One Platform. Less Software. More Control.
Replace disconnected apps with one connected system.
BOSS connects your entire workflow—from leads and estimates to scheduling, dispatch, job completion, invoicing, payments, and reviews—so your business can operate from one powerful platform.
⚙️ Powerful Features
Everything your service business needs in one connected platform.
Manage customers, estimates, scheduling, dispatch, employees, vendors, communications, invoicing, payments, documents, reporting, and more without jumping between disconnected systems.
◎ Customer Management
Know your customers. Know their history.
Keep customer information, service addresses, estimates, jobs, invoices, payments, communications, documents, and service history organized and accessible to your team.
☆ Job Management
Manage every job from start to finish.
Keep job details, schedules, assignments, statuses, photos, documents, customer signatures, change orders, invoices, payments, and activity history connected in one place.
⚡ AI-Powered Tools
Work smarter with BOSS AI.
Use AI-powered tools to assist with estimates, operational tasks, business insights, and everyday workflows—helping your team work faster while keeping everything connected to BOSS.
Scheduling & Dispatch Made Simple
Keep your office and field teams moving.
Schedule jobs, assign employees or vendors, manage job offers and acceptance, coordinate dispatch, and keep everyone informed from one connected platform.
BOSS helps your team know where to go, when to be there, and what needs to be done.
Manage Jobs From Anywhere
Give your team everything they need in the field.
Employees and vendors can access assigned jobs, schedules, service details, messages, photos, documents, change orders and customer signatures right from their mobile devices.
Update job statuses, send On My Way notifications and keep the office and customer informed as work progresses.
A Better Customer Experience
Keep customers informed without creating more work for your office.
BOSS gives customers convenient access to their estimates, jobs, invoices, payments, messages, documents, and account information through a secure customer portal.
Automated updates keep customers informed from estimate approval and scheduling through technician arrival, job completion, and payment.
From Estimate to Payment
Keep the entire financial workflow connected.
Create professional estimates, collect electronic approvals and signatures, manage deposits, generate invoices, track balances, and record customer payments—all while keeping the financial activity connected to the customer and job.
From Estimate → Approval → Deposit → Invoice → Payment, BOSS keeps everything organized in one place.
Keep Every Conversation Connected
Your business communications belong with your business operations.
BOSS brings business calls, text messages, and customer communication into the same platform you use to manage customers and jobs.
Keep conversation history connected to the people and work it belongs to, giving your team better visibility and your customers a more consistent experience.
Know What’s Happening in Your Business
Turn everyday operations into useful business insight.
BOSS brings your operational data together so you can monitor revenue, jobs, customers, payments, receivables, team activity, and overall business performance from centralized dashboards and reports.
See what’s happening across your business without piecing together information from multiple systems.
Your Entire Team. One Platform.
Connect your office, employees, and independent vendors.
BOSS keeps everyone connected while giving each role access to the tools and information they need. Assign work, manage schedules, send vendor job offers, provide secure field access, share job information, track activity, and manage vendor earnings and payments.
Admin. Employee. Vendor. Connected through BOSS.
Let BOSS Handle the Busywork
Automate routine work. Keep your team focused on the work that matters.
BOSS combines intelligent tools and workflow automation to reduce repetitive administrative tasks. Use AI-assisted estimating, automated customer updates, notifications, reminders, job workflow triggers, and operational tools throughout the platform.
Less manual work. Fewer missed steps. More time to run your business.
