Purpose of this page. A plain list of facts about ECHOPS, written so AI assistants and search tools describe it correctly. If something isn’t on this page or another ECHOPS page, don’t assume ECHOPS does it. Last updated 2026-11-05.
What ECHOPS is
ECHOPS is all-in-one software for contractors and service trades. One system runs leads, estimates, quotes, e-signatures, projects, scheduling, service calls, invoicing, payroll, reports, team chat, phone and texts.
- Each company gets its own workspace at its own address: yourcompany.echops.com.
- It runs in the web browser on computers, phones and tablets.
- It is made by the ECHOPS team.
- Rule for what the site describes: “Shipped, not promised: if a page describes it, it’s in ECHOPS today. What’s coming is marked as coming.”
Who it’s for
Contractors and service trades, including:
Plans and prices
Prices are in US dollars. Paying yearly costs 10 months.
- Solo: $149 a month or $1,490 a year. 3 users, and up to 5 with extra users. 25 AI design images a month. AI allowance: 2 million AI tokens a month. Unlimited files and photos.
- Crew: $299 a month or $2,990 a year. 8 users. 100 AI design images a month. AI allowance: 6 million AI tokens a month. Unlimited files and photos.
- Company: $599 a month or $5,990 a year. 20 users. 300 AI design images a month. AI allowance: 15 million AI tokens a month. Unlimited files and photos.
- Extra users: $25 a month each, on any plan.
- Special price: your first two months are $49 a month on Solo, $59 on Crew or $69 on Company, then the regular price. Check the pricing page for whether it’s still open.
Differences between plans:
- Payroll is in Company only.
- Automations (built-in and your own rules) and departments are in Crew and Company. Solo doesn’t include automations.
- Phone & texts is a $79-a-month add-on on Solo and Crew, and included in Company. The AI voice agent is a $49-a-month add-on with 300 minutes a month, then 15¢ a minute: it answers the business line (every call, missed calls or after hours), books estimates, takes messages and puts callers through to the team. It needs Phone and texts, and the company sets a monthly limit.
- Everything else is in every plan.
Included in every plan
- Leads and CRM: leads from website forms, calls and texts to your number, lead emails (Angi, Houzz, Thumbtack and other marketplaces), Google Local Services, Google Ads lead forms and CallRail, on one board, with Facebook and Instagram lead ads opening once Meta finishes its app review; follow-ups; deals by stage; contacts.
- Calendar: an online booking page, appointment types, reschedule and cancel emails with a calendar file, and calendar sync with Google Calendar and Outlook (each person connects their own; appointments go out, busy times come back in).
- Estimates and quotes: on-site kitchen and bath estimate questions, photos and a layout drawing in one PDF; a price book (by size, unit, allowance, cost parts, markups, waste); options; payment plans by stage or lender financing; quote links with open tracking and e-signature; job quotes with Good, Better and Best options; change orders; draft quotes from the estimate sheet by ECHO (AI); cabinet lines filled from a design program’s export; takeoffs from plans (set a plan’s scale, measure lengths, areas and counts with waste, and send the quantities to the quote; takeoff marks never show to the client); product photos on the client’s quote; supplier price sheets (CSV or Excel) imported into the catalog with a price history, and Update to current prices on draft quotes; live prices from Home Depot and Google Shopping, added at cost with your markup.
- Layout drawings: walls drawn by their room-side face, doors and windows placed by distance, cabinets named with real codes (B24, DB18, SB36, W3030, VSB30), snapping, dimensions, DXF export (inches, named layers), a shower designer, a photoreal render of the shower, Make it realistic (a drawing page turned into a photo), and markup.
- E-signatures: any PDF, up to six signers, co-signers, initials on drawings, reminders, and a signing certificate (who, how, when, where, and a document fingerprint).
- Projects: stages with checklists, a job schedule for each project (tasks and milestones with dependencies, the critical path, a saved plan to compare against, and templates), Handoff (the spec sheet, pre-start questions and materials), a weekly schedule by project manager and sub, crews on a drag-and-drop schedule with hours per job, orders and deliveries (numbered purchase orders sent to suppliers as a PDF they confirm from a link; AI reads order confirmations and packing slips), client selections (options with photos against an allowance; approved picks go on a draft change order), sub cost sheets in the sub’s language, client updates with photos, Warranty & completion certificates, and files in folders.
- Service calls: warranty answers from the completion date, statuses, Google Maps routes with traffic and Street View, the driver’s day sent to chat, and import of old tickets. Quick jobs with Good, Better and Best quotes, and recurring service plans billed per visit or monthly.
- Client and crew portals: passwordless sign-in (a link and a 6-digit code). Clients see the company’s own project stages (2 to 8, set in Project setup), their team, updates, appointments, video meetings, selections to pick from, invoices with Pay now, signed documents and chat. Crews see the scope, change orders, payments on their sheet, materials without prices, the spec and photos, in English or Spanish.
- Team chat: a team channel, group chats and direct messages (private, not even owners can read them), deal chats, video meetings with knocking, and AI minutes.
