ServiceBoss

Run the business side

Price the job before you leave the driveway.

Build a quote on your phone while you are still looking at the work. Your customer taps accept, it becomes an invoice, and you stop chasing people for money you already earned.

Five taps from a price to money in the bank

  1. 1

    Build it

    Line items, quantities and tax, right there on the job.

  2. 2

    Send a link

    They open it on their phone. No account, no app.

  3. 3

    They accept

    Their name and the date go on the record.

  4. 4

    It becomes an invoice

    Only the work they said yes to.

  5. 5

    You log the money

    Cash, cheque, card or bank transfer.

A price they can accept on their phone

Send a link. They see the line items, the total and your terms, and they accept with their name on it. No PDF attachment nobody opens.

Good, better, best without billing for all three

Mark the upsell lines optional. They pick what they want, and only what they picked lands on the invoice.

Deposit up front, balance on completion

Part payments are how trades work, not an edge case. Record it however it reached you and the invoice keeps its own score.

One screen that says who owes you what

Outstanding, overdue, collected this month, and every quote still waiting on an answer.

How getting paid works today

You log the money however it actually reached you — cash, cheque, bank transfer, or a card you ran on your own reader — and the invoice keeps score, deposits and part payments included. Letting your customer tap a card straight off the invoice page is next, and it needs a payout account in your name so the money lands with you, not with us.

The business side of your trade, handled.

Send your first quote