Run the Business Side of Your Service Business
Your work does not end when the job is finished. Customers need answers. Estimates need approval. Appointments need scheduling. Invoices need payment. Expenses, mileage, inventory, sales tax, and business records still need attention.
MyTool NOW brings those responsibilities together in one practical application for contractors, self-employed professionals, and small service businesses.
Get MyTool NOW — $29/Month →One flat $29 monthly subscription. Unlimited users. No per-user fees. No contracts. Cancel anytime.
From the First Customer Call to the Final Report
MyTool NOW connects the everyday work of running a service business.
A customer can move from a record to an estimate, appointment, invoice, payment, and business report without rebuilding the same information at every step. Inventory, Canned Jobs, Saved Notes, tax settings, branding, and payment activity also connect with the documents and reports that use them.
Use every capability or concentrate on the areas your business needs most. The complete connected toolset is available to every subscriber.
Open MyTool NOW. Know What Needs Your Attention.
You should not have to dig through screen after screen just to figure out how your business is doing. The MyTool NOW Dashboard puts important numbers, current priorities, and quick actions together so you can see what needs attention and get there fast.
Use quick-action buttons to jump directly to Estimates, Invoices, Customers, Expenses, Calendar, Mileage, and Inventory.
See the Numbers That Matter
- Total invoiced revenue for the selected year
- Net-profit calculation
- Overdue Invoice count and total dollars overdue
- Pending Estimate count and dollar value
- Expense total
- Recorded mileage and mileage-deduction totals
Keep Current Business Activity in View
- Inventory low-stock and reorder alerts
- The mileage rate that applies
- Monthly cash-basis revenue chart
- Monthly expense chart
- Current-period chart highlighting
- Historical year selection for year-based financial information
Know the Customer Before You Even Contact Them.
A customer record should tell you more than a name and phone number. MyTool NOW keeps the information and history you need together so you can quickly see who the customer is, what they have been invoiced, how much revenue they have generated, and the notes your business needs to remember.
Create, edit, and search Customer Records with company name, contact name, email, office phone, mobile phone, and structured service or mailing addresses. Address autocomplete helps speed up customer entry.
More Than Contact Information
- Customer revenue total
- Complete Invoice history
- Invoice dates, amounts, and statuses
- Direct access to existing Invoices
- Permanent Customer Notes
- Customer-specific COD, Net 15, or Net 30 payment terms
- Address autocomplete
Text or Email Without Reentering Their Information
Use Text Customer or Email Customer directly from the Customer Record. MyTool NOW opens your device’s native SMS or email application with the customer’s saved contact information ready to use.
Once your native messaging or email app opens, you can include photos, documents, or other information supported by your device and application.
Send It. Know They Saw It. Get Their Decision.
Stop wondering whether your customer ever opened the Estimate. MyTool NOW lets you send a professional Estimate your way, see when it is first viewed, and give the customer a simple way to approve or decline electronically—without requiring them to create an account.
And when your customer sees that Estimate, they see your business.
Only Your Branding. Never Ours.
Your logo. Your colors. Your business information. Your selected document layout. MyTool NOW does not put a “Powered by MyTool NOW” message or MyTool NOW watermark on your Estimate.
Send Your Way!
Create a secure public Estimate link and use Copy Estimate Link — Send Your Way. Text it, email it, or paste it into the communication channel you already use with your customer.
Copy Estimate Link does not require you to connect Stripe.
Know What Happened After You Sent It
- First-view badge and timestamp right from the Estimate workflow
- Electronic customer approval
- Electronic customer decline
- No customer account required
- Notifications can keep you informed
- Declined Estimates report
- No Response Estimates report
New Customer? Add Them Without Leaving the Estimate.
Do not abandon the Estimate you are building just because the customer is not already in MyTool NOW. Add a new customer directly from Estimate Entry, then keep working with their saved information on the document.
Build and Price the Work
Create, edit, delete, and search Estimates by customer, Estimate number, amount, or status. Select an existing customer or add a new one without leaving Estimate Entry.
- Labor descriptions, quantities, rates, and taxability
- Inventory parts
- Custom parts with cost, markup, and calculated retail pricing
- Canned Jobs
- Printable note lines
- Reusable Saved Notes
- Fixed, percentage, or variable discounts and coupons
- State and configured local sales tax
- Automatic line, subtotal, discount, tax, and total calculations
- Persistent Estimate numbering with your selected starting number while existing numbers remain unchanged
Customer Said Yes? Keep the Job Moving.
Convert an approved Estimate into an Invoice without recreating the work. Converted pricing remains protected from accidental changes, and eligible unpaid converted Invoices can return to the Estimate/Draft workflow when needed.
