Every tool you need to manage, track, and grow your business.
Field service features
Schedule everything in one place — meetings, jobs, multiple visits for a single job, tasks, and service tickets — and keep your day running smoothly. Each booking is color-coded and organized into its own section, so you can instantly see what’s on the calendar at a glance.
Need to schedule multiple visits for one job? Link them together so you never lose track of a multi-day project. The clear calendar view works on desktop, iPhone, and Android, giving your team real-time visibility into what’s coming up and where they need to be.
This keeps everyone aligned, reduces scheduling mistakes, and saves you hours each week.
Scheduling
Grow your business without the headache of building a website. We automatically create a professional website and digital business card for you — no design skills or tech setup needed.
Your website makes it easy for customers to book your services online, and your business card is fully shareable — complete with a QR code and a downloadable image that customers can save directly to their contacts.
With everything generated for you, you can start sharing your business, getting bookings, and reaching more customers in minutes — all without touching a single line of code.
Share & Grow
Get a complete overview of your business with the Team Manager dashboard. See work distribution, active jobs, projected revenue, and expenses all in one place — so you know exactly how your business is performing.
Track where your team is in real time, monitor progress, and make sure the right people are assigned to the right jobs. With clear insights into performance and financials, you can make smarter decisions, balance workloads, and keep your operations running smoothly.
This all-in-one view keeps you in control, reduces guesswork, and helps your team stay focused and productive.
Team Manager
Building invoices has never been easier. Simply add your line items, set sales tax, and apply discounts — all from a single, easy-to-use page. When you’re ready, our app automatically generates a branded, professional invoice for you.
No need to switch between tools or manually format documents. Your invoice is instantly ready to email, print, or share directly with your customer, right from your phone.
This streamlined process saves you time, ensures your invoices always look polished, and helps you get paid faster.
Invoicing
Never lose track of a client’s journey again. Our app gives you a complete timeline view of every interaction — from first message and booking to completed jobs, invoices, and follow-ups.
With a clear log of all communication, appointments, and work history, you can tailor each visit to your client’s needs and deliver a more personal, professional experience.
Having everything in one place means you’re always prepared, build stronger relationships, and never miss an opportunity to impress your clients.
Client Records
Give your business a single phone number that your whole team can use to message clients — no more juggling personal numbers or scattered conversations. All messages stay organized in one place, so everyone stays on the same page.
Save time with AI-generated templates for common messages like scheduling, rescheduling, estimates, and status updates. Each template is pre-written and fully editable, so you can quickly fill in details and send polished, professional replies without retyping the same messages over and over.
With shared access and smart templates, your team can respond faster, keep communication consistent, and provide a better experience for your customers.
Messaging
Managing expenses doesn’t have to be a chore. Our AI-powered receipt scanner lets you simply snap a photo and automatically capture merchant, date, total, and every line item — no manual entry required.
All of your expenses are neatly organized and viewable by day, month, or year, so you can quickly understand your cash flow and stay on top of your budget. Whether you’re preparing for tax season or just want a clear picture of spending, everything you need is right at your fingertips.
Save hours of bookkeeping and keep your finances accurate — effortlessly.
Expense Tracking
Save time and stay consistent by recording all your products and services in one place. When you create a job or invoice, you can easily add items without retyping — everything is ready to go.
Use custom categories to organize your catalog, and track quantities and locations so you always know what’s available and where it is. No more guessing what’s in stock or scrambling to find service details.
With everything neatly logged and easy to access, your jobs stay accurate, your team stays informed, and your business runs smoother.
Inventory
Take the guesswork out of taxes and income tracking. Our reporting tools let you set state, county, local, and district tax rates, so you always know the exact amount you need to collect and remit.
View your income reports quarterly, with a clear breakdown of taxable vs. non-taxable revenue. Choose between cash basis or accrual basis views to match your accounting style and get accurate insights into your business performance.
With everything calculated and organized for you, you can confidently file taxes, stay compliant, and make informed decisions about your business finances.