NOW AVAILABLE IN KANTIVO
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Meet ServiceHub

A fully integrated scheduling, dispatching, and payment engine embedded right inside your accounting platform. Manage appointments, coordinate service delivery, generate invoices automatically, and collect funds - without ever switching applications.

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A Single Connected Workflow. No Add-ons Required.

1

Book

Client reserves a slot

2

Confirm

You review & allocate

3

Dispatch

Work gets carried out

4

Invoice

Created automatically

5

Get Paid

Card or manual entry

Why ServiceHub Transforms Your Operations

The typical service business relies on 3-5 disconnected tools: a scheduling app for bookings, a spreadsheet for dispatching, an accounting program for billing, and a separate processor for payments. ServiceHub consolidates every step into a single, unified experience with no duplicate data entry.

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Visual Calendar

Switch between month, week, and day layouts to survey your full agenda. Tap any available time slot to create an appointment immediately. Color-coded indicators show appointment status at a glance.

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Customer Integration

Every appointment ties directly to your existing client records - no redundant contacts to maintain. Once a job wraps up, the correct invoice reaches the right customer with accurate details, all handled automatically.

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Service Catalog

Configure each service with its name, duration, and rate. When scheduling, simply choose a service and the time, length, and cost populate automatically. Pricing stays uniform across all bookings.

Complete & Invoice

A single action marks the appointment finished and produces a polished invoice with the proper line items, general ledger journal entries, and accounts receivable postings. Your books update in real time.

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Conflict Detection

The system automatically guards against overlapping appointments. It validates against current bookings, blocked periods, and operating hours before accepting any new reservation. Scheduling conflicts become a thing of the past.

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Status Tracking

Each appointment progresses through defined stages: Scheduled, Confirmed, In Progress, Completed, Invoiced. You always have full visibility into every job's current state. Nothing gets overlooked or forgotten.

Four Flexible Payment Options

No two businesses collect revenue the same way. ServiceHub gives you four configurable payment modes to match your preferred billing approach.

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Pay Later

An invoice is produced once the work wraps up, and the customer settles on their own schedule. Ideal for net-30 arrangements with long-standing clients and established accounts.

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Card on File

The client submits their card details in advance. The moment you finalize the appointment, the stored card is charged through Stripe. No follow-up calls. No uncomfortable reminders.

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Pre-Payment Required

The client pays when the booking is placed, before the appointment is locked in. This eliminates no-shows and secures revenue ahead of any service delivery.

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Subscription / Retainer

A recurring monthly fee that includes a set number of bookings or unlimited visits. Well suited for ongoing contracts such as IT support agreements, maintenance plans, or wellness memberships.

Mix and Match

Establish a default billing mode for your company, then adjust it on a per-service or per-appointment basis. Require pre-payment from first-time customers while extending pay-later terms to your loyal accounts. Total adaptability.

Integrated Subscription Plans

Design recurring service packages that clients can sign up for. Offer monthly, quarterly, or annual billing intervals with adjustable booking allowances.

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Create Custom Plans

Give each plan a name, assign its price, specify the number of included bookings per period (or allow unlimited use), and select a monthly, quarterly, or annual cycle. Design possibilities are wide open.

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Enroll Customers

Add clients to plans with a designated start date. Their usage is tracked automatically - appointments consumed this period, upcoming billing date, and subscription status are all displayed in one view.

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Usage Tracking

Monitor precisely how many appointments each subscriber has utilized during the current cycle. Identify which clients are fully leveraging their plan and which might benefit from a different tier.

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Predictable Revenue

Recurring plans convert irregular service income into steady monthly revenue you can count on. Understand your financial baseline before a new billing period even begins.

Designed for Service Businesses of Every Kind

ServiceHub molds to fit any organization that books appointments and provides on-site or remote services.

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Mike's Computer Repair

IT SUPPORT & COMPUTER SERVICES

Mike offers on-site computer assistance to seniors and local businesses. His lineup includes a $99/month unlimited support subscription alongside one-off repair appointments at $75/hour.

  • 1 A client reports a printer problem - Mike logs it in ServiceHub
  • 2 The calendar shows Tuesday at 2pm is open - appointment locked in
  • 3 Mike visits the client, resolves the printer issue, and marks "Complete"
  • 4 A $75 invoice for a 1-hour service call generates automatically
  • 5 Subscribers on a plan? The visit is covered - no separate invoice created
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Sarah's Business Consulting

CONSULTING & PROFESSIONAL SERVICES

Sarah leads a boutique consulting practice helping startups refine their operations. She provides 90-minute strategy sessions at $250 alongside monthly retainer arrangements for continuous advisory work.

