Services
Appointments, jobs, and invoices—one customer thread
Salons, repair bays, clinics, and field teams run on schedules, job completion, and billing linked to CRM—owners see utilization and receivables in /backoffice without inbox archaeology.
Service workflows that stay connected
Booking & jobs
Schedule work, assign staff, complete on mobile or desk.
Utilization
See who is booked and where margin leaks on no-shows.
Parts & retail add-ons
Sell products during service visits when POS is on.
Deposits & balances
Collect upfront; invoice the rest on completion.
Role boundaries
Technicians vs front desk vs finance—least privilege.
Follow-up
Reminders and templates when messaging credits allow.
Stand up services in a week you can repeat
- 1
Set services and durations
Define bookable services, staff skills, and default prices.
- 2
Pilot one week of bookings
Run real appointments with test customers before marketing live slots.
- 3
Bill and follow up
Convert completed jobs to invoices and schedule reminders from the same record.
Questions operators ask
Can we run appointments and walk-ins together?
Yes. Book scheduled work and ad-hoc counter sales on the same customer record when your modules include both service stations and POS.
How do deposits and partial payments work?
Collect deposits at booking or job start; balance on completion. Invoices and payment status stay visible to finance without manual tracking.
Do field teams need the full backoffice?
No. Role design keeps technicians on job screens while managers and finance use backoffice reporting and exports.
Is WhatsApp required for service follow-up?
Optional. Use templates and credit limits when messaging is enabled; otherwise rely on email, phone, and in-app customer notes.
See BizPlusX on your floor and in your books
Share your country, branch count, and whether POS, WhatsApp, or invoicing is the top pain—we will map a focused walkthrough.