From customer to scheduled work
Use the same customer information as the opportunity becomes a quote, agreement, and scheduled job.
- CRM and customer history
- Quotes and estimates
- Agreements
- Scheduling and job records
Back-office operations
ERP software for small service businesses.
Run the work from customer inquiry to quote, agreement, scheduled job, invoice, payment, and receipt. Keep your team and back-office records in one system.
From first inquiry to final receipt.
See how Katch Leads and POG ERP connect customer engagement to the work, the sale, and the financial record.
From invoice to payment and receipt
Complete the sale and keep the financial record connected to the work. Invoices, payments, and receipts stay with the customer.
- Invoices
- Payment collection
- Receipts
- POS and transaction records
Keep daily operations together
Manage the back-office details alongside your customer and job records.
- Inventory
- Expenses
- Payroll preparation
- Dashboard and reporting
Connect the phone to the back office
Add Katch Leads to handle phone calls, connected email, and website inquiries in the same sales and service pipeline.
- AI phone answering
- Missed-call lead recovery
- Connected customer records
- Owner alerts and reviewed booking
Custom ERP on your infrastructure
Need software shaped around your company? Discuss a custom ERP build and private deployment on your own servers or private cloud.
- Tailored workflows and modules
- Company-specific integrations
- Infrastructure and deployment planning
- Implementation, updates, and support defined in your proposal
- Request a custom ERP quote
Operating evidence
Built for operating work
PotomacOps uses its own system internally and supports an independent landscaping operation. The external use is anonymized and does not promise an identical workflow or result for every business.
View the operating exampleBusiness-identifying details are withheld. No customer count or performance guarantee is implied.$49.99/mo
Get startedBack Office
Full ERP without Katch, for up to 5 users. Billed monthly from purchase.
Need more users or special requirements? Explore the Custom Software Plan, with scope and pricing agreed by quote.