Run the business and keep the books in one system.
Field workflows, accounting, and payments in one source of truth. No re-entry. No reconciliation cleanup. No “office app vs accounting app.”
$48,210
AR
$12.4k
Open
7 inv
Margin
34%
Books balanced · debits = credits
Field workflows
CRM, quotes, scheduling, dispatch, and jobs — the operational heartbeat.
Invoicing & payments
Issue, collect, and reconcile. Every dollar posts to the ledger automatically.
Real accounting
Double-entry books, owner-grade reports, accountant exports. No sync drama.
The gap between the field app and the books — closed.
Most crews run one tool for jobs and another for accounting, and lose hours (and dollars) stitching them together. Vantage Books is both.
Deeper than field apps
- Real double-entry books, not an invoice list
- GST/HST returns and accountant exports
- Bank reconciliation with paid-detection
Simpler than accounting suites
- Scheduling, dispatch, and a field app built in
- Job costing that fills itself from the field
- One login for the office and the crew
One system instead of two
- No CSV shuffling between apps
- No month-end reconciliation cleanup
- One source of truth for every dollar
Everything a 5–50 person crew actually uses.
Built for residential and light-commercial trades — HVAC, plumbing, electrical, landscaping, cleaning, and more.
Smart scheduling
Week and day calendars, drag-to-reschedule, per-technician lanes, and a who's-free panel for instant dispatch.
Technician field app
Installable on any phone. Today's visits, one-tap status, time clock, job photos, and checklists.
Auto payment reminders
Configurable dunning that emails clients under your name — or drafts for your approval first.
Live job costing
Clocked hours and expenses roll into real margin per job. Know what you made before the truck leaves.
Team chat, built in
General room, group chats, and a chat per job — with jobs, estimates, and invoices referenced inline.
Bank reconciliation
Import a bank CSV or connect your bank; we suggest which invoices each deposit pays. You confirm.
Owner-grade reports
P&L, balance sheet, AR aging, GST/HST returns — live from a ledger that's always balanced.
AI assistant
Ask about your numbers, who's free tomorrow, or have it draft a reminder — every write confirmed by you.
Your clients see your business — never ours.
Invoices carry your logo and colors. Emails send under your name — verify your domain and they send from it, with replies landing in your inbox. Your GST/HST number printed where the CRA wants it.
- Branded invoice PDFs — logo, accent, your notes
- Send from billing@yourcompany.com
- Canada-first tax: GST/HST/PST handled per province
GST/HST #: 84532 1946 RT0001
Move in from QuickBooks or Jobber in an afternoon.
Import customers, your service catalog, and open invoices from a CSV export. Every import dry-runs first — nothing is written until you confirm — and open balances post through real double-entry books.