Customers
A single customer record that holds the relationship, not scattered notes.
- Contact and billing details
- Job and service addresses
- Estimate, job and invoice history
- Revenue recorded by customer
Features
Everything the work behind the work needs.
FirstPage Operations is organized around the way a local service business actually runs. Not a feature checklist to work through — a workflow that carries a customer from first estimate to recorded profit.
The Spine
One connected path.
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Customer
One record for contacts, addresses and history.
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Estimate
Branded, itemized, ready to send.
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Accepted
Scope and pricing confirmed.
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Job + Invoice
Created from the accepted estimate.
Automatic -
Payment
Recorded against the invoice balance.
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Profitability
Costs and expenses reveal the margin.
Sell The Work
Customers, pricing and estimates.
Everything you need before the job starts — who the customer is, what you charge, and a document that makes the business look the way it should.
Products & Services
Your pricing, stored once and reused on every estimate and invoice.
- Reusable line items
- Consistent descriptions
- Consistent pricing across documents
- Faster estimate building
Estimates
Professional, branded estimates that help win the work — not just quote it.
- Itemized scope and pricing
- Your terms on the document
- Send to the customer for acceptance
- Accepted estimates feed the job and invoice
Run The Work
Jobs, costs, expenses and budgets.
Once the work is sold, the money starts moving in both directions. This is where FirstPage Operations keeps track of both sides.
Jobs
The job is the container for the work: what was sold, what it costs, what it made.
- Created from an accepted estimate
- Linked to the customer and invoice
- Status visible at a glance
Costs & Expenses
Record what the work consumed, on the job it belongs to.
- Material and labor costs
- Business expenses captured and categorized
- Costs roll into job profitability
Job Budgets
Set the plan, then compare it against what actually happened.
- Budget by cost area
- Planned against actual
- Catch overruns while the job is open
Revenue
$5,000
Costs
$1,600
Profit
$3,400
68% margin
Budget vs. Actual
Labor$1,050 of $1,200
Materials$550 of $700
Invoiced$5,000
Costs−$1,150
Expenses−$450
Job Profit$3,400
Get Paid
Invoices, payments and what is still outstanding.
Invoices
Professional invoices carrying your business identity, created from the work you sold.
- Generated from the accepted estimate
- Your logo, business details and terms
- Clear paid, partial and unpaid status
Payments
Record what comes in and let the balances take care of themselves.
- Full or partial payments
- Payment history on every invoice
- Balances and reports update as payments are recorded
Invoice Total
$9,250
Paid
$4,000
Outstanding
$5,250
Partial
Payment History
| Date | Method | Amount |
|---|---|---|
| Mar 12 | Deposit — Check | $2,500 |
| Mar 28 | Progress — Card | $1,500 |
Know The Numbers
Accounting & reporting.
Operational financial visibility for running the business. It works alongside your accounting — it does not claim to replace every accounting product.
Actual FirstPage Operations reporting interface from a test account.
Invoiced
$142,600
Collected
$118,300
Outstanding
$24,300
Expenses
$46,900
Revenue by Customer
What you can see
- Invoiced and collected totals
- Outstanding balances across customers
- Expenses recorded against the business
- Job profitability across the work
- Revenue by customer
Why it matters
Most service businesses can tell you what they invoiced. Far fewer can tell you what they collected, what is still owed and which jobs actually carried the margin. Those are operating decisions, and they need operating numbers.
Branding & Control
Your brand, your team, your records.
Company & Document Branding
Estimates and invoices your customers receive present your business.
- Your logo and business name
- Your contact information
- Your document colours
- Your standard terms
Users & Permissions
Multiple users, with access appropriate to the role.
- Owner/Admin: full account and business control
- Staff: day-to-day operational areas
- Sensitive company and financial settings stay restricted
Activity History & Data Export
A record of what happened, and your data available when you need it.
- Activity history across records
- Export your business data
- Your information stays organized within your account
Ridgeway Mechanical
Invoice
INV-2098
| Description | Amount |
|---|---|
| System removal & disposal | $1,150 |
| Replacement unit & install | $6,900 |
| Ductwork modifications | $1,200 |
Invoice Total$9,250
Paid−$4,000
Balance Due$5,250
Terms
Balance due within 15 days of invoice date. Sample terms shown for illustration.
Illustrative sample document. Ridgeway Mechanical is a fictional business.
Ready to run your business better?
Talk to a FirstPage Account Manager.
We’ll help you get FirstPage Operations set up for your business, your team and the way you work.