SBSIFY Β· Your Office Management Hub

The Command Center
Your Back Office
Runs From.

SBSIFY is the internal operating system your dedicated SBS team uses daily β€” and the live window you use to see everything happening in your business, in real time.

βœ… Dedicated Dashboard For Your Business
βœ… Your team runs it daily
βœ… You see results,and tasks
sbsify.my-sbs.com/dashboard
94%
Task Completion
$48K
Revenue MTD
12
Active Jobs
98%
Team Attendance
To Do
Follow up β€” HVAC lead
City permit application submission
In Progress
Schedule dispatch β€” Job #48
Collect Invoice β€” Client #12
Social post β€” Tuesday
Done
Weekly report sent
HOA association Approval #123 Job
For your SBS team

Where the work gets done

Your SBS team clocks in, manages tasks, logs time, tracks projects, communicates, and reports β€” all inside SBSIFY. Every action is logged. Nothing falls through the cracks.

Task managementTime trackingTeam communicationAccountability
For you as the owner

Where you see everything

You don't manage SBSIFY β€” you read it. Open your dashboard and instantly see what your team accomplished, what's in progress, what needs your attention, and how your business is performing.

Live dashboardsKPI reportsFinancial overviewPerformance data

Every department. One system.
Zero confusion.

SBSIFY unifies all five of your back-office departments into one clean operating environment. Here's exactly what runs inside it.

Task & Work Management

Your team's daily engine β€” fully structured and tracked

Every task your SBS team handles β€” from answering customer calls to scheduling jobs to sending invoices β€” is created, assigned, tracked, and completed inside SBSIFY. Nothing is left floating in someone's head or a WhatsApp message.

Kanban Task Board
Visual drag-and-drop board showing every task by status β€” To Do, In Progress, Done. Your team moves work forward visually.
Project & Milestone Tracking
Group tasks into projects with deadlines and milestones. Larger operational goals broken into trackable steps.
Time Logging
Every team member logs time against every task. You see exactly where hours are spent β€” no guessing, no waste.
Role-Based Access
Custom permissions per department and per role. Your marketing team sees marketing tasks. Finance sees finance. No overlap, no noise.
πŸ“‹ Task Board β€” Today
Live
Follow up on 3 pending leads
Sales
Post Monday social content
Marketing
Send invoice #47 to client
Done
Update CRM after morning calls
Admin
Dispatch technician β€” Job #52
Done
Process payroll this week
Finance
HR & Team Management

Your back-office team β€” fully managed, fully accountable

SBSIFY is how we manage your SBS team on your behalf. Every employee is tracked, every shift is recorded, every leave is logged. You see a team that runs itself β€” because it does, inside a structured system.

Employee Profiles & Roles
Every SBS team member has a profile with their department, role, permissions, and performance history.
Attendance & Clock-In Tracking
Clock-in / clock-out for every team member, every day. Attendance records are live and exportable for payroll review.
Leave & Time-Off Management
Leave requests, approvals, and balance tracking β€” monthly and yearly. Full workforce visibility at all times.
Performance Tracking
Task completion rates, time efficiency, and output quality β€” tracked per employee and surfaced in your owner dashboard.
πŸ‘₯ Team β€” Today's Status
Live
AM
Ana M. β€” Admin
● Clocked in 8:02 AM
8 tasks
JR
Jose R. β€” Sales
● Clocked in 8:15 AM
5 tasks
LK
Laura K. β€” Marketing
● Clocked in 8:30 AM
6 tasks
DP
David P. β€” Finance
● Clocked in 9:00 AM
4 tasks
SR
Sofia R. β€” HR
● Clocked in 8:45 AM
7 tasks
Finance & Billing

Your money β€” tracked, invoiced, and reported

SBSIFY gives your finance team the tools to keep your cash flow healthy, your invoices professional, and your financial picture clear. As the owner, you see a live financial snapshot without touching a single spreadsheet.

Invoice Creation & Tracking
Professional invoices generated and sent to clients. Payment status tracked automatically β€” overdue alerts included.
Estimates & Proposals
Create and send branded estimates to prospects. Convert accepted estimates to invoices in one click.
Expense Management
Team expenses logged and categorized. Revenue vs expense reports available to you in real time.
Revenue & Margin Reports
Job-level profitability, monthly revenue trends, and cost visibility β€” the financial intelligence every owner needs.
πŸ’° Finance Overview
MTD
$48,200
Revenue
$12,400
Expenses
$35,800
Net
#INV-047HVAC Client$2,400
#INV-048Garage Door Co.$1,800Pending
#INV-049Cleaning Svc.$950
#INV-050Roofing Co.$3,200Overdue
Clients & CRM

Every lead, client, and relationship β€” organized and followed up

Your SBS team manages your entire customer relationship pipeline inside SBSIFY. No lead goes unanswered. No follow-up is forgotten. Every interaction is logged against the right client record.

