Services Job Flow

Every job, from quote to paid, in one place.

A custom tool built around how your business already works: quote it, schedule it, invoice it, get paid, and ask for a review, without re-typing anything.

usually 6–12 weeks

What's in the package

Scope sheet
Included
  • A planning phase that ends in a written scope you approve
  • Line-item quotes your customers can accept online
  • Scheduling and assigning jobs to your crew
  • Invoices with online payment through a hosted checkout
  • Automatic review requests after a job is paid
  • A preview link you can check any time, plus a weekly Friday update
  • Staff training, a short runbook and a recorded walkthrough
Not included
  • Storing card numbers. Payments go through a hosted checkout.
  • Replacing your accounting or payroll software. We connect to it instead.
  • App-store apps. It runs in the browser on any phone.
  • A fixed price before the scope is clear. Unclear projects start with a short paid planning step.
Typical timeline
Usually 6–12 weeks, always scoped in writing first. Larger projects are paid in milestones tied to demos you can see.
What we need from you
One point person, a short weekly check-in, sample quotes and invoices, and access to the tools you use now.
The outcome
Every job, start to finish, in one place.

Tell us what's slowing you down.

A short call in plain English. You'll leave with a clear next step, whether or not it's with us.