Business Operations Software

Run your business.

Customers. Estimates. Jobs. Invoices. Payments. Profitability.

One professional system built for service businesses — for running the work behind the work.

$149 per month One straightforward package Included with active FirstPage Local service

How It Works

From estimate to payment.

The work behind the work follows one path. FirstPage Operations keeps that path connected, so the same information does not get typed three times in three places.

  1. Customer

    Contact details, addresses and history in one record.

  2. Estimate

    Build a professional estimate with your pricing and terms.

  3. Accepted

    The customer accepts. The scope and pricing are locked in.

  4. Job + Invoice

    The job and the invoice can be created from the accepted estimate.

    Automatic
  5. Payment

    Record payments. Balances and reports update as you go.

  6. Profitability

    Costs and expenses land against the job, so you see the profit.

Less duplicate entry.

Less bouncing between systems.

One connected workflow.

Ready to run it in one place?

Start FirstPage Operations for $149/month. Active FirstPage Local clients are activated in-house by FirstPage and do not use the public signup flow.

Professional Estimates

First impressions matter.

The estimate is often the first real look a customer gets at how you operate. Send documents that carry your business — your logo, your business information, your document colours, your terms and your pricing.

Your brand leads the document.

  • Your logo and business name on every document
  • Your contact information and document colours
  • Line-item pricing from your products and services
  • Your terms, presented clearly and consistently
  • Estimates that help you win the work, not just quote it

See document branding in Features

Northline Painting Co.

1420 Sawmill Road
hello@northlinepainting.example
License #SAMPLE-0000

Estimate

EST-1042

Prepared For

M. Alvarez 84 Harbor Street

Valid Through

30 days Issued Mar 4

Sample estimate line items
Description Amount
Surface preparation & masking$900
Exterior body & trim coating (2 coats)$3,200
Materials & sundries$900
Estimate Total $5,000
Terms Deposit due on acceptance. Balance due on completion. Sample terms shown for illustration.

Illustrative sample document. Northline Painting Co. is a fictional business.

Jobs & Profitability

Know what the job made.

An invoice tells you what you billed. It does not tell you what you kept. FirstPage Operations puts revenue, costs, expenses and budget against the job so the margin is not a guess at the end of the month.

Know what the job made — not just what you invoiced.

  • Job revenue tracked against the accepted estimate
  • Costs and expenses recorded on the job they belong to
  • Job budgets to compare planned against actual
  • Profit and margin visible while the work is still open

Invoices & Payments

Invoiced, paid, outstanding.

Send professional invoices, record what comes in, and see exactly what is still owed. Balances and accounting reports update as payments are recorded — no separate spreadsheet to reconcile afterwards.

  • Professional invoices under your own business branding
  • Amount invoiced, amount paid and outstanding balance
  • Payment history on every invoice
  • Clear paid, partial and unpaid status

Accounting Visibility

Know where the money is.

See what you invoiced, what you collected, what is still outstanding and what your jobs actually made. This is operational financial visibility for running the business — it works alongside your accounting, it does not claim to replace every accounting product.

Actual FirstPage Operations accounting screen showing invoiced, collected, expenses and outstanding totals

Actual FirstPage Operations reporting interface, shown larger so the product is easy to read. Figures are from a test account.

Invoiced

What you billed out

Collected

What actually came in

Outstanding

What is still owed

Profit

What the jobs made

Built For Service Businesses

Made for the work you actually do.

FirstPage Operations is built around how a local service business runs — quoting work, scheduling it, invoicing it and knowing what it made.

  • Contractors
  • Painting
  • Drywall
  • Roofing
  • HVAC
  • Plumbing
  • Electrical
  • Landscaping
  • Renovation
  • Cleaning
  • Property Services
  • Field Services

Users & Permissions

Your team, with the right access.

A business runs on more than one person. Add the people who need to work in the system, and keep company, financial configuration and administrative settings where they belong.

Owner / Admin

Full account and business control

The account owner sets up the business and decides how it runs.

  • Company and business information
  • Document branding and terms
  • Financial configuration and reporting
  • User management and permissions
  • All day-to-day operational areas
Staff

Day-to-day operational access

Staff get the areas they need to do the work — and not the ones they don't.

  • Customers, estimates and jobs
  • Invoices and recorded payments
  • Costs and expenses on their work
  • No access to sensitive company settings
  • No access to financial configuration or admin

Your business information stays organized within your own account, and professional permissions help ensure users only see the areas appropriate to their role.

Pricing

One product. One price.

No tiers to decode. The full Operations system for one straightforward monthly price.

FirstPage Operations

$ 149

Per Month

  • Customers
  • Estimates
  • Jobs
  • Invoices
  • Payments
  • Expenses
  • Profitability
  • Accounting visibility
  • Professional document branding
  • Multiple users
Start Operations

Full pricing details on the pricing page.