For dealers who sell and service equipment
Keep quotes, invoices, payments, schedules, and service history in one
place.
Your team spends less time searching and more time getting work done.
Built alongside Hotsy dealerships who picked it apart
Who it’s for
Sell the machine. Keep it running. Know when the customer is ready for the next one.
What dealers tell us
“We use it pretty thoroughly, its pretty useful for how its being used. [...] By in large I've been quite impressed by how it all goes.”
“I LOVE Bucket and so does our entire company! In just one month of being a customer, I've been thoroughly impressed by the speed of innovation and new features released. The team is constantly open to my feedback and not only listens to what I have to say but makes my ideas happen.”
“For the small price I pay, it’s 3X’d my output for my sales and service teams”
“Bucket has helped us seamlessly integrating our service orders from the field into the way we work. It really helped us to keep our accounts in order. The other apps were good with the jobs but it was always missing the equipment info, this is a better fit for our shop.”
“I love Bucket. I’ve used it at least 3 times a week & have referred TONS of people over. So excited for it! Well done team!”
“Your presentation did not do this application justice. This is really good.”
“I've been very pleased. This is really going to help our shop.”
“It's a really good application. Saves me so much time.”
“The only app my guys actually use. They would always just complain about the other apps we tried to use, and then wouldn’t use it. They use Bucket thought.”
Every job runs a little differently, and memory is what holds it together. There is a cleaner way to run the whole thing.
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How it works
Everything about a machine stays in one place. Your team finds answers fast, spends less time searching, and gets more work done.
01 Quoting
No more driving back to the office to send one. Your rep builds it on his phone in front of the customer, and every quote he sends stays on that customer's record.
02 Invoices and payment
Turn a quote into an invoice. Get it approved. Let the customer pay online or in person.
03 Scheduling
See every job, tech, and date in one place. Drag a job to change the plan.
04 Service in the field
Techs add notes, equipment, and signatures on their phone. The office sees it right away. Your sales rep knows who to call.
05 The customer record
See their contacts, machines, notes, files, and every job on one screen.
06 Parts and inventory
See what is in stock, what is held for quotes, and what is ready to sell.
07 The payoff
Every part above feeds the same picture of your territory. This is the part dealers switch for.
08 The numbers
Check sales, quotes, jobs, and payments. Compare this week, month, or year with the one before it.
The objection everybody raises
Trucks roll into places with no bars. That is the reason most field apps get abandoned in the first month, so it got built for first.
Everything you need to start
We move your records, help your team get started, and put your name on everything your customers see.
Send us your spreadsheet or QuickBooks file. We clean it up and put it in Bucket.
The office and field team see the same records on any device.
Quotes, emails, and texts look like they came from your shop.
Four people, one app
Opens the numbers and the map. Sees revenue against last period, which territories are slow, and which customers are due for their next machine. Approves the invoices that need a second pair of eyes.
Opens the map and their prospect board. Quotes from the truck, texts the link, gets a notification when the customer opens it. Reads the tech's last service note before knocking on the door.
Opens today's stops in drive-time order. Logs the work, the parts, and the condition of the machine on the phone, takes the customer's signature, and it all lands even if there was no signal at the site.
Opens the approval queue and the reconciliation list. Sends what is ready, sees what has been paid, and knows exactly which invoices have already been entered in QuickBooks.
Our guarantee
90
days
Before you book
It was built for people who pride themselves on hating software. That failure is usually the same two causes: the app asked a rep to do office work, and it stopped working the second the truck lost signal. Bucket was built against one rule, that if it takes more than two taps to reach the information nobody uses it. It also keeps working with no bars and syncs when they come back.
No. We import your customers and machines first, so the map and the records are useful on day one. You turn each part on as your team is ready for it. Most shops start with quoting, then invoicing, then the schedule.
It is the normal starting point. Send a spreadsheet or a QuickBooks export. We handle duplicates, assign territory during the import, and can pick a large import back up if it stops partway. Notes and machine history come across too.
Not automatically, and we would rather say so than imply otherwise. Bucket keeps a reconciliation worklist with a checkmark for entered and a checkmark for reconciled on every invoice, both of which can be undone. Your bookkeeper stops wondering whether something was already keyed in.
That was the rule the app was built against: if it takes more than two taps to reach the information, nobody uses it. It also keeps working with no signal, which is the other reason field apps get abandoned.
What each person can open is a setting, and it goes further than on and off. You can hide dealer cost from a rep, hold their invoices for approval, and keep deleting with the admins.
Plenty of shops do, right up to the size where it stops holding. QuickBooks knows what you invoiced. It does not know which machine that customer owns, how old it is, when it was last serviced, or which rep has the account. That is the part that turns into the next sale, and it is the part a spreadsheet cannot keep current across four people.
Because the parts that matter live in different apps that do not talk. One app, one bill, one place the data lives is the whole point. The map only works because the quotes, the machines, and the service history are in the same database.
Yes. Hotsy dealers were the first shops on it and they shaped it, but nothing in the app is specific to one brand. If you sell equipment and you service what you sell, the work is the same. You control your own make and model list.
We do the import and the setup. For the team, it is a walkthrough rather than a training program, because each person only needs the part of the app that belongs to their job. The reps and techs are usually the fastest, since it replaces paperwork they never wanted.
They are yours. Ask and we hand them back as spreadsheets, customers, machines, service history, and all. There is no clause that makes leaving expensive.
We price per person, and we will give you the number on the call once we know how many people need to be in it. There is nothing to install and no per-module upcharge.
Day one for the import and the map, the first week for the team, about thirty days before the shop is running on the process instead of on memory.
Want to keep looking first?
Get 11 ways other equipment dealers grow revenue. Read them when you have time.
That didn't go through. Email us instead: sales@mybucketcrm.com
It’s on the way.
Check your inbox, or start here now:
Book a fifteen-minute demo and send five or ten of your own customers, even off the top of your head. We put them on the map before the call, so you see the whole thing working on your real names and your real machines before you commit to anything.
Built for the field, not the office.
