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Service Business CRM & Dashboard
Service Business CRM & Dashboard | Client Appointment Tracker, Invoicing App, Booking Calendar App
$9.99 one-time, on Etsy
Instant download after checkout. Payment, delivery and support are handled by Etsy.
Try it before you buy
Open full screenThe preview resets when you reload. Your copy from Etsy keeps your data on your own device.
What you get
Run your whole service business from one beautiful business dashboard and appointment tracker. ProServe Studio brings your clients, calendar, invoices, quotes, leads and profit together in a single app that runs in your browser. It works offline, needs no monthly subscription, and keeps your data private on your own device.
Built for solo business owners and small teams who bill by the visit or by the hour: cleaners, dog walkers, personal trainers, tutors, detailers, lawn care, handymen, mobile beauty pros and any service based biz.
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✦ WHY YOU'LL LOVE IT
━━━━━━━━━━━━━━━━━━
✔ Not a spreadsheet: a real, interactive solo business app
✔ Works offline. No account, no logins, no monthly fees
✔ Your data stays on your device, private by design
✔ Set up in minutes with ready-made templates for 9 industries
✔ 8 colour themes plus light, dark and auto mode
✔ 9 languages: English, Spanish, French, German, Portuguese, Italian, Arabic, Hindi, Urdu (Arabic and Urdu are right-to-left)
If you've outgrown messy client CRM sheets, sticky notes and text threads, this is the upgrade.
━━━━━━━━━━━━━━━━━━
✦ WHAT'S INSIDE
━━━━━━━━━━━━━━━━━━
📊 BUSINESS DASHBOARD
Earnings for today, this week, this month and year to date, with a mini chart on every card. Profit, effective hourly rate, outstanding invoices, tax set-aside, a monthly goal tracker, revenue by service, weekly capacity, a busiest-times heatmap and smart alerts.
👥 CLIENT TRACKER & CLIENT MANAGEMENT
Contact details, custom rates, ratings, tags, gate/access notes, birthdays, visit history, lifetime value and a communication log. Client tiers (Platinum to Bronze) show who your best customers are. CSV import and export included.
📅 BOOKING CALENDAR APP
Month, week, day and agenda views. Click any appointment to edit it, and drag and drop to reschedule. Overlap warnings, working hours, days off and a team filter. Export to Google, Apple or Outlook calendar (.ics).
🗓 APPOINTMENT TRACKER & MY DAY
Today's jobs in time order with addresses, access notes, a job timer, one-tap "On my way" messages, a full route in Google Maps and a printable job sheet.
🔁 RECURRING CLIENTS
Set a weekly, every 2 weeks, every 4 weeks or monthly schedule once. Visits appear on your calendar automatically. Log each visit with one tap and see your predictable monthly income.
🧾 INVOICING APP & QUOTES
Branded invoices and quotes with your logo, discounts, tax, partial payments, late fees, payment receipts and PDF export. Turn a quote into an invoice in one click, and bill all unbilled visits at once.
🎯 SMALL BUSINESS CRM PIPELINE
A drag-and-drop lead board (New, Contacted, Quoted, Won, Lost) with lead sources, follow-up tasks and win rate. A simple service business CRM that actually gets used.
🌐 CLIENT BOOKING PAGE
Download a ready-made booking page showing your open time slots. Clients send requests by WhatsApp or email, and you import them in one click. No website or hosting needed.
✅ MORE
Tasks and follow-ups • Team members with pay reports • Expense and mileage tracking • Job reports with checklists, before/after photos and client signature • Message templates and review requests • Reports by month, service, client tier and season (CSV/PDF) • PIN lock • Backup and restore
A complete business planner and client management system for a one-time price, not a monthly bill.
━━━━━━━━━━━━━━━━━━
✦ WHAT YOU RECEIVE
━━━━━━━━━━━━━━━━━━
• A ZIP file containing the ProServe Studio app (a single HTML file), a quick-start guide and release notes
• Instant digital download, no physical item will be shipped
━━━━━━━━━━━━━━━━━━
✦ HOW IT WORKS
━━━━━━━━━━━━━━━━━━
1. Download and unzip the file
2. Open ProServe-Studio.html in Google Chrome or Microsoft Edge on your computer
3. Follow the 1-minute setup wizard, or explore with the included demo data
4. Start adding clients and appointments
━━━━━━━━━━━━━━━━━━
✦ PLEASE NOTE
━━━━━━━━━━━━━━━━━━
• Best on a Windows or Mac computer in Google Chrome or Microsoft Edge
• iPhone/iPad: iOS does not open downloaded HTML files, so this version is not suitable for iPhone or iPad
• Data is saved in your browser on your device. It does not sync between devices, so please use the built-in Backup button regularly
• WhatsApp, email and map links need an internet connection. Everything else works offline
• The PIN is a privacy lock, not encryption
• For personal or single-business use. Please do not resell or share the file
• Because this is a digital download, returns and exchanges are not accepted. If anything isn't working, message me through Etsy and I'll gladly help
━━━━━━━━━━━━━━━━━━
Questions before you buy? Send me a message through Etsy. I'm happy to help.
