Invite-only early access

Run your whole team and all your work in one place.

OneBy gives your whole team one place to manage customers, projects, scheduling, and invoicing, from the first request to the final payment, for any business in any industry. Tailored to how you work, with a dedicated account rep and an open connector for the AI you already use.

Founding members lock in early pricing →

$15 per user, every feature included Complimentary onboarding + a dedicated rep Open connector — works with any AI model
Work board
A OneBy work board with jobs moving across Active, In progress, On hold, and Done columns, each showing the customer, schedule, and assigned person.
A look inside

The actual product, not a mockup.

These are real screens from a live OneBy account. Here's what your team sees from day one.

Schedule
A week view in OneBy showing scheduled visits across the days, each with the customer and the assigned person.

See the whole week at a glance — who's going where, and when.

Jobs
A job in OneBy showing its progress bar from unscheduled to paid, the customer, the service visit, and the amount due.

Every job, first request to final payment

One screen follows the work across every stage — scheduled, on site, done, invoiced, paid — with the customer, the visit, and the money all in view.

Tasks
A OneBy task board with To do, In progress, and Done columns, each task showing an owner and due date.

The team's work, assigned and tracked

A simple board of who's doing what, with priorities and due dates, filtered to one person or the whole team.

Customers
A customer record in OneBy showing outstanding balance, open jobs, contacts, and recent activity.

One timeline for every customer

Open balance, open jobs, contacts, and every note and invoice on a single record the whole team can see.

Invoices
An itemized invoice in OneBy with a balance due, a card-payment toggle, and a created-to-paid status track.

Invoice the work, get paid by card

Build the invoice from the job, turn on card payments, and track it from created to sent to paid.

Estimates
An itemized estimate in OneBy with line items, rates, and a total, ready to send for approval.

Estimates the customer can approve

Itemized quotes with your prices, sent for approval and turned into a job the moment they say yes.

Want the full walkthrough?

We'll set OneBy up around how your team already works, with a dedicated rep to get you going.

Request an invite
Integrations
OneBy's connect-an-AI-assistant screen with one-click cards for Claude, ChatGPT, Gemini, Cursor, and VS Code.

Connect the AI you already use — Claude, ChatGPT, Gemini, Cursor, and more.

The open connector

Point your own AI at your business.

OneBy opens a secure connector to the assistants you already use. Ask about your customers, jobs, and invoices in plain English, and let it do the busywork when you say so. No in-house black box, no new tool to learn — bring the AI you already trust.

  • Works with Claude, ChatGPT, Gemini, Cursor — and any model that allows connections
  • 500+ actions — customers, jobs, invoices, scheduling, reports
  • Read-only by default. You choose what it can change.
See how the connector works
Your AI assistant · connected to OneBy
Which customers still owe me money, and how much?
3 open invoices, $1,740 total. Rivera ($520, 12 days), Hillside Dental ($980, 5 days), Brooks ($240, today). Want me to text each a payment link?
Yes, and book the Rivera follow-up for Friday afternoon.
Done. Pay links sent and Rivera is on the schedule Fri 2–4 PM.
Why OneBy

The same jobs-to-paid workflow. Plus your phone and your AI.

Jobber and Housecall Pro are good at running jobs. OneBy runs jobs too, then adds the business phone, an open connector for the AI you already use, and a dedicated rep with onboarding on every plan.

Capability

OneBy

Jobber

Field CRM

Housecall Pro

Field CRM

Jobs, scheduling & dispatch
Estimates & invoicing with card payments
Customer history & timeline
Built-in business phone & SMS
Open AI connector (bring Claude, ChatGPT, Gemini)
Onboarding + a dedicated rep on every plan
Customizations to fit your workflow

Comparison reflects typical product positioning. Competitor names are trademarks of their respective owners.

Pricing

One price. Every feature.

No tiers to decode and nothing held back. The whole platform, for every seat on your team.

$15/ user / month
  • Every feature included — no locked tiers, no add-on upsells
  • Complimentary one-hour onboarding to get your team live
  • A dedicated account rep, and customizations for how you work
  • No contract, cancel anytime
See the full pricing
FAQ

Questions, answered.

Still weighing it against Jobber or Housecall Pro? Book a 20-minute demo and we'll walk your exact workflow.

Talk to us

Yes. Jobs and tickets, scheduling and dispatch, estimates, invoicing and card payments, the price book, equipment history, and every customer's record live in one place, so a job goes from request to paid without jumping between apps and a spreadsheet.

You get the same jobs-to-paid workflow, plus the things a plain field CRM doesn't have: a built-in business phone and SMS, an open connector for the AI assistant you already use, online fax, and a CRM that's free to start.

Yes. OneBy opens a secure connector to the assistants you already use — Claude, ChatGPT, Gemini, Cursor, and any model that allows connections. Ask about your customers, jobs, and invoices in plain English, and let it do the busywork when you allow it. It's over 500 actions, read-only by default, scoped to exactly what you permit.

Turn a finished job into an invoice and text the customer a pay link they tap to pay by card. You can send quotes for approval first, bill bigger jobs in milestones, and set up recurring invoices that charge the card on file each cycle.

No. Most shops start with jobs and invoicing, then turn on scheduling, the price book, and the rest when they're ready. Keep your current number and tools running in the meantime.

Yes. Role-based access means owners see everything while office staff and field techs get exactly the view they need. There's a mobile app for the field, and you can run several businesses or locations under one login.

The CRM is free to use, and a dedicated business line is $15 a month. No per-seat traps, no contract, and no surprise bill. See the pricing page for the full plans.

Most teams are running the same day. Add your customers (or import them), set your services and prices in the price book, and start booking and invoicing jobs within minutes.

Invite-only early access

Run it all on OneBy, with a team behind you.

One platform for your customers, your team, and your entire sales cycle, for any business in any industry. $15 per user per month, every feature included, onboarding and support on us.

A dedicated account rep

A real person who knows your account, not a ticket queue.

Complimentary onboarding

A free one-hour session to get your whole team up and running.

Built to fit you

Custom fields, workflows, and configurations for how you work.

Open AI connector

Bring Claude, ChatGPT, or Gemini, read and write, with your permission.

No spam, no card. Just your invite when it's ready.

$15 / user / month No contract Cancel anytime
Request an invite, from $15/mo