BusiDashEverything a small service business needs to get paid
Clients, quotes, jobs, invoices, payments, booking, reminders and profit, already set up. Here's what's inside BusiDash.
Every customer, with everything you know about them
Keep each client's phone, email, address, notes and how they found you in one place. Open a client to see every job, estimate and payment, and call, text or email in one tap.
- Import your list from a spreadsheet or paste it in
- Lead tracking: see who's waiting on a reply and for how long
- Client history: jobs, totals paid, and messages
- Email a group with follow-ups and opt-outs handled
Client list
Every customer, with everything you know about them.
Quoted, scheduled, in progress, done, paid
Each job moves through clear stages so nothing gets lost. Every job shows its price, costs and profit, and the list tells you which quotes need a follow-up and which invoices are late.
- Status filters and a board view
- Profit on every job, on every plan
- Recurring jobs that remind you when a customer is due again (Pro)
- Before and after job photos (Pro)
- Assign jobs to people on your team
Look professional, get answers faster
Turn any job into an estimate or invoice PDF with your logo and colors. Email it from the app; customers can accept an estimate online and pay an invoice from the same link.
- Price calculator with your labor, overhead and margin built in (Pro)
- Saved services and prices to add lines in one tap
- Quick cost add-ons: materials, fuel, dump fees, Stripe fees and more
- Estimate approval page for customers
Estimates & invoices
Look professional, get answers faster.
Get paid by card or bank, with no cut taken
Connect your own Stripe account and every invoice gets a Pay now link. When the customer pays, the job marks itself Paid. You pay Stripe's normal rate, and BusiDash never adds a fee on top.
- Card and bank (ACH) payments through your own Stripe (Pro)
- Or add your PayPal, Venmo or Cash App links
- Unpaid invoices and days outstanding at a glance
- Text alerts when an invoice is paid
Online payments
Get paid by card or bank, with no cut taken.
Let customers book open time slots
Share a booking page with your services, prices and open times, or add it to your own website with one snippet. Requests land in BusiDash and become jobs when you accept them.
- Your colors and services on the page
- Embeddable website widget
- Text alerts for new booking requests
- Text sign-up page so customers can opt in to texts
Online booking
Let customers book open time slots.
Know what you actually made
Track income, costs and sales tax by month, quarter or year. Jobs feed in automatically, receipts attach to entries, and a cash flow chart shows the trend.
- Profit, margin and what you're owed at the top
- Monthly budgets by category, with alerts as you get close
- P&L export as PDF or CSV, plus a QuickBooks-ready file
- Import from CSV or QuickBooks
Follow-ups that happen without you
Turn on automatic appointment reminders, unpaid invoice nudges at 7 and 14 days, and follow-ups for estimates nobody has answered. They go out by text or email under your business name.
- Appointment reminders the day before
- Invoice reminders with your pay link
- Estimate follow-ups with an Approve button
- One-tap texts from your own phone are always free
Automatic reminders
Follow-ups that happen without you.
Start every day knowing what's next
A daily checklist for your business with phone reminders for anything that has a time. Unfinished tasks roll to tomorrow, and your jobs show up on the day they're scheduled.
- Week view with today's jobs
- Open today's stops in your maps app in one tap
- Calendar sync with Google, Apple or Outlook
- Monday summary email: who owes you, quotes to chase, this week's jobs
Bring your helpers in without paying per seat like the big apps
Pro includes you plus 2 team members, and each extra person is $4 a month. Choose who can edit and who can only view each tab, and assign jobs to people.
- View-only or edit access per tab
- Assign jobs and filter by person
- Share copies of jobs or clients with other BusiDash users
- Message other BusiDash users in the app
Team
Bring your helpers in without paying per seat like the big apps.
Ask your business a question
Type "who owes me money?", "how did this month go?" or "add mow the Smiths to Friday" and Dash answers or does it for you after you confirm. It can also set up your tabs from one sentence and import records from a spreadsheet, document or photo.
- Starter: 20 credits a month · Pro: 150 credits a month
- AI setup from a one-sentence description of your business
- AI import from spreadsheets, documents and photos (Pro)
- Every change is shown for you to approve first
Dash, the AI assistant
Ask your business a question.
Works on iPhone, Android and computer
BusiDash runs in your browser and installs to your home screen so it opens like an app. Bottom tabs on your phone, a side menu on your computer, and light or dark mode that follows your device.
- Install on iPhone or Android in a few taps
- Search across clients, jobs and finances
- Sticky notes and quick links to the sites you use daily
- Classic view available if you prefer the original layout
On your phone, in light or dark
Works on iPhone, Android and computer.
Your data stays your data
Each account's data is visible only to that account, enforced by the database itself, and backed up every night. Download everything anytime, including a QuickBooks-ready file. It all comes with you if you leave.
- Database-level privacy between accounts
- Nightly backups
- Full data export in one tap
- No ads, and your data is never sold (see the Privacy Policy)
Private, backed up, and yours
Your data stays your data.
Run your business from one simple app.
Try every Pro feature free for 14 days. No credit card.
Start your free trial