Put requests, quoting, scheduling, reminders, communication, payments, staffing, and reporting in one connected system built for service businesses.
Browse the feature set by business area, then open the items that matter most to how you run the work.
Keep all customer info in one place.
Search and access customer details instantly. Add notes that show up for staff before appointments. Route sheets include all customer, address, and job comments so nothing is missed.
Give customers a simple place to view appointments, invoices, and service history.
Customers can log in to view upcoming appointments, past services, invoices, and account details without needing to contact the office.
Reduce no-shows with automatic reminders.
Customers get text or email reminders before their appointment — you choose how early (a week, 3 days, or 24 hours). This helps them prepare, lowers cancellations, and gives you time to fill spots if someone cancels.
Control whether customers can reschedule or cancel online.
Let customers make allowed appointment changes from their account while your business controls whether reschedules, cancellations, and notice windows are allowed.
Send messages the way customers prefer.
Choose SMS, email, or both for reminders, review requests, and custom messages. Each customer can set their own preference so communication always works for them.
Override online booking and change permissions for specific customers.
Turn off online booking, rescheduling, or cancellation for individual customers without disabling those options for everyone else.
Send customers quick arrival updates by text when SMS is available, or by email when texting is not available.
Staff can send on-the-way updates from Work Mode with smart ETA timing, staff photos, and customer-friendly wording. Service In Sync sends the update by SMS when texting is available, and falls back to email when SMS is unavailable but the customer has an email address. SMS replies and call/text routing require Twilio.
Manage business phone and SMS communication from inside Service In Sync.
Service In Sync helps keep customer communication connected to your business number, with phone and SMS tools for customer messages, call/text routing, arrival updates, and team communication workflows.
Let AI price jobs instantly for customers.
Teach the system your pricing rules and job times. The AI will then auto-quote both price and duration, letting customers book themselves instantly — even for complex jobs.
Generate invoices and collect payments from work mode when enabled.
Staff can review payment status, generate or send invoices when allowed, record approved received payments, open a customer-friendly card payment screen, and support tips based on business payment settings.
Charge customers when they reschedule or cancel based on your rules.
Set flat or percentage fees for reschedules and cancellations, with options to charge every time or only when customers make last-minute changes.
Give customers free changes before reschedule or cancellation fees apply.
Allow a set number of free reschedules or cancellations per customer, with separate limits for one-time appointments and recurring service customers.
Invoice customers for reschedule and cancellation fees.
Automatically create invoices for customer reschedule or cancellation fees, including standalone fee invoices that are not tied to a completed job.
Always know who has (and hasn’t) paid.
See all invoices in a daily log. Quickly filter for unpaid ones and re-process payments if needed. Never lose track of outstanding balances again.
Choose exactly what customers can see on invoices.
Decide whether customers see job photos and completed forms on their invoices. Use business-wide defaults, customer-specific overrides, and final per-invoice controls to show or hide individual before photos, after photos, and submitted forms.
Add your logo, colors, and customer-facing invoice note.
Customize invoice appearance with saved business branding. Your customer note replaces the standard invoice note near the bottom of the invoice, so customers see one clear message.
Track prepaid balances and apply them to the right future invoices.
Record prepaid funds by customer, address, specific appointment, or recurring job series. A specific appointment credit is for one chosen upcoming visit, even when that visit belongs to a recurring series. A recurring series credit can continue applying to future visits in that series. Service credits can stay separate from general account credits, and remaining balances stay visible until used, held, voided, or marked refunded.
Apply the right sales tax automatically based on the appointment address.
Set multiple sales tax regions and rates, then let Service In Sync match the job site address and add the correct sales tax to the invoice automatically. Use ZIP/postal codes, distance around an address, imported boundaries, or custom map shapes to define where each rate applies, so your team does not have to manually look up rates or do tax math on every job.
Send professional estimates, collect approvals online, and move accepted work forward faster.
Create and send professional estimates with clear pricing, multiple options, PDF delivery, online approvals, signatures, and deposit collection built in. Customers can review and approve from email or text, and your team can turn approved work into scheduled jobs and invoices with less back-and-forth and less manual re-entry.
Give office staff fast price and duration estimates using your own pricing rules.
Build custom quote formulas for package pricing, job duration, recurring service choices, and business-specific service variables. Staff can use the pricing calculator to quickly estimate price and time over the phone or while creating work, with support for minimums, maximums, rounding rules, and saved formula logic.
Create reusable service, material, and package pricing catalogs.
Build a reusable catalog of services, materials, packages, and pricing options so estimates and invoices can be created faster and more consistently. Keep common work items organized, reduce manual entry, and make pricing easier for your team to reuse.
Let customers approve estimates, choose options, sign off, and pay deposits online.
