Driving your business with AI
Quotes, jobs, invoices, and payments in one place, with reminders that chase the money so you can stay on the tools.
No credit card · No contract — cancel anytime · 0% platform fees — you keep every dollar you collect
The big field-service platforms lock you into yearly contracts, clip a fee off every payment, and scatter your work across paid add-ons. We do the opposite.
Keep 100% of every payment
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.
No annual lock-in
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.
One place, not five
Quotes, jobs, scheduling, invoices, and payments all share one record — so the money moves faster and you stop paying for (and reconciling) four apps that don’t talk to each other.
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
Every part reads the same customer record, the same job, the same invoice. Stop syncing apps and reconciling data.
Quote, bill, and collect — with reminders that chase the money for you.
Unlimited invoices with automatic overdue + final-notice reminders.
Stripe, Zelle & Cash App on your branded pay page. You keep 100% — we take 0%.
Customers approve online; deposits captured before the job starts.
Your customers, jobs, and calendar in one place — no app-switching.
Unlimited contacts with type + source segmentation built in.
List + board views, recurring series, and photo/PDF attachments.
Day/week/month views; subscribe from Google, Apple & Outlook.
A booking page, reviews, promos, and referrals that bring work back.
Branded page with services, portfolio, and an embedded booking form.
Post-job email + SMS asking happy customers for a Google review.
Segmented broadcast campaigns — consent always honored.
Personal referral link earns account credit when referrals stick.
Reports, expenses, and tax-ready summaries — no spreadsheet wrangling.
Revenue, aging, conversion, cash flow, and per-job profitability.
Categorize, attach receipts, and tag billable vs tax-deductible.
Schedule C–ready income + expense summaries, owner-only, PDF export.
Optional AI help — it drafts, you confirm. Nothing changes without your click.
Summaries, quote drafts, and customer chat — propose-and-confirm.
Paste an email or DM; AI drafts the customer + job. Dominate plan.
Surfaces idle customers and drafts the re-engagement email. Dominate plan.
If you book jobs, send quotes, and get paid for your time, skills, or trade — it fits how you work.
Don’t see yours? If your business runs on jobs, quotes, and invoices, you’ll feel right at home.
Invoice
#INV-2024-0184
Mike Johnson · 437 Oak St
Reminder cadence
Outstanding
$3,240
This month
$18,340
On time
94%
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.
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.
Week of May 20
5 days · 18 jobs
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
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.
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.
MT Landscaping
Austin, TX · ★ 4.9 from 84 customers
Services
Weekly mow
$65 / visit
Spring cleanup
$280 flat
Hedge trim
$80 / hr
Quick booking
MT Landscaping
Scan to book
Text BOOK to (512) 555-0123
Mobile
Desktop preview
Ask your business a question, draft a reminder, or build a quote in seconds — then click to confirm. It only ever works with your own data, and nothing changes until you say so.
Page Summary
Pilot AIQuote Assist
Pilot AIPer-Customer Chat
Pilot AIDraft Message
Pilot AIAsk Reports
Pilot AIAction Proposal
Pilot AINever 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.
Reports · Q1 2024
Revenue Summary
Collected
$48,920
+18%
Outstanding
$3,240
12 inv
Net (Tax)
$31,450
after expenses
Income vs Expenses · Last 6 mo
Top customers by revenue
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.
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.
New broadcast
DraftAudience
342 recipients match · 318 after opt-out + archive filtering
Subject
Body
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.
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
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.
Two numbers in, your time and money back out. Slide to match your business.
Your business today
0%
platform payment fees
30-day
free trial · no card
Bank-level
security via Stripe
Plans from $29/mo. Unlimited customer records on every plan.
0% platform fees · no contract · cancel anytime · 30-day free trial
See all plansDriveMyBiz 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.
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
$49
per signup
Bank up to $500 in pending credit. Beyond that, contact us about affiliate cash payouts.
How it works
Share your link
Every paid tenant gets a unique 8-character code. Copy it from the Refer a Friend page in your dashboard.
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.
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.
Setup takes under 5 minutes. Your first invoice could go out today. Cancel anytime.