Menaia

A new, U.S.-presented operations platform that combines CRM, scheduling, estimates, time tracking, and performance management for service businesses.

This file records what was documented in reviewed public sources on 2026-08-31. It is not a security certification, a legal opinion, or a recommendation. Where something is marked not verified, it means we looked and did not find it publicly — not that it is absent or deficient.

The public record

Location
San Diego, California, United States
Legal entity
Specific legal entity not verified in reviewed public materials
History
2025
Category
Field-service operations, CRM, scheduling, estimating & performance management
Phone
Enterprise phone support stated; no general public number verified
Support
Email, in-app live chat, and a claimed weekday response target

Publicly identified principals

  • Nave Black Co-Founder & CEO

    Public profile describes 12 years of industry experience and growing Attic Projects from one truck to 200+ employees.

    Source
  • Raz Weizman CTO

    Public profile identifies prior founding and technical leadership experience.

    Source

Public operating signals

Official LinkedIn showed about 1.3K followers and roughly four posts monthly in the sampled period, focused on field operations and performance management. The official Instagram showed a smaller, active account with mostly reaction-level engagement.

Source

Pricing, contract, security & exit

Pricing
Core $449/month; Pro $849/month; Scale custom
Contract
30-day notice of non-renewal before the renewal date
Security
Commercially reasonable administrative, technical, and organizational safeguards are stated. No SOC 2 or ISO artifact was located.
Data exit
Terms say the client owns client data. A fixed post-termination retrieval period and complete export scope were not verified.

Third-party assurance

Third-party assurance not located in reviewed public sources

No matching CSA STAR or TrustPartners listing, dedicated trust center, SOC 2, or ISO artifact was located under the searched names. Terms and privacy material describe general safeguards.

Source

Documented capabilities

  • CRM, scheduling, estimates, and time tracking
  • Two-way client texting and crew SMS notifications
  • Mobile apps, onboarding, and data migration

Documented integrations

  • QuickBooks Online permissions for customers, invoices, estimates, and payments
  • Stripe and Zapier
  • API and webhooks on the Scale plan

Looked for, not found in public sources

  • Offline mobile mode
  • GPS-specific time tracking
  • Subcontractor workflow depth

These are gaps in the public record. Ask the vendor directly; several may well exist without being publicly documented.

Score breakdown

Operational fitField work, sales, estimating, and automation
15/22
Integration & data syncAccounting, ecosystem connections, and API evidence
12/14
Adoption & mobileField-team usability, onboarding, and offline evidence
7/14
Support & reliabilityReachability, published support, and operating evidence
8/14
Commercial clarityPublic pricing, billing model, trial, cancellation, and renewal terms
8/10
Security, privacy & exitThird-party assurance evidence, privacy governance, and practical data exit
4/18
Company transparencyNamed principals, sustained operating communication, and review context
6/8
Public-Evidence Fit & Exit Score
60/100

How each dimension is scored ↗

ServiceDax editorial walkthrough

How I would evaluate Menaia

If I were considering Menaia for my own field-service company, I would start with the basic promise: Menaia brings office staff and field crews into one operating system. The platform combines CRM, scheduling, estimates, time tracking, and performance management. Menaia also documents client texting, crew notifications, onboarding, data migration, and mobile access for field teams.

That is a useful starting point. Many service businesses still manage leads in one system, schedules in another, customer texts on individual phones, accounting in QuickBooks, and the remaining details in spreadsheets. Menaia is offering one place to coordinate that work.

What the 60 out of 100 score means

The first number on this page is Menaia's 60 out of 100 Public-Evidence Fit & Exit Score. I would not read that as a verdict that Menaia is a bad platform. The score measures what a buyer can verify from the public record. In Menaia's case, the public material answers many product and pricing questions, but it leaves several important details unresolved.

That is not unusual for a newer company. The reviewed public record points to a 2025 history and a San Diego presence. New software can be a strong fit, especially when the people building it understand the work. It can also require a more hands-on buying process. Before I moved jobs, customer records, estimates, and payment history into the platform, I would want the important commitments in writing.

