Everything you need to run the job. …and an app for your customer on the other end.

1. 1You

   Share your link or QR code

   Text it from your own phone, or print the code and put it where people will see it.

   Your customer

   Get your app

   They open it, get the app with your business in it, and choose whether you may text them.

   You get a notification when they join.

2. 2You

   Walk the property

   Add notes and photos, and mark each one for your team or for the customer.

   Your customer

   See what you chose

   Only what you marked goes on their estimate, with words saying what each photo shows.

   Your crew's notes stay with your crew.

3. 3You

   Send the estimate

   Spell out the work, attach your terms, and send it by email, text or the app.

   Your customer

   Read, ask and sign

   They read it on their phone, ask a question in their own words, pick an option, agree and sign.

   You keep the signature and the exact terms they agreed to.

4. 4You

   The job sets itself up

   No retyping. Your only question is which day.

   Your customer

   Pay the deposit

   If you asked for one, its invoice reaches them right away.

   Their yes starts the job and the deposit together.

5. 5You

   Drag it to a day

   Move it as often as you need. Nothing goes out until you review it.

   Your customer

   Know when you're coming

   They get the day, then their arrival time, and see it as their next visit on Home.

   Move it and they hear once, with the right time.

6. 6You

   Do the work

   Your crew starts the visit, finishes it, and adds notes and photos from the app.

   Your customer

   See what got done

   A post visit summary with photos: what you did, what you found, what they should do.

   Recommend a service and they can ask for a quote in one tap.

7. 7You

   Send the invoice

   Marking a visit done leads to its invoice. You check it and you send it.

   Your customer

   Pay with one button

   It reaches them by app and email, with one button to pay.

   The invoice comes from the work you did, so they can see what it's for.

8. 8You

   Follow it to your bank

   See each payment and where it is. The fee never appears on their bill.

   Your customer

   Pay without handing over a card

   By card or bank, with a receipt.

   After paying, they can let you charge that card next time. You can't until they do.

9. 9You

   Turn on follow-ups once

   They go out on the schedule you set, so you don't have to chase.

   Your customer

   Get a friendly reminder

   Each one has the Pay button, and the offer to pay automatically.

   Once they pay, the reminders stop on their own.

10. 10You

    Message them

    Talk from the app without giving out your personal number.

    Your customer

    Reply in one thread

    With photos and files, and they choose which notifications they get.

    You can see how each customer can be reached.

11. 11You

    Bring in the next job

    Send news to everyone or a group. Your Google and Yelp links go out after finished work.

    Your customer

    Hear from you, and review you

    Your news arrives by email and in the app, with a review link right after the work.

    Each news email has a way to stop them, and news never goes out as a text.

Site assessments

Know what you're quoting before you quote it.

• Start from an addressNo customer needed yet. Add one when you're ready.
• Notes and photosEach one is just for your team, or something the customer can see.
• Photos that explain themselvesSay what each photo shows, so it helps sell the work.
• A picture from aboveA satellite view of the property, kept with your notes.
• Recommend a serviceNote the work you'd suggest. Seen again, it adds to the same line instead of a new one.
• Write the estimate from itYour assessment carries into the estimate, and you choose what goes out.

Contracts and service plans

Sell the year once.

• Contracts by the monthA monthly price with each service on its own months.
• Service plans you can reuseSave a package and copy it into any estimate.
• The visits make themselvesApproval creates every visit of the term, waiting by the week it's due.
• Billing that starts on timeContract billing starts on its start date.

More on win the job →

Jobs and visits

One visit or many, all in one place.

• Quick job or detailed jobBook it fast, or lay out visits, phases and deposits.
• Repeat visitsWeekly, every two weeks, monthly or every three months. Set it up once.
• Change the workReview what changes before anything happens, and change it back if you need to.
• Cancel or reopen a jobSee every visit and invoice affected first. Nothing changes that you didn't see listed.
• Visits you don't charge forMark a return trip no charge, or give an extra visit its own price.
• Job notesNotes the whole crew sees on the job and on every visit.
• Purchase orders for companiesTrack what's billed against each PO, with or without a limit.
• Address details on handGate codes and access notes where the crew needs them.

More on run the job →

In the field

Your crew has what they need and nothing they don't.

• My visitsEach person sees their own visits, in order, in the app.
• Start and finishStart a visit, mark it done, and undo a mistake.
• Notes and photos from the visitAdd them on the visit's day.
• Crews never see pricesUnless you tick that they may invoice their own work.
• Roles you controlAdmin, Office, Crew lead and Helper to start. Change them or add your own.
• Move their own visitsLet crew leads move their own visits, nobody else's.
• They hear about their own workNew visits, changes, and tomorrow's day the evening before.

Invoices

Bill from the work you did.

• Invoice from finished visitsMarking a visit done leads straight to its invoice, and you decide when it goes.
• Deposits and milestonesBilled on the schedule agreed on the estimate.
• Each visit or once a monthChoose how repeat work is billed.
• Monthly plansBilling that runs by itself each month.
• Terms by customerDue on receipt, or the days you give that customer.
• Copies to billingCopy each invoice to the people who need it.
• Past-due follow-upsTurn them on and they go out on a schedule until it's paid. Off until you choose.
• Pick up where you left offUnfinished invoices and estimates save as you go, across web and app.

More on get paid →

The app in your customer's pocket

Every customer gets a free app with your business in it.

