BOSS helps small trades shops put clear packages behind the work, invoice when the job finishes, and follow up until the money lands — so you stay on the truck, not in the paperwork pile.
Built for 1–5 truck shops: HVAC, painting, appliances, and similar trades.
You do honest work. The leak is usually packaging and paperwork — not demand.
Quotes by feel. Haggling on every job. Invoices written days later. Payment follow-up that never happens because you’re back on a truck. Memberships and maintenance that “we should sell” but never get packaged.
Clear packages (and membership options where they fit). Same-day or next-morning invoices. Polite, timed payment reminders. A short weekly money snapshot so you see sent / paid / aging without living in QuickBooks.
What we are — and aren’t: We’re not a full back office, and we’re not your bookkeeper. We’re the get-paid and packaging layer: clear packages, fast invoices, and a payment follow-up rhythm for shops that want cash discipline without buying a whole office.
If your pricing is already clean, we run the money motion. If it isn’t, Install is a structured setup call and playbook so packages and follow-up stick.
Fixed menus for common jobs. Optional HVAC / appliance maintenance memberships designed in setup — you can decline, but we put a serious option on the table.
When a job is complete, a draft invoice goes out on a fixed rhythm — often via QuickBooks Online — instead of “I’ll do paperwork Sunday.”
Approved reminder cadence (for example day 3 / 7 / 14). Weekly snapshot. You only jump in on stuck or angry accounts.
Choose a plan online. After you’re set up, share what you already have — a folder of recent quotes and invoices, or QuickBooks access if you use it. We’ll schedule a short kickoff within about 48 hours.
After checkout, you’ll land on a short next-steps page so we can get kickoff scheduled. Card on file required.
| Starter | Run | Install | |
|---|---|---|---|
| Invoice send + reminders | Yes | Yes | Yes (after setup) |
| Weekly money snapshot | Light | Yes | Yes |
| We pull & structure your history | No | Light | Yes |
| Price menu / membership design | No | No | Yes |
| Phone answering | No | No | No |
| Full bookkeeping / tax / payroll | No | No | No |
No — not at launch. If phones become a later product, it will be only when coverage and revenue make it real. Today we stay excellent at packaging and getting paid.
No. We prescribe structure from your history and your approval. You own the dollars; we own the process.
A short signup, then whatever records are easiest: last 90 days of quotes/invoices, a shared folder, or QuickBooks access if that’s how you already work. Kickoff can be a short call — even while you’re driving.
Bookkeepers close the books. BOSS makes sure jobs become invoices and invoices become cash — and, when needed, that what you sell is packaged so quoting stops being chaos.
Pick a plan, share your records, and we’ll kick off within 48 hours.
Chris Holmes — Triad, North Carolina.
Local operator building BOSS for small trades shops that want to get paid cleanly without a big back office.
Phone: (336) 297-7116