ServiceHQ 2.0: Ultimate Business Management Tool
Budget: $750 – $1,500 CAD
Note
Our discussion would be based on your proposed
amount.
ServiceHQ 2.0 – Overview
Purpose
• Help service businesses manage clients, jobs, schedules, invoices, payments, and events in one place
Main user types
• Owner or admin
• Field staff
• Office staff
• Event manager
• Client or attendee
Core modules
• CRM
• Jobs and scheduling
• Invoicing and payments
• Event ticketing
• Reporting and analytics
• Integrations and automations
Key use cases
• Run day-to-day service jobs
• Send quotes and invoices
• Take online payments
• Sell tickets for workshops, open houses, training days, launch events
• Track revenue from jobs and events in one dashboard
Core features for service jobs
• Client profiles
• Job creation and templates
• Quotes and estimate approval
• Convert quote to job
• Job status tracking
• Team assignment
• Calendar and scheduling
• Task checklists
• Time tracking
• File and photo uploads
• Job notes and activity log
• Client notifications by email and SMS
Event ticketing features
• Event creation
• Event date, time, and location
• Event description and cover media
• Ticket types
• Early-bird price
• Regular price
• Early-bird deadline
• Ticket quantity limits
• Per-buyer limit
• Promo codes and discounts
• Tax and service fee settings
• Online checkout
• Digital tickets with QR code or barcode
• Purchase confirmation email
• Event reminder emails and SMS
• Check-in tool for staff (web and mobile view)
Provider features
Service side
• Add and import clients
• Create jobs and repeat jobs
• Daily and weekly schedule views
• Drag and drop rescheduling
• Crew calendars
• Time logs per job
• Invoices and payment tracking
• Overdue invoice list
• Basic reports by client, service, and date
Event side
• Create events linked to the main business account
• Link events to existing clients or allow new attendees
• Configure early-bird and regular pricing
• View ticket sales in real time
• Export attendee list (CSV)
• View revenue per event
• Mark manual payments where needed
• See check-in status during the event
Client and attendee features
Service side
• View quotes
• Approve quotes
• View upcoming jobs
• View invoices
• Pay online
• View history
Event side
• Browse public events (if enabled)
• View event details and pricing
• See early-bird countdown and deadline date
• Buy tickets online
• Receive confirmation email with ticket
• View tickets in client portal
• Show QR code at entry
Admin features
• User and role management
• Plan and subscription management
• Billing overview
• Global settings for payments, taxes, and currencies
• Feature toggles per plan (jobs only, events only, or both)
• Support ticket inbox
• Global reports for revenue, churn, and usage
Pricing model
Plans
• Jobs only
• Jobs + events
• Events only (optional later)
Revenue levers
• Monthly subscription per business account
• Per-user pricing above a base number of seats
• Event ticket fee per ticket or per event
• Optional onboarding fee
• Optional white label fee
Data model highlights
Core tables
• Users
• Businesses
• Roles and permissions
• Clients
Jobs module tables
• Jobs
• Job templates
• Quotes
• Invoices
• Line items
• Payments
• Job notes
• Job files
• Time entries
Events module tables
• Events
• Ticket types
• Ticket orders
• Tickets
• Attendees
• Promo codes
• Event check-ins
• Event payouts or settlement records
Shared structures
• Notifications
• Audit logs
• Integrations (Stripe, QuickBooks, calendars)
API surface
Core
• Auth and sessions
• Users and roles
• Business profiles
• Clients
Jobs
• Create and update jobs
• List jobs by status and date
• Create quotes
• Approve quotes
• Create invoices
• Record payments
• Upload files
• Log time
Events
• Create and update events
• Create and update ticket types
• Get ticket availability
• Create ticket order
• Cancel order or refund order (if allowed by policy)
• Generate and validate ticket QR code
• List attendees and check-in status
Payments and pricing logic
Service work
• Stripe for card payments
• Optional ACH where supported
• Support deposits and progress invoices
Events
• Full payment before event date
• Early-bird pricing active before deadline
• Automatic switch to regular price after deadline
• Optional service fee per ticket or per order
• Refund policy flag per event
Reporting
Service reports
• Revenue by month
• Revenue by service type
• Top clients
• Outstanding invoices
Event reports
• Tickets sold per event and per ticket type
• Early-bird vs regular sales
• Revenue per event
• Check-in rate and no-show count
Platform tech stack
• Frontend: Next.js or React
• Backend: Node.js with TypeScript or Laravel
• Database: PostgreSQL
• Storage: S3 compatible storage
• Auth: JWT plus optional social login
• Payments: Stripe
• Notifications: email API plus SMS provider
• Mobile: responsive web first, React Native app later
Security
• Role-based access control
• Tenant isolation per business
• Encryption for sensitive fields
• 2FA option
• Audit logs for key actions
Roadmap with events folded in
Week 1–2
• Auth, users, roles
• Business profiles
• Client profiles
Week 3–4
• Jobs, quotes
• Basic calendar
• Invoices
Week 5–6
• Stripe payments for invoices
• Notifications
• Basic reporting
Week 7–8
• Event creation
• Ticket types
• Early-bird and regular price logic
• Ticket orders and checkout
Week 9–10
• QR tickets and check-in tool
• Event reports
• Polishing dashboards
• Beta program for two or three pilot businesses
The admin dashboard one should be able troubleshooting each section to make it easier to fix issue that arise in future or update the service.