Service In Sync supports customer-facing estimate workflows with selected options, approval tracking, signoffs, deposit collection, and payment-aware estimate status. It helps turn approved quotes into scheduled work with less back-and-forth.
Manage appointments across day, week, month, team, and mobile views.
Schedule appointments with drag-and-drop calendar tools, team/resource views, month view appointment details, required forms by package, mobile-friendly controls, and smarter schedule visibility for office and field teams.
Flexible scheduling for any customer.
Offer bi-weekly, 1st and 15th, last Friday, or any other custom repeat schedule. The system is designed to handle even complex requests.
Accurate availability that factors in traffic and drive time.
The system checks staff availability, drive times, and traffic patterns before showing open slots. If conflicts happen, you’re notified so you can adjust.
Save drive time by booking jobs close together.
Our system shows upcoming jobs near any location in seconds. Quickly see when staff are already in an area so you can add new appointments without extra driving. This saves fuel, time, and money while keeping routes efficient.
Move all jobs from one staff/team to another instantly.
If staff leave, change positions, or take time off, you can reassign all their jobs in one click. This saves hours compared to moving appointments one by one.
See jobs and staff locations on a map.
Instead of just a list, view your entire schedule on a map. Know where teams are working, plan routes better, and see where open spots are for new appointments.
Create route sheets and printouts for daily field operations.
Generate route sheets and operational printouts so office staff and field teams can review the day, confirm job details, and keep routes organized outside the live calendar when needed.
Attach required forms to packages and keep completion tied to the job.
Required forms can follow the selected package, show form-due counts in work mode, and guide staff through job checklists before completion so paperwork stays connected to the appointment.
Keep all job notes organized.
Add notes to customers, addresses, and appointments separately. Staff see all notes on site so nothing is forgotten.
Show proof of work with photos.
Staff upload before and after photos of jobs. You can audit quality, answer customer questions, and showcase great work.
Rotate service packages automatically.
Create recurring packages that alternate in the order you set. Perfect for customers who want rotating services instead of the same job every visit.
Handle holidays and closings easily.
Mark holiday dates on the calendar. Jobs on those days are highlighted and can be quickly moved before or after. Color-coding helps you reassign them with ease.
Let staff apply schedule fees or free-change counts while editing appointments.
When staff reschedule, cancel, or delete appointments, Service In Sync can offer clear choices to make the change, create a fee invoice, or count it as a free customer change.
Make sure staff arrive at the right place every time.
The system checks every address so GPS directions will work before the job day. This avoids wasted trips, staff frustration, and customer complaints caused by wrong or incomplete addresses.
Control when your business is open and when customers can book.
Set open days, closed days, 24/7 availability, booking notice rules, and availability behavior so customers only book times that match your schedule.
Let customers book themselves 24/7.
Customers can get a quote, pick a time, and confirm a job directly from your website. The system checks staff availability, drive times, and job length so bookings fit perfectly. This saves office time and lets customers book day or night.
Set when customers are allowed to book their own appointments online.
Control same-day booking, next-open-day booking, required advance notice, and other customer booking rules so online scheduling fits how your business actually operates.
Never lose a lead again.
See details from every website form submission, even if they didn’t finish booking. Follow up, complete the booking for them, and turn warm leads into paying customers.
Ask for feedback and guide customers to the right review site.
After each job, Service In Sync can request feedback, guide customers through the right next step, and send them to Google or another review destination. You can customize the request email, thank-you message, and redirect copy so the review flow matches your business.
Automatically showcase recent reviews on your website.
Sync recent Google reviews and internal Service In Sync feedback into a branded review widget on your website. The widget can show reviewer photos or colored initials, source labels, star ratings, and recent review text, with support for either a 5-star or 10-point feedback scale.
A modern, mobile-friendly business website included.
Your included website works on all devices. Customers can request quotes, book jobs, read about your business, apply for work, and more. Host it on your own domain or use a Service In Sync subdomain.
Export targeted customer and lead lists by schedule status, package history, recurring activity, lead step, and reactivation window.
Create precise marketing audiences from your real booking history and web portal leads. Export active recurring customers, inactive past customers, package-specific buyers, high-intent abandoned leads, dormant customers, cross-sell candidates, and more.
Control where you accept jobs.
Define service areas by zip code, map shapes, or radius from an address. Use color-coding on the calendar to plan routes. The system can also auto-respond to leads that are outside your area, saving office time.
Create coupons customers can redeem during online booking, with smart rules, limits, and tracking.
Build targeted promotions for print campaigns, referrals, seasonal offers, package discounts, and customer win-back campaigns. Customers can enter promo codes directly during the online booking process, so campaigns connect cleanly to new bookings. Set eligibility rules, usage limits, package and recurrence targeting, and track redemptions from one clean dashboard.
Done-for-you managed ads support for lead generation and growth.