Estimates can also be printed or saved as PDFs through browser printing.
Send the Invoice. Track the Balance. Know What’s Paid.
Getting the work done is only part of the job. MyTool NOW helps you manage an Invoice from the initial amount owed through deposits, partial payments, final payment, and payment history—while keeping the remaining balance and Invoice status current.
And just like your Estimates, your customer sees your business.
Only Your Branding. Never Ours.
Your logo. Your colors. Your business information. Your selected document layout. MyTool NOW does not place a MyTool NOW watermark or “Powered by MyTool NOW” message on your Invoice.
Build the Invoice Without Rebuilding the Customer
Create, edit, and search Invoices by customer, Invoice number, amount, or status. Select an existing customer or add a new customer during Invoice creation. Saved customer payment terms can automatically establish the due date for COD, Net 15, or Net 30.
- Labor
- Inventory parts
- Custom parts with cost, markup, and retail pricing
- Canned Jobs
- Reusable Saved Notes
- Printable note lines
- Discounts and coupons
- Per-line taxability
- State and configured local sales taxes
- Automatic subtotal, discount, tax, and total calculations
- Persistent Invoice numbering with your selected starting number
Take Deposits. Accept Partial Payments. Track What Is Still Owed.
MyTool NOW keeps the amount paid, remaining balance, due date, and Invoice status together. Quickly identify Unpaid, Partial, Paid, and Overdue Invoices instead of trying to reconstruct the payment history later.
Record Payments You Receive Your Way
Stripe is optional. Record full or partial payments received outside MyTool NOW as Cash, Check, Card, Venmo, Zelle, or Other. Add reference details when needed and keep the Invoice balance current.
Connect Your Own Stripe for Electronic Payments
Subscribers who want electronic customer payments can connect their own Stripe account. Customers can then pay through the public Invoice experience using the payment options you make available, including the full outstanding balance, deposits, or partial-payment amounts you select.
Copy Invoice Link requires a connected Stripe account because the public Invoice includes electronic payment options.
Without Stripe, you can still create Invoices, track balances, record payments, and download or print the Invoice so you can send it to your customer by text, email, or another method.
Send Your Way — and Know When They View It
With Stripe connected, use Copy Invoice Link — Send Your Way to share the secure public Invoice without requiring the customer to create a MyTool NOW account. The Invoice workflow records the first view with a viewed badge and timestamp.
Invoices can also be printed or saved as PDFs.
Keep the Payment History
Payments update Invoice balances and statuses and contribute to Dashboard, Tax Center, sales-tax, and reporting information. When a payment needs correction, record a reversal with its reason. Invoice deletion also records a reason and responsible account information for a clearer Audit Trail.
The Outstanding Invoices and Payment History reports provide dedicated views of balances and recorded payment activity.
Keep the Day Moving. Keep Customers Informed.
Your schedule should tell you more than what time the next appointment starts. MyTool NOW keeps the customer, service location, appointment type, assigned team member, job details, and status connected with the appointment so the information you need is there when the workday is moving.
View your Calendar by day, week, or month, move between periods, return to today, and print the schedule.
Build an Appointment Around the Actual Job
Create, edit, and delete Appointments with the details the work requires.
- Single-day or multi-day appointments
- Start and end times in 15-minute increments
- Select an existing customer or add a new customer
- Assigned team member
- Color-coded Appointment or Service Type
- Estimate-on-file marker
- Customer address or separate service address
- Address autocomplete
- Detailed job notes
- Appointment status
Let the Customer Know You’re on the Way
Use Text “I’m On My Way” or Email “I’m On My Way” directly from the Appointment. MyTool NOW opens your device’s native messaging or email application with the customer information ready.
Take a Useful Work Order Into the Field
Generate a printable Work Order or schedule sheet containing the information needed for the appointment.
- Appointment date and time
- Customer information and service address
- Job or service type
- Assigned team member
- Appointment status
- Job details and notes
- Completed / Parts Needed / Follow Up Required / Reschedule Needed checklist
- Technician and customer signature lines
- Completion-date line
Can’t Answer the Phone? Don’t Lose the Appointment.
You cannot always stop working, driving, or helping another customer just because the phone rings. Give customers a branded Online Booking page they can use to request an available appointment while you control what services and times they can choose.
Your public booking page can feature your logo, colors, tagline, and business contact information.
Your Booking Link. Use It Anywhere.
Copy your public Booking URL and use it on your website, social profiles, Google Business Profile, or wherever customers find your business.
Customers can select an available public service, see its duration, choose an available time, and enter their name, phone, email, service address, and notes.
