Field service and project work, one system

Run the whole job, from the first call to the paid invoice.

OmniLedger puts dispatch, quotes, contracts, invoices, your price book and your expenses in one place — so the job your technician closes in the field is the same record you bill from, without re-typing it into three other tools.

No card required to create an account.

Today’s boardLive
AC not cooling — BraeswoodMarcus R.
Furnace inspection — HeightsDani P.
Panel upgrade — BellaireUnassigned
3
Scheduled
1
In progress
2
Awaiting sign-off

The field moves in real time

Assign a job and it appears on the technician's board immediately. Status changes flow back the same way, so the office is never asking where anyone is.

Paperwork that follows the job

A quote becomes a contract, a signed contract becomes an invoice. Each step carries the last one's details forward instead of asking you to type them again.

Money you can actually see

Invoices, payments, expenses and job costs live together, so the question of whether a job made money has an answer rather than an estimate.

What's inside

The tools the day actually needs

Not a list of everything imaginable — the specific things a contractor touches between the phone ringing and the money arriving.

Live dispatch board

Schedule work, assign it to a technician and watch status change as it happens. Technicians see their own jobs and nothing else.

Projects and milestones

Longer work gets its own workspace with milestones and due dates, separate from the day's dispatch queue.

Quotes and e-signed contracts

Send a quote as a link, convert the accepted one to a contract, and collect a signature in the browser. Signed contracts can't be edited afterwards.

Invoices and payments

Bill from the job, email the invoice, and record payments as they arrive — cheque, card, transfer or cash — with the balance kept current.

Price book with true cost

Your rates and parts in one list, each with a price and what it costs you, so margin is there when you need it. Starter sets differ by trade.

Calendar on every phone

One private link subscribes Apple Calendar, Google Calendar or Outlook to a technician's schedule. No app to install, nothing to re-authorise.

How it works

Three steps, then it runs

01

Set up your workspace

Create your organization, pick your trade, and start from a price book that matches the work you actually do. Invite your crew and give each person a role.

02

Run the work

Book the job, dispatch it, attach photos from the site, log expenses against it. Everything stays attached to the job it belongs to.

03

Get paid and see where you stand

Quote, contract, invoice, record the payment. Earnings and job costs update as you go, so the month isn't a surprise.

Start with one job and see how it feels.

Create an account, add a client, book the work. You’ll know within an afternoon whether it fits the way you run.