For service business owners

Great service starts with clarity.

Bring clients, projects, and project-linked mileage together. Set clear expectations with detailed proposals and contracts that help protect your business and give clients confidence in the work.

Make it manageable

A practical place
to begin.

Start every engagement with a shared understanding of scope, responsibilities, and terms. Create detailed proposals and contracts, manage the project, and keep related mileage connected. Your dedicated specialist helps you think beyond the next job.

  1. 01Define the work with proposals and contracts
  2. 02Manage clients, projects, and related mileage
  3. 03Plan ahead with bookkeeping and specialist guidance

Tools for the work around your work.

01

Client management

Keep client details, past projects, warranties, and notes together for better service and more personal follow-ups.

Know who you’re working withExplore this feature
02

Project management

Keep project photos, schedules, communications, costs, and tax set-aside planning connected from the first visit to the final review.

Keep the work movingExplore this feature
03

Mobile app

Keep business mileage, projects, and invoice information at your fingertips while you are out doing the work.

Your business, on the goExplore this feature
04

Simplified bookkeeping

Upload your business bank statements and follow a simple monthly review. Keep expenses organized by project and see project profitability alongside your whole business, with less repetitive work.

Know where you stand, all yearExplore this feature
05

Proposal & contract creator

Use Tandvero’s contract creator to build detailed proposal and contract templates with ease. Clearly explain the work, responsibilities, and terms for each client.

Start on the same pageExplore this feature
06

Tax services

A BTS.TAX specialist prepares your tax return using your Tandvero records, then explains the outcome and answers your questions in a scheduled review.

Supported by BTS.TAXExplore this feature
07

Employee management

Maintain employee portfolios with accurate records and useful notes as your team grows.

Keep your people records organizedExplore this feature
08

Budgets

Plan for employees, equipment, and overhead with a single-year or multi-year budget grounded in your income and expenses.

Give your next stage a planExplore this feature
09

Budget & tax scenarios

Explore how a financial change could affect your business, budget, and taxes before making a move.

Think through the what-ifsExplore this feature
10

Scheduling reminders

Choose daily or weekly itineraries and reminders for projects, appointments, and the personal dates you share.

Stay a step ahead of your scheduleExplore this feature
A specialist on your side

Let’s talk about
your business.

See a live demo and talk with a specialist about whether we’re the right fit. There’s no pressure to sign up. We limit enrollment to give each client professional, personal attention.