Business Management Platform

Run your business from one connected platform

Bring customers, operations, billing, scheduling, documents, and your public website together in one configurable system built around the way your business works.

Business Overview
Customers1,250
Open Work87
Revenue$85,430
Receivables$18,760
Revenue Overview
Work Status
Recent Customers
Jane Doe2 vehicles
Mike Chen1 vehicle
Today
Oil Change8:30 AM
Brake Service10:00 AM
Outstanding
Invoice #1054$1,240
Invoice #1051$860
One Connected System

Stop rebuilding the same information in separate tools

EBSS connects the records and workflows that belong together, giving your team a clearer view of the business from the first customer interaction through completed work and payment.

CustomerIdentity, history, notes
WorkJobs, work orders, service
AssetsVehicles, equipment, properties
BillingEstimates, invoices, payments
SchedulingAppointments, staff, resources
DocumentsFiles, policies, records
Platform Capabilities

Start with what you need. Expand when you are ready.

EBSS is modular, so the platform can be configured around the capabilities your business actually uses.

C

Customers & Companies

Keep customer, company, contact, address, history, and related records together.

O

Operations & Work

Manage jobs, work orders, projects, tasks, assets, vehicles, staff, or other operational records.

E

Estimates & Billing

Connect estimates, invoices, payments, and billing history to the customers and work they belong to.

S

Scheduling & Booking

Coordinate appointments, calendars, availability, and online booking where the workflow needs it.

D

Documents & Intake

Manage files, forms, policies, signatures, intake, and supporting records in the same environment.

W

Website & Customer Experience

Connect public pages, services, inquiries, forms, products, and other customer-facing tools to the platform.

R

Reporting & Search

Find connected business information quickly and build clearer operational visibility as data grows.

A

Automation & Integrations

Reduce repetitive handoffs and connect outside systems when the business needs information to move automatically.

C

Custom Development

Extend EBSS when a workflow, report, integration, or experience requires something beyond standard configuration.

Connected records

See the complete customer story

Connected records make it easy to move through the full customer history without searching across separate systems.

PROFILEJane DoeContact details, notes, preferences
ASSETS2 Vehicles2018 Accord · 2020 CR-V
WORK7 Work OrdersOpen, completed, historical service
BILLING3 InvoicesPaid, open, overdue status
Inside the platform

See how the connected workspace actually feels

These fictional screens show how customers, work, billing, scheduling, search, and website management can live together without forcing your team to jump between separate systems.

Customer 360CUSTOMER
Jane Doe(516) 555-0142 · jane@example.com
Active
OverviewVehicles 2Work Orders 7Estimates 2Invoices 3
2020 Honda CR-VPlate KLM-4821Active
WO-1087 · Brake Service$684.20In Progress
INV-1054$1,240.00Open
Work OrderWO-1087
Customer / VehicleJane Doe · 2020 Honda CR-V
StatusIn Progress
Front brake padsLabor + Parts$389.00
Rotor resurfacingLabor$180.00
Shop suppliesFee$28.50
TechnicianMarcus R.
Total$684.20
SchedulingTODAY
Bay 1
Bay 2
Bay 3
Mobile
8:00
Oil Change
J. Smith
Inspection
M. Chen
10:00
Brake Service
Jane Doe
Fleet Visit
ABC Co.
1:00
Tires
R. Patel
Diagnostic
L. Cruz
Global SearchEVERYTHING
CUSTOMERJane Doe516-555-0142
VEHICLE2020 Honda CR-VKLM-4821
WORK ORDERWO-1087 · Brake ServiceIn Progress
INVOICEINV-1054$1,240 Open
DOCUMENTSigned authorization.pdfAug 24
Estimate → Invoice → PaymentCONNECTED BILLING
EstimateEST-2048$1,240
Brake service · $684
Tires · $498
Approved
InvoiceINV-1054$1,240
From EST-2048
Due Aug 30
Sent
PaymentPAY-0872$1,240
Visa ···· 4821
Aug 27 · 10:42 AM
Paid
Website & Branding ManagerLIVE PREVIEW
HomepagePublished
NORTHSTAR HOME SERVICES    Services   About   Contact
TRUSTED LOCAL SERVICEEverything your property needs, handled in one place.

Professional maintenance, repairs, and scheduled service with a customer experience built around your brand.

REQUEST SERVICE
Connected Workflow

Information moves forward instead of starting over

A customer interaction can become operational work, billing, payment, and history without recreating the same information at every step.

1

Customer

Create or find the customer and the records related to them.

2

Request or Work

Capture the need and turn it into the appropriate operational workflow.

3

Estimate

Prepare pricing using information already connected to the customer and work.

4

Complete & Invoice

Finish the work and move the same record flow into billing.

5

Payment & History

Record payment and preserve the complete relationship for future service and reporting.

Bring Your History With You

Moving from an older system does not have to mean starting from zero

Existing customer, company, vehicle, service, billing, and other historical data can be evaluated and mapped into EBSS from supported exports, spreadsheets, or legacy-system files.

YOUR COMPANY
HOMESERVICESABOUTCONTACT

Software and a website that look like your business.

Your logo, colors, portal, website, and domain—all configured around your identity.

REQUEST SERVICE
One Brand, Inside and Out

Your public website can be part of the same business environment

EBSS can manage the public-facing website alongside the operating portal, creating a more connected path from visitor to inquiry, customer, work, and ongoing relationship.

Adaptable by Industry

The platform changes with the workflow

Explore examples of how the same EBSS foundation can be configured for different types of businesses.

Auto Repair & ServiceConnect customers, vehicles, work orders, estimates, invoices, payments, documents, and service history in one place.
Contractors & ConstructionOrganize clients, properties, projects, estimates, crews, documents, change orders, billing, and project progress.
HVACConnect customers, service locations, installed equipment, appointments, technicians, service calls, maintenance history, and invoices.
LandscapingManage customers, properties, recurring services, crews, routes, schedules, equipment, invoices, and seasonal work.
See it in action

See what EBSS could look like for your business

We can walk through your current workflow, identify the systems and manual steps you use today, and show where EBSS could bring them together.

Request a Demo
Next Step

Turn the platform into your business workspace

The screens above show the product foundation. Next, see how EBSS adapts to different industries or how implementation and migration services help get a business into the platform.