Consulting, Cleaning, Handyman, and Other Services
You have clients. You do work. You get paid. Here's how Helix handles your workflow.
Connect stores everyone you work with. Name, contact info, notes, history. Search by name, phone, or email. Every interaction in one place.
Appointments, jobs, tasks — all on the calendar. Drag to reschedule. Block personal time. Clients can self-book via your Booking link.
Jobs record what you did, when, for whom. Add notes, photos, time spent. Build a searchable history of every project.
Invoices with payment links. Send by email or text. Track what's paid and what's outstanding. No chasing — Cascade sends reminders automatically.
Your client database. The foundation everything else builds on.
Your calendar. Where work gets planned and dispatched.
Work records. What happened, when, and for whom.
Billing. From estimate to payment in as few clicks as possible.
Your pricing. Build once, use on every invoice.
Your to-do list. Linked to clients, jobs, or standalone.
Documentation. Meeting notes, procedures, anything you need to remember.
Unlike industry-specific software, Helix doesn't force a particular workflow. Use the modules that fit how you work.
Use Connect + Schedule + Invoices. Track clients, book meetings, send invoices. Skip Jobs if you don't need project tracking.
Add Jobs for service records and recurring routes. Schedule → Job → Invoice flows naturally. Notes for access codes and special instructions.
Use Services to build your pricing. Jobs to track each visit with photos and materials used. Invoice from the job record — no retyping.
30-day money-back guarantee. No monthly fees. No per-user charges.