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Business Dash is the CRM, scheduling, point of sale, invoicing, website, staff, and bookkeeping for a business that sells a service or a seat, in one account the owner and the crew both open every morning.
The lead, the quote, the signed contract, the job, the invoice, and the payment are one record. Anyone in the company can open it and see where the customer actually stands.
Today's jobs by crew, the nearest available tech, a text to the customer the moment someone leaves the shop, and a phone screen for each worker that shows only their day.
Cash, card, split payments, receipts, tips, and a till that opens and closes. Stock counts down on its own. Card data goes reader-to-processor and never touches your account.
The quote becomes the contract, the contract becomes the invoice, the deposit and the balance land against the same job. Your pricing rules run as formulas you write once.
Publish pages, take orders, book appointments, and collect leads from a site that carries your address, not ours. Every form drops straight into the CRM.
Roles, schedules, onboarding, training, reviews, incident reports with a timestamp on every step, and a clean offboarding when someone leaves.
Every sale, refund, tip, and payout posts to a ledger as it happens. Month end is a report you open, not a weekend you lose.
Describe what you need to keep track of and the platform builds the table, the form, and the report. The Notes field stops being where the real data lives.
Turn it on and your published site answers when someone asks an assistant to find a business like yours; the request lands in your CRM as a lead.
Rename the stages, add the fields your trade actually tracks, keep the job numbers you have already printed on trucks, and hand each person a screen that shows only their part of the day. Nothing here asks you to run your business the way a template does.
| You need | Business Dash | Separate apps | Industry suite |
|---|---|---|---|
| Customer, job, invoice, and payment on one record | Copied between apps | Within their module | |
| Scheduling and dispatch | Separate app | ||
| Register and card readers | Separate app | Add-on | |
| Website and online store | Your domain | Separate app | Their subdomain |
| Staff, hiring, and incident records | Separate app | ||
| Bookkeeping ledger | Separate app | Export to accountant | |
| Tables for what only you track | Spreadsheet | Notes field | |
| Works for a different trade next year | Start over | ||
| Contract | Month to month | One per app | Annual |
Bring your customer list and your job numbers as they are. Turn on the modules your trade uses. The first invoice can go out this afternoon.
Open a free account