Operations software for service businesses

One operating system for booking, CRM, timecards, expenses, invoicing, and operational documents.

Kindhearted ties together the office and field workflows that usually get scattered across six disconnected tools. The result is less re-entry, less handoff loss, tighter control, and faster billing and payment as the company grows.

6 connected products
1 shared operating model
0 interest in more spreadsheet glue
Kindhearted product suite
What the suite replaces
One clearer operating layer.
Bookings, customer records, labor, and billing stay connected from the start.
Managers can keep documents, acknowledgements, and staff workflows in one place.
Company structure, permissions, and rules can carry across the suite instead of being rebuilt app by app.
Bookings auto-create timecards Bookings auto-create invoices Invoices and estimates convert to bookings Company structure is shared across apps
Why Kindhearted

Structured like real service operations, not a generic board with nicer labels.

Built for real office + field coordination

The products are structured around service workflows, not generic boards with a better color palette.

Operational context carries forward

Teams, services, roles, accounts, addresses, and document scope show up where they matter instead of being retyped downstream.

Reviewable systems, not hidden automation

Imports, schedules, acknowledgements, queues, and reports are surfaced as workspaces the team can actually manage.

Admin layer

The suite has a real control surface behind the apps.

Company setup, users, billing, subscriptions, and integrations are managed centrally so the operational apps can share the same structure.

Product suite

Six products, one operational model.

Each product solves a specific operational problem, but the sales story gets stronger when the same business context can travel between them.

Booking + scheduling

Booking

Booking visual

Booking gives service teams a real front door for intake, scheduling, portal updates, and importing bookings from any system that can export them, so jobs can move forward with less office rework.

Connected workflows
Booking CRM Timecards Invoice
Form builder Calendar + drag scheduling Customer portal Imports Payments + taxes
Explore Booking
Customer accounts + activity

CRM

CRM visual

CRM is built around real account records, linked contacts, address management, and event history so office teams can see the state of a relationship without stitching together inboxes, notes, and spreadsheets.

Connected workflows
CRM Booking Invoice
Accounts Contacts Address management Activity timeline
Explore CRM
Labor tracking + recurring creation

Timecards

Timecards visual

Timecards covers manual entry, approvals, reporting, and auto-created timecards from Booking so labor tracking stays fast for both recurring work and day-to-day exceptions.

Connected workflows
Timecards Booking
Recurring schedules Bulk create Viewer Reports
Explore Timecards
Expense capture + receipt workflows

Expenses

Expenses visual

Expenses covers entry, bulk upload, auto-completed expense details, receipt queues, and reporting so spend tracking moves faster for both field and office teams.

Receipt uploads Bulk queue Reports Exports
Explore Expenses
Billing + customer payment flows

Invoice

Invoice visual

Invoice covers auto-created invoices from bookings, converting estimates or invoices into multi-service bookings, customer portal payments, taxes, notes, and operational billing settings so invoicing is treated like an operational workflow instead of a last-step PDF export.

Connected workflows
Invoice Booking CRM
Invoices Estimates Send flow Portal payments Taxes + notes
Explore Invoice
Operational documents + compliance

OpsDocs

OpsDocs visual

OpsDocs puts training manuals, SOPs, equipment guides, and company documents at your staff’s fingertips, while still giving managers the visibility to track acknowledgements and document history in one operational system.

Docs at your fingertips Acknowledgements Audit trail Document libraries
Explore OpsDocs
How the suite works

Capture the work cleanly, carry the context forward, and keep it visible enough to manage.

01

Capture the work cleanly

Use custom forms, account records, and intake structure to collect better information before the team acts.

02

Run operations with context

Schedule the job, track labor, capture spend, and keep the customer record current from the same operating model.

03

Keep policy and history visible

Use compliance dashboards, timelines, reports, and portals so the business does not rely on memory alone.

Suite interactions

The strongest selling points are the handoffs you do not have to rebuild.

Booking -> Timecards

Timecards can be created directly from bookings, so labor tracking can start automatically.

Booking -> Invoice

Invoices can be created directly from bookings, so billing starts with the real job details already in place.

CRM -> Booking + Invoice

Customer, account, contact, and address context can stay attached as work moves through the suite.

OpsDocs -> Teams

Training manuals, SOPs, and other company documents stay at your staff’s fingertips when they need them.

Why this structure works

Each product solves its own problem, and they integrate together seamlessly.

Set your company structure up one time, in one place, and use it throughout the suite so permissions, rules, and daily workflows make sense out of the box.

Booking Form builder
CRM Accounts
Timecards Recurring schedules
Expenses Receipt uploads
Invoice Invoices
OpsDocs Docs at your fingertips
What matters

Built around the parts of the business that usually break between tools.

Grounded in real product surfaces already in the apps
Designed for service operations rather than abstract project boards
Built to reduce handoff loss between admin, field, and customer communication

Used in-house by the service business that built it.

Next step

Replace disconnected admin work with one clearer operating layer.

Start with the products that remove the most operational drag first, then expand into the rest of the suite.