BusinessManager
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Built for growing service businesses

Run your entire business from one powerful platform.

Manage customers, employees, services, recurring work, estimates, work orders, scheduling, invoices, purchase orders, expenses, payments, customer communications, job and customer images, reports, permissions, and business performance without juggling disconnected tools. Customer and business payments, secure online checkout, refunds, media, and reconciliation stay connected in the same platform.

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Fast setup Secure employee access Mobile friendly
app.businessmanager.local/dashboard
Business Overview
Welcome back
LP
Customers 248 +12 this month
Open work orders 18 7 scheduled today
Outstanding $28.4K 18 invoices
Monthly revenue $63,480
Estimate conversion 72%
Today's appointments 12
Example dashboard shown with demonstration data.
One platform Replace disconnected spreadsheets and manual paperwork.
Every device Work from desktop, tablet, or phone.
Every team Give each employee the access they need.
Every customer Keep service history and documents organized.
Everything in one place

The tools your business needs to operate professionally

BusinessManager connects customers, employees, services, recurring work, field operations, purchasing, billing, expenses, payments, customer communications, and reporting through one organized application.

Customer Management

Keep customer contact information, service addresses, notes, maps, and transaction history together.

  • Searchable customer records
  • Residential and commercial customers
  • Address mapping and directions
  • Estimate and invoice history

Employee Management

Maintain employee profiles and control exactly what every team member can access.

  • Employee profiles and contact details
  • Secure login creation
  • Role and permission assignments
  • Account lock, unlock, and disable

Services and Recurring Work

Build a reusable service catalog and schedule repeat customer work without re-entering the same job details every cycle.

  • Reusable service catalog
  • Recurring service templates
  • Automatic future work generation
  • Checklist and service-item integration

Professional Estimates

Create detailed estimates with flexible line items, pricing, taxes, and discounts.

  • Automatic estimate numbering
  • Customized line items
  • Taxes and discounts
  • Professional PDF documents

Invoices

Turn completed work into professional invoices and maintain visibility into money owed.

  • Structured invoice workflow
  • Invoice item management
  • Status and balance tracking
  • Printable customer documents

Work Orders

Move approved work from estimate to execution while keeping job information connected.

  • Estimate-to-work-order conversion
  • Job status and item tracking
  • Related appointments and invoices
  • Printable work order documents

Scheduling and Appointments

Coordinate field work with appointments tied directly to customers and work orders.

  • Appointment scheduling
  • Employee assignment
  • Work-order-linked visits
  • Operational schedule visibility

Customer Payments and Receipts

Record customer payments, accept eligible invoice payments online, keep balances accurate, and preserve a complete financial history.

  • Partial and final recorded payments
  • Secure Stripe Checkout for eligible invoices
  • Automatic invoice balance and payment-status updates
  • Receipts, payment history, and payment-method reporting

Online Payments, Refunds and Reconciliation

Let customers pay eligible invoices through hosted Stripe Checkout while BusinessManager keeps payment activity, fees, refunds, and reconciliation connected to the invoice.

  • Hosted, tokenized Stripe Checkout
  • Webhook-driven payment posting and pending-payment recovery
  • Partial and full refund lifecycle tracking
  • Gross, processor fee, platform fee, net, and reconciliation reporting

Purchase Orders and Purchasing

Manage vendor purchasing from draft through approval, receiving, expense recognition, and closeout while keeping job costs connected.

  • Vendor-based purchase orders and line items
  • Approval, sending, receiving, and closeout workflow
  • Work Order and expense-category cost allocation
  • Purchase order PDFs, vendor email, and purchasing reports

Expenses and Job Costing

Record business expenses, connect job costs to Work Orders, and understand the true profitability of completed work.

  • General and Work Order expenses
  • Recurring expense templates
  • Vendors / payees and expense categories
  • Job profitability and expense reporting

Business Payments and Cash Outflow

Track money paid to vendors and employees separately from customer collections so outgoing cash remains visible and reportable.

  • Vendor and employee payment records
  • Payment type, method, status, and reference tracking
  • Void history and printable receipts
  • Payee, type, method, summary, and cash-outflow reports

Reports and Analytics

Use operational and financial reports to see what is happening across your business.

  • Revenue and collection trends
  • Estimate conversion performance
  • A/R aging and invoice status
  • Customer, tax, and payment analysis

Customer Messages

Keep portal conversations attached to the customer relationship instead of scattering service communication across unrelated inboxes.

  • Secure portal conversations
  • Customer-specific message history
  • Related estimate, invoice, and job context
  • Role-aware business access

Images and Media

Keep photos and supporting images with the business records they document, while BusinessManager compresses and stores media privately for efficient reuse.

