Built for the way service companies actually run jobs.
Deposits, progress invoices, and a final — not one blurry invoice at the end.
Most tools invoice once. You bill as milestones complete.
Collect a deposit at secure checkout when the customer accepts the estimate, send a progress invoice when rough-in passes inspection, and a final when the job is signed off. Paid, owed, and what is next all live on the job — no shadow spreadsheet.
- Deposit at checkout when the estimate is accepted
- Progress invoices at milestones you define
- Balance on the job, visible to office and crew
- Pay links, saved cards, partial payments, and refunds
Panel upgrade — Jordan Lee
- 1Deposit · 20%On estimate approval$500Sending…
- 2Progress · 50%Rough-in complete$1,250Scheduled
- 3Final · 30%Inspection signed$750Scheduled
- 200A panel upgrade — labor6 hr$780.00
- Square D QO panel1$612.00
- Permit & inspection1$95.00
Drafts the paperwork you'd otherwise rewrite all day.
It sits inside the job. No search bar, no assistant pop-up, no busywork.
Dictate a job scope on your phone. Jomioz transcribes it and, from the same screen, drafts suggested line items, a job summary, contract terms, and a client message — each one you can pull in with a click. You review before anything sends.
- Voice-to-text, then one-click AI drafts
- Client-ready messages in your tone
- Job summary, contract terms, and field instructions on demand
- Pricing forms and price-book descriptions from a prompt
Dynamic pricing forms beat a spreadsheet of line items.
Options, add-ons, and rules — so quotes match how you actually price work.
Build a pricing form once and reuse it for every similar job: service size, permits, urgency, access, materials. The quote total recalculates as you choose, so estimators in the field send accurate numbers in minutes.
- Segmented options and add-ons with rules
- Totals update live as choices change
- AI-generated forms from a plain prompt
- Roles decide who can change base prices
Panel upgrade
Approve your estimate
Panel upgrade · Job #2408
Your customers approve, pay, and request changes — under your brand.
A real two-way portal, not a read-only PDF viewer.
Homeowners and property managers get one branded place on their phone. They approve an estimate, pay the deposit, request a different visit time, and submit questions — your office reviews and responds, so nothing sits in a voicemail inbox.
- Branded portal on the customer's phone
- Approve estimates and pay deposits in the same flow
- Request a new visit time — your office approves
- Receipts and history always one tap away
Jobs, estimates, invoices, and service agreements stay tied to the same customer.
No rebuilding the story every time the phone rings.
Every job, estimate, invoice, hub request, and renewal is threaded to the customer — visible to whoever picks up next. Office and field see the same history, so the answer to “what's going on here?” is always one click away.
- Jobs, estimates, and invoices in one timeline
- Customer requests and intake submissions on the record
- Service agreements renew without sticky notes
- Shared notes and photos from the field
Everything else, organized so you can skim.
Grouped six ways so you can skim. If something isn't clear or you need help choosing, get in touch.
Jobs & dispatch
- Drag-and-drop schedule board
- Route-aware stop order for a tech's day
- Recurring visits and service plans
- Real-time job status (dispatched, on site, complete)
- On-site timers and labor segments
- Shared notes, photos, and attachments
- “On my way” customer notifications
- Travel time hints on the schedule
Estimates & price book
- Line-item estimates with options
- Dynamic pricing forms and add-on bundles
- Reusable estimate templates
- Configurable tax, discount, and fee rules
- Contract terms, instructions, and client messages
- Approval links and e-sign capture
- Price book with materials and labor
- Revision history on every estimate
Billing & payments
- Deposit, progress, and final invoicing
- Saved cards and pay-by-link
- Automatic reminders for unpaid invoices
- Deposits credited against progress invoices
- Partial payments and refunds
- Tax rates and tax groups
- Receipts and statements on the hub
- CSV exports for your bookkeeper
Customer experience
- Branded Client Hub on any phone
- Self-serve estimate approval with e-sign
- Reschedule requests routed to your office
- Hub change requests delivered to staff
- “On my way” SMS / email on tap
- Post-job thank-you and feedback asks
- Embeddable intake forms for your website
- Estimate follow-ups when a quote goes quiet
AI & automation
- Voice-to-text for capturing job scope
- AI-drafted line items matched to your price book
- AI-written client messages and job summaries
- AI-drafted contract terms and field instructions
- AI-generated pricing forms from a prompt
- AI-generated price-book descriptions
- Per-role AI access controls
- Automated estimate follow-ups and invoice reminders
Team, data & controls
- Multi-shop organizations and teams
- Roles and permissions built for a service business
- Custom fields on jobs, customers, estimates
- Custom intake forms for new leads
- Dashboards for pipeline and revenue
- Activity history on estimates, time, and permissions
- Stripe Connect and email provider integrations
- Your shop's data stays in your shop
Get early access to the full toolkit
Get early access — we will invite teams in batches and share more as we get closer to launch.
Public pricing starts at launch. Founder pricing stays yours.