circleBak
CIRCLEBAK
‹ Back to site
GETTING STARTED

See exactly how circleBak works

Step through the real screens — from first-day setup to winning the next job. Pick a flow, then tap through.

Get set up
Send a quote
Follow up
Circle back
Win & review
9:41
CIRCLEBAK
Step 1 of 5
Create your account
Free for 14 days. No commitment.
G Continue with Google
or
you@email.com
Create a password
Create account
9:41
CIRCLEBAK
Step 2 of 5
Set up your business
+
LOGO
Add your logo
Appears on every quote you send.
BUSINESS NAME
Bright Coat Painting
GOOGLE REVIEW LINK
Continue
9:41
CIRCLEBAK
Step 3 of 5
Start your free trial
Full access for 14 days. Cancel anytime — no charge.
Monthly
Annual 2 mo free
Solo
1 user
$29/mo
Team
Up to 5 users
$59/mo
Start free trial
9:41
CIRCLEBAK
Step 4 of 5
Add to home screen
So it opens like a real app — and reminders can reach you.
ON IPHONE (SAFARI)
1
Tap the Share button
⬆
2
Choose Add to Home Screen
⊞
3
Tap Add — done!
Add
I've added it →
9:41
CIRCLEBAK
Step 5 of 5
🔔
Turn on reminders
We'll nudge you the moment a follow-up is due — so nothing slips.
Text follow-up due — Dana R.
Tap to copy & open Messages
Enable reminders
9:41
‹ Back
New quote
Draft
CUSTOMER
Dana R.
Phone
Email
SERVICE
Exterior painting ▾
Saved service · price filled in for you
$2,400
＋ Photos
Preview & send
9:41
‹ Back
Send quote
EXTERIOR PAINTING · DANA R.
$2,400
HOW TO SEND
@
Email
Sends automatically for you
✆
Text
Opens in Messages — from your number
Send quote
9:41
company
logo
Bright Coat Painting
Your quote is ready
EXTERIOR PAINTING
$2,400
Valid until July 2
Yes — let's do it
No account needed
9:41
Tuesday, July 1
9:41
circleBak
now
Text follow-up due — Dana R.
Follow-up 2 for the $2,400 exterior painting quote. Tap to copy & open Messages.
9:41
‹
DR
Dana R.
Messages · SMS
Today 9:41 AM
Hi Dana — your quote for exterior painting is ready: $2,400. circlebak.app/q/1042
✓
Message copied & pasted below.
Just press send →
Hi Dana, just checking in on the painting quote — happy to answer any questions! circlebak.app/q/1042
↑
9:41
‹ Quotes
Follow-up
Dana R.
Exterior painting
$2,400
✆
Did you send the text?
Confirm so circleBak can log it and schedule the next reminder.
Yes, mark as sent ✓
Not yet
9:41
‹ Quotes
Won
Complete this job?
Add a few photos for the review page.
+
↻
Circle back later
Remind me about the next job in 6 months
Mark complete
9:41
Monday, January 12
9:41
circleBak
now
↻ Time to circle back — Lee W.
It's been 6 months since the $240 gutter cleaning. Tap to send a check-in or start a new quote.
9:41
‹ Quotes
Circle back
Due 2
Upcoming 5
Lee W.
Gutter cleaning · last done 6 mo ago
$240
✆ Text a check-in
or start a new quote ›
Tom B.
Power washing · last done 12 mo ago
$480
✆ Text a check-in
Quotes
+
Settings
9:41
‹ Quotes
Won
Dana R.
Exterior painting
$2,400
TIMELINE
✓
Quote sent · email + text
✓
Follow-up 1 sent
★
Customer accepted — marked won
Complete job →
9:41
company
logo
Thanks, Dana!
Here's how your job turned out 👇
★ Leave a Google review
Save all photos
STEP 1 OF 5
Create your account
Sign up with Google or email — about thirty seconds.
‹
›
▶ Play tour