FEATURES
Everything you need to
run your service business
From scheduling to profit tracking — one platform, no per-user fees.
CORE PLATFORM
Built for how you actually work
Scheduling & Dispatch
Drag-and-drop scheduling, crew assignments, and route optimization to keep your teams moving.
Job Costing & Profit Tracking
Track every cost per job — labor, materials, dump fees, travel — and know your margins in real time.
Financial Dashboards
Real-time P&L, revenue by service type, and crew profitability — all without spreadsheets.
CRM & Customer Management
Complete customer history, automated follow-ups, and review requests to grow your reputation.
Invoicing & Payments
One-click invoicing, online payments, and automated reminders so you get paid faster.
Mobile App
Full functionality from your phone — clock in, add costs, complete jobs, all from the field.
01
Scheduling & Dispatch
Stop juggling phone calls, texts, and whiteboards. ipsum gives you a drag-and-drop calendar that your whole team can see, with smart crew assignments and route optimization built in.
Get startedCalendar views
Drag-and-drop daily, weekly, and monthly calendar views
Crew assignments
Assign crews and equipment to jobs with conflict detection
Route optimization
Minimize drive time between jobs automatically
Customer notifications
Automatic appointment window reminders
Recurring jobs
Scheduling for maintenance contracts
02
Job Costing & Profit Tracking
Know exactly how much every job costs you — and how much you made. ipsum tracks labor hours, materials, disposal fees, and travel costs automatically, so you see true margins without a spreadsheet.
Get startedCost tracking
Track labor, materials, dump fees, and mileage per job
Live margins
Real-time margin calculation as costs are logged
Estimate vs. actual
Compare estimated vs. actual costs across job types
Crew profitability
Crew-level profitability breakdowns
Export reports
Export cost reports for your accountant
03
Financial Dashboards
Every plan includes the financial reporting most competitors lock behind their highest tier. See your P&L, revenue trends, and crew profitability at a glance — updated in real time.
Get startedP&L statements
Real-time profit and loss statements
Revenue breakdown
Revenue by service type, crew, and customer
Utilization tracking
Crew profitability and utilization tracking
Trend analysis
Monthly and quarterly trend analysis
04
CRM & Customer Management
Your customers are your business. ipsum keeps a complete history of every interaction, automates follow-ups after jobs, and helps you collect reviews to build your online reputation.
Get startedCustomer history
Full customer history with job records and notes
Auto follow-ups
Automated follow-up emails after job completion
Review requests
Review request campaigns via email and SMS
Customer portal
Self-service booking and invoices
Segmentation
Tag and segment customers for targeted outreach
05
Invoicing & Payments
Create and send invoices in one click, accept payments online, and let automated reminders chase down overdue balances so you do not have to.
Get startedOne-click invoices
Generate invoices from completed jobs
Online payments
Accept credit card and ACH payments
Auto reminders
Automated payment reminders on a configurable schedule
Batch invoicing
Batch invoicing for recurring service contracts
QuickBooks sync
Seamless bookkeeping integration
06
Mobile App
Your crews need tools that work in the field, not just the office. The ipsum mobile app gives them everything they need — clock in, log costs, capture photos, and mark jobs complete — all from their phone.
Get startedGPS clock-in
Clock in and out with GPS verification
On-site expenses
Log materials, dump fees, and expenses on-site
Photo capture
Before-and-after photos attached to each job
Daily schedule
View schedule with navigation to job sites
INTEGRATIONS
Works with your existing tools
ipsum connects to the tools you already use so you can keep your workflow intact.