Available Plans
Getting Started
$925/monthly
Monthly bookkeeping, quarterly management reports, basic subcontractor payroll, field and customer management solutions.
1 user
Leveling Up
$1,750/monthly
Includes everything in Getting Started with monthly management reports, full payroll support, and access to marketing Add-ons
Up to 5 users
Scaled Operations
Coming Soon!
Not seeing a plan that works for your team? We’re working on scaling our operations. Join our mailing list and we’ll let you know when our enterprise plan is available!
Plan Features
|
Getting Started |
Leveling Up |
|
|
Monthly Bookkeeping |
||
|
Transaction Categorization |
✓ |
✓ |
|
Reconciliations |
✓ |
✓ |
|
Chart of Accounts Management |
✓ |
✓ |
|
Year-End Support |
✓ |
✓ |
|
Bill Pay Recording |
— |
✓ |
|
Management Reports |
Quarterly |
Monthly |
|
Custom Reports |
1 |
3 |
|
Payroll |
||
|
Subcontractor W-9s & 1099s* |
✓ |
✓ |
|
Regular Payroll Runs |
— |
✓ |
|
Payroll Data Support |
— |
✓ |
|
Self-Service Portal |
— |
✓ |
|
Employee Onboarding |
— |
— |
|
Customer Relationship Management |
||
|
CRM Setup & Maintenance |
✓ |
✓ |
|
Digital Invoicing |
✓ |
✓ |
|
Credit Card Processing* |
✓ |
✓ |
|
ACH Payments* |
✓ |
✓ |
|
Invoice Follow-Up |
✓ |
✓ |
|
Online Client Hub |
✓ |
✓ |
|
In-App Two-way Texting |
— |
✓ |
|
Field Management Solutions |
||
|
Routing |
✓ |
✓ |
|
Job Forms |
✓ |
✓ |
|
Scheduling & Workplanning |
✓ |
✓ |
|
Time Tracking |
✓ |
✓ |
|
Automated Time Tracking |
— |
✓ |
|
Revenue & Brand Enhancement |
||
|
Website Creation |
✓ |
✓ |
|
Lead Intake on website |
✓ |
✓ |
|
Quote Follow-Up |
✓ |
✓ |
|
Around the clock phone coverage |
— |
✓ |
|
Email Marketing Campaign |
— |
Add-on Available |
|
Integrated Google Reviews |
— |
Add-on Available |
|
Referral Program |
— |
Add-on Available |
|
Plan Details |
||
|
Users |
1 |
Up to 5 |
|
Monthly Price |
$925 |
$1,750 |
*Additional Processing fees may apply