What does SB handle for my office?
The running of your service business: customers, quotes, contracts, tasks, hours and money collected, in one system. The professional work you do for your customers, you keep doing in the tools you already use.
What are the hours logged in SB used for?
Hours are logged by project and by task, tied to the customer and the contract, so you know how much effort each customer takes. These are hours per task, not clock-in and clock-out by shift.
What if a customer transfers a fee and forgets the reference?
SB auto-matches only when both the reference and the amount are right. Everything else goes to a queue for your manual review, so nothing is recorded wrongly.
How do I get started?
You sign up yourself and start the free trial right away, with no demo to book and no call. SB sets up your workspace for project-based services, so you add your customers and go.