looking for a free tool, Workiz or Jobber will serve you better. If you're running 50+ technicians and need enterprise scheduling, Aspire or ServiceTitan is the right call. If you're a landscaper, roofer, or general contractor who needs project management tools like Gantt charts or AIA billing, there are better-fit platforms for that work. Baselyne is for the trades operator who wants real business intelligence — not just job tracking.
How fast can I get set up?
Most clients are live within 48 hours of the audit call. We handle the full installation — you don't touch code, integrations, or configurations.
Do I need to replace my current software?
No. Baselyne works alongside your existing tools — whether that's ServiceTitan, FieldEdge, or a spreadsheet. We connect to what you have.
What does Ezra do?
Ezra is your AI business intelligence companion. She's built on your actual data — leads, jobs, revenue, technicians — and answers questions in plain English. "Why did my close rate drop?" "Which tech is underperforming?" "Should I hire?" Available 24/7 on dashboard and mobile.
What does it cost?
Starter is $149/month, Pro is $349/month, and Scale is $599/month. Enterprise is custom. Every plan includes Ezra AI and self-serve onboarding at no extra cost. Prefer hands-on setup? Add Live Onboarding for $299 one-time and our team configures everything for you. See the pricing section above.
What if I want to cancel?
No long-term contracts. Cancel anytime with 30 days notice. We'll export your data and send it to you — no questions asked.

Ready to know your numbers?

Book a free 30-minute audit. We'll show you exactly what Baselyne would track for your business — no obligation, no sales pressure.

Get in touch.

Whether you have a question about pricing, want a walkthrough of the dashboard, or just want to talk through your current setup — we’re a real person away.

hello@baselyne.ca
We typically respond within
< 4 hrs on business days
Common reasons to reach out
Pricing & plan questions
Full dashboard walkthrough
Connecting to your current tools
Multi-location or franchise setup
General questions about Baselyne