01
Quotes clients sign online
Build a quote for each property: every service, how often it happens and what it costs. Your client opens a link, reads the proposal on any device and signs it with a finger or a mouse.
- Clients sign, or decline with a note
- A PDF copy to download
- Split a contract's total into monthly payments
02
Yearly and seasonal contracts
A signed quote becomes a contract with its start and end dates, its services and its payments. You add your company's signature from the office, and both signatures show on the contract.
- Weekly, every two weeks, monthly, quarterly or seasonal services
- One-time jobs alongside the regular work
- Every contract's status in one list
03
Scheduling the week's visits
Turn a contract into its season of visits in one step. See every visit on a calendar, put each crew's day in order, and reschedule or skip a visit when plans change.
- Visits made from each contract's services
- Routes built crew by crew
- Add a one-off visit at any time
04
A crew app for the field
Crews see today's visits in order. At each property they check in, work through the service checklist, add before, during and after photos, and log their hours and materials.
- Messages with the office, kept with the visit
- Keeps working when the signal drops, and catches up after
- Location recorded only while a visit is open
05
Invoicing
Create the month's invoices from your contracts in one batch. Each invoice has its own PDF, goes to your client by email, and shows what has been paid as you record payments.
- Monthly payments billed from the contract
- Sales tax worked out on every invoice
- The same month never billed twice
06
Renewals, every year
See which contracts end in the next 7, 30 and 60 days and what they are worth. Renew them in a batch as next year's quotes, with a price increase by percentage or by a fixed amount.
- Price increases saved once and reused
- Copy any contract into a new quote