Tools for small trade & service businesses / Get paid & keep customers informed
Give customers clear paperwork, a place to check their work and a way to pay. Keep balances and follow-ups visible after the crew leaves.
How the pieces connect
Start with the part of your business that needs attention. Add depth as the work grows.
Explore the tools
01 / Invoicing
Bring the work through to a clear invoice, keep track of payments and see which customers still need a follow-up.
Explore invoicing →Core invoicing and receivables are included in Basic. Xero sync, Stripe card payments and automated payment workflows require Professional.
02 / Customer portal
Let customers check their quotes, invoices, job progress and shared paperwork through a dedicated customer experience.
Explore customer portal →Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply.
03 / Customer SMS
Send customer text messages from the business and keep sent-message history alongside your other communication tools.
Explore customer sms →SMS requires the appropriate permission and purchased business credits. Workflow SMS actions additionally require Professional automation.
04 / Branded documents & templates
Give quotes, invoices and repeat messages a consistent presentation using reusable document and email templates.
Explore branded documents & templates →Custom PDF and email templates require Professional. Core quotes and invoices are available on Basic with the standard document workflow.
05 / Finance & reporting
A full diary is only part of the picture. Keep customer balances, supplier bills and useful reports within reach of the work that creates them.
Explore finance & reporting →Core invoicing and receivables are included in Basic. Accounts payable, advanced financial reports and Xero integration require Professional.
06 / Xero & payment connections
Connect Xero for accounting sync and Stripe for online card payments, while keeping the work and billing in AxiomBlue.
Explore xero & payment connections →Xero sync and Stripe online payments require Professional. Connected service accounts and any external subscription or processing charges are additional.
Keep exploring
Considering a switch?
Use a familiar job to compare the way you work today with the way Axiom Blue handles it.
Check the quote, schedule, job record and invoice. Look for the details your team needs.
Compare usage limits, paid seats and specialist features. See plans and pricing →
Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.
Make the next step a small one
You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.
Free plan has usage limits. No time limit. No credit card.
Try a quote like one you send every week. Check the detail your customer will see.
Explore a job, its crew, time and materials. Look for the information you usually chase.
Compare the features and limits you need. See plans and inclusions →
