Service-Based Businesses
The Job Got Done. The Money Didn't.
You quoted it from memory. You scheduled it in a calendar that doesn't know what the quote said. You delivered it, and the project lived in your head until it was finished. Then you invoiced - late, because nobody was tracking that it was done.
Every one of those steps is a place a service business leaks. Not because the work is bad. Because the work is disconnected - the lead, the quote, the schedule, the project, and the invoice are five different artifacts in five different places, and only you know how they fit together.
TruDriveSync makes them one thing.
From lead to quote without retyping anything
A lead arrives - from your site, a form, a call - and becomes a record, not a note. Quote from it directly. When it's accepted, the project builds itself.
Scheduling that knows what the job is
Every scheduled job carries its own context: what was quoted, what’s required, who’s assigned, what they need to bring.
Projects that don't live in your head
Templated projects with milestones and tasks, assigned to real people, visible to everyone. Status is a fact, not a phone call.
Invoicing that fires when the work is done
- Invoice from the project, not from memory
- Recurring billing and subscriptions for retainer clients
- Automatic payment reminders
- Card on file
- Revenue and overdue reporting in one view
More than a Management System
Built for Service Businesses Like Yours
Agencies and consultancies · Virtual assistants and fractional operators · Home services · Field service and repair · Cleaning and maintenance · Professional services · Anyone billing for time, projects, or retainers
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