Bearfish
Sign in Get started
Start free

The Bearfish workflow

One system from first walkthrough to final payment.

Build a profitable quote, make it easy for the customer to say yes, and give the office and field one connected job record through the final balance.

Start free trial View pricing

One connected workflow

The job stays connected from first item to final balance

Bearfish keeps the work moving without making your team re-enter the same customer, scope, and price at every handoff.

  1. Catalog

    Start with the parts and labor you actually sell

    Search a shared product catalog, keep preferred items close, and use your organization’s pricing. Product options and labor phases stay attached when an item enters a quote.

    • Supplier pricing connections
    • Favorites and price overrides

  2. Quoting

    Shape a clear, profitable scope

    Organize work into sections, adjust quantities, labor, and margin, and offer customer choices without losing control of the total.

    • Sections, parts, and labor
    • Margins and customer options

  3. Customer approval

    Send a link built for a decision

    Customers review the quote in a private, mobile-friendly page, choose available options, and accept or decline without creating an account.

    • Online acceptance and decline
    • Customer-ready PDF

  4. Deposit

    Collect the deposit at acceptance

    Connect Stripe and move an approved customer directly into checkout. The payment stays connected to the job instead of disappearing into a separate system.

    • Stripe Checkout
    • Deposit recorded against the job

  5. Jobs

    Turn the accepted scope into the plan

    The winning quote becomes a job with its customer, scope, and pricing intact. Track the lifecycle, work phases, and schedule together. Crew and Company also add groups and crew assignments.

    • Job phases and status
    • Crew assignments on Crew and Company

  6. Field work

    Keep the field connected to the office

    Use Bearfish on the web or mobile to update job status, complete phases, add notes, and attach job photos while the work is happening.

    • Notes and job photos
    • Mobile phase and status updates

  7. Change orders

    Put changed scope in writing

    Build and price a change order against the job, then send it through a customer approval flow that keeps the decision on the record.

    • Priced scope changes
    • Online approval or decline

  8. Final invoice

    Collect the remaining balance

    Create the final Stripe checkout from the completed job. Recorded payments are reflected so the customer sees the balance that remains.

    • Remaining-balance checkout
    • Payment history on the job

  9. API

    Connect Bearfish to the rest of your operation

    The REST API schema is public for every visitor to explore. Company owners and admins can create and revoke API keys for authenticated integrations and automation.

    Explore the API docs

Keep the next job connected from day one.

Start with a 14-day Crew trial. No credit card required.

Start your free trial