Business Management Software Loaded with Advanced Features

All the great tools you need to run your service business!

Powerful Business Insights & Reports

Real-time dashboards and reports help you better understand what’s happening with your business. Track profitability, time efficiency, customer no-shows, business performance with daily reports and more.

Full-Feature Calendar

See all of your bookings in one place with a full-feature calendar. Quickly see how many bookings you have and the dollar amounts for the day and month. The calendar even tracks your daily $ goal so you can see a snapshot of how well you are doing.

Click on a day for a complete list of daily bookings and which jobs are complete or in-progress.

Multiple staff, multiple services, mark no-shows, notes and appointment confirmations.

Easy Invoicing

Quickly create invoices for customers and add items with auto-complete based on your services and products.

Send to customers by email, download PDFs and even accept payments online or offline.

You can even setup recurring invoices, copy invoices, add staff commissions and apply gift certificates.

Professional Estimates

Easily send estimates to customers that look professional and help you close more deals. Customers can accept & sign online and even ask questions right on the estimate.

Convert estimates to invoices for a smooth workflow. Expiry dates on estimates with a countdown timer add a sense of urgency to close deals faster with time limited offers.

Online & Offline Payments

Mark invoices paid with manual payments (offline) and connect to Stripe for online payments via credit card.

Accept cash, check, credit card and e-transfers, all from one platform.

Online payments with Stripe automatically record transaction costs in your expenses to save you time!

Easy To Understand Reports

We can crunch the numbers for you. Conveniently access important reports (like profit and loss) and skip the math headaches.

Receive daily + weekly summaries for vital business statistics like no-shows, new customers, dollars booked etc.

Also receive stats on where your customers are coming from to make better advertising decisions.

Organize Expenses Effortlessly

Wave goodbye to that shoebox of receipts. Easily log and organize expenses in CRMOx to track every dollar spent so you're always ready for tax time.

Use automatic checks and balances to ensure accuracy and compliance, while financial info helps you make smart business decisions and working with your accountant even easier.

You can even export to Excel for import into QuickBooks - your accountant will love it!

Track Staff Hours & More

Focus on your work and not the clock. Put a tablet on the wall and staff can clock in/out for work as well as breaks.

Mark vacation days, sick days and see at a glance how many hours, sick days and vacation days each staff member has logged. Easily generate reports to calculate payroll – without the headaches and paperwork.

Save Time with Automation

Let us do the grunt work so you can get back to what you do best.

Automated appointment reminders, confirmations, cancellations, overdue payment reminders and requests for Google reviews once the job is done.

Even receive reminders to do your inventory reports! We save you time with automation of many tasks you would normally have to do yourself.

Everything You Need & More

We built this software for one of our own businesses. We noticed that every service provider out there could benefit too.

There are way too many features to list – everything from the ability to sell online customizable gift certificates, a warranty system with online activation and claim submissions, loyalty cards and a full POS system to sell products with barcode scanning and more!