What being new changes for the buyer

Early-stage software usually changes quickly. The development team ships updates, customers create new workflows, and real-world use exposes combinations of devices, permissions, integrations, and field conditions that internal testing may not reproduce. That does not tell me Menaia is unreliable. It tells me I should expect the product and its operating procedures to keep evolving.

There is useful industry context for that concern. Google's Site Reliability Engineering program says roughly 70% of outages are caused by changes to a live system. DORA's software-delivery research tracks both change fail rate—the share of deployments that require immediate intervention—and deployment rework rate, which covers unplanned releases made to fix production problems. Those are general software findings, not Menaia performance data. Menaia's own failure rate, uptime history, incident count, and recovery time were not available in the reviewed public record.

That tradeoff may be acceptable. A newer vendor may respond quickly, give customers direct access to product leaders, and build requested features faster than a larger company. But if my business needs a platform with years of production history, a large user base, mature support procedures, and well-documented edge cases, I would compare Menaia with more established alternatives before deciding. I would also ask Menaia for its last 12 months of uptime, recent incident history, normal release cadence, rollback process, support-escalation path, and references from companies that resemble mine.

The team gives me useful context

Menaia identifies Nave Black as co-founder and CEO. His public profile describes 12 years of industry experience and says he grew Attic Projects from one truck to more than 200 employees. That background matters to me because an operator who has managed crews, schedules, customers, and margins has firsthand knowledge of the problems field-service software needs to solve.

Menaia also identifies Raz Weizman as CTO. His public profile shows prior founding and technical-leadership experience. Those names give me context, but they do not answer every ownership question. During a demo, I would still ask who owns support when something breaks, who is responsible for customer data, and who can make a decision if a billing or payroll issue appears late on a Friday.

The company also maintains an active LinkedIn account. ServiceDax observed roughly four posts per month in the sample, mostly about field operations and performance management. The company's Instagram account was active as well, though much smaller. I would treat that activity as a modest sign that the team is present and communicating. Follower counts do not tell me whether the software works.

I would test the core workflow, not the sales presentation

Menaia's QuickBooks connection would be one of my first demo topics. The company says Menaia can read and write selected QuickBooks Online records, including customers, invoices, estimates, and payments. Menaia also lists Stripe and Zapier integrations, while the Scale plan includes API and webhook access.

Those connections could support a strong workflow. But the phrase “integrates with QuickBooks” can cover anything from a limited export to a dependable two-way sync. I would ask the sales team to open a test account and show the complete sequence: create a customer, build an estimate, convert the estimate into an invoice, record a payment, change a record in QuickBooks, and then show what changes inside Menaia.

That demonstration should answer three practical questions. Which records move in both directions? Which records move only one way? Who cleans up the data when someone edits the wrong system?

Workiz gives me a useful comparison checklist

I would compare Menaia with Workiz because both products serve home-service operations. Both vendors position their software as a way to coordinate office work, field work, customer communication, and payment collection.

I would not claim that Menaia is trying to copy Workiz. Only Menaia can explain its product strategy. The useful comparison is narrower: Workiz currently publishes more detailed documentation for several field-service workflows. Menaia may support some of the same functions, or may have them on its roadmap, but I could not verify the same depth from Menaia's public material.

Workiz publicly documents live technician location tracking, including limitations for subcontractors. If dispatch depends on vehicle or technician location, I would ask Menaia to show a real technician account on a real map.

Workiz also documents job checklists that can require steps, photos, notes, and technician confirmation before a job closes. That workflow matters when callbacks are expensive or new technicians need a consistent process. I would ask Menaia whether a company can create checklists by job type, require field photos, and prevent a technician from closing incomplete work.

The customer experience deserves the same treatment. Workiz documents a client portal where customers can view appointments, approve estimates, pay invoices, review past work, and book again. Workiz also publishes limitations, including a QuickBooks-related restriction for some portal users. That level of documentation helps a buyer understand where a feature works and where it may not.

Workiz further documents inventory management, equipment tracking, purchase orders, service plans, subcontractor management, and a built-in phone system. Menaia already documents core job management, client texting, crew notifications, and QuickBooks Online access. The current difference is the public feature map: Workiz explains more of the surrounding operating stack and, in some cases, the plan requirements.

