Operations software for service businesses

One operating system for bookings, customer records, labor, spend, billing, and the documents your team is supposed to follow.

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, and tighter control as the company grows.

Explore Products See How It Works

6 connected products

1 shared operating model

0 interest in more spreadsheet glue

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.

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 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.

Form builder Calendar + drag scheduling Customer portal Imports Payments + taxes

Explore Booking

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.

Accounts Contacts Address management Activity timeline

Explore CRM

Timecards supports manual entry, bulk creation, auto-created schedules, drafts, viewer tools, and reporting so labor tracking can fit both predictable recurring work and messy day-to-day exceptions.

Recurring schedules Bulk create Viewer Reports

Explore Timecards

Expenses covers entry, batch upload, receipt queues, reports, and export settings so spend tracking fits the way field and office teams actually hand documents off.

Receipt uploads Bulk queue Reports Exports

Explore Expenses

Invoice covers document lists, document editing, sending, public invoice views, customer portal payments, taxes, notes, and operational billing settings so invoicing is treated like an operational workflow instead of a last-step PDF export.

Invoices Estimates Send flow Portal payments Taxes + notes

Explore Invoice

OpsDocs gives teams a way to organize company-wide and scoped documents, publish versions, track acknowledgements, and review immutable activity so policy and procedure management becomes part of operations instead of separate overhead.

Compliance dashboard 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.

Capture the work cleanly

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

Run operations with context

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

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 are created directly from bookings, so labor tracking starts 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 Compliance dashboard

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.

Start with Booking See CRM