---
title: CustomerBase Reviews
meta_title: 'CustomerBase Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CustomerBase works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# CustomerBase Reviews
**Vendor:** CustomerBase  
**Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About CustomerBase
CustomerBase provides the most powerful small business software that is used by thousands of business owners to manage sales, operations, reputation management, and customer service. Send invoices, schedule and dispatch your employees, create estimates, generate reviews and accept payments all in one software app. CRM Highlights: ‣ All sms and email messaging with customers is tracked and completed within the app ‣ Record phone calls between employees and customers to improve service ‣ CRM to keep track of customer records and history ‣ Send customers a text message to let them know you're on your way ‣ Get customer sign-off with signature approval ‣ Share custom forms and checklists with your customers to show off what was done ‣ Allow customers to pay invoices and book new work online Payment Processing: ‣ Get paid in-person and on-site with our credit card reader or manually enter payment info ‣ Get paid even faster with online with sms/email and in-app payment processing ‣ Analyze payment performance insights within the app ‣ Book jobs from your website, over the phone, on google, on facebook, and more ‣ Customers can approve estimates and invoices online Scheduling and Job Management: ‣ Drag and drop calendar editing ‣ Dispatchers organize jobs and book jobs for employees ‣ Update employees on job modifications via push and sms notifications on their phones ‣ Dispatchers optimize routes to be efficient with employee schedules ‣ Take notes on the job, add photos, track expenses, update invoices until the job is complete Small Businesses We Service: CustomerBase is used by many industries including: ‣ appliance repair ‣ carpet cleaning ‣ cleaning ‣ contracting ‣ handyman services ‣ HVAC ‣ landscaping ‣ lawn care ‣ painting ‣ pest control ‣ plumbing ‣ pressure washing ‣ window cleaning ‣ and over 30+ more Additional Features: ‣ Import job history ‣ customer database ‣ price list import and customization ‣ Sync job data ‣ reconcile payments and invoices via Quick books Online #1 in Customer Support: ‣ Our support team is recognized as the best in the business by small business owners time and time again. ‣ We are always here to help with phone support and email support.



## CustomerBase Pros & Cons
**What users like:**

- Users appreciate the **exceptional customer service** from CustomerBase, enhancing their overall experience with the software. (1 reviews)
- Users rave about the **exceptional customer service** provided by CustomerBase, enhancing their software experience significantly. (1 reviews)
- Users value the **excellent customer support** from CustomerBase, enhancing their overall experience with the software. (1 reviews)
- Users find CustomerBase to be **easy and user-friendly** , enhancing the overall experience with its constant improvements. (1 reviews)
- Users value the **constant innovation** of CustomerBase, enhancing user experience with easy and friendly software options. (1 reviews)
- Option Variety (1 reviews)
- User-Friendly (1 reviews)

**What users dislike:**

- Users struggle with **feature limitations** , notably the inability to attach photos and categorize services on invoices. (1 reviews)
- Users are frustrated with **invoice issues** , particularly the inability to attach photos and categorize services and materials. (1 reviews)
- Users highlight significant **invoicing issues** , particularly the inability to attach photos and categorize services effectively. (1 reviews)
- Users find the **lack of customization** in CustomerBase frustrating, especially in invoicing and service categorization. (1 reviews)
- Users are frustrated by the **missing features** , especially the inability to attach photos to invoices and categorize services. (1 reviews)
- Tracking Issues (1 reviews)

## CustomerBase Reviews
  ### 1. Like the service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lloyd P. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about CustomerBase?**

I really appreciated luis Customer service in building Out my software. So far This software seems to be.
Easy and user friendly. They are constantly trying to improve which is great. Anded offers a lot of options. I really great Software for mobile base businesses. I would definitely recommend.

**What do you dislike about CustomerBase?**

Well tim tracking is one issue. And not being able to categorize your services and materials. The biggest problem is Not being able to attach photos to invoices.

**What problems is CustomerBase solving and how is that benefiting you?**

Invoicing in client History tracking.



- [View CustomerBase pricing details and edition comparison](https://www.g2.com/products/customerbase/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A07%3A42+-0500&secure%5Bsession_id%5D=bee4da3e-9886-4ecb-8b5a-39d9e30f6cd5&secure%5Btoken%5D=b51036628e8fb61be903e831c860a37d705436cfce7dd63fd65aa3edcabf8139&format=llm_user)

## CustomerBase Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Payment Processing**
- Encryption
- Credit Card Processing
- Mobile Payments
- Digital Wallet Integration
- Debit/Credit Card Processing
- Online Payments
- Partial Payments
- In-Person Payments
- Digital Wallet Payments

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Generative AI**
- Generative AI

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Administration**
- Reporting & Analytics
- E-commerce Integration
- Processing Fees
- POS Integration
- Omnichannel
- Levels 1 & 2
- Level 3
- Payment Gateway Integration
- ACH Payment Processing
- Cryptocurrency Processing

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Payment Options**
- Multi-Currency
- Self Service Portal

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Personalization**
- Branding
- Links

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Security**
- POS Verification

**Integrations**
- Multi- Calendar Integration
- Website Integration
- Payment Acceptance
- Communication

**Agentic AI - Billing**
- Autonomous Task Execution

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Platform**
- Accounting integration
- E-commerce Integration

**Generative AI**
- Generative AI

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

**Additional Functionality**
- Data Synchronization
- Transaction Monitoring
- Purchasing & Receiving
- Contactless NFC
- Offline Access
- Electronic Signature
- PCI Compliance
- Credit Card Management
- Fraud Detection
- SSL Security
- Mobile Access
- Generative AI
- Returns Management
- Discount Management
- Reminders
- Barcode/Ticket Scanning
- Reporting & Statistics
- Recurring/Subscription Billing
- Compliance Management
- Transaction History
- Mobile Card Reader
- Sales Tax Management
- Customer Database
- Receipt Management
- Customizable Branding
- Invoice Management
- Cash Management
- Remote Access/Control
- Multi-Location
- Sales Trend Analysis
- CRM
- Gift Card Management
- Sales Reports
- AI Copilot
- Multiple Payment Options
- Loyalty Program
- Status Tracking
- Alerts/Notifications
- Activity Dashboard
- Expense Tracking
- Data Security
- Payment Links
- API
- Payment Fraud Prevention
- Payment Reconciliation
- Data Import/Export
- Search/Filter
- Real-Time Data
- Billing & Invoicing

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

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