Customers & history
Keep customer details, requests, appointment history and business activity connected.
SOMOS SOLO · SMALL BUSINESS MANAGEMENT
From first request to final payment. All in one place.
Manage customers, prepare quotes, schedule jobs, send invoices and collect online payments without juggling a stack of business apps.
One workspace for owner-operatorsCustomer portal includedMobile-friendly web app
Everyday work, organized
Everything from customers to cash flow.
Solo is designed for consultants, contractors, repair services and other independent businesses that quote work and manage jobs.
Quotes & estimates
Build customer-facing estimates, manage requests and follow work from quote to approval.
Jobs & work orders
Track approved work, customer-facing job statuses, service details and job expenses.
Appointments & planner
Schedule customer visits and calls, send confirmation links and manage your calendar.
Invoices & online payments
Send invoices and payment requests using supported Stripe online payment workflows.
Customer Portal
Give customers secure access to their appointments, work, quotes and invoices.
Sales & receipts
Review sales history and receipts, with cash and check recording where enabled.
Purchase orders
Track purchasing alongside jobs and business records in the Solo workspace.
Mobile-friendly experience
Use Solo from a phone, tablet or computer with a responsive web application.
Built for service-based businesses
Great when the work needs a quote, a job, and an invoice.
Solo fits businesses where each customer project can have different requirements, prices, timelines or materials.
Handymen & home repair
Handle requests, estimates, visits, job progress and invoices.
Independent contractors
Track quotes, job expenses, schedules and customer approvals.
Cleaning & property services
Manage service requests, work orders, repeat customers and billing.
Automotive & equipment services
Quote variable repair work, manage jobs and provide receipts.
Consultants & creative services
Turn project inquiries into proposals, scheduled work and invoices.
Installers & specialty trades
Coordinate visits, materials, job progress and customer payments.
If customers primarily select a service and reserve a time slot, SOMOS Booker may be the better fit.
One connected workflow
Spend less time switching apps.
Capture a request
Start with a customer inquiry, service request or quote.
Prepare the quote
Record the work and send a customer-facing estimate.
Schedule the job
Put an appointment or job on your planner and track progress.
Invoice & get paid
Send an invoice or online payment link and keep records together.
Flexible teams & extra tools
Build the setup that fits your business.
Solo Core brings together the everyday customer-to-payment workflow. Team roles and additional capabilities can be configured based on your business needs.
Additional staff seat
Office assistant
Support customer coordination, scheduling and administrative tasks with a separate staff login and role-based access.
Additional staff seat
Field worker
Give team members an individual workspace appropriate to their assigned work. Access depends on configured permissions.
Optional tools
Point of sale
Optional counter-sale and receipt workflows for businesses that need them. Live card-reader processing is not included.
Included payment integration · Processing fees
Stripe online payments
Online invoice and payment-link payments are supported. Stripe processing fees apply; this is a connected payment service, not an extra staff seat.
Core vs. add-ons: Customer Portal, quotes, jobs and invoicing are included in Solo Core. Additional staff seats and optional point-of-sale capabilities are separate. Stripe processing fees apply to online payments.
Choose your workflow
Solo for service jobs. Booker for appointments.
Two focused SOMOS products for different kinds of service businesses.
SOMOS Solo
For work that begins with an inquiry, quote or service request and continues through a job and invoice.
- Quotes, estimates and approvals
- Jobs, expenses and invoices
- Online payment requests
- Customer Portal and appointments
SOMOS Booker
For businesses whose customers choose a service and book a set appointment time.
- Public online booking
- Staff and room scheduling
- Client profiles and appointment history
- Booker Free — $0/month
Questions, answered
SOMOS Solo FAQ
What is included in Solo Core?
Solo Core combines customer management, requests, quotes, jobs, appointments, invoices, payment requests and Customer Portal access. Availability of optional functionality depends on your workspace configuration.
Can my customers use the Customer Portal?
Yes. The Customer Portal is included in Solo Core and supports secure access to customer information. Customers do not count as paid staff users.
Can Solo accept payments?
Supported online invoice and payment-link payments use Stripe. Processing fees apply. Live in-person card reader transactions are not offered.
How do staff add-ons work?
Additional office and field roles are managed as separate staff access. Pricing, seat limits and permissions are confirmed as part of your subscription configuration.
Is Solo the same as Booker?
No. Solo focuses on customer-to-job-to-invoice workflows; Booker focuses on appointment scheduling and public online bookings. See Booker features and plans.
Ready to simplify your workflow?
Run your business with SOMOS Solo.
Explore customers, quotes, jobs, appointments and online payments—all connected in SOMOS Solo.
Contact the SOMOS team for Solo plan and add-on details.