Business management app
A business management app built around the way you work.
ShopBook is a customizable web app that brings your customers, jobs, employees, payments, documents, and day-to-day business operations together in one system.
Your business. Your workflow. Your way.
ShopBook is a web-based business management application. There is nothing to install — your team can access it through a web browser from a computer, tablet, or phone.
Everything in one place
Everything your business needs, connected.
Instead of managing each piece in a different place, the business management app keeps the information linked so your business can operate from one system.
01
Customers
Keep customer information, history, jobs, invoices, payments, documents, and activity together.
02
Jobs & Projects
Track jobs from lead to completion and keep everything associated with the job in one place.
03
Estimates & Invoices
Create estimates, turn approved work into jobs, generate invoices, and track balances.
04
Employee Portal
Give employees access to the information and tools they need without exposing the administrative side of the business.
05
Client Portal
Give customers their own secure place to view jobs, documents, estimates, invoices, payments, and updates.
06
Payments
Record and track payments, balances, payment methods, check numbers, and transaction history.
07
Documents
Keep contracts, estimates, invoices, receipts, photos, forms, and other business documents organized.
08
Reporting & Operations
Give owners and managers visibility into what's happening across the business.
Customization
Your business doesn't work like everyone else's.
That's why ShopBook isn't a one-size-fits-all system.
We can customize the web app around the way your business actually operates — including your workflows, terminology, user roles, forms, processes, and the information your team needs.
- Construction & Trades
- Service Businesses
- Mechanics
- Agriculture & Ranching
- Equestrian Businesses
- Professional Services
- Local Businesses
- And more.
Access & permissions
Give everyone the access they need.
The business management app can include different portals and permissions for different people.
Owner / Admin
Full business management and administrative access.
Manager
Access to the areas needed to manage day-to-day operations.
Employee
Access to assigned work, schedules, job information, notes, documents, time tracking, and other tools appropriate to their role.
Client
A simplified customer portal where clients can view their own jobs, documents, estimates, invoices, payments, and updates.
Permissions can be customized based on how your business is structured.
Web app access
Your business system, wherever you work.
Because ShopBook is a web app, your team can access it from a computer, tablet, or phone using a web browser.
Computer
Tablet
Phone
Interactive demo
See it in action.
Want to see what a ShopBook system could look like for your business? Explore the interactive demo and experience the system from different user perspectives.
Need a system built around your business?
ShopBook is an example of what we can build.
If your business needs something different, we can create a custom web app around your specific workflow, processes, and goals.