You Control What Customers Can Book
Create Appointment Types with a service name, duration, Calendar color, and description. Make each type available internally, through public booking, or both.
Available booking times account for:
- Opening and closing times for each day
- Individually closed days
- Existing appointments
- Appointment Type duration
- Your selected public availability level
That lets you give customers useful choices without giving away control of your entire working day.
Turn the Booking Into Organized Work
When a customer books, MyTool NOW can match an existing Customer Record or create a new one and add the booking to the Calendar.
Availability is checked during booking to help prevent double-booking. When email delivery is configured, you can receive a booking notification and the customer can receive a booking-request confirmation.
Stop Retyping the Same Jobs. Know When Inventory Is Running Low.
If you sell the same services repeatedly or keep parts and materials on hand, MyTool NOW gives you reusable tools for both. Build Canned Jobs once, keep inventory information organized, and let low-stock information tell you when something needs attention.
Build Your Inventory Once. Use It on Estimates and Invoices.
Create, edit, delete, and search Inventory items with the information you need to price and monitor them.
- Item name or description
- Cost
- Markup percentage
- Calculated retail price
- Quantity on hand
- Reorder point
- Minimum stock level
- Maximum stock level
- Low-stock and reorder alerts
Insert Inventory items directly into Estimates and Invoices. Inventory-picked parts on manually created Invoices update stock quantities as the work is billed.
Don’t Keep Typing the Same Jobs!
Create, edit, delete, and search reusable Canned Jobs for services and labor you sell again and again. Insert it into an Estimate or Invoice and bring the saved description and pricing with it instead of recreating the service every time.
- Fixed-rate pricing
- Hourly pricing
- Variable or unit pricing
- Zero-price or TBD entries
Capture the Expense Before the Receipt Disappears.
Receipts have a way of disappearing when you wait until the end of the month—or tax time—to deal with them. MyTool NOW lets you record the expense while it is fresh, attach the supporting receipt, and keep vendors and categories organized with the transaction.
Seconds to Add an Expense
Create, edit, view, search, and delete Expense records with the date, amount, vendor, category, and notes. Search your Expense history by vendor, category, notes, amount, or date.
Capture or Attach the Receipt
Use your device camera to photograph a receipt while you still have it, or attach an existing file.
- Images
- DOC
- DOCX
See which Expenses have receipts, open the attachment from the Expense record, and keep the supporting document with the spending it belongs to.
Organize Expenses Your Way
Maintain parent Expense groups and child categories. Add, rename, move, or delete categories and groups as your business changes.
Choose an existing vendor, use vendor autocomplete, or quick-add a vendor without leaving Expense entry.
Keep Vendor Information Ready
Create, edit, search, and delete reusable Vendor Records with contact name, email, phone, address, city, state, ZIP code, and notes. Saved vendors remain available directly from the Expense workflow.
Drive for Business? Don’t Let Those Miles Disappear.
Business miles can add up quickly, but only if you actually keep track of them. MyTool NOW gives you several practical ways to record a trip, makes return trips easier, and keeps the mileage rate that applied when the trip occurred.
Track Mileage Your Way
Create, edit, search, and delete Mileage records with the trip date, purpose, and notes.
- Enter your starting and ending addresses and let Google Maps calculate the distance
- Use beginning and ending odometer readings
- Enter the trip miles directly when you already know the distance
Address autocomplete makes route entry faster, and one-step Return Trips save you from entering the same drive twice.
Search your Mileage ledger by purpose, address, notes, or vehicle.
Track Multiple Vehicles
- Unit number
- Year, make, and model
- Color
- License plate
- Active or inactive status
Assign trips to the correct vehicle while keeping historical or unassigned records available for review.
Keep the Right Rate With the Right Trip
Mileage rates use effective dates. MyTool NOW determines the applicable rate from the trip date, supports multiple mileage rates within the same reporting year, and preserves historical calculations when rates change.
Don’t Wait Until Tax Time to Find Out Where You Stand.
The information you already enter while running your business should do more than sit in separate records. MyTool NOW brings recorded revenue, payments, expenses, mileage, sales-tax information, and other business activity together so you can review the numbers throughout the year.
Choose a historical reporting year and review cash-basis financial and tax-planning information based on the business activity recorded in MyTool NOW.
Know the Numbers You’ve Recorded
- Cash-basis gross revenue from payments received on Invoices
- Expenses
- Recorded mileage
- Mileage deduction
- Net profit before taxes
- State and local sales tax collected
- Estimated self-employment tax
- Estimated state income tax
- Estimated net after taxes, expenses, and mileage
Plan Throughout the Year
Quarterly planning uses year-to-date revenue, Expense, and Mileage information to show Q1 through Q4 estimates, estimated-payment due-date guidance, and current, past, or future quarter indicators.