A longer feature list does not automatically make Workiz the better choice. More software can mean more configuration and more training. A smaller service company may prefer a cleaner system for leads, estimates, scheduling, and field follow-up. But if my business needs GPS dispatch, customer self-service, inventory control, call handling, and required job checklists on day one, I would ask Menaia to demonstrate each workflow before I signed.

The mobile experience needs a real-world test

Menaia's website describes a mobile app and says crews can view schedules and job scope, upload photos, and receive shift reminders on their phones. ServiceDax also located the Menaia web-app login. However, the reviewed public search results did not independently confirm a current Menaia listing in Google Play or the Apple App Store.

That does not prove that Menaia lacks a native app. It means the public record did not confirm the distribution method at the time of review.

For some contractors, a browser-based crew experience will work perfectly well. For others, it will be a deal breaker. I would ask Menaia to hand me a phone and show the exact field setup. Is the product delivered through an app-store download, a browser app, or both? Can a technician open a schedule, complete a job, attach photos, and save work without a reliable signal? If the business uses subcontractors, what can they view and upload, and how does Menaia separate their access from employee access?

I would get pricing, security, and exit terms in writing

Menaia publishes three pricing levels: Core at $449 per month, Pro at $849 per month, and a custom Scale plan. Its terms also describe a 30-day notice requirement before renewal.

I would ask what the listed price covers at my company size. Are text messages included? Does Menaia charge separately for onboarding, data migration, storage, integrations, or additional training? Is pricing tied to users, crews, usage, or another limit? The starting subscription matters, but the operating cost after a year matters more.

Then I would ask how to leave.

Menaia's terms state that the client owns client data. That is an important baseline. The reviewed public material did not establish a fixed post-termination retrieval period or confirm whether a customer can export the complete account in a practical format. That missing detail is a major reason Menaia received 4 out of 18 for security, privacy, and exit readiness.

My request would be direct: show me the export. I would want customers, jobs, estimates, invoices, payments, photos, notes, attachments, and text history. I would ask what file formats Menaia provides, whether the export costs extra, and how long the files remain available after cancellation. Then I would ask the company to confirm the answer by email.

Security belongs in the same conversation. Menaia states that it uses administrative, technical, and organizational safeguards. ServiceDax did not locate a public SOC 2 or ISO artifact, a CSA STAR listing, a TrustPartners record, or a dedicated trust center under the names reviewed. That is not proof of weak security. It means I would request Menaia's data-processing agreement and any security materials the company can share, even if access requires a nondisclosure agreement.

The reviews are encouraging, but the sample is small

G2 displayed a 4.7 out of 5 average from three validated reviews, including two marked as current users. Reviewers spoke positively about the all-in-one workflow and support, while one mentioned setup time.

That is an encouraging early signal. It is not enough evidence to decide the purchase. Three customers cannot represent the full range of company sizes, trades, workflows, and implementation experiences a buyer may encounter.

My bottom line

If I were attending a Menaia demo tomorrow, I would bring one real workflow from my business. I would ask the team to turn a lead into an estimate, schedule the job, complete the field work, collect payment, and show the resulting QuickBooks record. Then I would ask Menaia to export the same customer and job history as if I were leaving the platform.

That is how I would use this ServiceDax profile. The public evidence gives me enough to begin a serious conversation with Menaia. It also shows me where a live demonstration and a written answer matter more than another sales claim.

Independent review signals

  • G24.7/5from 3 reviews

G2 displayed 4.7/5 from three organic, validated reviews; two were also marked verified current user. Three reviews is too small a sample to read as broad market validation.

Small sample: 3 total reviews across all platforms. Ratings drawn from samples this size are not a reliable measure of broad market experience, in either direction.

Ratings belong to the platforms shown and were read on 2026-08-31. We do not host reviews, and we never convert review sentiment into a security or exit-readiness claim.

What to ask before you sign

  • Identify the contracting legal entity before signing.
  • Request a DPA and any independent assurance artifacts.
  • Confirm full export format, fees, and the post-termination access period.

Source trail

Class A: legal, regulatory, product, or registry material. Class B: vendor-published support or product material. Class C: independent review platform or community source.

Something here out of date or wrong?Request a correction ↗