Start with invoices and payments. When the business needs more, it’s already there.
Quotes and estimatesPropose the work, record the approval, then bill what was actually done.
Sales pipelineTrack leads through your own stages, with next actions, due dates and expected value.
Time clockSave job presets with the person, rate and mileage, then clock in with one tap and bill only approved time.
Job stagesSee every active job at a glance: intake, inspection, awaiting approval, in progress, ready for the customer.
Parts orders and vendorsKnow what’s been ordered, what’s on the way and what has arrived for each job.
Lending and rentalsLend or rent equipment with deposits, due dates, printable agreements and condition at return.
Rental propertiesLeases, monthly rent runs, deposits held apart from income, Airbnb and VRBO bookings, a portfolio dashboard and a Schedule E worksheet.
Merge duplicate customersFind customers entered twice by phone, email or name, preview every merge first, and keep a full history you can undo from.
Sharp on any screenA clean, modern look that stays crisp on 4K and high-resolution displays, with windows sized to fit your screen.
Team time and payroll prepEmployee time records organized and ready to hand to your payroll provider.
Your logo, your payment codeYour company logo on invoices, quotes and work notes, with your own payment QR code printed right on them.
Field service sheetsPrintable job sheets with room to write on site, ready to turn into an invoice when you’re back.
Recurring invoicesTemplates on your schedule, from weekly to annual, with a preview first. Each period is billed once, and nothing is emailed without you.
Progress billing and depositsBill a big job in stages with a deposit, milestones and change orders. The final invoice credits everything billed before it.
Job profitRevenue, costs and margin for every job, so you know which work actually pays.
Friendly payment remindersA preview of polite reminders for invoices coming due or past due, and for tomorrow’s appointments. You pick which ones go, and send them yourself.
HVAC, plumbing and electricalMaintenance agreements with scheduled visits, equipment at each customer site, and starter checklists and price books you set.
Cleaning, landscaping and snowSites on routes with seasonal schedules, a route sheet for any day, and a visit log that becomes one invoice per site.
Dispatch and route sheetsBuild daily routes, assign drivers, track every stop and print clean route sheets for the road.
Save everything at onceOne Save All button saves every changed form, while new invoices stay safe as drafts until you submit them.
Colors that are yoursGive each module its own color and arrange your navigation the way you work.
Continuity plansEncrypted business and personal plans so the people you trust know what to do if you can’t be there.
No double-bookingBook an appointment that overlaps another for the same person and MadabaBooks asks before saving it.
Attachments and audit historyKeep documents with the records they belong to, and see every important change.