You stop being
The collections department
Invoices that send themselves, chase themselves, and land in QuickBooks — while your clients hear from you before they have to ask.
30-day money-back guarantee · Live in less than a week
Get paid
Invoices that chase themselves
The invoice exists the moment the work is done. Reminders go out until the money lands — polite, persistent, and never from you — and every payment flows into your books on its own.
Automated invoicing
Recurring service, projects, or one-time jobs — invoiced the moment work completes.
One-tap Stripe payments
Clients pay from the text or the portal — one tap, done.
Follow-ups until it's paid
Friendly, persistent reminders until the invoice clears — no awkward calls from you.
Syncs with QuickBooks
Invoices and payments flow into QuickBooks automatically — your books stay current.
Invoice follow-up · Tue 10:15 AM
Payment received · Synced to QuickBooks
Retention
Clients who stay
Losing one commercial account can erase a month of new sales. Every client is scored, watched, and cared for — risks surface in your digest with a suggested move while they're still fixable.
Client health scoring
Every account scored on payments, feedback, and engagement — trouble shows up as a number first.
Retention risks caught early
Risk signals surface with a suggested move — while the relationship is still saveable.
Contract renewals
Renewals tracked and raised well before the deadline — never a surprise expiry.
Satisfaction pulse checks
Light-touch check-ins keep a read on every client between visits.
Proactive client updates
Completion reports and heads-ups sent before clients think to ask.
Client portal
Clients see schedules, invoices, and reports themselves — without calling you.
Clients · Health
1 risk flagged in your digest — with a suggested move
Margins
Every dollar visible
Revenue is vanity if the site loses money. Profitability is tracked against real clocked hours, per location — so you know which accounts earn, which drain, and where the gear went.
Profitability by location
Revenue against actual hours per site — margin, not vibes.
Equipment tracking + maintenance alerts
Gear assigned, tracked, and flagged before it fails on a job.
Bring your book of business
Upload your existing contracts — clients, locations, and pricing set themselves up.
Profitability · June
Westgate flagged · below your margin floor
Keep going
The other jobs you stop doing
Sales & proposals
The salesperson
Leads answered in seconds, priced in minutes, signed without printing a thing.
Explore →Scheduling & operations
The dispatcher
Shifts confirmed, call-outs covered, projects run — without you dispatching.
Explore →Intelligence & support
The analyst
The morning digest, instant answers, and month-end before month-end.
Explore →One platform · Run by AI
The collections department's job, handled.
Guided setup in 15 minutes — live in less than a week.
30-day money-back guarantee · No long-term contract