We priced it, sent it… and never heard back.
Quotes follow themselves up until the client answers — one tap in the email to approve.
Quotes, invoices and follow-ups on autopilot
Your whole office. One platform. Running itself.
Officeology brings your clients, jobs, quotes, invoices, schedule and crew together, then handles the emails that win work and get you paid. Built for renovation, construction and trade businesses.
- Free for teams of up to 3
- No credit card
- Data kept in Canada
Sound familiar?
Built around the ways office work goes wrong.
Officeology was shaped with renovation and construction companies — around the paperwork that slips when every day is spent on site, and the evenings it eats when it isn't.
The work's done. The invoice is still “going out this week”.
The quote becomes the invoice in one click, and reminders chase it politely until it's paid.
Quotes get written at the kitchen table at 10 pm.
Price the job in minutes and send a branded PDF — numbered, taxed, done.
The job lives in texts, voicemails and a notebook on the dash.
One record per job: client, scope, numbers, schedule and every step logged.
The crew calls the office for the address. Again.
Everyone sees their day — the crew gets the address, the scope and their pay.
Leads stick to the fridge door until there's time.
Every lead keeps its next step and follow-up date in front of you until it's won or closed.
Automation
From quote to paid, without the follow-up work.
The emails that decide whether you win the job and when you get paid are the ones that are easiest to forget. Officeology sends them for you.
01 Quote
A professional quote, in their inbox in one click.
Price the job and send it. Your client receives a branded quote with your logo and colours, PDF attached, and answers with a single tap. No accounts to create, no back-and-forth.
- Numbered and taxed for you
- Approve and Decline built into the email
02 Follow-up
Follow-ups go out on their own.
Quiet clients are where work slips away. Officeology follows up on unanswered quotes on the schedule you set, with the same one-tap answer, and stops the moment they reply.
- You choose how often
- Stops as soon as the client answers
03 Approval
When they say yes, the job moves itself.
The client's answer lands straight in your pipeline. The job moves to Approved, the client gets a confirmation, and all that's left is picking the date and the crew.
- Client confirmation sent for you
- Pipeline always up to date
04 Invoice
The invoice is already written.
Everything on the quote carries over. When the work is done, send the invoice in one click, copied automatically to the building's property manager when there is one.
- Quote lines carry over to the invoice
- Copies to managers and accounting
05 Payment
Get paid without chasing anyone.
Unpaid invoices get polite, automatic reminders until the payment is recorded. No awkward calls, no spreadsheet of who owes what.
- Automatic payment reminders
- Owing and paid at a glance
The platform
See it for real.
Not mock-ups — these are Officeology's own screens, running a sample renovation company's week: condo boards, property managers, crews and the money.
Jobs
Every job from first call to paid, on one board that keeps itself up to date. Sample data shown.
And the rest
Everything else, connected.
Because it all lives in one place, a client's details, their quote, the schedule and the payment are never more than a tap apart.
A pipeline that updates itself
Every job from first call to paid on one board. Pricing it, dating it or getting an answer moves it forward automatically.
Scheduling for the whole team
Jobs, site visits and appointments on one shared calendar, with each person's day in view.
Reminders that renew themselves
Callbacks, renewals and recurring tasks reappear when they're due, so nothing depends on memory.
Leads that become jobs
Track every enquiry and its follow-ups, then convert a lead into a client and a job in one step.
Your numbers, always current
What's owing, what's paid and what each job cost. Expenses, HST and payroll estimates at current Ontario rates.
Unmistakably your brand
Your logo, colours and business details on every quote, invoice and email your clients see.
The right access for every role
Owner, Manager, Sales, Finance and Trades each see exactly what their work requires.
Bring your data with you
Import clients and jobs from a spreadsheet or QuickBooks, and export everything whenever you like.
for the crew
Your crew sees the job. Not your margins.
Trades get a focused view of their assigned work: the address, the scope, the notes, the date and their own pay. Pricing, invoices and other jobs stay with the office.
Hosted in Canada
Your records and files are stored in Canada.
Private by design
The database itself keeps each business to its own records, and each person to what their role allows.
No ads. No tracking.
We never sell your information, and there are no advertising or analytics trackers.
Your data, portable
Export everything, at any time, in formats your accountant already uses.
Pricing
Free to run your business.
The complete office, including every automated email, is free for teams of up to 3. Resource-intensive features are available as your business grows.
Free
Start here$0 No time limit · up to 3 people
- Up to 3 team members
- Unlimited clients, jobs and leads
- Branded quotes and invoices, sent in one click
- One-tap quote approval for your clients
- Automatic quote follow-ups and payment reminders
- Job pipeline, scheduling and reminders
- Expenses, HST and payroll estimates
- Roles and permissions for your team
Growth
Custom Priced to what your team uses
Everything in Free, plus:
- More than 3 team members
- AI that drafts a job's scope and quote lines from your notes
- Job photos and before / after pairs
- Receipt and bill scanning
Coming soon
Officeology for iPhone
Officeology already works in any phone's browser. A native iPhone app is on its way, with the full office for your team and a streamlined day view for your crew.
Is it really free?
Yes. Teams of up to 3 can manage clients, jobs, quotes, invoices, scheduling and finances, with every automated email included, at no cost and with no time limit. A paid plan is only needed for larger teams, AI, job photos and receipt scanning.
Which emails are sent automatically?
Follow-ups on quotes that haven't been answered, a confirmation once a client approves or declines, and payment reminders on unpaid invoices, all on the schedule you choose. Quotes and invoices themselves go out with one click, so you always decide when a client hears from you.
Do my clients need an account?
No. They approve or decline a quote straight from the email, and invoices arrive as a PDF attachment for their records.
What happens when we outgrow the free plan?
Get in touch and we'll move you to a plan that fits. Your records stay exactly where they are; you simply gain more seats and features.
Can I bring in my existing clients and jobs?
Yes. Import from a spreadsheet (CSV or Excel) or a QuickBooks export, and export everything again at any time.
Where is my data stored?
In Canada. Our privacy policy lists every service that handles your information, and why.
Win more work. Chase less.
Set up your business in minutes. Free for teams of up to 3.