Easy Business Operations Platform.
Everything connected from first lead to paid invoice.
SimpleOps keeps your leads, estimates, scheduling, customer portals, payments, and insights connected in one clean workspace — without the bloated CRM headache.
Professional Estimates
Create clean, reusable estimate templates for service work, installs, repairs, and add-ons.
Learn more →Customer Portals
Send customers a clear portal where they can review work, accept options, and stay informed.
Learn more →Recurring Services
Track active agreements, upcoming visits, completed work, recurring revenue, and service history.
Learn more →Payment Processing
Move accepted work toward deposits, recurring invoices, balance collection, and paid status.
Learn more →Stop sending estimates that look like spreadsheets.
SimpleOps turns your pricing, photos, scope of work, and customer information into branded proposals that build trust and help customers say yes faster.
Close the job before leaving the property.
Give customers a polished portal where they can review proposal options, approve work, sign off, and move toward payment without messy PDFs, scattered texts, or office follow-up chaos.
- Show customers clear proposal options
- Capture approval and agreement status
- Support deposit, invoice, and payment-ready workflows
- Keep customers and office staff looking at the same job details
Manage recurring work without spreadsheet chaos.
SimpleOps helps you track active service agreements, scheduled visits, missed or overdue work, completion rates, recurring revenue, and billing status from one command center.
- Track active, stopped, and overdue services
- See next 7 days, last 30 days, and projected recurring revenue
- Organize services by customer, tech, service type, and frequency
- Create recurring invoices and keep service history together
Start and stop recurring service with one click.
Pause a season, restart service, change frequency, or keep billing aligned — without chasing spreadsheets or rebuilding the customer record.
One workflow for many kinds of service work.
SimpleOps is flexible enough for recurring maintenance, one-time jobs, repair work, installs, add-ons, and project-based services.
Keep work moving from first lead to finished job.
SimpleOps gives service businesses the daily tools they need to organize opportunities, schedule work, assign crews, follow up, invoice, and collect payments.
Schedule projects, recurring work, and crews from one calendar.
Manage recurring services, one-time jobs, multi-day projects, crew assignments, and late work from a calendar built for real service businesses.
- Drag and drop rescheduling
- Schedule changes update everywhere automatically
- Multi-day projects and recurring schedules
- Multiple crews and tech assignments
- Quick visibility into late or attention-needed work
Keep every lead moving toward sold work.
Track new leads, scheduled estimates, submitted proposals, follow-ups, hot opportunities, and won jobs without losing prospects in texts, notebooks, or spreadsheets.
- Pipeline stages update automatically as you work
- Drag and drop manual lead updates
- Automated follow-up support
- Clear view of active opportunities and won work
Turn today’s schedule into an optimized route.
SimpleOps turns scheduled jobs into an organized route your crews can actually follow. See every stop, estimated drive time, total mileage, and route order before the first truck leaves the office.
- Build optimized routes from scheduled jobs
- Reduce drive time and windshield hours
- See stops, mileage, and estimated travel time
- Open routes directly in Google Maps
- Keep office staff and field crews working from the same plan
Everything connected from first estimate to paid invoice.
SimpleOps keeps your customers, jobs, schedules, recurring services, billing activity, and business visibility in one system.
Schedule & Track Work
See what is scheduled, who is assigned, what is completed, and what needs attention.
Invoice & Collect
Track open invoices, payment links, paid invoices, and recurring billing activity.
See the Big Picture
Watch revenue, job flow, lead sources, and recurring performance from a clean dashboard.
Ready to simplify your service business?
Start your free trial and schedule guided onboarding. We’ll help shape your SimpleOps workspace around the way your company actually estimates, schedules, services, invoices, and gets paid.