Topbin

Open Topbin in the morning and start your day by triaging incoming leads and requests. Pull in contacts from a CSV, your website form, or email, then tag them by service type or urgency. Create a simple pipeline—New, Qualified, Scheduled, Won—and drop each record into the right stage. Add call notes, set follow-up reminders, and attach intake forms or quotes so the whole team sees the next action. For returning clients, pin recent jobs, documents, and messages to the profile so you can respond fast without hunting through inboxes.

When it’s time to deliver work, plan the day on the shared schedule. Drag jobs into open slots, assign a technician, practitioner, or consultant, and auto-send confirmations by email or SMS. If the task needs a room, vehicle, or specific equipment, lock those resources and let Topbin prevent double-booking. Field staff use mobile to start/stop timers, capture photos, log parts used, and add notes. Materials pulled on-site deduct from stock; if you hit a reorder threshold, flag a purchase request to your preferred vendor. Complex jobs split into phases with dependencies, so each handoff is clear.

Turn completed work into money with one click. Build an invoice from tracked time and used items, insert a deposit or progress billing if the job spans weeks, and share a payment link. Accept card, bank, or in-person payments and post receipts back to the client record. For retainers or routine services, set recurring invoices and automated reminders. Snap a photo of receipts on the go to log expenses against the job. Keep finances tidy with tax rules, cost centers, and accounting sync. Use live dashboards to watch cash flow, overdue balances, and margins by service line.

Keep your team sharp and compliant. Onboard new hires with role-based access, required training modules, and a checklist for certifications. Track hours, mileage, and reimbursable costs, then approve timesheets in batches. Monitor utilization, on-time completion, and first-time fix rate to spot coaching needs. For marketing, segment contacts by location, service history, or status, then send targeted campaigns and schedule follow-ups straight from the record. Maintain supplier info, store contracts, and compare quotes before raising a purchase order. Every change logs to an audit trail, templates speed up repeat work, and reports turn activity into decisions you can act on today.