For dealers who sell and service equipment
See the customers ready to upgrade, quote and close on the spot, and keep every account's full history in one place. No more juggling four tools that don't talk to each other.
The CRM Hotsy dealers run on · Dealers who switched dropped Act! + Jobber
Watch the four-minute overview
What dealers tell us
“It has route planning! That is a game changer.”
“Your presentation did not do this application justice. This is really good.”
“It's a really good application. Saves me so much time.”
“It's really easy to use!”
For shops that sell and service equipment.
Sell the machine, keep it running for years, then sell the next one or upsell. That's the model Bucket is built for, whatever you sell.
The Opportunity Map
Every machine you've ever sold is getting older. Some of those customers are ready to buy their next one right now — and most of the time, nobody knows which ones. The information lives in invoices, in service notes, in someone's memory.
The Opportunity Map pulls it forward. Every customer pinned to your territory, color-coded by equipment age. Red pins are machines over ten years old — the upgrades waiting to happen. Bucket pulls equipment ages out of your service history automatically, so the customers ready to buy their next machine are visible at a glance.
Hand your salesperson the twenty customers most ready to upgrade. Walk into every visit already knowing the conversation.
Two taps to anything.
If it takes more than two taps to get to the information, nobody uses it. The rule from day one — and the reason field reps actually use Bucket instead of quietly going back to the notebook.
See your own territoryEverything Bucket does
Bucket replaces the operational patchwork most equipment dealerships run today — Jobber for scheduling, QuickBooks for inventory and customer records, a CRM for the sales pipeline, a spreadsheet for everything in between. One app, one bill, one place the data lives.
Close deals from the truck
Every customer pinned to your territory, color-coded by equipment age. The customers ready to upgrade are visible at a glance — no more guessing which ones nobody's worked. The single biggest reason dealers switch.
Every machine you've sold is tied to its customer record. Service history, parts purchases, account status — all available before you walk into the visit.
Drag deals through stages: Prospect → Quoted → Followed Up → Closed. Every card shows deal value, last activity, and probability. Forecast revenue from the pipeline at a glance.
Build a full quote on a phone in front of the customer. Line items, photos, terms, branded PDF. Send by text or email; you're notified the moment they open it.
Customer says yes? One tap and the quote becomes an invoice. No driving back to the office to make it official. No re-keying anything.
Customer pays right there from their phone — credit card, ACH, or tap-to-pay. Money's in your account before you're back on the highway.
Customer signs with their finger; the contract locks in instantly. Signed copy stored on the customer record forever. No printing, no scanning, no waiting until Monday.
Every job, every customer, every machine
Techs log work directly in the app: what was serviced, equipment condition, time on site, parts used. Tied to the customer record, the equipment, and the invoice automatically.
Every service call ever performed on every machine. Searchable by customer, by equipment, by date. Available to whoever needs it — the rep at the next visit, the dispatcher, the owner running reports.
When the tech notes a struggling pump or aging machine, the rep sees it on their customer record the next morning. Your service team isn't a cost center — they're finding the next sale.
Crews open the app and see their stops, customer notes, equipment history. Two taps to log a service order. Works offline when the truck rolls into a no-signal area; everything syncs the moment signal returns.
Before-and-after shots attach to the service order automatically. Tagged, organized, searchable on the customer record forever. Disputes about whether the work was done? Gone.
Every job's state is visible: scheduled, in progress, complete, billed, paid. No more "what's the status of the Johnson job?" phone calls.
Stop running dispatch out of a whiteboard
Service jobs slide onto the right tech's day in two taps. See everyone's availability at a glance. Reassign on the fly when someone calls out.
Build named crews and assign whole crews to jobs in one move. Every member gets the schedule, address, customer notes, and crew lead automatically.
Routes order themselves by shortest drive time. Pack one more job into every truck, every day — fuel savings alone pay for the subscription on most dealerships.
Trucks roll into no-signal areas all the time. The app keeps working: customer history, equipment notes, service order drafting all available locally. Everything syncs the moment signal returns.
Track which techs are on which truck, on which day. Live map view of every crew during the workday. Customers call asking where the truck is — answer in two seconds.
Customers get a text 24 hours before the service appointment. Fewer no-shows, less wasted gas, more revenue per route.
Know what's on the shelf without walking out to count
Every part, every detergent SKU, every machine on your shelf — tracked alongside the customers who buy them. Modeled on Shopify's product catalog: clean, fast, designed for how the work actually happens.
