Run the whole job in one place. Not in five apps and a notebook.
Daybook is business software for HVAC, plumbing, electrical, and roofing crews. Estimates, scheduling, field techs, invoices, and payments — one system, from first call to paid.
14-day free trial · Cancel anytime · iOS app coming soon
Estimates live in a notebook
Scribbled on site, typed up at night, lost in a text thread. By the time it's sent, the customer called someone else.
Techs call in for everything
Where's the job? What did we quote? Which parts? The office becomes a switchboard instead of running the business.
Invoices chase you, not the money
Finished work sits unbilled for weeks. Then it's a spreadsheet of who owes what and awkward phone calls.
From "can you come look at it?" to money in the bank.
Estimates that win work
Build estimates from ready-made templates for your trade — real line items, real prices, not a blank form. Send by email; your customer approves or declines with one click.
- Template library seeded for your trade on day one
- One-click approve/decline straight from the email
- Approved estimates become scheduled jobs — nothing retyped
A field app techs actually use
Techs get their own simple login. They see their day, clock in and out, add notes and photos on site — and it all keeps working with zero signal. Everything queues on the phone and syncs when they're back in coverage.
- Works offline in basements, attics, and dead zones
- Job checklists so nothing gets skipped
- Photos and notes attach to the job, not a text thread
Invoices & payments, without the chase
A finished job becomes an invoice without retyping a thing. Customers pay by card online. Repeat work bills itself on schedule, and overdue balances are visible at a glance — not buried in a spreadsheet.
- Job → invoice in one step, line items carried over
- Online card payments (powered by Stripe)
- Recurring invoices for ongoing work
Scheduling, maintenance plans & the office, handled
A calendar and job board the whole office can see. Sell recurring service plans that schedule their own visits. Client records with full history, lead follow-up sequences that send themselves, time tracking and payroll runs, inventory, and a price-book catalog.
- Maintenance plans with auto-scheduled visits
- Lead tracking with automated email follow-ups
- Time tracking, payroll runs, inventory, analytics
- Review requests (Google/Yelp links) after completed jobs
AI where it actually helps
An assistant inside Daybook answers questions about your business — "what's unpaid from June?" — and helps draft estimates. Add an optional AI phone receptionist that picks up the calls you can't, and logs the lead instead of losing it.
- Ask questions about your own jobs, clients, and money
- Optional AI receptionist for missed calls
Day one isn't a blank screen.
Pick your trade when you sign up and Daybook loads a starter kit — inventory items, a service catalog, and job templates with real line items — so you're quoting real work in minutes.
HVAC
Tune-ups, installs, service plans
Plumbing
Repairs, installs, emergencies
Electrical
Panels, wiring, inspections
Roofing & more
And other residential trades
Three steps to your first paid job.
Sign up, pick your trade
Your starter kit loads: templates, catalog, inventory. No setup marathon.
Send your first estimate
Add a client, build the estimate from a template, email it. They approve with one click.
Job → invoice → paid
The approved estimate becomes a scheduled job. The finished job becomes an invoice. The invoice takes card payments.
🔒 Your data is yours
Every business on Daybook is fully separated. Nobody at another company can ever see your clients, prices, or numbers.
🛡️ Two-factor authentication
Protect your account with an authenticator app. Simple to turn on in settings.
📦 Leave anytime, with everything
Export all of your data, or delete your account and everything in it, straight from settings. No phone call required.
One plan. Everything included.
(final price coming at launch)
- Unlimited clients, estimates, jobs & invoices
- Your whole team — office and field
- Online card payments
- Maintenance plans & recurring invoices
- Offline-capable tech portal
- 14-day free trial — no credit card required
- Cancel anytime
Fair questions.
One system. Zero spreadsheets.
Try Daybook free for 14 days. No credit card, no sales call — just your business, organized.
Start free trial