Personal & Local Services Near You AI-agent bookkeeping for local service businesses. GST invoicing, job & client tracking, time/mileage, P&L and compliance reports. Start a free trial.
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.
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.
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.
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.
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
General FAQs
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