Run your service business from one place.

Leads, quotes, jobs, invoices, payments, and your books — all in one dashboard. No spreadsheets. No juggling apps. No features locked behind expensive plans.

Start Free — 90 Days on Us See How It Works

No credit card required · All features included · Cancel anytime

app.valledger.com/dashboard

VALLEDGER

Operations

Ask ValAI Assistant

Good Morning, Sarah!

Here's what's happening today

3 invoices overdue$580.00

Revenue This Month

$8,240.00

Collecting well

Outstanding

$1,450.00

3 invoices awaiting

Overdue

$580.00

Oldest: 12 days

Expenses This Month

$2,180.00

Business costs

Net Profit

$6,060.00

74% margin

Next 7 Days

Jobs scheduled

Monthly Profit & Loss

Revenue Net

Nov

Dec

Jan

Feb

Mar

Apr

Needs Attention

Overdue · 12 days past due
INV-1042Johnson Property
$340.00
Overdue · 5 days past due
INV-1039Garcia Residence
$240.00
Needs Response · Sent 8 days ago
EST-2015Rivera Property
$1,200.00

Recent Activity

Payment received — Martinez Residence
Invoice INV-1045 sent to Thompson Property
New lead from website — Patel Residence

Built for modern service businesses

Cleaning·Landscaping·Contractors·HVAC·Plumbing·Electrical·Painting·Pressure Washing·Pool Service·Handyman·Cleaning·Landscaping·Contractors·HVAC·Plumbing·Electrical·Painting·Pressure Washing·Pool Service·Handyman·

From first call to final payment — one platform.

See how ValLedger handles every step.

01 · Capture

A lead comes in from your website

Your public form drops every new inquiry straight into the pipeline. Contact details, service requested, and source tracked automatically.

Sarah Jenkins

Deep Cleaning, 4 Bed

Incoming

02 · Quote

Send a professional estimate in seconds

Pull items from your Price Book, add a custom note, and send a branded estimate. Clients approve online with one click.

Estimate · EST-1042

Martinez Residence

Approved

Window Washing — Exterior$450.00

Deep Clean — Interior$620.00

Grout & Tile$180.00

Total$1,250.00

03 · Schedule

Book the job, assign your crew

Drop the job on a date, assign one or more employees, and set a recurrence if it repeats. Your crew sees it on mobile.

Deep Clean — Martinez

Scheduled

Tomorrow, 9:00 AM

Mon

Tue

Wed

Thu

Fri

04 · Complete & Invoice

Job done? Invoice is ready

Mark the job complete and an invoice generates instantly — pre-filled with line items, tax, and your branding.

INV-2041

Garcia Residence

Paid

Total$1,200.00

Paid via Stripe · 2 days ago

05 · Get Paid

Clients pay online from their portal

Every invoice has a secure, branded portal link. Clients pay with card or ACH. Cash flow shows up the same day.

CLEAR VIEW CLEANING

Balance Due

$1,200.00

Invoice INV-2041

Secured by Stripe · Cards & ACH

06 · Track Everything

Know exactly what you earned

Real-time P&L. Per-job profitability. Expense categories and margin by service type — all automatic.

This Month

Revenue$12,400

Expenses−$3,200

Net Profit$9,200

74% margin

Meet Val. Your AI-powered back office.

Talk to your business in plain English. Val knows your numbers, takes action, and never clocks out.

Val

Online

Who hasn't paid me this week?

3 clients have outstanding invoices totaling $2,150. Want me to send reminders?

Yes, send them now.

Done — reminders sent to Rosa Martinez, Carlos Vega, and Ana Flores. I'll let you know when they pay.

What's my most profitable service?

Deep cleaning at 72% margin. Your average job brings in $860 net. Want me to draft a quote for your next deep clean lead?

Ask anything about your business…

Knows Your Numbers

Revenue, expenses, margins, outstanding invoices — Val has instant access to everything.

Takes Real Action

Send invoices, create quotes, remind clients, draft emails — not just answers, action.

Voice Ready

Hands full on a job site? Just talk. Val listens and responds.

Everything your business needs. Nothing it doesn't.

No feature gating. No upsells. Every feature on every plan.

Lead Capture & Pipeline

Public capture form, lead statuses, and one-click conversion to estimate.

Sarah Jenkins

Deep Cleaning, 4 Bed

Incoming

Smart Estimates & Price Book

Reusable line items with locked pricing. Clients approve online.

Price Book

Deep Clean — 4BR$620
Window Wash — Ext.$450
Grout & Tile$180

Jobs & Scheduling

Calendar and list views. Crew assignments. Recurring jobs on autopilot.

Deep Clean — Martinez

Scheduled

Tomorrow, 9:00 AM

Mon

Tue

Wed

Thu

Fri

Invoicing & Payments

Stripe cards + ACH. Auto-send on job completion. Overdue follow-ups.

INV-2038

Johnson Property

Sent

Balance$820.00

Expense Tracking & Job Costing

Capture receipts. Link expenses to jobs. See true per-job profit.

Job: Martinez Residence

Revenue$1,200.00

Expenses−$340.00

Net Profit$860.00

Subcontractors & 1099 Reports

Track TINs, year-to-date pay, and export 1099-ready CSV in January.

Mike Rodriguez

TIN on file

1099

YTD Paid$8,420

QuickBooks Online Sync

Two-way sync for invoices, payments, and expenses. No double entry.

QuickBooks Online

Connected

Live

Last sync · 2 minutes ago · 47 invoices

Client Portal

Branded to your business. Clients view invoices and pay in one tap.

CLEAR VIEW CLEANING

Balance Due

$1,200.00

🌎

Hablamos tu idioma.

Full platform interface in Spanish. Every button, every label, every notification — switch instantly from Settings. Your Spanish-speaking team members see the entire command center in their language.

Connects with the tools you already use