SOLUTIONS
Business Management Software | Run Your Entire Service Business From One Platform
If your estimates, invoices, scheduling, payments, payroll, and reporting all live in different systems, you are losing time every day. Monument evaluates your workflow and recommends the platform that brings the right parts of your operation into one connected solution.
We do not sell one software platform. We recommend the one that fits your business.
ETA Certified Payment Professional
Serving Businesses Since 2014
500+ Merchants Served
PCI DSS Compliant
WHAT'S INCLUDED
What the Right Platform Should Do for Your Business
Software features matter only when they improve how your business operates. Monument starts with the outcomes you need, then configures the platform around your workflow, client experience, and financial process.
Win More Jobs
- Mobile estimates, proposals, and digital contracts
- Online approvals and e-signature workflows
- Estimate-to-invoice conversion without re-entering data
- Client communication and service history in one place
Get Paid Faster
- Professional invoices, payment links, and text-to-pay
- Cards, ACH, digital wallets, and online payment options
- Recurring billing, memberships, and deposit collection where supported
- Automated reminders and a client self-service payment experience
Stay Organized
- Online booking, calendars, and employee assignment
- Customer relationship management and follow-up reminders
- Team permissions, time tracking, and mobile access where needed
- Service history, notes, and workflow visibility for your team
Know Your Numbers
- Dashboards for sales, deposits, receivables, and business activity
- Reporting that reflects the services, locations, and teams you manage
- Accounting integrations and QuickBooks sync where supported
- A platform configured around the metrics that matter to your operation
Who This Is For
Built for Service-Based Businesses
Any business that bills for time, services, or projects can benefit from an integrated business management platform. The specific features that matter most vary by industry, team size, and how clients prefer to pay. Monument evaluates those factors before recommending a system.
Salons, Spas, and Beauty Professionals
Appointments
Packages
Recurring Billing
Fitness Studios and Personal Trainers
Recurring Biling
Memberships
Packages
Cleaning Companies
Recurring Service
Mobile Invoicing
Scheduling
Roofing, Landscaping, and Pool Service
Project Billing
Mobile Estimates
Recurring Service
Property Management
Recurring Billing
Online Payments
Reporting
Architects, Engineers, and Agencies
Project Billing
Proposals
Milestones
Nonprofits and Community Organizations
Donations
Recurring Gifts
Reporting
Barber Shops and Wellness Practices
Scheduling
Memberships
Client Reminders
Pet Grooming and Veterinary Clinics
Appointments
Service History
Payment Collection
HVAC, Plumbing, and Electrical
Estimates
Field Payments
Team Scheduling
Pest Control
Recurring Routes
Field Payments
Service Reminders
Law, Accounting, and Consulting
Retainers
ACH Payments
Client Portals
Healthcare and Medical Offices
Patient Invoicing
ACH Payments
Recurring Billing
CAPABILITIES
Capabilities Monument Evaluates for Your Workflow
These are the core capabilities Monument looks for when evaluating platforms for service-based businesses. Not every business needs all of them. Monument helps you identify which ones matter for your operation.
Estimates & Project Tracking
Create itemized estimates with line items, attachments, and e-signature support. Send via email or SMS and track approval status before converting to an invoice.
Professional Invoicing
Send invoices with automated reminders, milestone billing, and a client payment portal. Track every invoice from sent to paid in a unified dashboard.
Appointment Scheduling
Accept online bookings, send automated reminders, and manage employee schedules. Reduce no-shows and manual back-and-forth with clients.
Flexible Payment Acceptance
Accept payments in person, over the phone, or online. Give clients multiple ways to pay including cards, ACH, digital wallets, and installment options.
Cash Flow Visibility
A real-time view of sales, deposits, outstanding invoices, and bank transactions in one place. Understand where your money is without logging into multiple systems.
Employee and Payroll Management
Track employee hours, manage schedules, and process payroll. Assign roles and permissions to control what each team member can access.
OUR PLATFORM PARTNERS
Platforms Monument Evaluates and Deploys
Monument does not force every service business into the same software. We evaluate your workflow and recommend the platform, or combination of platforms, that best matches the way you sell, schedule, collect, and report.
Clover for Professional Services
Clover's professional services platform combines invoicing, scheduling, employee management, and payment acceptance in a single system. Monument configures Clover specifically for your service workflow, builds your services catalog, sets up integrations, and provides ongoing support after go-live.
Best for: Service firms, consultants, healthcare, home services
Estimates
Invoicing
Scheduling
ACH/eCheck
Cashflow
Employee Mgmt
Accept.blue
A payment-focused platform Monument can evaluate for service businesses that need hosted payment pages, payment links, ACH and eCheck collection, recurring billing, text-to-pay, or connected online payment workflows.
Best for: Remote collection, ACH, recurring billing, B2B payment workflows
Payment Links
Hosted Pages
ACH/eCheck
API Options
Cashflow
Text-to-pay
Dejavoo Cloud
A flexible option Monument can evaluate for businesses that need mobile payment acceptance, smart terminals, cloud reporting, virtual-terminal access, or straightforward invoicing alongside a practical in-person payment workflow.
Best for: Mobile teams, smart terminals, straightforward service workflows
Mobile Payments
Smart Terminals
Virtual Terminal
Multi Location
Cloud Reporting
Basic Invoicing
Not Sure Which Platform is Right for Your Business?
Monument evaluates your operation before recommending anything. No pressure, no one-size-fits-all packages, and no commitment required to have a conversation.
HOW IT WORKS
How Monument Approaches Business Management Software
Monument does not sell software off a shelf. Every deployment starts with an evaluation of your operation.
