Pay Simply: Streamlined Home Service
Welcome to Pay Simply, your all-in-one platform designed specifically for home service professionals. Our comprehensive software solution streamlines every aspect of your business operations, from customer management to payment processing, allowing you to focus on what matters most—delivering exceptional service.
In this presentation, we'll explore how Pay Simply's feature-rich platform can transform your business operations, enhance customer experience, and drive sustainable growth for your company.
All-in-One Business Management Platform

Estimating
Create and send professional quotes with customizable templates and automated follow-ups

Scheduling
Efficiently schedule jobs and optimize routes for maximum productivity

Invoicing
Generate professional invoices and process payments through multiple channels

CRM
Manage all customer information, service history, and communications in one place
Stop juggling multiple systems and streamline your operations with our unified platform. PaySimply integrates all essential business functions into one intuitive system, eliminating double-entry and reducing administrative overhead. Choose from multiple plans tailored to businesses of different sizes and needs.
Professional Estimating and Quoting
Create Quotes
Build professional quotes with services, add-ons, and images
Send Instantly
Deliver quotes on-the-spot or remotely to clients
Online Approval
Clients approve quotes with a single click
Auto Follow-up
System automatically follows up on pending quotes
Convert more prospects into paying customers with our streamlined quoting system. Create professional, detailed quotes in minutes using our Home Service templates. Add optional line items for upselling opportunities and apply custom markups to maintain your desired profit margins. With digital approval, you'll close deals faster and reduce paperwork.
Efficient Scheduling and Route Optimization
Schedule Jobs
Quickly schedule assessments and service appointments with a few clicks in our intuitive calendar interface. Assign the right technician based on skills and availability.
Optimize Routes
Maximize efficiency with intelligent route planning that minimizes travel time between jobs. Save on fuel costs and fit more appointments into each day.
Track Progress
Monitor job status in real-time as technicians update their progress through the mobile app. Access job details from anywhere, anytime.
Transform your scheduling process from a daily headache into a competitive advantage. Our route optimization technology helps your team serve more customers each day while reducing driving time. Technicians receive turn-by-turn directions to each location, eliminating confusion and delays.
Enhanced Customer Communication
Client Hub
Provide 24/7 access to a personalized online portal where customers can request services, view quotes, confirm appointments, and make payments seamlessly.
Online Service Requests
Embed customizable request forms on your website and social media channels, making it effortless for customers to book inspections and treatments.
Automated Notifications
Keep customers informed with automatic communications before, during, and after service. Send appointment confirmations, technician ETAs, and follow-up messages.
Elevate your customer experience with professional, consistent communication at every touchpoint. Stand out from competitors who leave customers wondering when technicians will arrive or what services were performed. Our automated messaging system ensures customers feel valued and informed throughout their journey with your company.
Flexible Payment Processing
Multiple Payment Options
Accept payments via credit cards, ACH bank transfers, Apple Pay, and Google Pay to accommodate customer preferences.
Field Payment Collection
Process payments on-site using the PaySimply Card Reader or send digital invoices for online payment.
Professional Invoicing
Generate branded, detailed invoices that reflect your company's professionalism and attention to detail.
Payment Tracking
Monitor payments, outstanding balances, and account status in real-time through your dashboard.
Accelerate your cash flow and reduce billing headaches with our integrated payment processing. Customers appreciate the convenience of multiple payment options, and your team saves time on manual payment entry and reconciliation. Digital payments are automatically recorded in your system, eliminating double-entry and reducing accounting errors.
Powerful CRM for Personalized Service
Comprehensive Customer Profiles
Store all customer information in one place, including contact details, service history, property specifications, and communication preferences. Access complete records instantly when customers call or email.
  • Property details and access notes
  • Past treatment documentation
  • Customer preferences and concerns
Treatment Tracking
Document issues, planned methods, and results for each service visit. Build a comprehensive history that helps identify patterns and future treatment strategies.
  • Identification
  • Treatment methods used
  • Follow-up recommendations
Personalization Opportunities
Leverage customer data to deliver tailored service experiences. Flag special requirements, note custom information, and record customer communication preferences to ensure every interaction meets expectations.
  • Special instructions
  • Pet and family information
  • Service timing preferences
Deliver exceptional, personalized service that sets your company apart with our robust CRM. Every customer interaction is an opportunity to strengthen relationships and demonstrate your attention to detail. With complete history at their fingertips, your team can provide informed service that impresses customers and builds loyalty.
Mobile Apps for On-the-Go Management
iOS & Android Compatible
Access all essential features from any smartphone or tablet with our native mobile apps, designed for both field technicians and business owners.
GPS Integration
Navigate efficiently between jobs with built-in mapping and turn-by-turn directions that optimize your route for maximum productivity.
Digital Forms
Complete service forms, capture photos, and collect signatures digitally in the field, eliminating paper forms and manual data entry.
Mobile Dashboard
Monitor key business metrics, track team performance, and view financial data from anywhere, ensuring you stay connected to your business.
Empower your team with the tools they need to succeed in the field. Our mobile apps put critical information at their fingertips, enabling them to provide better service and work more efficiently. Technicians can access complete job details, customer history, and treatment protocols without returning to the office, while managers maintain visibility into operations from anywhere.
Chemical Management and Documentation
Track Chemical Usage
Document all chemical applications with detailed records of products used, application rates, target, and treatment locations.
Custom Forms & Checklists
Create service-specific forms, treatment checklists, and inspection reports that ensure consistent quality and thorough documentation.
Compliance Reporting
Generate comprehensive reports for regulatory compliance, automatically compiling chemical usage data across all technicians and service locations.
Client Documentation
Share completed treatment forms and safety information with customers electronically, providing transparency and building trust.
Maintain impeccable records and ensure regulatory compliance with our integrated chemical management tools. Simplify the complex task of tracking chemical applications across multiple technicians and locations. Our custom forms and checklists standardize service delivery while building a comprehensive documentation trail that protects your business and satisfies regulatory requirements.
Integrations and Support
2,000+
Integration Partners
Connect seamlessly with QuickBooks, Mailchimp, FleetSharp, and thousands of other tools through Zapier to create automated workflows.
24/7
Support Availability
Access expert help whenever you need it through multiple channels including phone, email, and live chat support.
100%
Free Coaching
Receive complimentary one-on-one product coaching to ensure you maximize the value of your Pay Simply investment.
We're committed to your success beyond just providing software. Our comprehensive support ecosystem includes integration capabilities with your existing business tools, expert assistance when you need it, and educational resources to help you grow. The Pay Simply Academy offers business tips, industry insights, and best practices to help you optimize operations and increase profitability.
Partner with PaySimply today to transform your business with technology that works as hard as you do.