The margin is in not spending an hour on admin for a ninety-dollar job. Quote by the pane, set the visit to repeat, invoice on the spot, and let the recurring invoice and the reminders collect.
Templates priced by the pane or the square foot make the quote pick-and-send. Convert to the invoice on site, send the link, and the customer pays by card on Stripe's page. A completed job with no invoice nudges you.
Set each stop to repeat — weekly, every 2 weeks, monthly, quarterly, seasonal — and completing it books the next. The schedule shows the day in order; the crew sees it on the phone.
A recurring invoice issues itself for the standing accounts, with the pay link on it. Everyone gets automatic past-due reminders, and grouped pay lets a customer clear several invoices in one go.
Every item is a screen you can open the day you sign in.
The route repeats, the invoice sends itself, the reminders collect.
Yes. A line's unit can be each, sq ft, linear ft, hour or job with your cost and markup — panes are "each" at your rate.
Yes. Set each account to repeat monthly (or any other cadence); completing the visit books the next. The crew sees their stops on the phone.
An invoice past its due date with a balance gets a reminder to the customer, at most once a day per invoice, until it is paid.
Yes, if you want them — add your trade to your marketplace profile and homeowners can pick it once you are live. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
Template, repeat, invoice, collect.
