THE PRODUCT
The whole business.
One connected workspace.
From the first inquiry to the books, every step carries the details of the last. Built for independent trades, shaped around yours.
Jordan Lee · 42 Park Road
SEE IT WORK
The whole product, in under a minute.
From the first inquiry to the books. Then explore each chapter below at your own pace.
Read the walkthrough as text
- Inquiry: Found, then asked. Your website is created from your details and hosted on f2f.page. Customers answer the questions that matter for the service they pick, and the request lands in your workspace.
- Quote: A clear quote. Approved online. Send the quote and let the customer approve it from their phone. If they go quiet, an automatic follow-up goes out for you.
- Job: Arrive with the full picture. The customer, their equipment history and a checklist shaped around your trade travel with the visit.
- Invoice: Finish with an invoice that gets paid. Turn the job into an invoice with a payment link. Unpaid-invoice reminders go out automatically.
- Paid: Paid. Thanked. Asked once. The receipt goes out when the payment is recorded, with your Google review request inside it.
- Books: The books keep up. Payments, expenses and receipts stay with the work. See cash profit and loss, and export for your accountant.
01 · GET ESTABLISHED
Go independent with a plan, not a guess.
Bring your trade, state and business details into a practical setup sequence, with the official sources and their review dates beside every requirement.
- Registration guidance for your trade and state
- A launch checklist that saves your progress
- Notes and renewal dates kept with the business
Guidance, not a filing service: you confirm requirements with the issuing authority.
5 of 7 steps complete
- Choose your trade and state
- Review the requirements and sources
- Business name and details
- Insurance and records
- Website review
- Renewal dates saved
- Open for bookings
02 · BE FOUND
Your website. Created from your details.
Your services, hours and business name become a website in your own name. You review it before it goes live. Customers ask for the work they need and the request lands in your workspace.
- Website and service pages included on f2f.page
- Service-specific questions before the first call
- Your own domain on Pro, on pages that carry your name
Northline Services
Heating, cooling & ventilation · Reno, NV
What do you need help with?
03 · RUN THE DAY
Arrive with the full picture.
Customers, equipment records, quotes, visits and checklists, shaped around the way your trade actually works, in one view that follows you from the office to the driveway.
- Customer records with every past visit
- Quotes customers approve online
- Scheduling and job checklists for your trade
- Parts, inventory and what each job cost
Repair & maintenance
Jordan Lee · 42 Park Road
- Safety check
- Filter and burner
- Airflow and thermostat
- Photos and notes
Jordan Lee
42 Park Road · [email protected]
04 · KNOW THE MONEY
Your jobs and your books. Finally together.
The invoice, its payment and your books share one money trail. See cash profit and loss, price the next job with context from the work you’ve done, and hand your accountant clean exports.
- Invoices with payment links and automatic reminders
- Expenses, receipts, monthly and year-to-date cash profit and loss
- Accountant-friendly CSVs and structured business exports
Jordan Lee · Due on receipt
05 · FOLLOW THROUGH
Finish well. Be remembered.
Receipts, follow-ups and Google review requests carry the relationship past the invoice, so good work turns into the next call.
- Automatic quote follow-ups and unpaid-invoice reminders
- A Google review request in invoice emails and paid receipts
- Customer texts as an add-on, only to people who agreed
$420.00
Payment recorded · Jordan Lee
How was your visit?
Leave a Google reviewSTOCK
Know what is on the van and what it is worth.
Count a place, see where the count differs from the records, say why, and the stock levels and their value update. Parts used on a job come off the shelf as you bill them.
- Stock take by place, with the difference valued in dollars.
- A reason for every difference: used and not recorded, damaged, lost, found.
- Receive supplier orders, keep several locations, scan codes, and start from your trade’s starter stock.
TRENDS
See how the whole business is really doing.
Every number comes from the records you already keep, so there is nothing extra to enter. Spot the trend before the end of the year.
- Profit and loss with twelve-month income and cost trends, and costs by category.
- Which enquiry sources actually win jobs, so you spend on what works.
- Your own price history beside every quote line.
- Similar past jobs when you quote, and the history of a customer’s equipment when you arrive.
YOUR OWN NUMBERS
What is an hour of your time worth?
Put in your own figures. This is your estimate, not a promise. We make no claim about how much time you will save.
Standard is $49 a month. Payment-provider processing charges apply to card payments.
Build the next chapter.
Request access and we’ll tell you when your trade and state open. Founding places go to operating HVAC, plumbing and electrical businesses.
