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Cloud Job Manager

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Run Every Job From First Request to Final Payment

Manage leads, crews, jobs, invoices, payments, customer communication, reporting, and integrations from one free platform built for the trades.

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Run Every Job From First Request To Final Payment
Run the Day

Schedule, Dispatch, and Manage Every Job

See the full team calendar, assign work without double-booking, manage changes, and keep job details organized across branches and departments.

  • Calendar and dispatch board
  • Map view
  • Change requests
  • Job and contract management
  • Branches and departments
  • Roles and permissions
Tuesday Dispatch Board18 Jobs
8A
William · AC Repair

Assigned to Mike · 8:00 AM

On Route
10
Smith · Panel Upgrade

Assigned to Chris · 10:30 AM

Scheduled
1P
Johnson · Roof Inspection

Assigned to Ryan · 1:00 PM

Confirmed
Move jobs without losing assignments or customer updates.
Track the Crew

Know Where Time Is Going

Track attendance, location, labor, overtime, and payroll-ready records without manual spreadsheets.

GPS Clock

GPS Clock-In and Geofencing

Verify clock-ins near approved locations and reduce inaccurate time entries.

Live Crew Maps

Live Crew Map

See active crew locations and dispatch the nearest available technician.

Face Recognition

Face Recognition and Kiosk Mode

Support controlled team clock-ins from shared devices and job locations.

Timesheets

Timesheets and Overtime Alerts

Review hours, catch overtime early, and export approved time for payroll.

Get Paid

Payments Built In, Not Bolted On

Move from approved quote to invoice, payment, settlement, recurring revenue, and client self-service in one connected workflow.

  • Validated tax and invoicing
  • Card, ACH, and wallets
  • POS and thermal receipts
  • Tap-to-Phone
  • Card vaulting
  • Refunds, voids, and settlement
  • Recurring billing and autopay
  • Multi-currency
  • Client portal
  • Quote-to-cash automation
  • Surcharge and cash-discount config
  • HMS rate-match guarantee
InvoiceConvert approved work without retyping
Pay LinkSend by email or text
Tap-to-PhoneAccept field payments without extra hardware
AutopayCollect recurring charges automatically
Card VaultStore payment methods securely
SettlementTrack batches, refunds, and voids
Pay by TextSend the link straight to their phone
Balance ClarityAmount Paid and Balance Due on every invoice
Keep Them Coming Back

CRM and Marketing Tools That Work Together

Keep customer history organized, automate communication, run targeted campaigns, and turn completed jobs into repeat business.

Customer

Customer CRM

Keep contacts, properties, jobs, invoices, payments, notes, and preferences together.

Two Way Messaging

Two-Way Messaging

Keep SMS and email conversations connected to the right customer record.

Automated

Automated Communication

Trigger confirmations, reminders, on-my-way messages, status updates, and follow-ups.

Campaigns

Campaigns, Journeys, and Promo Codes

Run seasonal offers, referral programs, and targeted customer journeys.

Run the Back Office

Automate the Work Behind the Work

Standardize operations, control approvals, manage expenses, and keep every business record searchable and accountable.

Workflow

Workflow Automation and Approvals

Trigger tasks, notifications, reviews, and approvals from job events.

Expenses

Expenses, Catalog, and Tax Configuration

Control costs, services, pricing, items, and tax rules from one place.

Global Search

Global Search and Audit Trail

Find records quickly and see who changed what and when.

AIAssistant

AI Assistant

Speed up routine work, information lookup, and operational follow-through.

Know Your Numbers

See What Is Happening Across the Business

Live dashboards, a flexible report builder, and a prebuilt report library help teams make decisions without waiting for spreadsheet updates.

Cloud Job Manager Dashboard
Cloud Job Manager Reports
Work From Anywhere

The Full Workflow Goes Wherever Your Team Goes

Use the iOS and Android apps to view schedules, update jobs, track time, attach photos, collect signatures, send invoices, and accept payments from the field.

  • iOS and Android apps
  • Live office sync
  • GPS clock-in/out
  • Photo capture
  • Field payments
  • Customer signatures
Cloud Job Manager mobile workflow
Connect and Protect

Connect Your Tools and Secure Every Account

Bring accounting, CRM, marketing, calendar, communication, and custom workflows into the same connected ecosystem.

2FA

2FA and Passkeys

Verify sign-in with an authenticator app, text, email, or a passkey — no password needed.

Tenant

Tenant Isolation

Keep account data separated and protected across businesses.

Portal

Portal Theming

Present a branded client experience with your own visual identity.

API

API and Webhooks

Connect external systems and trigger custom workflows.

Quote to Cash

From Customer Approval to Money in the Bank

Every step stays connected, so your team never has to re-enter customer, job, invoice, or payment information.

1

Quote Approved

The customer reviews optional items, approves the estimate, and signs online.

2

Job Scheduled

Approved work moves directly into the calendar and dispatch workflow.

3

Invoice Sent

Job details and line items convert to a validated invoice without retyping.

4

Payment Collected

Customers pay online, in the field, or automatically through secure autopay.

More Ways to Get Paid

Flexible Payment Tools for Every Kind of Job

Give customers the convenience they expect while keeping every transaction connected to the correct customer, job, and invoice.

Client Portal

A secure self-service experience that reduces office calls and speeds up approvals.

  • View and approve quotes
  • See invoices and account statements
  • Review payment history
  • Pay online anytime

POS and Tap-to-Phone

Accept payments at the counter, at the job site, or anywhere your phone has service.

  • Supported card terminals
  • Contactless Tap-to-Phone
  • Digital wallet payments
  • Thermal receipt printing

Recurring Billing and Autopay

Turn maintenance plans and repeat services into predictable revenue that runs automatically.

  • Automatic job scheduling
  • Recurring invoices
  • Secure card-on-file billing
  • Multi-currency support
Report Library

Ready-Made Reports Plus a Flexible Report Builder

Start with the reports most service businesses need, then build, save, schedule, and compare custom reports as your operation grows. Reports load page by page rather than all at once, columns sort on click, and running totals sit at the foot of the report, so a long date range opens as quickly as a short one.

Finance

Finance and Ledger

Executive summaries, general ledger activity, revenue, expenses, and profitability.

Labor

Labor and Payroll

Labor hours, shifts, overtime, time-off activity, and payroll-ready records.

Payments

Payments and Settlements

Successful and failed payments, refunds, voids, POS activity, and batch settlements.

Recurring

Recurring Revenue

Track autopay performance, recurring invoices, scheduled visits, and customer retention.

Frequently Asked Questions

Yes. Every feature is included for every business with no monthly subscription, per-user fee, or feature paywall.

No processing commitment is required to use the software. HMS is the integrated and recommended payment option, with a guarantee to match or beat your current processing rates.

Yes. The iOS and Android apps let field teams view schedules, update jobs, clock in, capture photos, collect signatures, send invoices, and accept payments.

Yes. Customers can approve quotes, sign agreements, view invoices, review statements, and make secure payments through the client portal.

Yes. You can automate repeat job scheduling, recurring invoicing, reminders, and enrolled autopay charges for maintenance plans and ongoing services.

All of It, Free, for Every Business

No feature tiers, no per-user pricing, and no processing commitment. Run the entire customer and job lifecycle from one connected platform.
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