When a tech logs a service call, the parts used come out of inventory automatically. No paper transfer slips, no manual entry, no end-of-month reconciliation surprises.
Set thresholds per SKU. The app alerts you before the shelf is empty. Stop running out of common parts mid-job.
Stock value, top-selling SKUs, slow movers, monthly turnover. Built into the analytics dashboard, not a separate tool.
See your business without picking up the phone
Revenue this period vs last period. Average invoice value. Quotes sent. Invoices paid. Every KPI compares the current window to the prior one — see the trend without exporting to a spreadsheet.
Who's producing, who's active, who needs coaching. Every estimate and invoice is tagged with the creator for instant attribution. Set commission tiers and watch them auto-calculate.
Top-selling equipment, parts, and services. Connect product performance to the equipment-age map for targeted upgrade campaigns.
Revenue broken down geographically. Compare territories side-by-side. See which areas are producing and which are gaps you could fill with a single hire or a focused campaign.
Percentage of quotes that turn into business, by area. Most owners can't answer this off the top of their head. Now it's a number on a screen — and once you know it, you can move it.
Open quotes plus unpaid invoices, by area. The dollars sitting in the field — finally a single number you can act on.
Quotes sent → viewed → accepted → invoiced → paid → lost / unpaid. See exactly where deals are moving and exactly where they're stalling. The middle of the funnel stops being a black box.
Average days from quote to close, broken down by rep, territory, and product. Spot the deals stuck in follow-up before they go cold.
Running in a week, not a year
Customer list, equipment records, vendor list — whatever you have. Upload it; we map the fields together in a single onboarding call.
Sales reps, service techs, dispatcher, admin, owner — everyone works in the same system, each with the view that fits their role.
Every information lookup is two taps or fewer from the home screen. Designed for techs and reps on the truck, not analysts at a desk. The reason your team will actually use it.
Mobile-first for the field. Web dashboard for the office. Same data, real-time sync, on iPhone, Android, and the browser.
Done in-house by our team. Your customer data never goes to a third party. Onboarding fee waivable for qualifying dealerships.
Export your full customer list, equipment records, quotes, invoices, and service history at any time. No fee. No lock-in. Period. We were built by someone who got charged just to leave a previous CRM — a story we don't intend to repeat with you.
Dispatchers see the calendar but not the financials. Techs see their assigned jobs but not customer pricing history. Admins see everything. Lock down what each role can view and edit.
One app. One bill. One database every feature reads from. The unified stack is the moat — not the price.
Book a 15-minute demoYour whole team in one system
In most equipment dealerships, sales and service are two different worlds. The rep is out quoting equipment. The tech is out fixing it. The information they each pick up rarely makes it across — maybe the tech mentions something when he gets back to the shop, maybe he doesn't, maybe by the time it reaches the rep the moment has passed.
Bucket puts both in the same system. Your tech logs a service call: equipment serviced, condition noted, pump barely holding together. That note shows up on the rep's customer record the next morning. So when the rep drives out that week, he's not making a cold call — he's having the conversation the tech teed up. The information stops getting lost between sales and service.
What the tech logs
Condition note
Pump barely holding together. Won't make another season.
What the rep sees
From service · this morning
Pump failing on the 1075SS — customer's ready to talk replacement.
Your whole staff in one system. Sales, service, admin — each with the view that fits their role. Because the value is what happens when everyone's connected.
Built for equipment dealers
Jobber was built for landscapers and plumbers. ServiceTitan was built for big HVAC. QuickBooks was built for accountants. None of them were built for a shop that sells a piece of equipment one day and services it for ten years after.
Bucket was. The customer record, the territory model, the way a sale flows into a service relationship — all designed around equipment-dealer reality. You don't have to bend it into shape.
The cost of the wrong tools
Big CRMs require a week of onboarding before a new hire can do anything useful. Bucket installs on a phone in five minutes, and a tech is dispatched on it before lunch.
Matt, our founding sales rep, once paid for a stack of Maximizer seats that didn't fit the way he sold equipment. When he tried to leave, Maximizer charged him just to export his own customer list. Bucket will never do that. Your data is yours. You can export it any time. Period.
Most equipment dealerships pay for four systems to do what Bucket does in one — Jobber for scheduling, QuickBooks for inventory, a CRM for customer records, and a spreadsheet for everything in between. Four bills. Four logins. Four places the data lives. None of them talk to each other. Bucket unifies the operational side of the stack. QuickBooks stays in your books — but it stops being your inventory and customer system.
