GracePath VenturesPEOPLE + TECHNOLOGY + OPPORTUNITY

Package 1 · Service businesses

Business Operations System

One connected system from first inquiry to paid invoice, so you always know which jobs make money and who needs a follow-up.

See the 3 levels →See examples

Who it's for

Cleaning, landscaping, HVAC, plumbing, handyman, moving and other service businesses that run on spreadsheets, texts and memory.

Problems it solves

  • Customer details live in phones, notebooks and three different spreadsheets.
  • Quotes go out and nobody follows up.
  • You can't see which jobs, services or crews actually make a profit.
  • Invoices slip, and month-end reporting takes a weekend.

One complete package · three levels

Start where you are. Grow when you're ready.

Each level builds on the one before it. Choose the level that fits your needs, or commission the complete system. You can also choose a single part.

Level 1

Clean & Organize

Start here if your data is messy.

  • Customer, job and contact lists cleaned and de-duplicated
  • Bad emails, phone numbers and missing fields flagged
  • Import-ready files for QuickBooks or your CRM
  • A written report of every fix made

Quoted per project

Start with Level 1 →

Level 2

See Your Numbers

Add this when you want to know where the money is.

  • Profit per job, per service and per crew
  • Invoice aging: what's due, overdue and paid
  • Sales pipeline and quote follow-up view
  • Monthly owner report (optional year-end books catch-up for tax season)

Quoted per project

Start with Level 2 →

Level 3

Run & Automate

The complete system.

  • Inquiry form → customer tracker → job schedule → invoice → payment, all connected
  • Automatic follow-up reminders for quotes, unpaid invoices and repeat customers
  • Built in the tools you already use (Google Workspace, Excel or a dashboard)
  • Training, and a short guide for your team

Quoted per project

Start with Level 3 →

Reports and year-end summaries organize your records; they are not accounting or tax advice.

Proof, not promises

See it working

Every example uses fictional sample data. Features that are previews are labelled as previews.

Operations System demoOperations System demoWorking demonstration: a fictional home-services company, organized by level.Open →Sales Pipeline demoSales Pipeline demoWorking demonstration: pipeline, win rate, overdue follow-ups.Open →

How to start

Send us a sample of the spreadsheets or exports you use today. We review them, recommend a starting level and send a fixed quote.

  1. Tell us what you use today and what you want to fix.
  2. Get a fixed quote for the level you choose, with turnaround confirmed in writing.
  3. We build and keep you updated, and you approve before delivery.
  4. Expand to the next level whenever you're ready.

Ready to start?

Tell us where you want to start. We recommend a level and send a fixed quote before any work begins.

Request a Quote →Email Us