Customer
Keep the customer, property, and job details together from the start.
THE JOB PATH
From the first call to the paid invoice
Keep customers, quotes, work, invoices, and payments connected instead of bouncing between spreadsheets, texts, and separate apps.
THE JOB FLOW
Customer. Quote. Work. Invoice. Paid.
The same information moves forward with the job, so you don't have to start over at every step.
Quote it clearly
Build the scope, pricing, notes, and terms the customer needs to review.
Run the approved job
Turn the approved quote into the job without starting over.
Bill the finished work
Create the invoice from the job when the work is complete.
Know what's paid
Record the payment and see what is still outstanding.
QUOTES
Start the job with a clear quote.
Put the scope, pricing, notes, and terms in one place before the work begins.
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CLEAR SCOPE
Write down what the job includes before the work starts.
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CLEAR PRICING
Reuse your services, materials, and pricing instead of building every quote from scratch.
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CUSTOMER APPROVAL
Send the quote for review and approval before the job moves forward.
WORK
The approved quote becomes the job.
The approved details move into the job, so you don't have to type everything again.
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JOB DETAILS
Keep the approved work and customer information together.
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SCHEDULING
Know when the work is happening and what needs to be done.
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FIELD CONTEXT
The person doing the work can see the job details they need.
INVOICES & PAYMENTS
Finish the work. Bill it. Know what's still owed.
When the job is done, invoice it, record the payment, and see what's still owed.
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INVOICE THE WORK
Create the invoice from the completed job without starting over.
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RECORD PAYMENT
Keep the payment connected to the invoice it belongs to.
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SEE WHAT'S OUTSTANDING
Know what's been paid and what still needs attention.
BUSINESS DASHBOARD
Know what needs your attention.
See what's ready to invoice, what's overdue, what's waiting for approval, and where your money stands.
READY TO INVOICE
Finished work that still needs billing.
OVERDUE
Invoices that are past due.
PAID THIS PERIOD
See what came in.
DAY TO DAY
Start on your own. Keep it as you grow.
Use OperelliOS on your own or with a small team — without adding more disconnected tools.
OWNER
See the work and the money without carrying everything in your head.
OFFICE
Keep customers, quotes, jobs, and invoices connected.
FIELD
See the job details that were already approved.
AI WITH BOUNDARIES
AI can help. Your numbers stay your numbers.
AI can help draft, summarize, and surface information. Your prices, invoice totals, and payments still come from your business records — not the AI.
- AI can assist.
- Your rules still matter.
- AI doesn't set your totals.
Try it with a real job.
Add a customer, build a quote, move the job forward, and see how everything stays connected.
14-day free trial · No credit card required