State and county or municipal sales-tax breakdowns support configured multi-state activity. Tax Center reports can be printed for convenient review.
17 Live Business Reports
- Quarterly Sales Tax
- Profit & Loss
- Schedule C Preparation Worksheet
- Expenses Summary
- Mileage Summary
- Audit Trail
- Sales Summary
- Outstanding Invoices
- Payment History
- Discounts & Coupons Catalog
- Discounts & Coupons Usage
- Declined Estimates
- No Response Estimates
- Customer List
- Top Customers
- Inventory Reorder
- Inventory Count Sheet
Look at the Business From Different Angles
Where applicable, reports support monthly, annual, quarterly, or custom date ranges. Depending on the report, review information such as Expense categories and vendors, Mileage by purpose, vehicle and effective rate, payment-method breakdowns, Invoice deletion and payment reversal history, state and local sales-tax breakdowns, and printable report views.
Your Business. Your Brand. Front and Center.
Your customer hired your business—not your software company. MyTool NOW lets you put your own identity on the documents and customer-facing pages that represent your business.
Upload, replace, or remove your logo, add your tagline, choose from eight predefined color palettes, or select custom primary and secondary colors.
Only Your Branding. Never Ours.
Your Estimates and Invoices are about your business. MyTool NOW does not add a MyTool NOW watermark or “Powered by MyTool NOW” message to them.
Choose How Your Documents Look
Choose from four professional document layouts:
- Modern
- Classic
- Professional
- Bold
Preview a branded Invoice before saving your design. Your branding also carries into public Estimates, public Invoices, and Online Booking.
Put the Right Business Information in Front of Your Customer
- Business name and contact information
- Website
- Optional business address
- Tax ID or EIN
- Business license number
- Insurance policy number
Control whether individual credentials appear on Estimates and Invoices. Choose starting Estimate and Invoice numbers for future documents while preserving existing document numbers.
Set Up the Business Rules Behind the Documents
Configure opening and closing times for each day, individually closed days, and how much availability customers can see through Online Booking.
Configure multiple states, state sales-tax rates, counties or municipalities, and local tax rates. Those settings feed Estimates, Invoices, the Tax Center, and tax reports.
Maintain effective-dated mileage rates and, if you want electronic customer Invoice payments, connect your own Stripe account. Stripe is optional; it is not required to use MyTool NOW.
Set It Up Once. Use It Again and Again.
Running a business involves information you should not have to recreate every time you need it. MyTool NOW keeps reusable Team Info, Appointment Types, discounts, coupons, Saved Notes, business profiles, and setup tools ready for the workflows that use them.
Keep Team Information Ready for Scheduling
Create and manage Team Info with each team member’s name, email, phone, Calendar color, active or inactive status, and Appointment assignments.
Create reusable Appointment Types with service name, duration, Calendar color, description, and internal or public availability.
Save the Discounts and Wording You Use Again and Again
Create fixed, percentage, and variable discounts. Maintain coupons with a source, description, fixed or percentage value, and optional expiration date.
Apply discounts and coupons to Estimates and Invoices, then review their setup and use through the Discounts & Coupons Catalog and Discounts & Coupons Usage reports.
Create reusable Saved Notes with internal titles and editable note text. Select a Saved Note while creating an Estimate or Invoice, place its text into the document, and adjust it for that particular customer or job.
Permanent Customer Notes stay with the Customer Record. Saved Notes make frequently used document wording reusable.
Keep Important Business Profiles Together
Store business profile information for Facebook, Instagram, X, LinkedIn, YouTube, TikTok, Pinterest, Snapchat, Yelp, Google Business, and other business platforms.
Your Data. Keep a Copy of It.
Export account data as Excel, CSV ZIP, or PDF. Backup/export information and a dismissible weekly reminder help make regular exports part of your business routine.
Get Important Setup Done Without Having to Remember Everything
A new-user setup checklist and progress meter guide you through important business configuration. Complete setup at your own pace, defer the checklist until the following day, and use Tax Setup reminders to move directly to missing tax settings.
Keep Subscription Information Easy to Find
View subscription status, plan, payment method, monthly fee, next billing date, and member-since date. Eligible subscription cancellation can also be managed there, with access continuing through the end of the paid billing period.
The Complete Toolset. One Straightforward Price.
Use MyTool NOW from a phone, tablet, or desktop browser. Add your team without adding per-user charges, and use the capabilities that fit the way your business operates.
$29 per month. Unlimited users. No per-user fees. No contracts. Cancel anytime.