Lead & Deal Pipeline
Leads move through stages β€” New, Contacted, Quoted, Closed. Your team manages the pipeline, you watch the numbers grow.
Client Communication Log
Every call, email, and follow-up logged against the client record. Full history visible at a glance β€” no more "who talked to them last?"
Contracts & E-Signatures
Service contracts created, sent, and signed digitally. All contracts stored and accessible when you need them.
Support Ticket System
Client issues and requests become structured tickets β€” assigned, tracked, and resolved with full accountability.
πŸ“£ CRM Pipeline
This Week
New
8
β†’
Contacted
5
β†’
Quoted
3
β†’
Closed
2
M
Miami HVAC Co.
Follow up β€” estimate sent
Quoted
T
Tampa Garage Doors
New lead β€” call scheduled
New
O
Orlando Roofing
Contract signed βœ“
Closed
Reporting & Analytics

The owner dashboard β€” your business at a glance

This is the part built for you. SBSIFY's reporting layer takes everything your team does and translates it into clear, visual data. You open your dashboard and know exactly how your business is performing β€” without asking anyone.

Live Owner Dashboard
KPIs across all five departments in one view β€” tasks, team, revenue, leads, and performance. Updated in real time.
Task & Completion Reports
Completed vs pending tasks, overdue alerts, team productivity trends β€” weekly and monthly breakdowns.
Revenue & Financial Reports
Revenue earned vs expenses spent. Job-level profit margins. Seasonal trends you can actually plan around.
Attendance & Ticket Reports
Team attendance history, ticket resolution rates, open vs closed support issues β€” all reportable and exportable.
πŸ“Š Owner Dashboard
Live
Task Rate
94%
Lead Conv.
68%
Attendance
98%
Revenue
81%
Tickets
89%

Connected to the tools
your team already uses

SBSIFY plugs into the platforms that power communication, payments, and notifications β€” keeping your back office in one place.

πŸ’¬
Slack
Real-time team notifications
πŸ“Š
Metabase
Advanced data reporting
πŸ“ˆ
Field Managment System
Owner-level dashboards
πŸ’³
Quick Books
Payment processing
πŸ””
Push Alerts
Live notifications
πŸ“§
Email SMTP
Automated mail delivery
πŸ”’
Your data, your system
SBSIFY is self-hosted on secure infrastructure. Your business data never lives on a shared platform.
πŸ‘οΈ
Full visibility, always
You have owner-level access to see everything happening β€” anytime, from any device.
⚑
Ready from day one
SBSIFY is configured, set up, and populated by your SBS team before your back office goes live.
πŸ“±
Mobile accessible
Check your dashboard on the go. Your back office never sleeps β€” and neither does your visibility into it.

Your back office is running.
SBSIFY keeps it accountable.

Schedule a free consultation and we'll show you a live walkthrough of SBSIFY β€” exactly how your team would use it and what you'd see as the owner.

Full Visibility Into Your Office Operations β€” Without Managing It Yourself

As a service business owner, your time belongs in the field, closing deals, or simply having peace of mind β€” not chasing paperwork or monitoring staff.
That’s where SBSIFY FROM SBS comes in.

With your dedicated back office team and our custom Tracking Dashboard, you get full insight into your office operations β€” hiring, billing, expenses, and team performance β€” without ever having to ask.

It’s your command center β€” we just keep it running smoothly.

  • Hiring & HR Oversight

  • Expense Management & Approvals

  • Billing & Invoicing Transparency

  • Employee Time & Task Tracking

Our team keeps your day-to-day office organized β€” your dashboard keeps you informed.

Fully owned by you

Hosted on our secure server

Custom-built and managed by SBS

No monthly subscription fees

Explore SBSIFY Key Features

  • Finance

Billing & Invoicing Transparency

Never wonder if invoices went out or payments came in β€” it’s all tracked for you. You see where every dollar is going.

  • Real-Time Expense Updates

    Invoices sent / paid / pending

  • Expenses Requests and Approvals

    Expenses and payment follow-up logs

  • Detailed Transaction History

    Project or service-based billing reports

  • Monitoring

Employee Time & Task Tracking

  • Time logs and shift tracking

  • Task assignments and completions

  • Productivity breakdowns by department

  • Control

Hiring & HR Oversight

Track the progress of new hires, employee onboarding, attendance, and leaves β€” all updated by your SBS back office team.

  • Onboarding stages

  • Attendance logs

  • New applicant tracking

  • Employee leave requests & approvals

  • Employes's Profile and Roles

  • Reports

Precise Report Management

  • Task Report

  • Payment Tracking

  • Time Log Report

  • Income Vs Expense

  • Leave Report

  • Attendance Report

  • Expense Report

HR SYSTEM

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FINANCE SYSTEM

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Set dates and reminders

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Smart incident merging

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Incident audit timeline

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Cronjob monitoring

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Trusted by teams at

Create and assign tasks with dates and reminders

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Join 5M+ teams who are already using Vault

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