Customer records and service history
Keep customer details, locations and connected work together, with optional equipment information when it is useful for your trade.
HBIT business software · Available now
One connected workspace.
Your way of working.
Bring customer records, services, quotes, invoices and inventory together. Give your office and field team the right tools, with branding and settings that fit your company.
Veteran-owned · Dayton, Ohio · Personal support
Business software
From the first quote
to the finished service.
Your team should not have to rebuild the customer story every time the work changes hands. HBIT connects the records and steps your office and workers use to move work forward.
Quotes customers can review
Create professional quotes with line items, share document links, track acceptance or decline and convert accepted quotes into work.
Invoices and payment records
Create and share invoices, record received payments and see the remaining balance. Payment processing is a separate integration, not included in this description.
Inventory and markup tools
Track stock and materials used on services. Calculate a selling price from your cost and markup before you quote the work.
A focused queue for workers
Assign work, use your own checklists and capture notes and private photos. Workers can mark their portion finished before the office closes out the service.
Roles and business settings
Owner, receptionist and worker access. Customize branding, work labels, sidebar order and the equipment fields your business wants to track.
A practical example
An example: installing an AC unit
Your office prepares a quote using a $3,000 unit with a 30% markup: a $3,900 equipment selling price before labor, taxes and other charges. The customer accepts, the office creates the service and assigns a worker, and the worker follows the checklist and adds photos. The office reviews the finished work, issues the invoice, records payment and archives the service when everything is done.
Explore the workspace
See the connected tools.
Choose a tab to explore current HBIT workflows. All business names and records in this demo are fictional.
Business workspace / sample owner view
A clear view of the day.
Keep work moving from the first quote to the final invoice.
Active services12
Quotes in review4
Invoice balance$4,800
| Service / customer | Assigned to | Next step | Status |
|---|---|---|---|
| AC installation · Morgan | Alex | On-site checklist | In progress |
| System inspection · Taylor | Sam | Review & invoice | Worker finished |
| Seasonal tune-up · Jordan | Alex | Paid & archived | Archived |
Work complete. Paperwork connected.
A worker marks their portion finished. Your office reviews the service, records payment and archives the completed work.
Explore the tabs. All records here are fictional; your business data stays private.
Working with HBIT
Walk through your process
Show us how your office and workers handle customers, scheduling, quotes and closeout today.
Configure your workspace
Choose terminology, branding, roles and the record fields and checklist steps your team needs.
Bring the team on board
Add users and start working with a connected set of customer, service and business records.
Good questions
Before we get started.
Have a different question? We’re happy to talk through your setup.
Is the software available now?
Yes. HBIT business software is available now. Book a walkthrough so we can review your workflow and configure the workspace for your business.
Can it say services or work orders instead of jobs?
Yes. Work labels, business branding and sidebar order can be customized. Optional equipment information and checklist steps can be tailored to the way your company works.
Can workers see all the business information?
Access depends on their role. Workers have a focused view of assigned work; receptionists manage office workflows; owners control the business and its users.
Does it take online payments?
The current workspace creates invoices and records payments you receive. An online payment processor connection is a separate integration and should be scoped before promising card or bank-payment collection.
Can I export my data?
Yes. Export supported business records to spreadsheets, including customer and service history. We’ll confirm the full record and attachment handoff with you as part of your agreement.
See how HBIT fits the work you already do.
Tell us about your team, your trade and what you want to bring into one place.