  • Upload images to supported customer and business records
  • Reuse an existing stored image without duplicating storage
  • Customer-visible images can appear in the secure portal
  • Plan-based storage allowances and protected retention

Roles and Security

Protect sensitive information with business-specific access controls.

  • Owner and Administrator roles
  • Manager, Office, and Employee roles
  • Custom database-driven permissions
  • Business-level data isolation
Customer self-service

Give customers a secure place to manage every interaction

The BusinessManager customer portal keeps customers informed and reduces routine office calls by giving them protected, mobile-friendly access to their own records and documents.

Customer Portal Sign In See How It Works

Portal access is invitation-based and isolated to each customer.

Personal Dashboard

See upcoming appointments, open estimates, invoices, balances, recent payments, and activity at a glance.

Estimate Decisions

Review estimates, approve or decline them, and submit structured change requests while preserving revision history.

Appointments

Review scheduled visits, service details, assignment information, and appointment status from any device.

Invoices, Online Payments and Refunds

View invoice details and balances, pay eligible invoices through secure hosted checkout, review posted payments and refunds, and access downloadable financial documents.

Messages and Notifications

Exchange customer-service messages and receive timely updates without relying on disconnected email threads.

Profile and Security

Maintain contact details, change passwords, recover access, and review account activity through a protected portal.

Get paid online with confidence

From invoice checkout to refund and reconciliation

BusinessManager connects the customer-facing payment experience with the business-side financial record. Eligible invoices can be paid through hosted Stripe Checkout, then tracked through posting, fees, reconciliation, receipts, and refunds without storing card numbers, CVV values, or full bank credentials in BusinessManager.

Secure Checkout

Customers can pay eligible portal invoices using Stripe-hosted checkout while sensitive payment credentials stay with the payment provider.

Automatic Posting

Validated payment events update BusinessManager payment records, invoice allocations, balances, receipts, and financial status with duplicate-event protection.

Refund Lifecycle

Track partial and full refunds while preserving the original payment history, refunded amounts, remaining net activity, and customer-facing financial records.

Fees and Reconciliation

Review gross payment amounts, applied amounts, processor fees, platform fees, refunds, net proceeds, and reconciliation status through dedicated reporting.

Know your numbers

Turn daily activity into useful business insight

Review revenue, collections, receivables, estimates, invoices, customers, taxes, customer payments, online payment fees and refunds, business payments, expenses, purchasing, cash outflow, and job profitability with built-in reports designed for day-to-day decisions.

BusinessManager now includes a dedicated reporting center. The public charts below use sample data only for illustration.
Revenue Trend A/R Aging Estimate Conversion Customer Sales Daily Collections Payment Methods Online Payments Refunds & Fees Business Payments Cash Outflow Invoice Status Expense Analysis Job Profitability Tax Summary
Revenue performance

Monthly revenue

18.4%
Sales pipeline

Estimate status

Accounts receivable

Invoice balances

Business growth

Customer growth

Flexible by design

Built to support nearly every service business

Whether your team works in an office, in the field, or both, BusinessManager gives you a consistent system for customers, work documents, employees, and reporting.

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Landscaping
Plumbing
Electrical
HVAC
Home Services
Painting
Construction
Cleaning
Pest Control
Pool Services
Handyman
Professional Services
A simpler workflow

From the first customer call to payment, refund, and reporting

Keep estimating, work orders, appointments, invoicing, online and recorded payments, refunds, reconciliation, purchasing, expenses, and reporting connected from start to finish.

01

Add the customer

Capture contact information, service location, notes, and commercial status.

02

Build the estimate

Add work items, quantities, rates, discounts, taxes, terms, and expiration dates.

03

Create the work order

Convert approved work into an actionable work order with job details, items, status, and related documents.

04

Schedule and assign

Create appointments, assign employees, and keep scheduled work connected to the work order.

05

Invoice and collect

Create the invoice, record payments or let eligible customers pay through secure hosted checkout, and keep balances, receipts, fees, and payment status connected.

06

Refund, reconcile and review

Handle refunds when needed and use revenue, receivables, online-payment, fee, reconciliation, business-payment, expense, purchasing, tax, invoice, and conversion reports to guide decisions.

Owner
Administrator
Manager
Employee
Security that grows with you

Give every user the right level of access

BusinessManager combines secure employee accounts with database-driven business roles and granular permissions.

Business-level data isolation
Custom roles and permissions
Enable, disable, lock, and unlock accounts
Secure employee login management
Activity and accountability controls
More than software

Build a business customers trust

Save administrative time

Reuse customer information and keep documents connected.

Look more professional

Present consistent estimates and invoices with your company branding.

Make better decisions

See sales activity, outstanding balances, and growth trends.

Keep your team aligned

Give office and field employees one reliable source of information.

Ready to modernize your business?

Organize your customers, team, and financial workflow today.

Create your business account and begin building a more professional operation.

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