Everything between the call and the cash

This page describes what OmniLedger does today. Where something is planned rather than built, it says so.

Field Ops dispatch

A live board for the day's work. Changes appear as they happen rather than on refresh.

  • Schedule a job, assign a technician, set priority
  • Status moves from pending through to completed as work progresses
  • Technicians see only the jobs assigned to them
  • Managers and owners see the whole board

Projects and milestones

Work that runs for weeks gets a different shape from work that runs for an afternoon.

  • A separate project workspace alongside the dispatch queue
  • Milestones with target dates and completion tracking
  • Technicians can update their own milestones from the field
  • Warranty and callback dates tracked against the original job

Quotes and contracts

The paper trail moves forward without being retyped at each step.

  • Send a quote as a link your customer opens without an account
  • Convert an accepted quote into a contract in one step
  • Typed or drawn e-signature captured in the browser
  • Signature time, IP address and browser recorded as evidence
  • Signed contracts are locked against edits at the database level

Invoices and payments

Bill from the job record, then record money as it actually arrives.

  • Numbered invoices built from the job or from your price book
  • Emailed to the customer, viewable through a private link
  • Record cheque, card, transfer or cash payments against the balance
  • Partial payments supported; overpayments flagged rather than absorbed
  • Overdue invoices surfaced automatically

Price book

Your rates, parts and services in one list, with the margin visible.

  • Separate price and cost on every line
  • Labor, materials, equipment and services categorised
  • Starter catalogues differ by trade — an agency doesn't get a trip charge
  • Pull items straight into a quote or invoice

Expenses and job costing

What a job cost you, tracked where the job lives.

  • Log an expense against a job, or as general overhead
  • Photograph the receipt from your phone
  • Mark items billable or reimbursable
  • Job cost summary per job; totals across the business

Time clocks and timesheets

Hours on the clock, against the job they were worked on.

  • Clock in and out from a phone, no app to install
  • Pick the job, or log general and overhead time
  • Forgot to clock in? Add the shift afterwards
  • Each shift records what that person cost at the time, so changing a rate never rewrites last month
  • Technicians see their own hours; managers see the crew's

True job margin

What the work actually made once labour and materials are counted.

  • Labour, materials and revenue on every job, side by side
  • Jobs losing money are flagged, not averaged away
  • A job not yet invoiced shows as unbilled, never as zero margin
  • Blended margin across everything you've billed

Break-even rate

The hourly rate below which the work costs you money.

  • Overhead and labour divided by hours you can actually bill
  • The arithmetic is shown, so the number is arguable rather than magic
  • Measured from your timesheets once you have them, your estimate before that
  • Choose the period: one month through a year

Money left on the table

Work you've done and money you're owed that hasn't been collected.

  • Quotes still waiting on an answer
  • Finished jobs that were never invoiced
  • Overdue invoices, net of part payments
  • Billable expenses you fronted and never passed on
  • Every figure comes from your own records — no industry averages, no invented totals

Photos and files

Before and after shots, documents and receipts attached to the job.

  • Upload from the site on a phone
  • Images downscaled in the browser so uploads work on a weak signal
  • Re-encoding in the browser drops the camera's location metadata
  • Stored privately and reached only through short-lived links

Calendar subscriptions

The schedule shows up where your crew already looks.

  • One private link works in Apple Calendar, Google Calendar and Outlook
  • Technicians see their own jobs; managers see the organization's
  • Refreshes on the calendar app's own schedule — nothing to install
  • A link can be revoked and reissued without disturbing anything else

Email that goes out for you

Quotes, invoices and reminders sent under your business name.

  • Quote and invoice emails with your logo and colours
  • Appointment reminders sent ahead of the visit
  • Rescheduling a job cancels the reminder for the old time
  • Replies come back to your address, not ours
  • A log of everything sent, with delivery status

Your team, with roles

Four levels of access, enforced by the database rather than by the screen.

  • Owner, admin, manager and technician
  • Invite by email; people join only the organizations they're invited to
  • Run more than one business from the same login
  • Every table is scoped to the organization that owns the row

Make it look like yours

Customer-facing documents carry your business, not ours.

  • Your logo and brand colour on quotes, invoices and email
  • Four interface themes to pick between
  • Payment remittance instructions shown on every invoice

Built to keep tenants apart

The isolation is structural, so a forgotten filter can't leak data.

  • Row-level security on every table, keyed to the organization
  • Private file storage with per-organization paths
  • Sessions expire after inactivity
  • An append-only record of agreement acceptances

On the roadmap

Being built, not yet shipped

Listed separately so there is no confusion about what you get when you sign up today.

Planned

Card payments

Invoices are recorded by hand today. Card and bank payment collection is scaffolded behind a provider interface but no processor is connected yet.

Planned

Mobile apps

The web app works on a phone browser and the calendar feed already reaches native calendars. Dedicated iOS and Android apps are the next major piece.

The fastest way to judge it is to use it.