Driving your business with AI

Your first invoice
could go out today.

Run your whole service business in one place — and get paid faster.

No credit card · No contract — cancel anytime · 0% platform fees

0% platform feesPCI DSS via StripeBuilt for service-based businesses
app.drivemybiz.com
Pilot AI
Talk to your data
Who owes me money?
You have 3 overdue invoices totaling $1,840:
Mike Johnson
#1024 · gutter clean
$640
7 days late
Sarah Rivera
#1019 · deck repair
$720
12 days late
David Lee
#1015 · HVAC tune-up
$480
21 days late
Send AI reminders
Review first
Payment received · $640
Mike Johnson · just now
Collected this month▲ 18%
$18,340
Why owners switch

What the others won’t give you.

The big field-service platforms lock you into yearly contracts, clip a fee off every payment, and still can’t answer a simple question about your own business. We do the opposite.

Biggest reason

Keep 100% of every payment

0% platform fees

We never take a cut of what your customers pay you. Card, Zelle, or Cash App — what you charge is what you keep. Only Stripe’s standard processing applies; we add nothing on top.

Most platforms skim 2–3% on top. We skim nothing.

No annual lock-in

No contracts, ever

Month-to-month, cancel anytime in one click. No yearly commitment, no cancellation fees, no “talk to sales” to get out. Stay because it works — not because you’re stuck.

Cancel in 1 click · keep your data

Pilot AI, built in

Talk to your data

Ask your business anything in plain English — “who owes me money?”, “draft a win-back email,” “create a quote for Linda.” Pilot AI answers and acts, right inside the app. No other service software lets you just ask.

Ask. Get an answer. Confirm the action.
No more customer caps

Keep every customer record.
Pay only for who you’re working with.

Other platforms charge by total contacts and force you to delete history when you outgrow a tier. We count only active customers — archive anyone you’re not currently serving and they stay fully searchable, exportable, and one-click restorable. Every plan.

Unlimited

Archived records

0

Deleted to save space

1-click

Restore anytime

17 modules · Zero integration glue

Everything You Need.
Already Connected.

Every module reads the same customer record, the same job, the same invoice. Stop syncing apps and reconciling data.

Module

Customer CRM

Unlimited contacts. Only active customers count toward your plan limit. Type + source segmentation built in.

Module

Job Management

List + board views grouped by status. Recurring series auto-materialize. Photo + PDF attachments on every job.

Module

Quotes & Deposits

Customers approve online. Deposits captured through Stripe before acceptance. Job + appointment auto-created.

Module

Smart Invoicing

Unlimited invoices. Custom reminder schedules. Overdue + final-notice cadence. Partial payments tracked.

Module

Schedule & Calendar

Day / week / month views over one job calendar. Subscribe Google, Apple & Outlook via a private iCal feed. Recurring jobs auto-materialize.

Module

Online Payments

Stripe Connect, Zelle, Cash App on your branded pay page with QR codes. We take 0% — Stripe charges direct.

Module

Public Storefront

Custom slug page with your branding, services, portfolio, testimonials, embedded booking form, and QR for sharing.

Module

Pilot AI

Page summaries, quote drafts, customer chat, draft messages, ask reports, action proposals — confirm before mutation.

Module

Reports & Analytics

Revenue, aging, expenses, jobs by status, customer value, quote conversion, cash flow, per-job profitability.

Module

Tax Report

Schedule C–ready income, expense and net-income summaries for any date range. Owner-only access. PDF export.

Module

Expense Tracking

Categorize, attach receipts, tag jobs, mark billable vs tax-deductible. Flows into Tax Report + Reports automatically.

Module

Promotions

Segmented broadcast campaigns. Audience by type / source / status. Schedule + send. Recipient consent honored.

Module

Review Requests

Post-job email + SMS asking for a Google review. Tracked open + click. Auto-skip opt-outs and archived customers.

Module

Refer a Friend

Personal referral link. 50% of first month as account credit when a referred business stays paid 30+ days. Cap $500.

Module

Paste-Anything Triage

Paste any email, text, or DM. Pilot AI extracts customer + draft job. One click confirms. Dominate plan.

Module

Follow-Up Automation

Surface every idle customer (30/60/90/180/365 days). AI drafts the re-engagement email. One click sends. Dominate plan.

Who it’s for

Made for every kind of service business.

If you book jobs, send quotes, and get paid for your time, skills, or trade — it fits how you work.

