Everything you need to succeed

Powerful features for growing businesses

BizMaster combines all the tools you need to manage jobs, teams, and clients in one integrated platform.

Quote

To invoice

Role

Aware access

Server

Guarded data

By request

Access review

Job Management

Create and manage jobs from initial request through completion. Track surveys, estimates, scheduling, and invoicing all in one place.

  • Multi-phase job workflow
  • Cost estimation tools
  • Progress tracking
  • Client approval system

Team Management

Organize your team with role-based access. Assign surveyors, managers, and fieldworkers to jobs with automatic notifications.

  • Role-based permissions
  • Skill/trade tracking
  • Availability management
  • Performance metrics

Smart Scheduling

Calendar and scheduling views help teams plan surveys, jobs, assignments, and appointment windows around real work.

  • Scheduling views
  • Team availability review
  • Appointment windows
  • Assignment planning

Professional Invoicing

Generate professional invoices from job data, manage invoice workflows, and record payment status clearly.

  • Auto-generated from jobs
  • Invoice workflow tracking
  • Payment status records
  • Provider integration readiness

Business Reports

Get insights into your business performance with detailed reports on revenue, jobs, team productivity, and more.

  • Revenue analytics
  • Job completion rates
  • Team performance
  • Client insights

Location Tracking

Location-aware field workflows support check-in, check-out, and job progress context where permissions allow.

  • Check-in/check-out
  • Field status context
  • Assigned work visibility
  • Permission-aware access

Notifications

Keep teams and clients informed with workflow notifications through the current email and in-app paths.

  • Email notifications
  • In-app notifications
  • Custom templates
  • Workflow updates

Job Notes

Communicate seamlessly within jobs. Add notes, photos, and files that sync across all team members.

  • Threaded discussions
  • Photo attachments
  • File sharing
  • @mentions

Client Portal

Give clients visibility into their jobs. They can review estimates, track progress, and follow invoice status.

  • Estimate approval
  • Progress tracking
  • Invoice status visibility
  • Feedback system

Ready to streamline your business?

Request access to review whether BizMaster fits your service business workflow.

Request access