• Free for them, free for youiPhone, Android and the web.
• See what's comingNext visit and arrival window, right on Home.
• Approve and payRead and approve estimates. Pay bills without handing a card to anyone.
• See what got doneEvery post visit summary, with its photos.
• Message youOne thread with photos and files, without giving out your personal number.
• Their walletTheir cards and bank accounts, and which pros may charge them.
• Ask for a quoteOne tap on something you recommended, and you get a notification.
• Their choice of notificationsThey turn each kind on or off. You can see how each customer can be reached.

More on keep them loyal →

Marketing

Turn the customers you have into more work and more customers.

• Your QR codePrint it or show it. A new customer scans it, adds their name and cell, and lands on your customer list.
• An invite link for each customerText it from your own phone, copy it, show it as a QR code, or email it.
• See who isn't on the appYour customer list shows who hasn't joined and where each invite stands.
• Message everyoneSend news to all your customers, a tag, or everyone with a visit in the next 7 days, by email and app.
• Your review linksYour Google and Yelp links on the summary and receipt after finished work.
• Your recommended servicesEvery service you've recommended, by customer, marked offered, sold or not wanted.
• Quote requests that chase themselvesWhen a customer asks for a quote, you get reminders until the estimate goes out.

More on keep them loyal →

Customers and messages

Everything about a customer, in one place.

• Customer pagesJobs, estimates, invoices, notes and everything sent to them.
• People and companiesCompanies get billing contacts, approvers, POs and payment terms.
• Tags and searchFind and group customers your way.
• MessagesTalk to customers in the app.
• Text messagesIncluded at no charge, sent only to customers who agreed.

More on keep them loyal →

Site assessments

Know what you're quoting before you quote it.

• Start from an addressNo customer needed yet. Add one when you're ready.
• Notes and photosEach one is just for your team, or something the customer can see.
• Photos that explain themselvesSay what each photo shows, so it helps sell the work.
• A picture from aboveA satellite view of the property, kept with your notes.
• Recommend a serviceNote the work you'd suggest. Seen again, it adds to the same line instead of a new one.
• Write the estimate from itYour assessment carries into the estimate, and you choose what goes out.

Contracts and service plans

Sell the year once.

• Contracts by the monthA monthly price with each service on its own months.
• Service plans you can reuseSave a package and copy it into any estimate.
• The visits make themselvesApproval creates every visit of the term, waiting by the week it's due.
• Billing that starts on timeContract billing starts on its start date.

More on win the job →

Schedule

See the whole day. Move it by dragging.

• A board for your whole teamOne column per crew or person. A one-person business gets one simple day.
• Drag and dropDrag a visit to a time, or onto a crew or person to give it to them.
• Driving order in one tapPut a day in the least-driving order and see the time saved. Included at no charge.
• Find the soonest openingGet the next day it fits, or the one closest to your route.
• Bulk rescheduleRain, a breakdown, someone out: move a crew's day or push the week back.
• It warns you firstA full day, a double booking or a second trip to the same address gets a question, not a surprise.
• Your working weekSet your days and hours, and the time you allow between visits.
• Crews day to dayLend someone to another crew, mark someone out, name an acting lead, swap a truck.
• Late visit alertsKnow when a visit's arrival time has passed and it hasn't started.
• Tablet and phoneThe full board on a tablet. A phone lists the day by person.

More on run the job →

In the field

Your crew has what they need and nothing they don't.

• My visitsEach person sees their own visits, in order, in the app.
• Start and finishStart a visit, mark it done, and undo a mistake.
• Notes and photos from the visitAdd them on the visit's day.
• Crews never see pricesUnless you tick that they may invoice their own work.
• Roles you controlAdmin, Office, Crew lead and Helper to start. Change them or add your own.
• Move their own visitsLet crew leads move their own visits, nobody else's.
• They hear about their own workNew visits, changes, and tomorrow's day the evening before.

Payments

Get paid on the spot or from the invoice.

• Card or bankCustomers pay from the invoice on their phone.
• Tap to PayTap to Pay on iPhone and contactless payments on Android. No card reader.
• Cash and checksRecord them for free.
• Saved cards, with permissionYou charge a saved card only after the customer has authorized it.
• Autopay they chooseCustomers can turn on automatic payment for a monthly plan.
• Deposits you can followSee each payment, what reached you, and what's on its way to your bank.
• Answer a disputeRespond from the invoice, with your signed estimate and summary ready to send.
• The fee stays off their invoiceYour customer never pays it.

More on get paid →

Customers and messages

Everything about a customer, in one place.

• Customer pagesJobs, estimates, invoices, notes and everything sent to them.
• People and companiesCompanies get billing contacts, approvers, POs and payment terms.
• Tags and searchFind and group customers your way.
• MessagesTalk to customers in the app.
• Text messagesIncluded at no charge, sent only to customers who agreed.

More on keep them loyal →

Running the business

See what needs you, from anywhere.

• Today on HomeA to-do list, most urgent first, and what Service Penguin did for you today.
• Job moneyContracted, invoiced, collected and still owed on each job.
• Your teamAdd office people and crew, and choose what each can see and do.
• Your notificationsApp, email or text for each kind, with quiet hours.
• Your brandingYour logo and business details on customer emails and documents.
• Sign in with a codeWe email you a code. A password is optional.
• Every devicePro app for iPhone, iPad and Android phones and tablets, and the full app on the web.

More on know your numbers →