Home & trade services

PlumbingElectricalHVACLandscapingCleaningPest controlPaintingGeneral contracting

Repair & servicing

Appliance repairElectronics repairEquipment servicing

Coaching & lessons

Personal trainingTutoringTest prepLanguage instructionMusic lessons

Creative & professional

CopywritingPhotographyVideography

Events & hospitality

CateringEvent planning

Don’t see yours? If your business runs on jobs, quotes, and invoices, you’ll feel right at home.

Driving your business with AI

AI That Proposes. You Confirm.

Six AI surfaces in one platform — every action waits for your click before anything changes. Your data only. Never crosses into another business. Never deletes anything. Ever.

Page Summary

Pilot AI
Summarize this week
Revenue +24% vs last week. 6 jobs scheduled today. 3 invoices overdue >7 days — consider sending final notices. Mike Johnson hasn't booked in 90 days; warranty expires next month.

Quote Assist

Pilot AI
Bathroom remodel, 60 sqft, mid-range fixtures
Suggested line items:
Demo + disposal$650
Tile (60sf @ $8)$480
Vanity install$320
Plumbing rough-in$900
Total$2,350

Per-Customer Chat

Pilot AI
What's Mike's history?
7 jobs since Jan 2023 · $4,820 lifetime · 2 referrals · always pays within 5 days. Last job 14 days ago (gutter clean). Outstanding: $640 (invoice #1024).

Draft Message

Pilot AI
Write a polite overdue reminder
Hi Mike — quick reminder that invoice #1024 ($640) was due last week. Pay online at the link below, or reply with any questions. Thanks! — Marcus

Ask Reports

Pilot AI
Top 3 customers by revenue this year
1. David Lee — $8,420 (12 jobs) 2. Sarah Rivera — $5,280 (4 jobs · large project) 3. Mike Johnson — $4,820 (7 jobs · returning)

Action Proposal

Pilot AI
Schedule roof check for Mike Tuesday 10am
I'll create this job:
📋 Roof inspection · Mike Johnson
📅 Tue May 23 · 10:00 AM

Never deletes

No delete path exists in the tool registry. AI cannot remove a customer, job, invoice, or quote.

Your data, only

Pilot AI can only see records inside your business. There is no path for it to read or touch another business’s data.

Audit-logged

Every confirmed action is logged with the user id of whoever clicked confirm. Full trail.

Invoice

#INV-2024-0184

Mike Johnson · 437 Oak St

OVERDUE · 7 days
Labor (4 hrs)$480.00
Materials$120.00
Service fee$40.00
Total due$640.00

Reminder cadence

Day 0Pre-due reminder✓ sent
Day 3Overdue reminder✓ sent
Day 7Second overdue✓ sent
Day 14Final noticepending

Outstanding

$3,240

This month

$18,340

On time

94%

Smart Invoicing

Send. Remind. Get paid faster.

Unlimited invoices on every paid plan. Custom reminder schedules you control. AI-drafted reminder text matches your tone. Partial-payment tracking with running balance. We never auto-charge — every send waits for your eyes.

  • Custom invoice design — one click

    Your logo, brand colors, and footer applied to every PDF. Pick a template; we render the rest. No design tools needed.

  • Custom reminder schedules

    Customize pre-due, overdue (day 0/3/7), and final-notice (day 14) cadences from settings.

  • AI-drafted reminder messages

    One click drafts a polite or firm message in your voice. Review before send.

  • Recurring billing rolled into draft

    Per-customer weekly / monthly cadence rolls completed jobs into a draft invoice — you review and send.

  • Partial payments tracked

    Running balance updates with each payment. Status flips to "paid" only when full amount lands.

  • Quote deposits auto-credit forward

    When you convert a job to invoice, any captured deposit credits as already-paid.

Quotes that close

Capture the deposit before the work starts.

Customers approve quotes on a branded online page. The moment they click accept, Stripe captures any required deposit, the job and appointment are created automatically, and the booking confirmation email goes out. No double-entry, no follow-up to ask for the deposit later.