Service In Sync can support done-for-you managed advertising for businesses that want help bringing in more leads and bookings. It gives owners a way to pair their website, booking tools, and lead workflows with managed campaign support.
Approve, track, and plan around staff time off.
Staff request time off through the system. You set limits so too many people aren’t off at once. Approved time off shows on the schedule, and every request is stored so you always have a clear history.
Manage check-in, route start/end defaults, paid-time behavior, time off, and Staff Portal schedule rules.
Control when staff can check in, whether routes start from the office or from home, how hourly paid time is counted, whether break and resume controls are available, when paid time starts at work locations, when it stops after completion, time-off limits, and what staff can see in portal history.
Define weekly unavailable times for part-time or limited-availability staff.
Set recurring weekly staff unavailability so part-time or limited-availability team members are automatically blocked out on the right days and times. Scheduling, smart scheduling, and availability calculations reflect those ongoing rules, helping prevent scheduling mistakes, save office time, and keep staff availability accurate.
Give staff a guided mobile workflow for each stop, including arrival, breaks, completion, forms, messages, photos, and payments.
Staff can see the next stop, open directions, review job details, complete required forms, upload before and after photos, message the customer, mark arrival, start or resume breaks when enabled, complete appointments, collect payment when allowed, and move through the route without calling the office.
Track staff time, breaks, travel, and job activity from the field.
Field staff can record job activity, work time, paid time, travel, lunch, unpaid breaks, and checkout details from the staff portal. This gives the office cleaner payroll records and better visibility into what happened on each job.
Give each staff member the right access.
Create permission groups so staff only see the parts of the system they need. For example, some may only see their schedule, while managers see payroll and reports.
Keep one team schedule private while still sharing other team schedules with staff.
Mark a team schedule as private so only the business user, assigned team members, and explicitly approved staff can see it. This is useful for management teams, sensitive routes, special projects, or any team that should not appear in the general staff schedule view.
Flexible pay structures for your team, including commission pool and flat-rate job pay.
Track commission, commission pool, flat rate, hourly, or salary pay automatically. Staff can see summaries of their earnings, and you can review detailed payroll reports with less manual math.
Handle flat-rate-per-job pay and commission share across multi-cleaner jobs.
Use flat-rate-per-job payroll and commission-share payroll options so compensation can be calculated more accurately for completed jobs. This helps businesses split pay across multiple cleaners, reduce manual payroll math, and support more flexible team pay structures.
Review payroll with hourly, salary, commission, flat-rate, bonuses, deductions, reimbursements, and paid-time events in one place.
Whether staff are paid hourly, salary, commission, flat rate, or a mix, the system organizes payroll data automatically. Hourly payroll can follow route-day time, work-location-only time, or exact paid segments from staff time events. Payroll summaries include pay types, bonuses, deductions, reimbursements, and exportable details for accounting.
Track staff bonuses, deductions, payroll adjustments, and advance requests.
Manage staff bonuses, deductions, payroll adjustments, and pay advance requests in one place. Service In Sync helps keep one-off pay changes organized so they can be reviewed alongside payroll and staff records.
Track expenses and reimburse staff easily.
Staff submit expenses with optional photo receipts. You approve or deny requests, and approved ones are automatically added to payroll.
Mileage is tracked and added to payroll automatically.
When staff check into jobs, mileage is calculated from the last location. If reimbursement is enabled, it’s added directly to their payroll. This saves hours and ensures accuracy
Choose per-mile or per-trip reimbursements.
The system can calculate reimbursements by distance driven or per appointment. Everything is added to payroll automatically so staff and managers see the same numbers.
Keep staff happy and reduce turnover.
Staff can manage reimbursements, mileage, time off, pay advances, and see live customer reviews themselves. This reduces busywork for you and makes staff feel more valued.
Staff call customers from your business number.
When staff call through the system, customers see your business number, not a personal one. This protects staff privacy and keeps your company looking professional. (Requires a Twilio account, which has separate fees.)
See both staff and jobs on a live map.
Check where staff are working now or later in the day. Appointments show on the map, color-coded by team. If you get a last-minute job, it’s easy to see who is nearby to assign it.
Quick insights into your business health.
From your schedule page, see stats like revenue, reviews, new bookings, and cancellations. Compare performance to past weeks or months and catch problems before they grow.
Connect your website in minutes.
Use simple scripts or direct links to add booking and scheduling to your existing website — or just use the included website. Start turning leads into jobs right away.
Track supplies and equipment automatically.
Staff check out inventory, use it in the field, and the system records it on jobs and invoices. This prevents missing supplies and makes it easy to know where everything went.
Your own app for staff and customers.
Get a mobile app with your business branding. Staff can access job details in the field, and customers can log in to manage appointments and invoices.