One plan. Every tool.
Every tool.
One flat price.
Everything a 1-to-10-tech company needs to run jobs, get paid, and keep the customer's name on your business. No tiers. No per-user fees. No add-ons. One bill, $149 a month.
01 / Scheduling & dispatch
The day board, not a spreadsheet.
Every job has a day, a tech, and a status. Move one job and the day reflows — drive time, depart times, and who's free next all recompute on their own.
DAY BOARD
Drag a job to a new day and the whole week reflows around it.
DRIVE TIME
Depart times adjust the moment the day moves — nobody waits on a truck.
CREW TIME CLOCK
Techs punch in from the truck. Hours land on the job, not a napkin.
JOB STATUSES
Quoted → booked → on site → invoiced → paid. One look tells you where everything is.
Day board
MON · AUG 10
- 8:30 AMGarage prep — Shoreline Dr.JOB #1042ON SITE
- 9:00 AMWalk — Shoreline Dr.JOB #1043QUOTED
- 10:15 AMFollow-up — Lake Nona BlvdJOB #1041PAID
- 1:00 PMTouch-up — Moss Park Ln.JOB #1039BOOKED
- 3:00 PMInvoice run — Spring Lk. Rd.JOB #1038INVOICED
DRIVE TIME: 14 MIN · ETA 9:14 AM
QUOTE · Q-2026-0312
LAKE NONA PAINTING
Interior repaint — 1824 Shoreline Dr.
600 SQ FT · 2 COATS · TRIM
- 1Prep & tape, all trim$480
- 2Prime & paint, walls (600 sf)$1,680
- 3Trim paint, doors & base$480
APPROVED BY TAP · 3:12 PME-SIGNED
02 / Quotes & estimates
The quote that sells.
Your price book, your numbers, your letterhead. Build the quote on the walk and send it before you're back in the truck. The customer picks an option by tapping a text.
PRICE BOOK
Your real prices, loaded once. Every line item is one tap.
GOOD / BETTER / BEST
Three options on one page. Customers pick what fits, and most pick the middle.
PHOTO-TAGGED LINE ITEMS
The crack in the drywall is pinned to the line it belongs to.
E-SIGN
Approval by name typed in a text. Binding enough for the job, easy enough for the driveway.
03 / Invoicing & payments
Invoice at the close, paid in the doorway.
The invoice exists the moment the job closes — no re-typing, no Monday paperwork. Payments clear to your bank, not to a platform wallet in between.
INVOICE AT CLOSE
Tap close on the walkthrough and the invoice is already written.
DEPOSITS
Collect up front, before materials hit the truck.
CARD / BANK
Customers pay by card or bank transfer — no app, no account for them.
LATE PAYMENT REMINDERS
Automatic nudges in your voice, on your schedule.
ACH 1%
Bank transfers at 1%, flat. Not a platform percentage of your revenue.
INV-2026-0142
PAIDBALANCE DUE
$2,140.00
PAYMENT · VISA ··42
Cleared 4:12 PM — in your bank by Monday
ACH: 1% FLAT · CARD: ~2.9% AT COST · NO PLATFORM CUT
TEXT · LAKE NONA PAINTING
9:38 AM
ENGLISH · CUSTOMER PREFERENCEREPLY IN 8 SECONDS
04 / Messaging & AI receptionist
The missed call that didn't miss.
The phone rings whether you're on a ladder or not. Missed calls become texts in seconds — from your number, in your voice, on your rules.
MISSED CALL → TEXT IN SECONDS
Nobody waits on hold. The customer gets a reply before they hang up.
YOUR NUMBER, YOUR DOMAIN
Every message comes from you. The customer never sees another name.
PATTERN APPROVALS
The AI runs on your playbook. Anything new comes to you for a one-tap yes.
SPANISH + ENGLISH
Each customer gets the language they answer in — native, not translated.
05 / Customers & CRM
One record. Every job behind it.
The customer is the record. Every quote, job, and invoice lives in one place — and the follow-ups that grow a paint business actually happen.
CONTACT RECORDS
Address, notes, language, how they pay. The whole file, in your pocket.
JOB HISTORY
Every quote, visit, and invoice in one scroll — the 2019 repaint included.
FOLLOW-UP QUEUE
The 90-day repaint call still gets made, because the queue makes you.
CUSTOMER PORTAL ON YOUR DOMAIN
Estimates and invoices on your site, under your name. Never theirs.
CUSTOMER #1043
EN · PORTAL LIVE
Dana Whitfield
1824 SHORELINE DR · ORLANDO, FL
- 2026-08Interior repaint$2,640PAID
- 2026-03Garage door refresh$520PAID
- 2025-11Front porch, 2 coats$890PAID
NEXT UP · REPAINT NUDGE
90-DAY · NOV 08
PORTAL: WHITFIELD.LAKENONAPAINTING.COM — YOUR DOMAIN
BID VS ACTUAL · AUG
EXPORT · XLSX
RECEIVABLES · 30 DAYS
$2,140 OPEN · 3 INVOICES
06 / Reports & money
Know what the business made.
Not a dashboard of vanity numbers. Which jobs made money, who owes you, and what it's going to cost you at tax time.
BID VS ACTUAL
What you quoted against what it cost. The jobs that lose money get found, not guessed.
JOB PROFIT
Per job, per tech, per week. Payroll decisions stop being gut calls.
RECEIVABLES
Who owes, how long, what to chase today.
EXPORT
Every number to Excel, anytime — including the day you leave.
One plan · $149/mo
Your name on everything. Never ours.
Every tool above is in the one plan. 14 days free, no credit card. First quote out the same day you set up.