Welcome to OneTool

OneTool is a business management platform for small field service businesses. Cleaning companies, landscapers, HVAC techs, and other trades use it to run the office side of the business from one place: clients, projects, quotes, invoices, payments, email, and scheduling.

Instead of juggling spreadsheets, a separate invoicing tool, and a shared email account, your whole team works from the same workspace. When a client approves a quote, everyone sees it. When an invoice gets paid, your numbers update on the spot.

Most businesses follow the same loop, and OneTool is built around it:

• Clients hold every customer, their contacts, and their service addresses.
• Projects track the jobs you do for a client, one time or recurring.
• Tasks put the day to day work on a schedule and assign it to your team.
• Quotes send priced proposals your client can approve and sign online.
• Invoices bill for the work, and clients can pay by card through their portal.

Around that loop you get a shared email inbox, workflow automations, an AI assistant, driving routes, and custom reports.

The articles in this section walk you through your first week in order: set up your organization, add a client, create a project, send a quote, and collect your first payment. Each one takes a few minutes.