  • AI Quote Assist drafts line items from a plain-language description
  • Deposit % captured via Stripe Checkout before quote can be marked accepted
  • Online accept → Job + Appointment auto-created + Confirmation email queued
  • Pre-expiry reminders 3 days before the quote lapses
  • PDF download with your business branding
Try quote acceptance flow
1Quote sent
Awaiting
QT-2024-058 · $2,400
Roof tune-up · 20% deposit required
2Customer accepted online
just now
Stripe deposit captured+$480.00
3Auto-created for you
Job created · Roof tune-up
Appointment · Tue May 23 · 10am
Confirmation email · queued
Deposit will credit forward to final invoice

Week of May 20

5 days · 18 jobs

Mon
Tue
Wed
Thu
Fri

Lawn · Kim

HVAC · Davis

Paint · Lopez

Roof · Park

AC · Johnson

Deck · Torres

Gutter · Hall

Inspect · Lee

Tree · Mills

Window · Cruz

Lawn · Patel

HVAC · Owen

Paint · Reed

Roof · Beck

Schedule & Calendar

See your whole week. One source of truth.

Day, week, and month views over the same job calendar. Edit any job to reschedule, then send the customer an updated confirmation by email or text in one click. Subscribe your Google, Apple, or Outlook calendar to a private feed so every new and rescheduled job shows up automatically.

  • Day, week & month calendar views
  • Subscribe Google / Apple / Outlook via private iCal feed
  • One-click email or text confirmations to customers
  • Recurring jobs auto-materialize into the calendar
Public Storefront

Your own branded page. Book online. Pay online.

Every account gets a free public page at drivemybiz.com/p/your-slug. One-click sensible defaults — or customize logo, hero, services, portfolio, testimonials, and embedded booking form. Customers scan your QR or tap the link from your invoice — pay or book in two taps. No app to install.

  • One-click setup with smart defaults

    Sign up, pick your slug, and the page is live. Tune logo / hero / accent later when you have a moment.

  • Custom slug + business branding

    Pick your subdomain slug. Logo, hero image, accent color, badges — all yours.

  • Service catalog with photos + prices

    Each service has name, description, price, unit (per hour / per visit / flat), image, category.

  • Embedded booking form

    Customer picks a service, fills contact details, address autocomplete fills city/state/zip. Built-in spam protection.

  • QR codes everywhere

    Page QR for sharing, Zelle handle QR, Cash App QR — all rendered on the customer pay page.

  • Embedded Google reviews + map

    Pull your reviews CTA and an embedded map; testimonials section under your control.

drivemybiz.com/p/mt-landscaping
MT

MT Landscaping

Austin, TX · ★ 4.9 from 84 customers

Services

Weekly mow

$65 / visit

Spring cleanup

$280 flat

Hedge trim

$80 / hr

Quick booking

Your name
Phone
Email

Desktop preview

Reports · Q1 2024

Revenue Summary

Export CSV

Collected

$48,920

+18%

Outstanding

$3,240

12 inv

Net (Tax)

$31,450

after expenses

Income vs Expenses · Last 6 mo

Income Expenses

Top customers by revenue

David Lee
$8,420
Sarah Rivera
$5,280
Mike Johnson
$4,820
Amy Park
$3,140
Reports + Tax Report

Numbers that move. Built for tax season.

Eight prebuilt reports cover revenue, aging, expenses, jobs, customer value, quote conversion, cash flow, and per-job profitability. Tax Report (Accelerate+) spits Schedule C–ready totals for any range — collected income, deductible expenses, net. Custom Reports build whatever else you need. Schedule them to email (Dominate) and you’re done.

  • Prebuilt reports with CSV export (Scale+)
  • Tax Report — Schedule C–ready (Accelerate+, owner-only)
  • Custom Report builder (Accelerate+)
  • Scheduled email delivery: daily / weekly / monthly (Dominate)
  • Background generation for large exports — email link when ready
Promotional Broadcasts

Segment. Schedule. Send to the right list.

Email your past customers a seasonal promo. Target by customer type (Residential vs Commercial), source (Google vs Referral), or activity (last job 60+ days ago). Recipient consent is checked at fire time — opted-out customers are skipped automatically. Schedule for the future or send now.

  • Audience segmentation: type · source · activity status
  • Personalize with {{first_name}} interpolation
  • Schedule for a future send (recipients resolved at fire time)
  • Branded HTML email with one-click unsubscribe (CAN-SPAM)
  • Per-recipient delivery log
  • Archived customers and opted-out recipients auto-skipped

New broadcast

Draft

Audience

Residentialvia GoogleLast job > 60 days

342 recipients match · 318 after opt-out + archive filtering

Subject

Spring lawn special — book by April 30

Body

Hi {{first_name}}, your lawn missed us! Book a spring cleanup by April 30 and get $25 off. Reply to this email or book online at the link below.
Review Requests

Every completed job, another five-star review.

