A useful lead pipeline
Turn a customer or property list into opportunities with clear stages, working notes, and a dated next action.
Cassian Creative / Owner ToolsKeep the next job
Practical software for service businesses
Keep the next job
moving forward.
Leads, quotes, scheduled jobs, and recurring service billing—together in your own private Owner Tools workspace.
For installers, property services, and small service businesses.
Owner ToolsIllustrative workspace
A clear next step.
Opportunity
Lakeview project
Next action
Review proposal
Property selected · source notes retained
Equipment and labor quote prepared
Follow-up date recorded
Service invoice prepared for review
Fictional example. No customer information is displayed.
Built around the work
From first inquiry
to the next renewal.
A focused operating workspace for the customer relationships you manage every day.
Quotes connected to customers
Combine equipment, materials, labor, optional upgrades, and flexible service plans in a proposal you can print or save as a PDF.
Service & Renewal Manager
Manage monthly, annual and custom agreements. Prepare and review renewal invoices, track unpaid balances, and see upcoming billing dates.
Revenue and reminder drafts
See monthly and annualized plan value, overdue invoices, and renewal reminder drafts ready to copy and send.
A private customer site app
Give customers a clear view of their UniFi site health, connected devices and selected cameras. Connect your own UniFi account; detailed signal readings require a measured-signal feed.
Job & Installation Manager
Turn accepted quotes into scheduled jobs, follow checklists, save private photos, track hours and approved changes, then prepare an invoice for review.
Your own installation
Keep your customer records in a separate database, with password and authenticator sign-in and editable application source.
Choose your starting point
Download it.
Or have us set it up.
Editable source download
Request download pricing
For a business with a developer or someone comfortable deploying a web application.
- Application source and setup guide
- Customer/property JSON import and a fictional sample
- Lead pipeline, quotes, jobs, service invoices, and renewals
- Business identity and pricing defaults you can edit
Requires Node.js 24, PostgreSQL, and compatible hosting. This is a source package that needs installation.
Private installation
Quoted to your business
For an owner who wants Cassian Creative to configure the workspace and walk them through it.
- A separate private deployment for your business
- Your branding and agreed pricing defaults
- An agreed customer/property import
- A walkthrough and delivery of your configured source
Hosting, data migration scope, support, and future updates are agreed in your proposal.
Each business supplies its own customer data. Hosting, database, domain, and other service costs are separate. Payment collection, automatic email/SMS, accounting, and e-signatures are outside the current toolkit.
Let's fit it to your business
Tell us what
you want to simplify.
Mention the download, a private installation, or both. We’ll confirm the scope and price before any purchase.