Paper work orders in the truck. A printer that runs out of toner mid-week. Stacks of finished tickets waiting to be filed. A back room full of bankers' boxes nobody opens. Printing supplies, filing time, and the customer history you can't search because it's in a folder somewhere. Bucket replaces all of it with one digital record per customer, on the phone you already use.
QuickBooks has a thousand menus you don't need. Jobber is its own world your team has to learn. Every system you bring in is another interface someone has to remember, another login, another support ticket when something breaks. Bucket is two taps to anything — by design. Your techs and reps don't have to learn a system. They open the app and the next thing they need is right there.
Spreadsheets. Email threads. QuickBooks notes. A whiteboard in the office. A manager's memory. When a customer calls about a service from two years ago, the answer takes twenty minutes to find — if anyone finds it at all. Bucket keeps the history in one place, on the phone you already use.
The team behind Bucket
Bucket was built by a sales rep who'd spent fifteen years selling equipment from a truck and an engineer who'd spent his career building software that stays correct and fast at scale. Every feature passes one test: would the rep have used it on the truck yesterday? If the answer was no, it didn't ship.
“Every feature shipped passed one test: would I have used this on the truck yesterday?”
What changes
A rep drives out to quote a customer for a new hose reel and a new machine. Hour of drive time, hour of selling time. Walks back to the truck feeling good about the deal.
What he didn't know: the customer was 60 to 90 days past due. Owed the shop $1,100 for detergent and parts. Accounting hadn't pushed the latest COD list. The information lived in two places that never talked to each other.
In Bucket, that doesn't happen. The customer record shows the outstanding invoice next to the equipment list. Before you turn the key, you know.
Past due · 60–90 days
$1,100 outstanding — detergent & parts
How Bucket compares
Before you book
Bucket is the all-in-one platform for equipment dealers who sell and service their gear — it runs sales, service, parts inventory, and customer history in one system, instead of a separate scheduling tool, an accounting workaround for inventory, and a CRM. It's built for businesses that sell pressure washers, floor-cleaning equipment, generators, compressors, or similar gear and then service what they sell for years after. Its signature feature, the Opportunity Map, surfaces the upgrade revenue already sitting in your territory — but the platform covers the whole business, not just the map.
Equipment dealerships — typically three to twenty people, owner-operated, with a showroom and a service department under the same roof. Pressure-washer dealers, floor-cleaning equipment, outdoor power and lawn equipment, generators, air compressors, forklifts, and welding supply — anywhere you sell a machine and then service it for years after. Bucket is not built for enterprise field-service operations or for service-only businesses.
Jobber was built for service-only businesses across more than fifty generic field-service categories. Bucket was built specifically for shops that both sell and service equipment, with a customer record that follows the equipment over its full life cycle — equipment-age tracking, the Opportunity Map, the salesperson-to-service-tech handoff, and a pricing model that includes the whole team. See the full comparison at /compare/jobber.
Act! and Maximizer were built as general-purpose CRMs and never updated for the way equipment-dealer reps work in the field. They lack the Opportunity Map, equipment-age filtering, and mobile-first design. Bucket was built specifically for that use case. And unlike Maximizer, Bucket never charges you to export your own customer data — your data is portable, always.
Yes. Bucket is mobile-first. The mobile app is the primary surface for sales reps and service technicians in the field, on both iPhone and Android. The web app is the dispatch and reporting surface for office staff. The mobile app also works offline — reps in areas with no cell signal can still pull up customers, log calls, and draft quotes; everything syncs the moment signal returns.
Most dealerships are running on Bucket within a few days. Customer onboarding is a CSV upload — your customer list, equipment records, or whatever you have. We handle the import in a single onboarding call. There is no week-long training course, no implementation fee, and no required QuickBooks migration.
Yes. A sales rep can build a quote on a phone in front of a customer, convert it to an invoice in one tap when the customer says yes, and the customer can pay it right there via Stripe — credit card or ACH. The deal closes before the rep is back on the highway.
Your data is yours. You can export your full customer list, equipment records, quotes, invoices, and service history at any time, at no charge. There is no export fee, no contract lock-in, and no hostage situation. Bucket was built by someone who was charged just to leave a previous CRM — we will never do that.
Yes. Book a fifteen-minute demo. We walk you through your own territory in the app, using your real customer list uploaded from a CSV, before you commit to anything. No credit card required to see the product working on your own data.
Bring a customer list, a QuickBooks export, or whatever you have today. In one fifteen-minute call, we'll show you which of your customers are ready to upgrade — on your real map, with your real data.
Built for the field, not the office.
