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Software for service businesses: quote, schedule and get paid without chasing anyone.

Software for service businesses that sends quotes in minutes, schedules and dispatches your staff, shows every client where their job stands and sends updates on WhatsApp. For cleaning companies, law and paperwork firms, consultancies, field service teams and agencies.

  • Quotes and scheduling in one place
  • Every client sees the status of their job
  • Collections and documents with a full trail
Illustrative example of an automated flow.

The problem

When your service business needs a system

If any of these sound familiar, it’s worth a conversation. The consultation is free.

  1. 01

    Quoting takes all afternoon

    Every quote is built from scratch, and the client cools off while they wait.

  2. 02

    The schedule lives in someone’s head

    If that person is out, nobody knows who’s going where or when.

  3. 03

    “Where’s my job at?”

    Your team spends the day answering the same question on WhatsApp.

  4. 04

    No proof of the work done

    When a client complains, there are no photos, no signature and no record of what was done.

  5. 05

    You bill late and from memory

    Finished jobs nobody charged for, and balances checked by hand at the end of the month.

  6. 06

    Documents everywhere

    Contracts, IDs and deliverables scattered across emails, chats and folders.

What’s included

From quote to payment, with the client in the loop

What you sell is your team’s time and judgment. The system takes care of the rest: quoting, scheduling, updating clients, keeping the evidence and remembering who still owes you. We build it around how you serve clients today and start with what’s most urgent, in person if you’re in the Bajío or by video call anywhere in Mexico.

  • Quotes in minutes

    With your prices, packages and terms, as a PDF or through an online quote tool clients can use on their own.

  • Scheduling and dispatch

    Who goes where and when, with each person’s schedule on their phone and changes in real time.

  • A portal with every job’s status

    Each client logs in and sees progress, documents and payments, without calling you.

  • WhatsApp updates

    Confirmation, appointment reminder, on-the-way notice and job completed, without sending them by hand.

  • Collections with a trail

    Every finished job generates its charge, with balances by client, online payments and reminders.

  • Documents and evidence

    Contracts, forms, before-and-after photos and signatures, in each client’s file.

How we work

From the first call to a working system.

No commitment and no jargon. You get everything in writing before we start.

01

Free consultation

We talk about your operation, in person in the Bajío region or by video call everywhere else, and identify what to fix first.

02

Clear proposal

You get the scope, price and timeline in writing, split into stages.

03

Building and support

We build in stages, you review progress at every delivery and we keep improving the system with you.

Frequently asked questions

What business owners ask us before getting started.

Businesses that sell their team’s time and judgment: cleaning companies, law firms and paperwork agencies, consultancies, field service and maintenance teams, and agencies. According to INEGI’s 2024 Economic Census, services account for 42.1% of all establishments in Mexico and 43.9% of the people who work in them. Every line of business is different, but almost all of them repeat the same cycle: quote, schedule, do the work, prove it was done and get paid. Cleanly, a cleaning services platform operating in several cities in Guanajuato, went from coordinating by phone calls and messages to quoting instantly based on square meters and property features, assigning staff and taking cashless payments.

A single module, such as a quote tool or your staff’s schedule, can start from about $5,000 MXN. Connected quotes, scheduling and a client portal, from about $15,000 MXN, and a complete system with collections, documents, notifications and reports, from about $25,000 MXN, paid in stages. Adjustments and support start at $400 MXN per hour. You get the exact price in writing after the free consultation. If you also need a website, like the site with a product catalog and data sheets we built for Cleen, an industrial cleaning company, we have fixed-price packages with a one-time payment, starting with “Your online presence” at $8,000 MXN.

When the client accepts the quote, the job goes on the schedule with its address, time and what needs to be done. You assign it to a person or a crew based on their area and availability, and each of them sees their day on their phone. On site, they check in, mark the start and the finish, and leave the evidence: photos, notes or the signature of whoever received the work. From the office, you see in real time which job is on the way, which is in progress and which is done, and if someone is out, you reassign without losing any information. At Cleanly, every job is closed with required before-and-after photos: the objective evidence that was missing before to settle disagreements about quality.

Yes. Each client logs in to a portal with your brand and sees the status of what they hired you for, the documents you asked for or delivered, and their payments. TramitesLegalesMX sells a catalog of thousands of digital paperwork services carried out by different providers: each service asks for its own information and files, and clients, distributors and administrators all see the same status for every order, without relying on scattered conversations. Each order also reaches the right provider on WhatsApp automatically and keeps its trail even if an integration fails. The same works for a law firm handling case files or an agency delivering progress updates.

The ones you send by hand today: the appointment confirmation, a reminder the day before, a notice that your technician is on the way, the completed job with its photos and the payment reminder. They go out automatically from your system through the official WhatsApp Business API, Meta’s connection that lets a system send messages, and only to clients who agreed to receive them; the easiest moment to ask is in the quote or when booking. Meta charges separately for some messages depending on their type, and in the consultation we look at which updates are worth automating first. Your team keeps handling the conversations that need a person.

Every finished job generates its charge, and each client’s balance, deposits and payments sit in one place. You can take card payments online, send payment reminders and see who owes you and since when without checking statements by hand. Cleanly takes cashless payments and holds each one until the job is finished, then releases it automatically; CelMex manages its clients’ balances with internal credits and an auditable history. We connect it to your CFDI invoicing (Mexico’s electronic invoice) when your system allows it. Selling and collecting online can still set you apart: according to INEGI, only 6.3% of private non-financial service businesses sold online in 2023.

Everyone logs in with their own account and sees only what’s theirs: your field staff, their schedule; your office, collections; each client, their own files. Every change is logged with a name and time, and documents are stored in each client’s file, not in chats or loose emails. When information can’t leave the office, you can work without the cloud: Verdict, the legal case-file reviewer we built for a legal team, runs 100% offline and searches case files of thousands of PDFs, scans and XML files with results in milliseconds, without uploading anything. Jair Chavez, our cofounder, leads the infrastructure and security of every project.

We solve urgent issues within hours, and most projects are ready in about a week. Large systems are delivered in stages, each with its date in writing: the first covers what you need most, like quotes or scheduling. We fix any defect you report within 60 calendar days of each delivery at no cost. You can end the project whenever you want, paying only for the work done, and your clients, jobs, documents and payments are always yours to export.

Tell us how your company works.

In a free consultation we’ll tell you what to fix first.

Free consultation

Has your business outgrown Excel?

Tell us how your team works. In one call we’ll tell you what to fix first.

  • Free, no commitment
  • Written proposal
  • Delivered in stages