Product
Built for real shops
Tickets, estimates, customer approval links, invoicing, Square, time tracking, and reports—without the enterprise bloat.
Core workflow
Run the whole job from one record
Start from a job or an estimate, keep change orders tied to the same ticket, and keep packages, options, notes, and approvals attached all the way through closeout.
- Start with a job or an estimate
- Packages, options, and live totals
- Change orders without chaos
Ticket workflow
Service call, estimate, approval, invoice, payment
Same ticket
Core workflow
Give customers one clean link
Customers review the estimate, attached photos, and questions in one place, then approve without creating an account or getting lost in email threads.
- Estimates and approvals
- Attached files and job photos
- Simple customer-facing workflow
Customer approval link
Estimate, photos, questions, and approval in one view
Customer reviews everything without creating an account.
Questions
Need us to add one more battery switch before I approve?
Status
Approval, change requests, and payment stay tied to the same job.
Core workflow
Move from approval to paid invoice without rework
Approved work rolls into invoicing, balances stay clear, and Square payments fit directly into the same job flow so your team is not rebuilding the work twice.
- Invoice from approved work
- Square payment collection
- Track what is paid and outstanding
Invoice and payment
Turn approved work into an invoice without rebuilding it
Invoice snapshot
Secure payment link
Collect payment through Square from the same workflow.
Clear invoice history
See what is sent, paid, and still outstanding.
No double entry
Approved work flows forward into invoicing.
Line items stay readable
Customers and staff see the same clean totals.
Core workflow
Keep operations, labor, and reporting in the same system
Scheduling, time tracking, employee workflow, expenses, and reporting stay connected so the back office can see what is happening without piecing data together later.
- Time clock and labor tracking
- Calendar and scheduling
- Reports and expenses
Operations view
Scheduling, labor tracking, files, and reporting in one system
Today
Three service jobs scheduled with assigned techs.
Files
Photos, attachments, and customer docs tied to the job.
Labor
Clocked time flows back into job costing and reporting.
Reporting snapshot
YTD revenue
$184k
Open invoices
$12.4k
Job profitability
Live
Sales tax view
Ready
Feature map
Everything your team needs, without the enterprise bloat
A quick scan of the full product surface for owners who want to know what is already covered today.
Start with a job or an estimate (one ticket)
Real trade work doesn’t always start the same way. Sometimes it’s a service call/job. Sometimes you need to throw together an estimate fast. Start the ticket either way, then add one or more estimates, options, approvals, and change orders as the job evolves—without losing track. With the merged job + estimate view, you always see projected totals and approval status in one place.
Packages, options, and live totals
Build estimate packages with pricing options that update totals live. Customers can review options and upgrades clearly—no back-and-forth, no messy add-ons.
Change orders (without chaos)
Work changes. Add change orders and keep them tied to the same ticket so you never lose track of what was added, approved, and billed.
Estimates & approvals
Create estimates with line items and options. Send one customer document link. They see the estimate, photos, and details—and approve with a tap. No app or account required for your customer.
Invoicing
Convert approved estimates to invoices in one click. Clear line items, due dates, and status. Track what's paid and what's outstanding.
Payments (Square)
Use your Square account to get paid. Take payment on the spot or send a secure link. Faster quote-to-cash, no extra payment middleman.
Job photos & files
Store every job's photos and documents in the cloud. One place per job—no more lost pics or scattered files. Attach to estimates and customer docs.
Time clock & tracking
Clock in and out by job. See who did what, when. Reports by job type and labor so you know where you stand.
Reports
Reports that matter for real shops: profit record, YTD, sales tax, by job type, and by customer. Know what's profitable, what's outstanding, and where your time is going.
Calendar & scheduling
See what's coming and what's scheduled. Keep the shop moving with a clear calendar view tied to your jobs and tickets.
Employee management
Manage employees and time clocks with less friction. Keep labor tied to jobs for cleaner tracking and reporting.
Expenses
Track expenses and tie costs back to jobs. Get a clearer picture of profitability without digging through receipts.
QuickBooks integration (coming soon)
QuickBooks integration is on the roadmap. Sync invoices and expenses with your books and cut down on double entry.
Built by a shop owner
Built by a shop owner
After years of trying tools that never fit, SBS Workflow Pro was built around what small trade shops actually need: tickets, estimates, approval links, invoicing, payments, job photos and files, time tracking, and reporting. Cloud-based so you can work on the go. Roughly half the price of many comparable systems. Secure and backed up.