Horizline

Built and supported by Kirk & Co.

Horizline, the CRM for contractors and service businesses

Horizline keeps every lead, quote, job and payment in one workspace your office and crew share, from the first call to the paid invoice.

Seven-day trial, one per workspace. Stripe Checkout asks for a card and charges nothing when the trial starts; after it, your plan is charged monthly or yearly until you cancel. Cancel in Settings and keep access to the end of the period you paid for.

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The Horizline pipeline: columns for New inquiry, Contacted, Site visit and Quote sent, each with its count and value, and a card for each lead.
The Horizline pipeline. Sample data.

Who it is for

Businesses where the office and the crew share the work

HVAC and plumbing, construction, electrical and concrete companies, and businesses that work the same way: calls and web inquiries come in, quotes go out, and a crew does the job.

If your work does not fit a CRM like this, Kirk & Co. also builds custom systems shaped to one business.

Every plan

What every plan includes

Starter and Premium both include all of this.

Contacts

Know who to call back

Leads and clients in one list, each with a page for its notes and its activity. Import an existing list from a spreadsheet, with a preview before anything is saved.

Importing contacts

Pipeline

See what each stage is worth

Stages you name and reorder, each column showing its count and value. Drag a card to the next stage, or choose one from Move to.

Working the pipeline

Clients and jobs

Start the job without retyping

Convert a won lead to a client, then open jobs for it with their tasks, materials and the people on them.

Leads and clients

Payments

Know what is owed

Connect your own Stripe account. Payments lists its invoices as owed, part-paid, paid, void or written off; Stripe creates and sends them.

Connecting Stripe

Email from the record

Keep the conversation with the customer

Email a customer from their record through your own mailbox. Their replies are saved on the same record.

Emailing a contact

Team access

Give each person the right access

Each person on your team gets their own sign-in, and you choose what each one can open. The activity log shows who changed what.

Permissions

How it works

How a job moves through Horizline

One record follows the work from the first call to the payment, so nobody types a customer’s details twice.

  1. Step 01

    Lead

    A call or a web inquiry becomes a lead, with the customer’s details and what they need.

  2. Step 02

    Quote

    Record the quote and the bid on the lead, and move it through the stages you name.

  3. Step 03

    Job

    When the customer says yes, convert the lead to a client and open a job with its tasks, materials and crew.

  4. Step 04

    Invoice and payment

    Stripe creates and sends the invoice from your own Stripe account, and Payments shows whether it is owed, part-paid or paid.

Real screens

What Horizline shows you

These are Horizline’s own screens, with sample data.

The Overview: payments received, the amount outstanding, the open pipeline and open jobs.
The Overview. Sample data.
The Contacts list: leads and clients together, with each one’s business, type, status and next step.
Contacts. Sample data.
The Jobs list: every job, who runs it, the work in it and what it is worth.
Jobs. Sample data.
Payments: the invoices from the connected Stripe account, with what has been received and what is still owed.
Payments. Sample data.

Premium

What Premium adds

  • A Website Manager dashboard for a connected website.
  • Traffic and search reporting from Google Analytics 4 and Search Console.
  • The website’s inquiry inbox.
  • Website Manager invoice access and billing history.

Website reporting needs the site’s address and a Google Analytics 4 property Horizline can read; search reporting also needs a Search Console property.

On a phone

Contacts, the pipeline and jobs fit a phone

Horizline works in a phone’s browser. The lists and the pipeline rearrange for the screen, one stage at a time.

Contacts on a phone: a list of leads and clients with their business names and phone numbers.
Contacts. Sample data.
The pipeline on a phone: one stage at a time, with each lead’s card.
Pipeline. Sample data.

Connections

Works with

  • Stripe, for the invoices in Payments. You connect your own account by approving on Stripe’s site; no key is pasted into Horizline.
  • Google sign-in.
  • Your own mailbox, for email from a customer’s record. It is tested with a real sign-in before it is saved.
  • Google Analytics and Search Console, on Premium.

Plans

Two plans, monthly or yearly

Both start with the same seven-day trial. Prices are in US dollars.

Horizline Starter

$49 a month

or $449 a year, billed yearly

Contacts, the pipeline, clients and jobs, payments from your Stripe account, email from the record and team access.

Horizline Premium

$79 a month

or $699 a year, billed yearly

Everything in Starter, plus your website’s traffic and search reporting, its inquiry inbox and the Website Manager dashboard.

Seven-day trial, one per workspace. Stripe Checkout asks for a card and charges nothing when the trial starts; after it, your plan is charged monthly or yearly until you cancel. Cancel in Settings and keep access to the end of the period you paid for.

Compare the plans on horizline.app

Getting started

From signup to your first customer

  1. Step 01

    Create your account

    Answer three optional setup questions, or choose Complete later.

  2. Step 02

    Choose a plan and check out

    Complete Stripe Checkout. Your seven-day trial starts there, and nothing is charged when it does.

  3. Step 03

    Add or import your first customer

    The Getting started list on the Overview walks a new workspace from setup to its first contact.

Questions

Before you start

Kirk & Co. L.L.C. builds and supports Horizline in Vincennes, Indiana. Support answers by email at kirk@kirk-co.com and by phone at 812-690-1753, within one business day.

Who is Horizline for?

Contractors and service businesses: HVAC and plumbing, construction, electrical and concrete companies, and businesses that work the same way, from the office to the crew.

How does the seven-day trial work?

Each workspace gets one trial. It starts when you finish Stripe Checkout, which asks for a card and charges nothing. When the seven days end, the plan you chose is charged monthly or yearly until you cancel.

How do I cancel?

Cancel in Settings. You keep access to the end of the period you have already paid for, or to the end of the trial.

Can I bring in the customers I already have?

Yes. Import leads or clients from a spreadsheet file. You see a preview before anything is saved, and a sample file shows the layout.

Does it work on a phone?

Yes, in the phone’s browser. Contacts, the pipeline and jobs rearrange to fit the screen, one stage at a time.

How is our data kept safe?

Each workspace’s records are kept apart from every other account’s. Every account can use two-step verification, passwords are stored hashed, connected services’ tokens are encrypted, and the database is backed up nightly with copies kept for 14 days. The records you keep belong to your business.

What is the difference between the plans?

Starter includes the whole CRM: contacts, the pipeline, clients and jobs, payments from your Stripe account, email from the record and team access. Premium adds your website’s traffic and search reporting, its inquiry inbox and the Website Manager dashboard.

Can I pay monthly or yearly?

Yes. Starter is $49 a month or $449 a year. Premium is $79 a month or $699 a year.

What if Horizline doesn’t fit how we work?

Kirk & Co. also builds custom systems shaped to one business. Tell us where work gets stuck.

Where can I find setup help?

The Help Center has a guide for each part of Horizline. Search it here, or open the Help Center.

Horizline

Start your Horizline trial

Seven days, one per workspace. Stripe Checkout asks for a card and charges nothing when the trial starts.