Focus on the work, not the paperwork.
Helping home service businesses stay organized.
Straight-forward tools
Helping you help customers.
Unpaid
$4,280
Quotes
3
Scheduled
7
Attention
4
Requests
2
Work Queue
Drain inspectionGarcia Rentals - 11:30 AM
In Progress
Panel repairHorizon Cafe - 2:00 PM
Scheduled
Tree cleanupMaple Ridge HOA - Tomorrow
Scheduled
Needs Follow-up
Quotes need decisions3 sent quotes awaiting approval or more time.
Quote
Sent but not viewed2 invoices may need a text follow-up.
Invoice
Requests
NewCalls, texts, and job interest
2
ContactedReady to convert or quote
1
Billing Snapshot
$4,280
Garcia Rentals
Maria Garcia / 418 Cedar Avenue
Contact
Maria Garciamaria@garciarentals.test
Email555-0198Call, text, or email from the customer page.
Phone#propertyTags live in the page header menu.
TagCustomer Page
NotesPrefers arrival text before technicians arrive.
RequestsDrain inspection request marked contacted.
PhotosJob photos appear on the customer record.
Drain inspection
Garcia Rentals - Building C
Job Notes
Technician updateLuis found blockage near rear cleanout and added photos.
TodayNext stepCreate repair quote for approval before additional work.
QuoteCustomer noteTenant available after 3:00 PM for follow-up visit.
NoteJob Details
11:30 AM
Invoices
Track what has been sent, viewed, and marked paid.
Horizon Cafe - Invoice #1042$840.00 - viewed yesterday
ViewedNorthside Auto - Invoice #1043$320.00 - sent but not viewed
SentAlden Residence - Invoice #1041$1,180.00 - marked paid
PaidMaple Ridge HOA - Quote #883$2,450.00 - awaiting approval
QuoteFor business owners
Everything you need to run your business.
Customer Management
Keep customer information, notes, addresses, job history, and invoices in one place.
Scheduling
View upcoming work on a simple calendar. Assign jobs and stay organized throughout the week.
Quotes & Invoices
Create professional quotes and invoices in minutes. Track payment status and outstanding balances.
Job Tracking
Keep every job organized from first phone call to final payment.
Business Dashboard
See upcoming jobs, unpaid invoices, and recent customer activity at a glance.
Automated Reminders
Reduce no-shows and late payments with simple automated reminders.
Customers
Organize customer notes & history.
No more digging through notebooks, spreadsheets, text messages, or email threads.
Search
HC
Horizon Cafe
#restaurant
MR
Maple Ridge HOA
#hoa
GR
Garcia Rentals
#property
BP
Beacon Point Church
#church
NS
Northside Auto
#detailing
AL
Alden Residence
#residential
VV
Vista Veterinary
#maintenance
GR
Garcia Rentals
Call
Text
Email
Notes
Prefers arrival text
Requests
Drain inspection request
Photos
Job photos attached
Jobs
Follow-up repair scheduled
Why Service Beacon
Swap paperwork for customers.
Built for businesses that would rather be working than doing paperwork.
Invoice Items
Line items shared with the customer.
Description
Qty
Unit
Total
Drain inspection and diagnosis
1
$175.00
$175.00
Replace sink trap assembly
1
$245.00
$245.00
Install restroom faucet cartridge
1
$180.00
$180.00
Install restroom faucet cartridge
1
$180.00
$180.00
Cedar & Copper Plumbing
Licensed service and repair
Invoice
#1042
Drain inspection and diagnosis$175.00
Replace sink trap assembly$245.00
Install restroom faucet cartridge$180.00
Total Due
$600.00
Thank you for choosing Cedar & Copper Plumbing. Please contact our office with any billing questions.
Invoices
Professional invoices, without the hassle.
Create, send, and track invoices from the same place you manage your customers.
For Home Service Businesses
Built for the people who keep our communities running.
Built for local work like
Handyman Services
Plumbing
HVAC
Electrical
Painting
Pressure Washing
Cleaning Services
Lawn & Landscape Services
Tree Services
Pest Control
Auto Detailing
Dog Walking & Pet Care
General Contracting
Pool Services
Snow Removal
Handyman Services
Plumbing
HVAC
Electrical
Painting
Pressure Washing
Cleaning Services
Lawn & Landscape Services
Tree Services
Pest Control
Auto Detailing
Dog Walking & Pet Care
General Contracting
Pool Services
Snow Removal
Handyman Services
Plumbing
HVAC
Electrical
Solo operators
Family businesses
Small teams
Launch Pricing
One simple plan
Everything included from day one, with simple pricing built for small service businesses.
Launch plan
Start with the full product.
$9/month
Everything included.
- 30-day free trial
- No credit card required for trial
- Instant access
- All features included
- User accounts for your entire team
Founding Member Pricing
Sign up now to lock in special launch pricing.
A limited group of 15 businesses will keep special pricing & benefits as Service Beacon grows.