Every feature. Every plan.

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

Quote to cash

Lead Capture & Pipeline

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

SJ
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

Invoicing & Payments

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

INV-2038
Johnson Property
Sent
Balance$820.00

Client Portal

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

CLEAR VIEW CLEANING
Balance Due
$1,200.00

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.

Today's Route Optimized
  • 1Martinez Residence
  • 2Johnson Property
  • 3Clear View Office
3 stops18.4 mi

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.

Clocked In
Martinez Residence
On site
Started8:02 AM

Timesheets & Approvals

Weekly hours per employee with overtime split out automatically. Approve each timesheet before payroll, then export CSV or PDF.

Recurring Jobs

Set a job to repeat weekly, biweekly, or monthly and it schedules itself — crew assigned, invoice ready.

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

Two-way sync for invoices, payments, and expenses. 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, sends invoices, creates quotes, and drafts reminders for you.

Email Campaigns

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

Automatic Review Requests

Job done? ValLedger automatically asks your client for a Google review 24 hours later — more 5-star reviews without lifting a finger.

Review request sent
Johnson Property · 24h after job
Google

All of it, from $59/mo. 14-day free trial, no credit card required.