Underboss — Service-to-revenue, automated. Less billing and payment admin. More time running your business.
Service-to-Revenue, Automated — Desktop & Mobile
You provide the service. Underboss helps get you paid.
Record the service you provided. Underboss takes it from there — applying the right price, creating the invoice, tracking and matching payments, sending reminders, and keeping your revenue records organized.
Less billing and payment admin. More time running your business.
Use Log activity in the toolbar to start recording activity
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Underboss, at your service
Ask questions, record events, or request account insights. Try:
· "Delgado pool was serviced today"
· "What does Harrington owe?"
· "Show revenue by client for last month"
Type below or tap the mic to speak.
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Most software starts with an invoice. Underboss starts with the service you provided.
Why You Need Underboss
You did the work. Getting paid shouldn't create more work.
Every completed service creates another string of administrative tasks: remembering what to charge, creating an invoice, tracking the payment, following up when it's late, and making sure everything is recorded correctly. Underboss automates that process.
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Fewer missed invoices
Every service you record is connected to the right client and pricing, helping make sure work you’ve completed gets billed.
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Less time chasing payments
Invoices, reminders, and payment tracking happen automatically.
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Know what you’ve earned — and what’s still owed
See your billed revenue, payments, and outstanding balances in one place.
Who It's For
Built for businesses that provide services to repeat customers
If you provide services to clients and regularly need to turn those completed services into invoices and payments, Underboss was built for you.
Record the service. Underboss handles what comes next.
Tell Underboss what service you provided and when. From there, Underboss helps turn completed work into collected and accurately recorded revenue.
1
Record the service
Simply enter or say what service you provided, for which client, and when.
“Delgado pool was serviced today.”
2
Apply the right price
Underboss handles different rates, packages, recurring services, and client-specific pricing.
3
Invoice automatically
Accurate invoices are created and sent based on the services you’ve recorded.
4
Track payments and follow up
Cash, check, Venmo, or card — payments are tracked and matched to the right client. Automatic reminders help follow up on what’s still owed.
5
Keep your revenue records organized
Payments and billed services are reconciled so you always have an up-to-date picture of your revenue.
Everything Connected
From service provided to payment collected — in one place.
Service Tracking
Record exactly what service was provided, when, and for whom.
Flexible Pricing
Handle custom rates, packages, recurring services, and client-specific pricing.
Automatic Invoicing
Turn recorded services into accurate invoices without creating them manually.
Payments & Collections
Track payments across cash, check, Venmo, and card and automatically match them to the right client.
Customer Communication
Send payment reminders, follow-ups, and other billing-related communications automatically.
Revenue Tracking & Reconciliation
Keep billed services, payments, and outstanding balances organized and matched.
Revenue Insights
See revenue by client, outstanding balances, payment activity, and other information about the money coming into your business.
The Underboss Difference
AI handles the busywork. Humans help make sure it's right.
Automation saves time only if you can trust it. Underboss uses AI to handle repetitive service and revenue administration, while our team is available to help you make sure the information reflects what's actually happening in your business.
AI handles
The repetitive work
Service recording & pricing
Invoice generation & sending
Payment reminders
Payment matching
Revenue reconciliation
Revenue reporting
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backed by
Backed by
Human oversight
Data is checked for accuracy
Unusual activity can be identified
Your setup can adapt as your business changes
Help is there when you need it
The efficiency of automation, with people behind it.
Desktop & Mobile
Record a service wherever the work happens.
Underboss works on desktop and mobile, so you can record a completed service while you're with a client, between jobs, or back at your desk. Your clients, services, invoices, payments, and revenue information stay connected in one system.