Software by job to be done
Start from the problem, not the product. Each category lists the tools that handle it and which one we pick for each trade.
- Scheduling & dispatchBooking jobs, assigning crews, and routing trucks so the right tech is at the right address on time.11 tools
- Estimates & quotesBuilding and sending professional, itemized estimates that customers can approve and pay a deposit on from their phone.7 tools
- Invoicing & paymentsTurning finished jobs into invoices and collecting payment online, in the field, or on a recurring schedule.13 tools
- CRM & customer recordsKeeping a history of every customer, property, and past job so anyone on the team can pick up the conversation.9 tools
- PayrollPaying a mixed crew of hourly, salaried, and seasonal workers, and filing the payroll taxes that come with it.7 tools
- Accounting & bookkeepingTracking income, expenses, and job costs, and keeping the books ready for tax time or a line of credit.5 tools
- Phone & answeringMaking sure every call gets picked up, whether that's a real receptionist, an AI voice agent, or a business phone line with call routing.11 tools
- Reviews & marketingCollecting online reviews automatically and running the local marketing that keeps the phone ringing.6 tools
- WebsiteA fast, mobile-friendly website that turns local search traffic into booked jobs.5 tools
- Field team managementTime tracking, GPS location, fuel cards, and communication tools for crews that spend the day away from the office.12 tools
- Patient & client remindersAutomated texts, emails, and calls that confirm appointments, cut down no-shows, and bring patients back for recall or rebooking.10 tools
- Online bookingA booking widget or app that lets patients and clients pick their own appointment time on the practice or salon's website, without calling the front desk.8 tools
- Point of saleTaking payment at the chair, the front desk, or the table, including tips, retail add-ons, and split checks.12 tools
- Reservations & waitlistManaging table reservations, walk-in waitlists, and floor-plan seating so guests are sat and served without a chaotic host stand.2 tools
- Online orderingA branded ordering site or app, plus third-party delivery integrations, so guests can order pickup and delivery without a restaurant losing margin to marketplace commissions.5 tools
- Staff schedulingBuilding and publishing hourly shift schedules, tracking labor cost against sales, and letting staff swap shifts or clock in from their phone.6 tools