Thank you for supporting a small business! ♡
Buy on Etsy
Built for solo business owners and small teams who bill by the visit or by the hour: cleaners, dog walkers, personal trainers, tutors, detailers, lawn care, handymen, mobile beauty pros and any service based biz.
━━━━━━━━━━━━━━━━━━
✦ WHY YOU'LL LOVE IT
━━━━━━━━━━━━━━━━━━
✔ Not a spreadsheet: a real, interactive solo business app
✔ Works offline. No account, no logins, no monthly fees
✔ Your data stays on your device, private by design
✔ Set up in minutes with ready-made templates for 9 industries
✔ 8 colour themes plus light, dark and auto mode
✔ 9 languages: English, Spanish, French, German, Portuguese, Italian, Arabic, Hindi, Urdu (Arabic and Urdu are right-to-left)
If you've outgrown messy client CRM sheets, sticky notes and text threads, this is the upgrade.
━━━━━━━━━━━━━━━━━━
✦ WHAT'S INSIDE
━━━━━━━━━━━━━━━━━━
📊 BUSINESS DASHBOARD
Earnings for today, this week, this month and year to date, with a mini chart on every card. Profit, effective hourly rate, outstanding invoices, tax set-aside, a monthly goal tracker, revenue by service, weekly capacity, a busiest-times heatmap and smart alerts.
👥 CLIENT TRACKER & CLIENT MANAGEMENT
Contact details, custom rates, ratings, tags, gate/access notes, birthdays, visit history, lifetime value and a communication log. Client tiers (Platinum to Bronze) show who your best customers are. CSV import and export included.
📅 BOOKING CALENDAR APP
Month, week, day and agenda views. Click any appointment to edit it, and drag and drop to reschedule. Overlap warnings, working hours, days off and a team filter. Export to Google, Apple or Outlook calendar (.ics).
🗓 APPOINTMENT TRACKER & MY DAY
Today's jobs in time order with addresses, access notes, a job timer, one-tap "On my way" messages, a full route in Google Maps and a printable job sheet.
🔁 RECURRING CLIENTS
Set a weekly, every 2 weeks, every 4 weeks or monthly schedule once. Visits appear on your calendar automatically. Log each visit with one tap and see your predictable monthly income.
🧾 INVOICING APP & QUOTES
Branded invoices and quotes with your logo, discounts, tax, partial payments, late fees, payment receipts and PDF export. Turn a quote into an invoice in one click, and bill all unbilled visits at once.
🎯 SMALL BUSINESS CRM PIPELINE
A drag-and-drop lead board (New, Contacted, Quoted, Won, Lost) with lead sources, follow-up tasks and win rate. A simple service business CRM that actually gets used.
🌐 CLIENT BOOKING PAGE
Download a ready-made booking page showing your open time slots. Clients send requests by WhatsApp or email, and you import them in one click. No website or hosting needed.
✅ MORE
Tasks and follow-ups • Team members with pay reports • Expense and mileage tracking • Job reports with checklists, before/after photos and client signature • Message templates and review requests • Reports by month, service, client tier and season (CSV/PDF) • PIN lock • Backup and restore
A complete business planner and client management system for a one-time price, not a monthly bill.
━━━━━━━━━━━━━━━━━━
✦ WHAT YOU RECEIVE
━━━━━━━━━━━━━━━━━━
• A ZIP file containing the ProServe Studio app (a single HTML file), a quick-start guide and release notes
• Instant digital download, no physical item will be shipped
━━━━━━━━━━━━━━━━━━
✦ HOW IT WORKS
━━━━━━━━━━━━━━━━━━
1. Download and unzip the file
2. Open ProServe-Studio.html in Google Chrome or Microsoft Edge on your computer
3. Follow the 1-minute setup wizard, or explore with the included demo data
4. Start adding clients and appointments
━━━━━━━━━━━━━━━━━━
✦ PLEASE NOTE
━━━━━━━━━━━━━━━━━━
• Best on a Windows or Mac computer in Google Chrome or Microsoft Edge
• iPhone/iPad: iOS does not open downloaded HTML files, so this version is not suitable for iPhone or iPad
• Data is saved in your browser on your device. It does not sync between devices, so please use the built-in Backup button regularly
• WhatsApp, email and map links need an internet connection. Everything else works offline
• The PIN is a privacy lock, not encryption
• For personal or single-business use. Please do not resell or share the file
• Because this is a digital download, returns and exchanges are not accepted. If anything isn't working, message me through Etsy and I'll gladly help
━━━━━━━━━━━━━━━━━━
Questions before you buy? Send me a message through Etsy. I'm happy to help.
Thank you for supporting a small business! ♡
