Every feature. Every plan.

The complete list — nothing gated, nothing upsold. The only thing a bigger plan buys is more seats.

ValLedger web dashboard with net profit, revenue, expenses and overdue totals, a needs-attention list, a monthly P&L chart and this week's jobs

Quote to cash

Lead Capture & Pipeline

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

ValLedger app client screen for Maria Gonzalez with billed, paid and owed totals and recent jobs

Smart Estimates & Price Book

Reusable line items from your price book. Clients approve online.

ValLedger app estimate EST-1041 with line items and a $420 total, marked Sent

Invoicing & Payments

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

ValLedger app invoices screen showing billed, collected and overdue totals and invoices marked Paid

Client Portal

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

CLEAR VIEW CLEANING
Balance Due
$1,200.00

Online Booking

Turn it on in Settings and clients request a date, or pick an open time slot, from their client portal. You confirm it and it becomes a job on your schedule.

Jobs & field operations

Jobs & Scheduling

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

Deep Clean — Martinez
Scheduled
Tomorrow, 9:00 AM
Mon
10
Tue
11
Wed
12
Thu
13
Fri
14

Smart Route Optimization

Tap Optimize and ValLedger sequences the day's jobs into the shortest drive. Your crew sees the route on their phone and navigates with one tap — included on every plan, not locked behind a premium tier.

ValLedger app jobs screen with a map of the day's numbered stops and an Optimize Route button

GPS Geo-Fence Clock-In

Crews clock in and out right from the job site. GPS geo-fencing confirms they were actually there — accurate hours, no guesswork.

ValLedger app job screen for Office Cleaning with a green Clock in button and the job address

Timesheets & Pay Runs

Clocked hours roll into a weekly timesheet per employee, with overtime figured by your state's rule — federal, Colorado, California (including double time), or over 8 hours a day — set in Settings → Payments. Approve the week, then build a pay run: per-job and per-visit pay get the overtime premium too, and it exports as CSV or PDF for whoever runs your payroll.

Recurring Jobs

Set a job to repeat weekly, biweekly, or monthly and it schedules itself, with the same crew assigned to every visit.

Money & books

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.

MR
Mike Rodriguez
TIN on file
1099
YTD Paid$8,420

QuickBooks Online Sync

Invoices, payments, and expenses push to QuickBooks Online automatically. No re-keying, no double entry.

QB
QuickBooks Online
Connected
Live
Last sync · 2 minutes ago · 47 invoices

Reports & Accountant Export

Revenue, expenses, and per-job profit in clear reports — with accountant-ready CSV exports at tax time.

Work smarter

AI Command Bar (Val)

Ask in plain English — Val reads your numbers, creates quotes and invoices, and sends overdue reminders for you.

Email Campaigns

Send branded announcements, seasonal offers, and re-engagement emails to your client list — right from ValLedger.

Automatic Review Requests

Add your Google review link and ValLedger emails it to a client about a day after they pay an invoice — at most once per client every 90 days. More reviews without lifting a finger.

Review request sent
Johnson Property · 1 day after payment
Google

All of it, from $59/month.

Every feature on every plan. Try it free for 14 days.

Start Your Free Trial

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