Professional services
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For professional service businesses

Get paid for your work, without chasing it.

Branded invoices that remind clients on their own, retainers billed automatically and consultations booked online - so your time goes to clients, not admin.

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Payments by Built by Canadians, for Canadians
A woman on a phone call while working at her laptop
INV-0207 · Birch & Co.$2,260.00 · paid by e-TransferPaid
Monthly retainer · Lakeview Dental$1,500.00 · next bill Dec 1Active
Reminder sent · INV-0204Due in 3 daysDue

Built for professional service businesses

Everything a service business needs, in one place.

INV-0209 · NorthwindDue Nov 30SentINV-0207 · Birch & Co.Paid by e-TransferPaidINV-0204 · Kerr LegalReminder sentDue
PointO POSInvoicesBranded invoices, sent now or scheduled, with reminders that chase for you.Learn more
PointO · nowRetainer billedLakeview Dental · $1,500.00
PointO POSSubscriptionsRetainers and monthly plans billed automatically.Learn more
Scan to pay · 60-min session · $160
PointO POSPayment linksQuick sessions and deposits paid from a link.Learn more
9:30 AM11:00 AM2:00 PM4:30 PM
PointO POSAppointmentsConsultations booked into your real availability.Learn more
Do you help with small business taxes?Yes - we do year-end and HST filings. Want a 30-minute discovery call Thursday at 10:00 AM?
PointO BMSAI customer agentAnswers questions about your services, even after hours.Learn more
Birch & Co.Retainer · 14 invoices$18,600Lakeview DentalRetainer since March$12,000Ravi S.3 sessions$480
PointO POSCustomer directoryEvery client's history, spend and plans in one list.Learn more
Your logo and coloursOn invoices, payment pages and emails
PointO POSReceipts & brandingYour logo and colours on invoices, payment pages and emails.Learn more
$18,450Paid in November
PointO POSSales reportsPayments, taxes and overdue alerts, ready for your books.Learn more

A day with PointO

A Tuesday in the practice, with PointO.

Tap through a day in the life of professional service businesses running on PointO.

8:00 AM

A consultation booked overnight

A new client found your page, picked a time from your real availability and booked a discovery call.

1 / 6
ConsultationsThis week+ New
Discovery call · Ravi S.Today 10:00 AM · 30 minBookedStrategy session · Birch & Co.Wed 1:00 PM · 90 minBooked$300Tax planning · Mei L.Fri 9:30 AM · needs approvalReview

Why it matters

Less chasing, more billable hours.

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Without PointOFollowing up on late payments by emailCharging retainers by hand every month

Invoices made in a word processor

With PointO Reminders go out on their own Retainers billed automatically, with receipts
For professional service businessesDone

Branded invoices in a minute, sent on schedule

Drag to compare

Run it your way

However you bill for your time.

BillingBirch & Co.+ Invoice
INV-0212 · Phase 2 milestoneScheduled · sends Dec 1Scheduled$2,260.00Monthly retainerBilled automatically on the 1stActive$1,500.00INV-0207 · Phase 1 milestonePaid by e-TransferPaid$2,260.00
Your logo on every invoice and payment page
Invoices Subscriptions Receipts & branding

Projects and retainers, billed properly.

Invoice project milestones, bill retainers monthly and look professional on every page your clients see.

  • Branded invoices, sent or scheduled
  • Monthly retainers billed automatically
  • Your logo on every payment page

Invoices

Invoices your clients actually pay.

Send a branded invoice now or schedule it, and automatic reminders do the chasing. Clients pay by card or e-Transfer, and you see it the moment they do.

  • Your logo and colours on every invoice
  • Reminders before and after it's due
  • Credit notes and PDFs for your records
Invoice INV-0209Northwind Studio · due Nov 30
Brand strategy workshop1 day$1,800.00Website copy6 pages$1,200.00Amount dueincl. 13% HSTSent$3,390.00
Reminder scheduled · 3 days before due

Build your setup

Build your practice's setup.

Pick what you need - we'll show you what to turn on.

What does your business need?
Your setupProfessional services · 4 features, one accountOn every plan

Everything here is included on every plan - and free on Rooted for businesses earning $30,000 or less a year.

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Pricing

PointO for professional service businesses: Invoices, subscriptions, payment links, appointments and online booking are included on every plan - free on Rooted. No setup fees and no long-term contracts.

Processing rate
+0.5%Over interchange on in-person credit cards with Flourish (0.8% on Rooted).$0.25Per Interac debit transaction with Flourish ($0.35 on Rooted).
PointO POS software
$0Included on every plan, even free Rooted.
Monthly fee
$0On Rooted. Flourish is $49.99 a month after a 14-day free trial.

Ask about a custom rate. If your business processes more than $250,000 a year, a Landmark plan gives you pricing set for your business.

Contact sales Compare all plans

PointO for professional service businesses: questions

By card or e-Transfer, right from the invoice. You see it the moment they pay.

Built for you

Built for every kind of local business.

Full service restaurants Cafes and bakeries Coffee shops Bars and breweries Food trucks Clothing and apparel Grocery and convenience Hair salons Beauty professionals Automotive services Florists and gift shops Small business vendors Retail

Start running on PointO today