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—— Business shape Solutions

Mobile & on-site teams

On-site routes, mobile invoices, instant payment — for teams that bill from the van.

What it solves

Mobile & on-site teams

Mobile and on-site teams bill at the kerb, not at a counter. Momentfy ships with the Calendar tuned for route-based scheduling, mobile-first Sales & POS for invoices on the spot, Stripe / Lemon Squeezy or cash collection at the door, the Client Portal for repeat bookings and invoice download, and Inventory + Resources tracking the parts and gear loaded onto each van — so the team that arrives knows the customer, the address and the last service.

The operational pain this setup is designed to remove.

  • 01Jobs invoiced "back at the office" — half of them never get sent
  • 02Routes built in a notebook with no view of utilization
  • 03Stock loaded into the van that nobody can audit at end-of-day
  • 04Customer asking for a receipt at the door with nothing to give them

What you get

Everything below ships in the base source — no upgrade tier required.

What you get.

  • 01Route-based scheduling with map view and ETA
  • 02Mobile invoicing on a phone with card / cash / link payment
  • 03Per-van stock tracking with end-of-day reconciliation
  • 04Customer signature capture and photo evidence on tickets
  • 05Recurring service contracts (cleaning, lawn, maintenance)
  • 06Per-tech commissions tied to route revenue
  • 07Offline mode that syncs when the van is back online
  • 08Client portal for rebook, history and invoice download
Illustrative benchmarks

100%

Same-day invoicing

+22%

Jobs per day

-98%

Payment lag

Benchmarks are illustrative — drawn from early operators and industry norms, not a guaranteed result.

Built on

Modules and add-ons bundled into this configuration.

Calendar Sales & POS Inventory Resources Memberships Clients & CRM Reports Client Portal

Who runs it

A handful of ways operators configure this today.

Cleaning, plumbing, HVAC, lawn care, mobile detailing, on-site repair and inspection teams.

01

Cleaning company billing per visit with photo-evidence

02

Plumber dispatching emergency calls with stock-on-van tracking

03

Lawn-care contractor on a recurring schedule

04

Mobile vet running route-based home visits

Quick answers

Does the mobile app work offline?

Yes. Tickets, invoices and stock movements are captured offline and sync when the device is back online; the office sees them appear in real time after sync.

How do I collect payment at the door?

You can charge a stored card, send a one-tap payment link by SMS / WhatsApp, or take cash and reconcile at end-of-day. Stripe and Lemon Squeezy connectors handle card-on-file and tap-to-pay where available.

Can I track which parts left the warehouse on which van?

Yes. Inventory + Resources lets each vehicle act as a stock location; transfers in and out are logged, and the end-of-day reconciliation report flags shortfalls.

Ready to ship yours?

Ready to ship yours?

Buy the source, enable the add-ons that match — live in a day.

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