Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools.
When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment.
The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from.
Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.
Description
SoloDesks is a comprehensive job management solution designed specifically for solo tradespeople, such as plumbers, electricians, painters, landscapers, and handymen, allowing them to handle quoting, invoicing, and job scheduling without the complexity of managing a team. You can create detailed itemized quotes directly from your phone while still on-site, and send them as personalized PDFs to your clients. Once the client accepts the quote through a secure link, it seamlessly converts into an invoice with just one tap, maintaining the same details and pricing without any need for re-entering information. To help manage overdue payments, Overdue Autopilot sends automated reminders to clients at intervals of 7, 14, and 21 days, ensuring that the communication appears to come from your business, with replies directed to you, and stopping automatically once payment is confirmed. Each job is organized on a calendar that includes the client’s address, enabling efficient route planning, and all financial aspects like VAT and CIS are accurately managed in pounds. There’s a free plan available that includes 10 quotes, 10 invoices, and 10 emailed PDFs each month, with unlimited clients and jobs, while the Pro plan is affordably priced at 12 GBP per month without any per-user fees, making it an ideal choice for independent professionals. Overall, SoloDesks empowers individual tradespeople to streamline their business operations and improve their cash flow with minimal effort.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Microsoft SMTP Service
No
Notion
No
Pricing Details
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Trial
Yes
Free Version
Yes
Pricing Details
£12.00/month
Two plans, both in GBP.
Free, £0 a month: 10 quotes, 10 invoices and 10 emailed PDFs a month,
plus 3 one-tap client accept-links. Unlimited clients and jobs, and your
own logo on every PDF. No card required.
Pro, £12 a month: unlimited quotes, invoices, emails and accept-links.
Overdue Autopilot chases unpaid invoices for you at 7, 14 and 21 days
and stops the moment you are paid. Pay-now links on invoices, premium
PDF styles, your brand colour, and no SoloDesks credit line on your
paperwork.
The £12 is flat rather than per user, because SoloDesks is built for one
person working alone. Billed monthly, cancel anytime, and nothing is
deleted if you downgrade.
Free, £0 a month: 10 quotes, 10 invoices and 10 emailed PDFs a month,
plus 3 one-tap client accept-links. Unlimited clients and jobs, and your
own logo on every PDF. No card required.
Pro, £12 a month: unlimited quotes, invoices, emails and accept-links.
Overdue Autopilot chases unpaid invoices for you at 7, 14 and 21 days
and stops the moment you are paid. Pay-now links on invoices, premium
PDF styles, your brand colour, and no SoloDesks credit line on your
paperwork.
The £12 is flat rather than per user, because SoloDesks is built for one
person working alone. Billed monthly, cancel anytime, and nothing is
deleted if you downgrade.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
SoloDesks
Founded
2026
Website
solodesks.com
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No
Product Features
Tradesman Job Management
Contract Management
No
Customer Database
Yes
Dispatch Management
No
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
No
Scheduling
Yes
Time Tracking
No