Service ops & billing
Customers, jobs, estimates, invoices, payments, and client approvals — in one workspace. Works for a one-person shop. Grows when you hire.
No crew required. No accounting setup forced on day one.
Unpaid invoices
7
$14,280 open
Open jobs
3
1 awaiting invoice
Estimates out
2
Awaiting approval
Projects
1
Pending acceptance
Sound familiar?
Invoices live in a spreadsheet. Chasing payment happens over text.
Unpaid queue on the home screen. Every invoice one click from paid.
"Did they approve?" — followed by a long email thread.
Clients approve estimates, jobs, and project deliverables in a portal. In writing.
A job board that doesn't touch billing. Billing that doesn't know the jobs.
Jobs convert to invoices. Every document links back.
Built for how service really works
You don't need a dispatcher, a bookkeeper, or a five-seat plan to run cleanly. Concert is built so a one-person company gets real benefit on day one — and doesn't need a new system when they hire.
Solo contractor
Wears every hat. Concert keeps the back-office running after hours without a back office.
Micro shop (2–4)
Shared jobs and Today queues. Status doesn't live in two phones anymore.
Growing service firm
Configurable catalogs, access control, optional GL. Room to grow without switching tools.
Everything in one workspace
Each area connects. A job becomes an invoice. An estimate becomes a conversation. Customers have history. Nothing disappears.
Open the app and know what needs action — unpaid invoices, open jobs, estimates waiting for a decision. Role-weighted queues, not a blank search.
Contacts, work history, invoices, contracts, files, and activity in one hub. One place to answer "who is this client and where do we stand?"
Create and track service orders with status, assignments, dates, notes, files, and a direct path to an invoice. Field work has a home.
One document family — quote or invoice, same composer. Line items, tax, terms, PDF preview, convert without retyping. Your catalogs set the defaults.
Record payments against invoices by method — check, card, cash, credit. Card checkout path when connected. Unpaid queue stays honest.
Group jobs under a client-visible project. List deliverables with due dates and status. Submit for acceptance — dates bind only after the client agrees.
Hosting, service agreements, retainers — recurring work lives in the product, not a spreadsheet. Your recurring revenue is visible every morning.
See who is late. Generate and send a customer statement that matches your books-of-record invoices. Sunday night AR takes minutes, not an hour.
Status codes, service types, terms, tax, pay methods, and user access are all yours to configure. Concert adapts to how you work — not a rigid generic list.
Optional accounting — turn it on when you're ready.
Customers, jobs, and invoices work with accounting off. Activate chart of accounts, periods, and GL posting when the business is ready for the books.
Setup in minutes
Guided wizard: company name, site, tax, terms, service types, invoice numbering. Everything Concert needs to default correctly — done in a few minutes.
Customers, contacts, and jobs are the core. Create a service order, add notes and files, close it, and send the invoice — all connected.
Send an estimate or project for acceptance. Clients sign in simply and approve without phone tag. Dates and scope are in writing before the work starts.
Client portal
Clients sign in and see exactly what they need to act on. They approve estimates, confirm jobs, and accept project deliverables. You have a timestamped record before any work starts.
Project: Office Network Upgrade
Pending acceptanceAccepting confirms due dates are binding. Logged with your email.
One tool, not five
Concert replaces a stack of tools that don't know about each other — without stripping out the depth you actually need.
Spreadsheet + email
Customers, invoices, unpaid queue, aging
Basic invoicing app
Jobs + customers + portal + projects — billing is one chapter
Job board without AR
Estimates, invoices, payments, statements in the same place
Bookkeeping software only
Ops-first, optional GL — don't force the books to create an invoice
Email approval chains
Client portal with timestamped acceptance
Solo tools that break at two people
Same system, more seats, more depth when you need it
No minimum crew size. No accounting setup required. One workspace from the first job to the hundredth invoice.
No credit card required for early access.
