Personal & Local Services
Bookkeeping That Fits Your Trade.
From home services and personal care to cleaning, pet services, and professional trades — HelloBooks gives you industry-specific onboarding, job boards, client CRM, GST invoicing, time and mileage tracking, and reports built for local service businesses.
Service Business Overview
ProServe Plumbing — Home Services
2 invoices overdue — Follow up with Sarah M. and Oakwood for payment.
Quick Access
Job Board
Track jobs from lead to invoice
Clients
Service history & ledger
Invoices
Create & send GST invoices
Time & Mileage
Log hours and trips
Settings
Industry & business config
Reports
P&L and compliance
Core Operations & Onboarding
Choose your service type with the industry picker (home services, personal care, cleaning, pet services, and more). Configure business settings, tax, branding, and team roles. Log job-level time with client billing rates and track vehicle trips with per-km cost and GST.
Industry Picker
Service type detection and sub-industry selection (plumber, salon, tutor, etc.).
Business Settings
Tax config, branding, team roles and permissions.
Time & Mileage
Job-level time logging and mileage travel log with GST.
What type of business do you run?
We'll customize your dashboard and features to match your industry.
Home Services
Repair, maintenance & improvement
Personal Care
Beauty, wellness & grooming
Professional Services
Consulting, coaching & training
Cleaning Services
Residential & commercial
Pet Services
Grooming, walking & pet care
You can change your industry anytime in Settings → Industry
Client Service History
Payments
$4,280
Jobs
12
Comms
8
Quotes
3
Invoice #1042 Paid
Feb 10 - $340
Job Completed: Bathroom Leak Repair
Feb 8
Job Scheduled
Feb 6
Invoice #1031 Sent
Jan 22 - $240
Client & CRM
See full service history per client with a visual timeline (jobs, invoices, quotes, communications, notes). Track per-client profit, credit limits, loyalty, and feedback. Offer a client self-service portal for bookings, invoices, and payments.
Service Timeline
Jobs, invoices, quotes, comms, and notes in one view.
Client Ledger
Profit, credit limits, tags, and feedback.
Self-Service Portal
Client-facing bookings, invoices, and payments.
Jobs, Services & Scheduling
Manage jobs on a Kanban board (Lead → Scheduled → In Progress → Completed → Invoiced). Maintain a service catalog with pricing and categories. Set up recurring job templates with auto-scheduling. Capture expenses quickly with category AI hints.
Job Board
Kanban columns, job cards, priority and dates.
Service Catalog
Services and packages with pricing and categories.
Recurring Scheduler
Templates and auto-scheduling for repeat work.
Job Board
Track jobs from lead to invoice
Total Pipeline
$5,695
12 jobs
Active Jobs
4
Scheduled + In Progress
High / Urgent
2
Need attention
Completed Value
$1,925
Completed + Invoiced
Bathroom Leak Diagnosis
Sarah M.
$250
Outdoor Lighting Setup
Thompson
$675
Panel Upgrade 100→200A
Riverside Dental
$2,200
Annual HVAC Inspection
Oakwood
$330
Kitchen Sink Replacement
Greenfield
$580
Weekly Office Cleaning
Metro Café
$195
Furnace Emergency Repair
Thompson
$650
Garbage Disposal Install
Greenfield
$285
Home Electrical Inspection
Sarah M.
$240
Quarterly Maintenance
Metro Café
$150
Invoices
Create, manage, and share GST-ready invoices
Total Invoiced
$41,713
Collected this month
$2,350
Outstanding
$36,608
Overdue
1
needs follow-up
Sarah Mitchell
Feb 10 - Due $788
$3,543
Due: $788
Oakwood Apartments
Feb 8 - Paid
$1,180
Riverside Dental
Feb 5 - Due $35,820
$35,820
Due: $35,820
Thompson Family
Feb 1 - Paid
$1,170
Invoicing & Payments
Build GST-ready invoices with line items, HSN codes, and tax presets. Track partial payments, advances, and refunds with credit notes and audit trail. Keep a daily cash-in/cash-out register with payment method and bank tracking.
Invoice Builder
Line items, GST, templates, and terms.
Payment Lifecycle
Partial payments, advances, refund workflow.
Cashbook Register
Daily cash in/out, method and bank tracking.
Reports & Compliance
Auto-calculated P&L with tax estimates and CA export. Service reports dashboard with KPIs, trends, and performance. Subcontractor 1099/TDS tracker for payout tracking and tax filing. Scheduled and manual backups, restore points, and cloud sync.
Profit & Loss
Auto P&L, tax estimates, CA-ready export.
Service Reports
KPIs, trends, and business analytics.
1099 / TDS Tracker
Subcontractor payouts and tax filing compliance.
Profit & Loss Statement
FY 2025-26 (Apr–Feb) — Auto-calculated
Total Revenue
₹3,77,100
Total Expenses
₹3,73,600
Net Profit
₹3,500
Profit Margin
0.9%
Revenue
Operating Expenses
Margin: 0.9% · Export for CA
Everything in one place
Five integrated bundles: onboarding and operations, client CRM, jobs and scheduling, invoicing and payments, and reports and compliance — designed for personal and local service businesses.
Core Operations & Onboarding
Industry picker, business settings, time & mileage
Client & CRM
Service timeline, client ledger, self-service portal
Jobs & Services
Job board, service catalog, recurring scheduler
Invoicing & Payments
GST invoices, payment lifecycle, cashbook
Reports & Compliance
P&L, service reports, 1099/TDS, backup & export
FAQs
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