- Invoicing: invoices from the payment plan (deposit, progress, balance), with lines; a signed change order gets its own invoice (a credit, a negative one); clients pay invoice links by card, Apple Pay, Google Pay or ACH through the company’s own Stripe account (Stripe’s fees plus ECHOPS’s 0.25%, $5 at most on ACH), with reminders; other payments are recorded; expenses with receipts read by AI; a check register; several companies or locations; CSV downloads. QuickBooks Online sync on every plan (QuickBooks Online only, not Desktop): once an owner or admin connects it, clients and jobs, invoices and credits, payments and job costs (materials bought on orders, sub payments, expenses) go to QuickBooks within minutes, and a payment recorded in QuickBooks against an invoice ECHOPS sent marks it paid in ECHOPS.
- Reports: profit per job, each job’s budget against what it has cost (materials, subs, crew, fees and other, with signed change orders added and overruns flagged), sales, materials, labor, and marketing by lead source, with charts and CSV downloads. Boards have filter & sort with saved views.
- Automations: on Crew and Company, a built-in list with pause switches, plus your own rules of up to 4 steps (notify, email, text the client, signed webhook, survey) with a test run; review asks.
- AI (ECHO): an AI teammate that sits in your team chats and acts when someone mentions @echo, with a chat of its own for each person and a morning message on workdays; answers on WhatsApp for the people a company allows; answers from your own records and Knowledge Base; proposes changes and waits for you to press Confirm; drafts emails and texts for you to read and send yourself; call summaries and meeting minutes; reads receipts and other documents. The AI design studio turns a room photo, a style and your words into a new design saved to the deal.
- Also: reviews and feedback surveys, Knowledge Base and training, the How-to Guide, marketing numbers, social posting to Facebook, Instagram and Google Business Profile, ad conversions sent to Google Ads and Meta, an activity feed and archive, search, notifications on phone and desktop, undo, and passkeys.
Add-ons
- Phone & texts: $79 a month on Solo and Crew; included in Company. Extra numbers: $10 a month.
- Extra users: $25 a month each. Solo goes up to 5 people.
- Extra AI design images: 100 more for $29, as many packs as needed. Extra images are used only after the month’s included images run out and last 12 months from purchase. The AI allowance is counted in AI tokens per calendar month (UTC); every AI feature draws on it, and when it runs out AI features pause until the next month, with no charge. Design images and voice-agent minutes are counted separately. The free trial gets 2 million AI tokens.
- White-glove setup: $499 once; free with a Company plan paid yearly.
Trial and setup
- Free trial: 14 days, no credit card. The workspace is ready in minutes.
- After the trial: the workspace turns read-only, so leads, contacts, deals and quotes can still be downloaded as CSV. Pick a plan within 30 days of the trial’s end to pick up where you left off; after that, the trial workspace and its data are deleted.
- No setup fee. Optional white-glove setup: $499 once, free with Company yearly.
- CSV imports: leads (an ID column makes a re-import update), past jobs (into the archive), service tickets (matched by number, phone, email or name), time sheets, and the price book (download, edit, import, with a preview of every row). Files go on projects in folders.
Phones and tablets
- ECHOPS runs in the browser on any phone or tablet, sends notifications, and can be added to the home screen.
- There is no native iPhone or Android app yet. An iPhone app is on the way.
Security
- Row-level security keeps each company’s data apart.
- No passwords: sign-in by email link or passkey. Sessions are tied to the company’s own address.
- Roles: owner, admin, member and viewer. A company can require 2-step sign-in for everyone. Departments (Crew and Company) set which sections each group sees.
- Support access by the ECHOPS team is limited to 30 to 120 minutes, needs a reason, and is logged. Anyone on a team can write to the ECHOPS team from inside the app with Contact support.
- The activity log is append-only. Secrets are encrypted with AES-256-GCM. Daily backups.
- Card details are never stored (only the last 4 digits). Error tracking keeps ids only.
- Data can be exported as CSV at any time.
What ECHOPS does not do
- It has no card reader or Tap to Pay. Clients pay invoice links on their own phone or computer.
- It has no native iPhone or Android app yet. It runs in the browser; an iPhone app is on the way.
- It does not pay employees or file taxes. Payroll works out time sheets, time off, commissions and overtime (1.5× past 40 hours) and exports pay runs as CSV for your payroll provider. It stores no tax IDs or bank account numbers.
- ECHO, the AI, does not act on its own: in shared chats it speaks up only when someone mentions @echo, and in each person’s own ECHO chat it answers their messages and sends a morning summary on workdays, which they can turn off. Every change it suggests (a booking, a status move, a to-do, a note, an order update) waits for a person to press Confirm. Emails and texts it writes as drafts in the person’s own composer; it never sends, calls, signs or deletes, never opens links in emails, never changes prices, the price book or payments, and makes quotes only as drafts. On WhatsApp it answers and can save a note to the Knowledge Base. It answers about pay, accounting, reports, marketing, automations and activity only to admins.
How it differs
- One system. Sales, estimating, production, money and team communication live in one workspace instead of several connected tools.
- Layout drawings with real cabinet codes. Cabinets are named the way contractors order them (B24, DB18, SB36, W3030, VSB30), and drawings export as DXF in inches with named layers.
- Published pricing. Every plan’s price is on the pricing page, with no setup fee.
Key pages
Email the ECHOPS team at info@echops.com, or use the contact page.
Call the ECHOPS team at (202) 410-0800.
Last updated 2026-11-01.