01
Consultation
We start with a conversation about how your business bills, collects, and manages clients. Service model, team size, current software, and pain points. No cost, no commitment.
02
Workflow Evaluation
We map your billing and collections workflow and identify where the right platform can reduce manual work, accelerate collections, and improve visibility. We do not recommend a system until we understand your operation.
03
Platform Recommendation
Based on your workflow, team size, transaction volume, and existing software, Monument recommends the platform that fits. We explain the reasoning and answer questions before any commitment is made.
04 Configuration & Setup
We configure your account with your services catalog, invoice templates, payment terms, reminder schedules, and integrations. Everything is set up to match your workflow before you go live.
05 Staff Training
We train your team on invoicing, payment collection, appointment scheduling, and reporting. Managers learn the dashboard, reporting tools, and how to make updates as your business changes.
06
Ongoing Support
After go-live, Monument provides ongoing support including troubleshooting, configuration updates, processing rate reviews, and optimization as your business grows or your workflow evolves.
WHY MONUMENT PAYMENTS
Monument vs. Buying A Software Direct
Buying software direct gives you access to the platform. Working with Monument gives you a configured, integrated system built around your workflow, with ongoing support after go-live.
| Feature | Buying A Software Direct | With Monument Payments |
|---|---|---|
| Workflow Assessment | ｘ You configure the system yourself based on defaults | ✓ Monument maps your billing workflow before any configuration begins |
| Services Catalog Setup | x You enter services and pricing manually | ✓ Full catalog built with pricing tiers, modifiers, and payment terms |
| Invoice Templates | ｘDefault templates only | ✓ Configured to match your brand and billing requirements |
| Integrations | ｘYou research and set up connections on your own | ✓ Accounting, payroll, and bill pay integrations configured for you |
| Staff Training | ｘOnline tutorials and documentation | ✓ Live training for staff and managers, in person or remote |
| Ongoing Support | ｘVendor support queue | ✓ Direct line to Monument plus vendor escalation when needed |
| System Optimization | ｘNot included | ✓ Ongoing adjustments as your team, services, or workflow evolves |
Not Sure Where to Start?
Most businesses that contact Monument are not sure exactly what they need. That is normal, and it is exactly what the consultation is for. Monument evaluates your current setup, identifies where friction exists, and recommends the path forward. There is no cost and no obligation.
You can also explore by industry to see how Monument works with businesses like yours, or browse the systems Monument deploys.
THE MONUMENT DIFFERENCE
The Software is the Tool. Monument is the Operational Partner Behind the Workflow.
From platform selection and configuration through training, accounting integration, and ongoing optimization, Monument stays involved so your system can keep supporting the way your business grows.
COMMON QUESTIONS
Frequently Asked Questions
Common questions about business management software and how Monument approaches the evaluation and deployment process.
Still have questions?
Monument is happy to walk through your specific situation on a call.
What is business management software for service businesses?
Business management software for service businesses combines the tools you need to run daily operations into a single platform. That typically includes invoicing, estimates, appointment scheduling, employee management, payment acceptance, and financial reporting. The right platform depends on how your business bills, how many people you employ, whether you take in-person payments, and what software you already use. Monument evaluates all of those factors before recommending a system.
How does Monument determine which platform is right for my business?
Monument starts with a conversation about how you currently bill, collect, and manage clients. We look at your service model, team size, transaction volume, existing software, and the pain points you want to solve. We do not recommend a platform until we understand your operation. The goal is to match you with a system that fits how you work, not one that requires you to change how you work to fit the software.
What payment methods can my clients use?
Modern business management platforms support a wide range of payment types including card-present payments (chip, tap, swipe), card-not-present payments (online invoices, virtual terminal), ACH bank transfers, digital wallets such as Apple Pay and Google Pay, and Buy Now Pay Later options. The specific methods available depend on the platform and processor Monument configures for your account.
Can I send invoices that customers pay online?
Yes. Both iPOSpays and Accept Blue support email and text invoicing. You create an invoice, send it to your customer, and they click a link to pay securely online. This is particularly useful for healthcare practices collecting copays, service businesses billing after completion, and B2B companies managing accounts receivable.
Can I manage appointments and scheduling through the same system?
Yes. The platforms Monument deploys for service businesses include appointment scheduling modules that allow you to create a services catalog, set availability, accept online bookings, send automated reminders, and manage employee calendars. Some platforms also support Reserve with Google, which lets clients book directly from your Google Business profile.
How does business management software help with cash flow?
Integrated billing and payment tools reduce the gap between delivering a service and getting paid for it. Automated invoice reminders, online payment links, and ACH acceptance all accelerate collections. Some platforms also include a real-time cash flow dashboard that pulls together sales, deposits, outstanding invoices, and bank transactions in one view so you can understand your cash position without logging into multiple systems.
Can the platform integrate with my existing accounting software?
Most platforms Monument deploys integrate with QuickBooks, Xero, and other popular accounting tools. Monument evaluates your existing software stack during the consultation and configures the right integrations so data flows directly into your accounting workflow without manual re-entry.
What does the setup process look like?
Monument handles the full deployment. That includes workflow mapping, platform configuration, services catalog setup, invoice template customization, integration setup, hardware configuration if needed, staff training, and go-live support. The goal is to have a fully configured, tested system before your team starts using it, not a default setup you have to customize yourself.
What kind of support does Monument provide after go-live?
Monument provides ongoing support after deployment including troubleshooting, configuration updates, processing rate reviews, and optimization as your business grows or your workflow changes. You have a direct contact at Monument, not a vendor support queue.
