The software itself – scheduling, job tracking, checklists, quoting, invoicing, and reports – is free to use. The only cost comes from standard payment processing fees when you accept card or online payments through our integrated partner, Host Merchant Services.
No. You can run your entire workflow—jobs, notes, materials, quotes, and invoices, even if you’re currently cash or bank-transfer only. When you’re ready, you can turn on Host Merchant Services payments to start taking cards and online payments without changing systems.
Instead of chasing cash or waiting for checks, you can send invoices with built-in payment links or take payment on-site when the job is done. Host Merchant Services securely processes the transaction, and Cloud Job Manager records it against the correct job and client so your books stay clean.
Yes. You can create an initial quote or invoice for a deposit, collect payment via Host Merchant Services, and then bill the remaining balance when the work is complete. This makes it easy to handle larger jobs that span multiple days or phases.
You can log materials per job or task, track tool usage, and record time spent on each visit. That detail flows into your cost and profitability reports, helping you see which jobs and services are really making you money so you can adjust pricing with confidence.
You can update the job on the fly—add new line items, adjust time, and revise the quote or invoice right from the same system. That way, the final bill matches the real work done, and you can collect payment immediately through Host Merchant Services without manual rework later.
Your customers primarily interact with your branded quote and invoice; payment processing happens securely in the background. Host Merchant Services powers the transaction so it’s safe and reliable, while you remain the face of the service experience.
Yes. Job notes, photos, and message history live inside Cloud Job Manager, tied to each client and job. You can send updates and reminders from the system so you’re not relying on scattered text threads or personal messaging apps.