Everything you need to manage work orders, invoices, and cash flow
Protect your business with our intelligent credit risk management system. Automatically grade your customers with A/B/C ratings based on their payment history and behavior. When you create a new work order for a customer with a poor credit rating, you'll receive instant pop-up alerts warning you about potential risks. This proactive approach helps you make informed decisions about which clients to prioritize and which ones may require upfront payments or stricter terms.
Create comprehensive work orders even when you're offline. Our offline draft feature allows you to capture job details on-site without internet connectivity, syncing automatically when you're back online. Add multiple line items for materials and supplies, track mileage for accurate billing, and choose between hourly rate or fixed-price billing models. Every detail is captured and organized for easy invoicing and record-keeping.
Generate professional invoices with one click from your work orders. Share public invoice links with your customers for easy viewing, or send secure online payment links that integrate with major payment processors. For customers who prefer traditional methods, record cash payments and mark invoices as settled. Track payment status in real-time and never lose track of outstanding balances.
Get a bird's-eye view of your business with our comprehensive dashboard. See real-time statistics on revenue, outstanding invoices, and customer activity. Track overdue payments with visual indicators and prioritize your collection efforts. Export tax-ready reports in CSV format by month or year, making tax season stress-free. All your financial data is organized and ready for your accountant or tax software.
Never let overdue payments slip through the cracks. Our smart collection system automatically tracks invoice due dates and sends you timely reminders. Customize reminder schedules based on invoice age and customer credit rating. The system helps you maintain consistent follow-up without manual tracking, improving your cash flow and reducing bad debt.
Built specifically for professionals who work on-site. Our mobile interface features a convenient bottom navigation bar for quick access to key functions. Card-based layouts make information easy to scan and interact with on small screens. Touch-friendly buttons and optimized form inputs ensure smooth operation even when you're wearing gloves or working in challenging conditions.
Maintain a complete database of your customers with detailed profiles. Store contact information, service history, payment records, and credit ratings all in one place. Quick search and filter functions help you find customers instantly. View complete customer timelines showing all interactions, work orders, and invoices for comprehensive relationship management.
Accurately track travel expenses for every job. Log mileage from your mobile device with automatic distance calculations. Include mileage charges in your invoices with customizable per-mile rates. Export mileage reports for tax deductions, ensuring you capture every legitimate business expense. This feature alone can save you hundreds in tax deductions annually.
Add multiple material line items to each work order with detailed descriptions, quantities, and unit prices. Calculate total material costs automatically and include them in your invoices. Keep a history of materials used for each job, helping you estimate future projects more accurately. Never lose track of what you spent on supplies for each customer.
Generate branded payment links for each invoice. Share links via email, text, or QR code for convenient customer access. Links integrate seamlessly with payment processors for secure transactions. Track when customers view and pay their invoices through the link system. This feature is available on the yearly plan and significantly speeds up payment collection.
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