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. Booked visits and walk-in sales can share one customer card when those tools are on.
How do deposits and partial payments work?
Take a deposit when you book or start the job. Take the rest when you finish. Finance can still see what is paid.
Do field teams need the full backoffice?
No. Techs stay on job screens. Managers and finance use the back office.
Is WhatsApp required for service follow-up?
No. Chat is optional. You can use email, phone, or notes instead.
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.