THE PRODUCT
Owner’sLOCAL follows the business from the first call to the final payment. Start with a 7-day free trial and see leads, jobs, documents, crew tracking and money working from the same system.
01
Capture opportunities from calls, referrals, website forms and manual entry. Keep contact details, addresses, notes, job history, documents and financial context together—then convert a lead into a customer without entering everything again.
02
Build estimates from information already on the customer record, generate a PDF, collect a signature and move accepted work directly into a job. The scope, crew, materials, documents and activity history stay connected.
03
See jobs, estimates, meetings, inspections and company events in month, week or day views. Assign work to employees, crews and vehicles, track its status and build routes from real customer and job locations.
04
The Android companion app can answer missed calls with a text, capture incoming and outgoing SMS conversations from the business phone and match them to the right lead or customer. The web app adds a Text Inbox, Call and Reply actions, a combined customer timeline and PDF-ready communication history—without requiring a paid Twilio-style texting service.
05
Invite employees, assign roles and permissions, organize departments, clock time against jobs and routes, approve hours and turn time records into pay-period calculations. Training, company notices and team messages live in the same operating environment.
06
Create invoices from completed work, track payments, bills, expenses, mileage, budgets and recurring costs, and review revenue and profit across useful time periods. Operational activity and financial records stop telling two different stories.
07
Track materials, tools, equipment, supplies and fuel by quantity, location and cost. Connect materials to jobs so usage history and operating costs are easier to understand.
08
Keep estimates, invoices, receipts, employee files and customer paperwork tied to the records they belong to. Prepare PDFs, place signature or initials fields, collect typed or drawn signatures with SelfieSave and send remote signing links without making the customer create an account.
09
Build job tracking goals, assign them to the right employee and keep progress tied to the job card. Owners and managers can assign work, clock staff when needed and review completed answers after the assigned employee finishes the checklist.
10
Turn screenshots, forms, notes and paperwork into cleaner records with less tapping. Keep manual entry available, but use assisted entry when the owner needs faster customer, lead, job or document setup.
11
Pull the estimate, signed PDF, job notes, customer communication, photos, invoices and payment history into one organized packet so a business can respond faster when work is questioned.
12
See the information that matters without opening every module individually. Review leads, scheduling, financial activity, operational notices and saved snapshots from one connected view of the company.
13
Import customers, employee invitations and schedules from CSV, TSV, pasted spreadsheet data, Excel .xlsx files and compatible text-based PDFs. Smart column matching, a preview before import, duplicate protection, row-by-row reporting and an undo option make switching safer. Scanned image-only PDFs still require preparation because they do not contain readable text.
THE OWNER’SLOCAL DIFFERENCE
A lead becomes an estimate. The estimate becomes a job. The job reaches the schedule, dispatch and crew. Time, materials, documents and customer communication stay attached. The completed work reaches invoicing and financial tracking.
Your business does not have to keep telling its software what already happened.
