TRADES, AGENCIES, CONSULTANCIES, FIELD SERVICES
Service businesses
EveryonePlans gives a service business the full platform: leads and pipeline, scheduling, jobs, quoting and invoicing against a real ledger, messaging, and an API over all of it — the mode with nothing hidden.
Runs in Business mode — one of four profiles that decide which menu you see. You can switch mode whenever the way you work changes, and we are building per-view on/off control so you can trim the menu to exactly what your group uses.
01WHAT YOU ACTUALLY HAVE TO DO
The work this kind of group is really doing.
- Turn an enquiry into a quote, a job, a schedule slot and an invoice without re-typing
- Give subcontractors the job without the margin
- Handle recurring and contracted work
- Know what is owed, and by how long
- Keep the website you already have
02THE PARTS THAT MATTER HERE
Six capabilities that carry most of it.
Everything else is still there — this is what this kind of group reaches for first. Each links to the page that explains how it works.
Contacts and pipelineLeads, customers, organizations and the relationships between them — with the history kept against the record rather than in somebody’s inbox.Scheduling and availabilityCalendars, bookable time, and group availability polling for the cases where a shared calendar is not enough. Public booking pages included.Tasks and projectsWork broken down, assigned, sequenced and tracked to done — including recurring work, which is where most task tools quietly give up.Quotes, invoices and paymentsPriced work turned into a document, sent, paid and reconciled, against a double-entry ledger.Forms and intakePublic forms that land as structured records, not as an email you have to read and re-key. Drop one into a site you already own.API and webhooksA versioned REST API over the whole system, with idempotency keys, cursor pagination, signed webhooks and a sandbox.
03WHAT IT LOOKS LIKE IN PRACTICE
From a form on your own site to a paid invoice
- A form on your existing website posts in as a lead, not an email.
- It is quoted; accepting the quote creates the job and schedules it.
- The subcontractor sees the job and the address, and not the pricing.
- Completion releases the invoice, which reconciles against the ledger.
04QUESTIONS
What people in your position ask
Do I have to replace my website?
No. A form on the site you already own can post straight into the platform, and everything the interface does is available over the API — so you can keep your site, your designer and your host.
TRY IT
Set up your business and look around.
Creating an account is free and takes a couple of minutes. Pick Business mode when you do — and change it later if it turns out another one fits better.