Our discussion would be based on your proposed
amount.
ServiceHQ 2.0 – Overview
Purpose
• Help service businesses manage clients, jobs, schedules, invoices, payments, and events in one place
Main user types
• Owner or admin
• Field staff
• Office staff
• Event manager
• Client or attendee
Core modules
• CRM
• Jobs and scheduling
• Invoicing and payments
• Event ticketing
• Reporting and analytics
• Integrations and automations
Key use cases
• Run day-to-day service jobs
• Send quotes and invoices
• Take online payments
• Sell tickets for workshops, open houses, training days, launch events
• Track revenue from jobs and events in one dashboard
Core features for service jobs
• Client profiles
• Job creation and templates
• Quotes and estimate approval
• Convert quote to job
• Job status tracking
• Team assignment
• Calendar and scheduling
• Task checklists
• Time tracking
• File and photo uploads
• Job notes and activity log
• Client notifications by email and SMS
Event ticketing features
• Event creation
• Event date, time, and location
• Event description and cover media
• Ticket types
• Early-bird price
• Regular price
• Early-bird deadline
• Ticket quantity limits
• Per-buyer limit
• Promo codes and discounts
• Tax and service fee settings
• Online checkout
• Digital tickets with QR code or barcode
• Purchase confirmation email
• Event reminder emails and SMS
• Check-in tool for staff (web and mobile view)
Provider features
Service side
• Add and import clients
• Create jobs and repeat jobs
• Daily and weekly schedule views
• Drag and drop rescheduling
• Crew calendars
• Time logs per job
• Invoices and payment tracking
• Overdue invoice list
• Basic reports by client, service, and date
Event side
• Create events linked to the main business account
• Link events to existing clients or allow new attendees
• Configure early-bird and regular pricing
• View ticket sales in real time
• Export attendee list (CSV)
• View revenue per event
• Mark manual payments where needed
• See check-in status during the event
Client and attendee features
Service side
• View quotes
• Approve quotes
• View upcoming jobs
• View invoices
• Pay online
• View history
Event side
• Browse public events (if enabled)
• View event details and pricing
• See early-bird countdown and deadline date
• Buy tickets online
• Receive confirmation email with ticket
• View tickets in client portal
• Show QR code at entry
Admin features
• User and role management
• Plan and subscription management
• Billing overview
• Global settings for payments, taxes, and currencies
• Feature toggles per plan (jobs only, events only, or both)
• Support ticket inbox
• Global reports for revenue, churn, and usage
Pricing model
Plans
• Jobs only
• Jobs + events
• Events only (optional later)
Revenue levers
• Monthly subscription per business account
• Per-user pricing above a base number of seats
• Event ticket fee per ticket or per event
• Optional onboarding fee
• Optional white label fee
Data model highlights
Core tables
• Users
• Businesses
• Roles and permissions
• Clients
Jobs module tables
• Jobs
• Job templates
• Quotes
• Invoices
• Line items
• Payments
• Job notes
• Job files
• Time entries
Events module tables
• Events
• Ticket types
• Ticket orders
• Tickets
• Attendees
• Promo codes
• Event check-ins
• Event payouts or settlement records
Shared structures
• Notifications
• Audit logs
• Integrations (Stripe, QuickBooks, calendars)
API surface
Core
• Auth and sessions
• Users and roles
• Business profiles
• Clients
Jobs
• Create and update jobs
• List jobs by status and date
• Create quotes
• Approve quotes
• Create invoices
• Record payments
• Upload files
• Log time
Events
• Create and update events
• Create and update ticket types
• Get ticket availability
• Create ticket order
• Cancel order or refund order (if allowed by policy)
• Generate and validate ticket QR code
• List attendees and check-in status
Payments and pricing logic
Service work
• Stripe for card payments
• Optional ACH where supported
• Support deposits and progress invoices
Events
• Full payment before event date
• Early-bird pricing active before deadline
• Automatic switch to regular price after deadline
• Optional service fee per ticket or per order
• Refund policy flag per event
Reporting
Service reports
• Revenue by month
• Revenue by service type
• Top clients
• Outstanding invoices
Event reports
• Tickets sold per event and per ticket type
• Early-bird vs regular sales
• Revenue per event
• Check-in rate and no-show count
Platform tech stack
• Frontend: Next.js or React
• Backend: Node.js with TypeScript or Laravel
• Database: PostgreSQL
• Storage: S3 compatible storage
• Auth: JWT plus optional social login
• Payments: Stripe
• Notifications: email API plus SMS provider
• Mobile: responsive web first, React Native app later
Security
• Role-based access control
• Tenant isolation per business
• Encryption for sensitive fields
• 2FA option
• Audit logs for key actions
Roadmap with events folded in
Week 1–2
• Auth, users, roles
• Business profiles
• Client profiles
Week 3–4
• Jobs, quotes
• Basic calendar
• Invoices
Week 5–6
• Stripe payments for invoices
• Notifications
• Basic reporting
Week 7–8
• Event creation
• Ticket types
• Early-bird and regular price logic
• Ticket orders and checkout
Week 9–10
• QR tickets and check-in tool
• Event reports
• Polishing dashboards
• Beta program for two or three pilot businesses
The admin dashboard one should be able troubleshooting each section to make it easier to fix issue that arise in future or update the service.