# Scheduler — From Schedule to Invoice, Automatically

Scheduler automates everything from the moment a client request comes in to the moment the invoice lands in your client's inbox.

## Scheduling & Invoicing, Unified — From Schedule to Invoice, *Automatically.*

Managing a shift-based team is hard enough. Scheduler handles everything from the moment a client request comes in to the moment the invoice lands in your client's inbox — with zero extra steps in between.

Links: [Join the waitlist!](/waitlist/) [See how it works](#product)

## Who we serve — Built for shift-based service businesses.

If your business schedules people at client sites and bills for their hours, Scheduler was made for you. Here's where we fit best.

### Security Firms & Law Enforcement

Manage rotating guard posts and sworn officer details across multiple client sites. Set position requirements, certifications, and site-specific bill rates — then let Scheduler handle the rest from shift assignment to client invoice.

### Healthcare Staffing

Place nurses, allied health professionals, and clinical support staff at hospitals, clinics, and care facilities. Track licensure requirements per role, apply contract and per-diem bill rates, and invoice facilities accurately — shift by shift, without the administrative burden.

### Cleaning Services

Schedule recurring crews across commercial accounts with per-visit or per-site billing. Timecards tied to each location make invoicing accurate without any manual hour-counting at the end of the week.

### Staffing Agencies

Place workers at client sites and invoice at a markup — automatically. Scheduler tracks the bill rate, pay rate, and overtime rules for every placement so your margin is protected and your invoices go out on time.

### Catering & Events

Staff up for one-off events or recurring bookings with equal ease. Build a crew schedule from a client request, track actual hours worked, and generate a per-event invoice the moment the last shift ends.

### Home Care Agencies

Coordinate caregivers across multiple clients and locations with certification-based scheduling to keep you compliant. Bill clients — or their insurers — by the visit or the hour, with a full timecard trail to back it up.

### Landscaping

Assign crews to recurring client routes and seasonal contracts. Scheduler links each site visit to the right client record so invoices reflect exactly what was worked — no end-of-month reconciliation required.

### HVAC & Trades

Dispatch technicians to service calls and project sites, track time-and-materials per visit, and invoice clients with an itemized breakdown. Every job ties back to a client request so nothing slips through the cracks.

### AV & Production Crews

Manage day-rate crew calls across projects and venues. Schedule by role, track actual hours against the call sheet, and turn a production's staffing records into a clean invoice without touching a spreadsheet.

## How Scheduler works — From client request to invoice, in four stages.

### Client Request

Capture a client's full staffing commitment in one place.

### Schedules

Build shifts directly from the request, manually or automatically.

### Timecards

Employees clock in and out; hours match the scheduled shift.

### Invoice

A draft invoice is generated with hours and bill rates applied.

## Features — Features that help the team focus.

Every part of Scheduler is built around the same four-stage pipeline. No disconnected tools, no manual data re-entry — just one continuous chain from a client's staffing request to a finalized invoice.

### Client Requests

Capture a client's full staffing commitment — positions, locations, hours, and billing rules — in one place. Everything downstream flows from this single record, eliminating the gap between what the client asked for and what was actually staffed.

### Smart Scheduling

Build schedules directly from client requests manually, or let Scheduler auto-generate them from your predefined rules. Every shift maintains a documented link back to its originating request — so your invoice is always traceable.

### Timecards

Employees clock in and out via a simple kiosk portal. Timecards are automatically matched to their scheduled shift. Unassigned clock-ins and missed clock-outs are flagged immediately — not discovered at the end of the week.

### Automated Invoicing

Select one or more completed client requests and Scheduler generates a draft invoice with hours and bill rates already applied. Markups, overtime rules, and lunch deductions are calculated automatically based on your client's configuration.

### Analytics & Reporting

Track billable overtime, actual vs. estimated revenue, open-shift rates, and invoice aging — all derived from the same data pipeline. Export payroll batch files, bank statements, and reconciliation reports without rebuilding anything from scratch.

### Integrations

Connect Scheduler to the tools you already use. Calendar sync, email and SMS alerts, accounting software, and geolocation enforcement for clock-ins are all on the roadmap — built to fit into your existing workflow, not replace it.

## Today's Operations — Know exactly what's happening on every shift, right now.

Today's Operations is a live dashboard that shows every scheduled shift alongside the real-time clock-in status of each employee. Missed clock-outs, no-shows, and unassigned clock-ins are flagged automatically — so supervisors can fix problems in the moment, not after the fact.

At the end of each day, Scheduler automatically generates a **Daily Activity Report (DAR)** — a complete, timestamped record of every shift worked, every clock event, and every adjustment made. It's your audit trail, your client communication, and your shift summary in one file.

Links: [Join the waitlist!](/waitlist/)

## Who it's for — Built for everyone who touches the schedule.

Scheduler gives every member of your team exactly what they need — no more, no less. Role-based access means the right people see the right data.

### Business Owner

Full visibility, always. See revenue vs. estimate, billable overtime, and labor costs across every client and location — all linked to real scheduling and timecard data, not a spreadsheet you had to build yourself.

### Employee Manager

Less back-and-forth. Translate client staffing requests into schedules quickly, without manual data re-entry. The link between what the client asked for and what was staffed is always there — automatically.

### Shift Supervisor

Manage people, not paperwork. Get real-time alerts for open posts, late clock-ins, and missed clock-outs. Resolve exceptions inline — no switching between tools. Spend your time on the floor, not in a spreadsheet.

### Employee

Clock in. That's it. A simple kiosk portal lets employees clock in and out in seconds. Higher-tier plans add schedule visibility, time-off requests, and timecard approval — all from the same portal.

## Join the waitlist — Be first to get early access.

We're opening access in small groups. Join the waitlist and be first to know when spots open.

Links: [Join the waitlist](/waitlist/)