When a job moves to Completed, an email + SMS (if consented) goes to the customer with your branded ask and the Google Review link. Tracked open + click. Auto-skips opt-outs and archived customers.

  • Fires automatically on job completion — no follow-up to remember
  • Branded email + optional SMS, both with your business name
  • Direct link to your Google review page
  • Open and click rates surfaced in Reports
  • Respects email + SMS consent flags

Review Requests

Auto-sent after job completion

“Hi Mike — thanks for choosing MT Landscaping! We’d love a quick Google review. Takes 30 seconds: g.page/r/mtlandscaping

42%

open rate

18%

click rate

4.9

avg ★

Expenses · Q1 2024

$8,620

$7,470 tax-deductible · $1,150 billable to customers

Materials$3,24038%
Fuel$1,82021%
Subcontract$1,45017%
Equipment$98011%
Insurance$7208%
Other$4105%
Auto-flows into Tax Report and per-job Profitability calculations.
Expense Tracking

Every receipt counted. Every dollar saved.

Log expenses with photos of receipts (R2 storage). Categorize, tag jobs, mark billable to customer vs tax-deductible. Per-job profitability subtracts tagged expenses from collected revenue. Tax Report sums tax-deductible expenses across the year for filing.

  • Categories with color coding (Materials, Fuel, Subcontract, etc.)
  • Receipt photo or PDF upload — stored securely
  • Tag expense to a specific job for profitability
  • Mark billable to customer (rolls into their next invoice)
  • Mark tax-deductible (rolls into Tax Report)
  • Flows into Reports → Profitability and Tax Report automatically
See your savings

What would you get back every month?

Two numbers in, your time and money back out. Slide to match your business.

Your business today

30
1200
10
140

Your estimated monthly savings

Time back

32hrs/mo

Money back

$1,119/mo

Start saving — free for 30 days
Loved by owners

Real shops. Real results.

0%

platform payment fees

30-day

free trial · no card

Bank-level

security via Stripe

I used to lose a whole Sunday to invoicing and chasing checks. Now it’s maybe 20 minutes — the reminders go out on their own and people just pay. First month I collected two grand I’d basically written off.

Marcus Bell

Bell Brothers Heating & Air · Dayton, OH · HVAC

The booking page paid for itself the first week. Customers pick a service, I send a quote, they accept and the deposit’s already in my account before I’ve driven home. No more “let me think about it.”

Tanya Reyes

GreenEdge Lawn & Landscape · Round Rock, TX · Lawn care

I was paying for four different apps that didn’t talk to each other. This replaced all of them. And honestly, having the AI write my reminder texts and follow-ups is the part I didn’t know I needed.

Dawn Whitaker

Sparkle & Co. Cleaning · Boise, ID · Cleaning

Simple, honest pricing.

Plans from $29/mo. Unlimited customer records on every plan.

0% platform fees · no contract · cancel anytime · 30-day free trial

See all plans
Questions, answered

Everything you’re wondering.

DriveMyBiz runs in any phone browser — no App Store download required. Add it to your home screen and it opens like an app, so you can create jobs, send invoices, and take payments from the truck. (There's no separate native iOS/Android app today; the web app is built mobile-first.)

Still have a question? Visit the help center.

Earn it back

Refer a friend.
Earn 50% of their first month.

Sign up for any paid plan, then refer to earn. Share your unique link — when the business you refer stays on a paid plan for 30+ days, 50% of their first month posts to your account as credit, applied automatically to your next invoice.

Credit per paid signup

Scale

$15

per signup

Accelerate

$30

per signup

Dominate

$75

per signup

Bank up to $500 in pending credit. Beyond that, contact us about affiliate cash payouts.

How it works

1

Share your link

Every paid tenant gets a unique 8-character code. Copy it from the Refer a Friend page in your dashboard.

2

They sign up and pay

When someone signs up through your link, finishes their free trial, and stays on a paid plan for 30+ days, the referral converts.

3

Credit lands automatically

50% of their first month posts to your Stripe customer balance and applies against your next invoice. No redemption step.

Available on every paid plan. Trial accounts can refer but don’t earn credit until they convert.

No credit card required

Ready to take control
of your business?

Setup takes under 5 minutes. Your first invoice could go out today. Cancel anytime.