01
Capture
Marketing
Creates
New lead
- Track lead source attribution
- Capture leads from website forms
- Automated follow-up sequences
Why EZ
Small business software should not feel this heavy.
You already have customers to serve, schedules to manage, money to collect, and books to keep clean.
Most tools add another dashboard, another subscription, and another place to check before the day can move.
EZ is built into EzBiz Pro to help with the work behind the work: quotes, invoices, follow-ups, reports, and the next thing on your list.
Less clutter. Fewer clicks. More EZ.
EZ Assistant
Invoice a customer
Message EZ...Send
Small business accounting
Your books, without the bookkeeping dread.
Most owners did not start a business to fight with accounting software. Connect your bank, let EZ help sort what comes in, and pull reports when you need them, all in the same place you run the rest of your day.
No QuickBooks required. No CSV exports. No chart of accounts to decode.
01
Connect once
Link your business bank and transactions flow in automatically. Skip the end-of-month scramble.
02
Sort in plain language
Categorize spending the way you think: materials, fuel, labor, not cryptic account codes.
03
Invoices already counted
Paid invoices land in revenue on their own, linked back to the customer, job, and invoice.
Pull profit and loss in a click. Know where you stand without waiting on your bookkeeper.
Accounting command center
Transactions sort and link themselves
Revenue
$24,580
Expenses
$8,940
Net income
$15,640
Live bank feed
Synced just now
Grainger
New from bank
-$89.00
Transaction detected
Customer: Bright DentalJob: Sink repair
EZ
Auto-link engine
Customers, jobs, invoices
EZ
Categorized books
March 2026 reports stay ready
MaterialsFuelLaborInvoice payment
Grainger
Linking...
-$89.00
Home Depot
Materials
-$142.50
Customer: Miller HomeJob: Patio repair
Stripe payout
Invoice payment
+$1,850.00
Customer: Atlas HVACJob: Unit installInvoice: #1041
Recent activity
Bank sync active
On the go
Built for owners who are already moving.
The EzBiz Pro mobile app is fully featured and easy to use, so you can manage customers, quotes, invoices, schedules, and EZ from the field.
Fully featured mobile app
Built for the workday, not just quick check-ins.
- Customers, jobs, quotes, and invoices in your pocket
- EZ assistant built into the mobile workflow
- Simple enough for the field, complete enough for the office
What's on my schedule tomorrow?
Review the day before you leave the truck
Create a quote for a new customer
Build and send it from your phone
What got paid this week?
Check cash flow without opening a laptop
Connected workflow
One connected workflow for your business
From lead capture to scheduling and payment, everything flows in one place.
Lead to paid, without handoff clutter
Live workflow board
Every stage carries the context forward
CaptureQualifyDeliverCollect
02
Qualify
Lead management
Creates
Approved quote
- CRM for service businesses
- Send professional quotes fast
- Schedule jobs and visits
03
Deliver
Job scheduling
Creates
Completed job
- Calendar and dispatch view
- Manage customers and jobs
- Assign team and track progress
04
Collect
Get paid
Creates
Paid invoice
- Invoice instantly after jobs
- Collect online payments
- Auto-sync to your books
Use the whole workflow, or keep it lean. Turn off what you do not need and keep the day EZ.
Adaptable workspace
Built to stay EZ
Your business should not have to fit the software. EzBiz Pro adapts to your industry, your needs, and the way your team works.
Built for real operations
EzBiz Pro can feel light on day one without becoming too small later.
01
Start with what matters
Set up the tools your industry needs today, without a long implementation.
02
Keep the workspace clean
Marketing, scheduling, accounting. Turn features on or off in settings so your sidebar stays focused.
03
Add as you grow
Start simple. Add more when you need it. Same platform, less clutter.
Workspace studio
Configure your day
Starter setup
Start with what matters
Customers, leads, quotes, and invoices stay visible while the team gets rolling.
Schedule
Hidden until needed
Marketing
Hidden until needed
Leads
Visible in sidebar
Quotes
Visible in sidebar
Jobs
Hidden until needed
Customers
Visible in sidebar
Invoices
Visible in sidebar
Payments
Hidden until needed
Accounting
Hidden until needed
Tasks
Hidden until needed
Simple, transparent pricing
Start free. Paid plans include a 30-day trial. No credit card required.
Free
$0/forever
Get started with core tools
- AI Assistant (limited token usage)
- Dashboard
- Customers
- Tasks
Basic
$30/per month
Everything you need to grow your business
- AI Assistant
- Dashboard
- Leads
- Jobs
- Customers
- Tasks
- Quotes
- Team
- Marketing
- Billing
- Accounting
All plans include bank-level security, data encryption, and GDPR compliance.
Questions about pricing? Contact our sales team