  • 1 A prospect reserves a strategy session via the calendar
  • 2 Pre-payment mode collects $250 through Stripe at the time of booking
  • 3 Sarah conducts the session and records internal notes for next steps
  • 4 She finalizes the appointment - payment already received, GL entries posted
  • 5 The prospect converts to an ongoing retainer and enrolls in a monthly plan
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Clean Sweep Pro

HOME SERVICES & CLEANING

Clean Sweep coordinates a crew of 4 house cleaners who serve over 80 recurring residential accounts. The majority follow bi-weekly schedules at $120 per appointment.

  • 1 The dispatcher pulls up the week view to review all 4 cleaners' calendars
  • 2 A new client wants Thursday afternoon - the dispatcher selects an available slot
  • 3 The closest available cleaner is assigned and the client receives confirmation
  • 4 Once the job is done, the dispatcher hits "Complete & Invoice"
  • 5 The card on file gets charged $120 instantly - no follow-up required
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BrightMinds Tutoring

EDUCATION & TUTORING

A tutoring center that provides SAT preparation, math instruction, and college counseling. Session rates fall between $50 and $150 based on subject and tutor expertise.

  • 1 A parent schedules weekly math tutoring and picks the Tuesday 4pm slot
  • 2 The system verifies availability and confirms with no overlap
  • 3 The family signs up for the "Academic Success" plan ($400/month, 8 sessions)
  • 4 Every session is recorded and counted against the plan's allowance
  • 5 At month's end the parent is billed automatically and a usage summary is generated
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Harmony Massage & Wellness

HEALTH & WELLNESS

An independent massage therapist who provides 60-minute and 90-minute treatments. Returning clients visit weekly; new clients schedule on an as-needed basis. Guarding against no-shows is essential.

  • 1 A first-time client reserves a 90-minute deep tissue appointment online
  • 2 Pre-payment mode collects $130 upfront before confirmation
  • 3 If they don't show, payment is already secured and the slot can be reassigned
  • 4 Repeat clients subscribe to the "Monthly Wellness" package ($350/month, 4 sessions)
  • 5 Operating hours block any appointments outside 9am-6pm - no late-night requests
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QuickFix Plumbing

TRADES & CONTRACTORS

A plumbing firm with 3 technicians covering emergency calls, routine maintenance, and renovation work. Individual jobs range from $100 to $500 or more.

  • 1 A customer phones about a leak - the receptionist books a same-day visit
  • 2 The day view reveals which technician is closest and has availability
  • 3 The tech is dispatched, finishes the repair, and documents parts used
  • 4 "Complete & Invoice" produces a $275 bill for the emergency service call
  • 5 Property managers on a retainer? The visit bills against their monthly plan

Your Calendar, Your Terms

ServiceHub honors the boundaries you set. Control every detail of how and when your business accepts appointments.

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Business Hours

Define opening and closing times for every day of the week. Not available on Sundays? Extended hours on Wednesdays? ServiceHub applies your schedule automatically.

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Blocked Times

Reserve holidays, vacations, training sessions, or any period when you are unavailable. Supports both one-time and recurring blocks. Appointments cannot be placed during these windows.

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Buffer Time

Require 15 minutes between sessions for cleanup or commuting? Configure a buffer and ServiceHub spaces your appointments accordingly.

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Slot Duration

Set a standard appointment length - 30 minutes for brief consultations, 2 hours for complex installations. Individual services can each carry their own duration.

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Default Location

Assign a default venue for appointments - whether that is your office, a client site, or remote. It pre-populates on new bookings but can be changed individually.

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Reminders

Choose how far ahead appointment reminders are sent - 24 hours, 1 hour, or any interval you prefer. Cut down on no-shows with well-timed notifications.

ServiceHub vs. The Traditional Approach

See the difference when scheduling and accounting operate as one connected system.

Capability Kantivo + ServiceHub Separate Tools
Book an appointment Integrated calendar Calendly / Acuity ($16-50/mo)
Create invoice from appointment Single action, fully automated Manual re-entry into QuickBooks
GL journal entries Posted automatically (DR A/R, CR Revenue) Manual creation or unreliable sync
Accept payment at booking Native Stripe pre-payment Stripe + Zapier + manual reconciliation
Subscription billing Built-in plan management Stripe Billing ($0.7% + integration)
Double-booking prevention Automated overlap prevention Depends on calendar tool
Customer data shared Unified customer record across features Fragmented contacts across tools
Financial reports include bookings Revenue auto-categorized Manual consolidation
Total monthly cost $0 extra (included in BizBooks) $50-150/month in add-on tools

Ready to Run Your Service Business from One App?

Start your free 30-day trial. ServiceHub is included in all BizBooks Pro plans.

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