WORKING SOLO / BEFORE ANOTHER SUBSCRIPTION
When your current tools are enough.
A calendar, job checklist and your existing invoicing process may be enough. Look for a repeated missed handoff before adding software.
Check my current process ↓Four handoffs to check.
Read across each row. Which column describes your last few jobs?
01Quote
One current version of the scope and price.
You rebuild each quote from notes after work.
02Schedule
A shared time, address and named person for each visit.
Someone keeps calling to ask where they should be.
03Job details
Photos and changes the owner and helper can both find.
The office and field are working from different information.
04Invoice
A clear list of finished jobs and unpaid invoices.
Completed jobs wait because nobody knows they are ready to bill.
A free plan is not a free trial.
A free plan may work long term within its user, job and feature limits. A trial may temporarily unlock a more expensive tier.
Check the whole cost.
A zero subscription price does not make payments, extra usage, required add-ons or setup time free. The finder keeps free plans visible when they cover your needs.
Name one problem.
Test that first.
Use the same fictional job before moving customer records. If nothing is consistently missed, keep the process that already works.