The Platform · № 07
The unglamorous three quarters of running a service business. No feature page of its own, because it isn't a feature — it's the floor.
A board of the day's work with a lane per crew. Drag a job to move it. Jobs carry a status that is the single source of truth about where they are — so "scheduled" and "actually started" are never the same thing by accident.
Recurring work that repeats without re-quoting it every time, one-offs, and the whole week in a view you can hand to somebody. Route customers don't get re-entered fifty-two times a year.
What the crew captured on site, on the office side, attached to the job it belongs to — so the answer to "what did it look like when we got there" is a picture, not a memory.
Both built from your price book, both numbered off one sequence whether they came from the office or a phone in a driveway. A quote becomes an invoice without being retyped.
A real proposal document your customer opens in a browser and signs — no printing, no scanning, no "can you send that as a PDF."
Card and ACH through Stripe, plus Venmo and Zelle for the customers who insist. We take no cut of your revenue — Stripe's fees are Stripe's, at their rates, charged to you.
Your price book and the tool that assembles it into a bid: services, rates, units, add-ons, multipliers and minimums. More on the price book.
Included, not an upcharge. It used to be a paid add-on here; charging monthly rent for something that costs us nothing to leave switched on is the behaviour this whole site argues against.
Appointment reminders out, and follow-ups on invoices that are sitting. The quiet difference between money you're owed and money you have.
Customers see their quotes, invoices, documents and history at a private link — one that tells search engines not to index it, browsers not to cache it, and other sites nothing about where the visitor came from. More on that.
Mail to and from a customer captured against their record, threaded, so the history doesn't live in one person's personal inbox and leave with them.
Asking for the review, automatically, after the work is done and while they still remember it — which is the only time anyone ever writes one.
A five-stage board for the work you haven't won yet, with a sales role for people who should see deals but not the whole back office.
Door-knocking on a phone: who you've hit, who said come back, and what happened — instead of a legal pad that doesn't survive the truck.
Your existing customers brought in from a CSV out of any major platform. This is the step most switches die at, so it's a real tool rather than an email address to send a spreadsheet to.
Admin, dispatcher, sales and technician. A technician reaches customer details for the jobs assigned to them — the full customer list is not one URL away from a phone.
Your logo, your colors, your business name, at your own domain. Your crew and your customers sign in at your address, not a shared portal with your logo dropped in a corner.
Anything on this page your shop doesn't use is switched off, and off means gone — no menu entry, no reachable address. How that works.
The whole database exports whenever you want, and a copy is emailed to you on the first of every month whether you asked or not. You never have to request your own records.
Plainly
There's no marketplace of integrations. QuickBooks Online, Stripe and e-signature are wired in. Everything else is a conversation and a flat quote. A thousand-app directory is impressive on a comparison chart and mostly a way of saying "not our problem."
Some of this depends on third parties you pay directly. Stripe for card and ACH. An Intuit subscription for the QuickBooks sync. A domain, about twelve dollars a year, in your name rather than ours. The full list.
Payroll and inventory aren't here. No timesheet-to-paycheck run, no parts stock levels. If either is central to your shop, say so on the call and we'll tell you honestly whether we're the right fit rather than finding out in month three.
This is the page most vendors skip. It's also where you'll spend most of your day, so it's the part worth interrogating on a screen-share.
Email: [email protected] · all of it at $149/mo
