Get the job · Systems
One login for the whole back office.
The problem
Three apps and a notebook.
A contractor in Brookfield runs jobs out of a notebook, a calendar app, an invoicing app, and a text thread with his crew. A customer books, then the invoice goes out late because the job never made it from the calendar to the invoicing app. Nothing talks to anything. He pays for four subscriptions and does the connecting himself, at night.
What we do
Backend & Integrations, piece by piece.
One login.
Calendar, contacts, estimates, invoices, payments, and messages in one place. One password, one app on your phone.
Booking that books.
A customer picks a time on your site and it lands on your calendar with the buffer you need. No double booking.
Estimates and invoices.
Send an estimate from your phone, turn it into an invoice when the job is done, and see who has not paid.
Text-to-pay.
Send a pay link by text. The customer pays on their phone. The money lands in your own Stripe account, never ours.
Connected to your tools.
Google, Stripe, QuickBooks, Calendly, Zapier, Mailchimp, Meta. If you already use it, we connect it instead of replacing it.
Fewer subscriptions.
Most owners cancel three or four apps once the Portal is running. You keep the ones that earn their place.
Training included.
We set it up and then teach you and your staff to run it. Built once, handed over, with a person to text when it breaks.
How it runs
Three steps, no runaround.
Map what you use.
We list every app, spreadsheet, and notebook you run the business on, and what each one is for.
Wire it.
We build the Portal around how you actually work: your services, your calendar rules, your invoice terms, your payment account.
Train and hand over.
You and your staff get trained on your own setup. Month to month after that, with support when you need it.
A good fit if
- You pay for several apps that do not talk to each other.
- Jobs, invoices, or follow-ups fall through the cracks between the calendar and the bank.
- You want one place to run the business from your phone.
Not a fit if
- You want custom software built from scratch. This is a platform, wired for you.
- One person, one service, a handful of jobs a month. A calendar link may be all you need.
Straight answers
Before you ask.
What is the Samurai Portal?
Our all-in-one platform. One login for your inbox, calendar, contacts, estimates, invoices, payments, review requests, and automations. We set it up for your business and train you on it. It is included in every monthly plan.
Where does the money go?
Straight to your own Stripe account. You open it in your name, we connect it. We never hold your money and we never take a cut of it.
What if I already use QuickBooks?
Keep it. The Portal connects to QuickBooks, Google, Stripe, Calendly, Zapier, Mailchimp, and Meta. The point is fewer gaps between the tools you already trust, not another tool on the pile.
Tell us what you run the business on.
Text or call (860) 735-4525 and list the apps. AJ will tell you which ones the Portal replaces, which ones it connects to, and what that saves you.