Guided product tour · 13 steps

See DriveMyBiz in action.

Walk through every screen — from signing up to sending your first invoice. No demo call, no signup required.

Get set up

1Step 1 of 13

Create your account

Sign up free in seconds — no credit card. Email, Google, or a one-time SMS code, your choice.

Create your account — DriveMyBizEnlarge
2Step 2 of 13

Tell us about your business

Your business name, phone, address, and the web address for your public booking page. Two minutes, tops — address autocomplete fills the rest.

Tell us about your business — DriveMyBizEnlarge
3Step 3 of 13

Pick your plan

Start on the free 30-day trial or jump straight onto a paid plan. Every plan unlocks the full toolset — change tiers anytime.

Pick your plan — DriveMyBizEnlarge

Run your business

4Step 4 of 13

Your command center

The dashboard shows revenue, active jobs, what you are owed, and your week ahead — the moment you sign in.

Your command center — DriveMyBizEnlarge
5Step 5 of 13

Add a customer

Build a contact record once. Every job, quote, invoice, and message links back to it automatically.

Add a customer — DriveMyBizEnlarge
6Step 6 of 13

Build and send a quote

Draft line items — or let AI Quote Assist write them from a plain description — set a deposit, and send a branded online quote.

Build and send a quote — DriveMyBizEnlarge
7Step 7 of 13

Quote accepted → job created

When the customer accepts online, the deposit is captured, the job and appointment are created, and the confirmation email goes out. No double-entry.

Quote accepted → job created — DriveMyBizEnlarge
8Step 8 of 13

Work the job board

Track every job from lead to paid in a list or a drag-friendly board. Attach photos, assign staff, update status.

Work the job board — DriveMyBizEnlarge
9Step 9 of 13

Invoice and get paid

Turn a finished job into an invoice in one click. The customer pays online by card; the invoice marks itself paid.

Invoice and get paid — DriveMyBizEnlarge
10Step 10 of 13

See your whole week

Day, week, and month calendar views over one job schedule — with two-way Google Calendar sync.

See your whole week — DriveMyBizEnlarge
11Step 11 of 13

Your public booking page

Share one link. Customers browse your services and book online — and the request lands straight in your pipeline as a lead.

Your public booking page — DriveMyBizEnlarge
12Step 12 of 13

Ask Pilot AI anything

Ask your business plain-English questions, or tell Pilot AI to do something — it proposes the change and waits for your confirmation.

Ask Pilot AI anything — DriveMyBizEnlarge
13Step 13 of 13

Know your numbers

Prebuilt reports for revenue, overdue invoices, profitability, and more — exportable or emailed to you on a schedule.

Know your numbers — DriveMyBizEnlarge

Ready to set it up yourself?

Start a free 30-day trial. No credit card required. Your first invoice could go out today.