If you need a system to oversee trade contractor work from lead to completion, ServiceM8 is a good option. It tracks jobs, employees, customers and invoices in one system. It's got tools for managing jobs and quotes, capturing signatures and processing payments, and it integrates with accounting software like QuickBooks Online and Xero for a complete business system.
Another good option is Workiz, which is geared for field service management and scheduling. It's got tools for scheduling and dispatching, invoicing and payment processing, so you can handle customers and money transfers. Workiz is geared for HVAC, plumbing and construction work, but automation and optimization tools can help any size business.
If you want a more lightweight, flexible tool, Midday is designed to make financial management, project tracking and invoicing easier for freelancers and micro businesses. It's got advanced project tracking, web-based invoicing and secure file storage. Midday integrates with more than 20,000 banks and offers AI-powered insights into your financial situation, so it's a good option if you want a powerful system to oversee your business's financial and operational needs.
Last, if you want a tool that handles financial management, proposal generation, contract creation and invoicing all in one service, check out OTO. It automates a lot of the work based on logged hours, but it's also got tools like AI-generated proposals, expense tracking and payment processing. It's also got tools for managing customer relationships and several pricing tiers for different business sizes.