Keep the tools you love.
Skip the ones you don't need.
Here's something the software industry doesn't advertise: a lot of what small businesses pay for every month is already built into your TailoredOS dashboard. Invoicing, payment tracking, expenses, revenue reports — included, no extra subscriptions. And for the tools you already know and like? We connect those too, so nothing ever gets typed twice.
The money stuff is
already built in.
Every TailoredOS Business OS handles the day-to-day money work on its own — no extra software, no separate subscriptions. Many of our clients run their whole operation without paying for any other business apps at all.
Invoicing, Built In
Create a professional invoice in one click, straight from the job. Print it, email it, or download it — numbered, branded, and automatic. No separate invoicing app, no monthly fee for one.
Who Owes You, Front & Center
Paid, pending, and overdue — always visible the moment you log in. You'll never lose track of money you're owed because it was buried in a stack of paper or a spreadsheet tab.
Revenue Reports, No Setup
Today, this week, this month, versus last month — your numbers in plain charts, updated automatically as work gets done. No exporting, no formulas, no bookkeeping software required.
Expense Tracking Too
Log what you spend — parts, supplies, fuel, whatever your business buys — and see it side by side with what you earn. Snap a photo of the receipt and it's saved with the record.
Your accountant still does your taxes — and we make their job easy.
Your dashboard replaces the day-to-day money juggling, not your accountant. Come tax time, every report exports to Excel in one click, formatted cleanly for whoever does your books. And if your accountant prefers you keep QuickBooks? No problem — we connect to it directly. Either way works; you're never boxed in.
Already love a tool?
We'll connect it.
If there's software you already use and like, you don't have to give it up. We connect your dashboard directly to it, so information flows both ways on its own — and you never type the same thing twice.
Keep QuickBooks — or discover you don't need it.
If QuickBooks already runs your books, we connect it so your dashboard and your accounting stay in sync automatically — invoices, payments, and balances flow between them without re-typing. And if you're only paying for QuickBooks to make invoices and see who owes you? That's already built into your dashboard — many of our clients cancel the subscription and never look back.
& Excel
Your spreadsheets come with you. Your Office tools stay in sync.
Years of customer lists and job history living in Excel? We bring it all into your dashboard on day one, so you never start from zero. Every report exports back to Excel in one click — for your accountant, your bank, or your own records. And if your business runs on Outlook, we can connect your email and calendar the same way we do Google's.
Watch payments land the moment customers pay.
If you take card payments through Stripe, your dashboard updates the second money comes in — what came in today, what's still pending, and when it hits your bank. A failed card gets flagged right away so you can follow up while the customer's still on the lot, not at the end of the month.
Calendar
Schedule a job once. It shows up on everyone's phone.
Create a job or appointment in your dashboard, and it lands on your team's Google Calendars automatically. No group texts about tomorrow's schedule, no "nobody told me about that appointment."
Emails that send themselves. Every conversation in one place.
Connect Gmail and your dashboard sends emails for you when things happen — a job wraps up, an invoice goes out, an appointment is coming up tomorrow. And every email ever sent to a customer sits right on their record, so anyone on your team can see the whole conversation without digging through an inbox.
Your marketing list takes care of itself.
If you send marketing emails through Mailchimp, connecting it means never exporting a customer list again. New customers join the right email list the moment their first job closes, and follow-up campaigns run on their own.
Everything talking to each other, automatically
Once we set it up, your tools stay in sync on their own — no exports, no copy-pasting, no double entry. Just information flowing where it needs to go.
We handle all the setup.
You just log in and use it.
There's nothing technical for you to do. We set up every connection during the build, test everything, and only recommend the ones that actually save you time.
We learn what you use
During our first conversation we ask about every tool your business runs on today — accounting, payments, scheduling, email, all of it. We find where things are getting typed twice or slipping through the cracks.
We tell you what's worth keeping
Some connections save real time. Others aren't worth the hassle for how you work — and some subscriptions you can drop entirely because your dashboard already does the job. We tell you which is which, honestly.
We build and test everything
We connect your tools, test every flow, and make sure it all works before your dashboard goes live. You get a plain-English walkthrough of what's connected and what it does for you.
It just works — covered by your plan
Once live, everything runs on its own as part of your monthly rate. Switch accounting software someday? Change payment providers? We handle the adjustment at no extra charge.
Tell us what you use — we'll tell you what you actually need.
No tech knowledge required. Just list the tools and apps your business uses today, and we'll map out what's worth keeping, what's worth connecting, and what you can stop paying for.