- Manage inventory efficiently in real-time
- Maintain complete business visibility
- Improve customer service
- Increase sales and improve cash flow
- Reduce back-office workload







Inventory Integration
Automatically replenish materials on work order consumption and support bill of materials for predefined services.
QuickBooks Integration
Sync customers on creation and modification, generate invoices from work orders and process and post payments.
Payments Processing
Accept credit card payments on the job or from the back office.
Customer/Job Site Management
Create and manage customers and job sites while automatically syncing with QuickBooks. Our advanced search capabilities allow your back office to quickly locate existing customer records.
Products and Pricebook
Support for flat rate pricing or time and material billing with our service or labor item types. Technicians can navigate products by category and subcategory by trade.
Work Order Management
Create and manage work order status from the initial call all the way to updating QuickBooks.
In the first six months of having MarginPoint, it brought our inventory down by over $50,000.”- Michael Illingby, IT/Training Manager, Fox & Sons
They take feedback and they want to use it to improve the software. They’re willing to build the software based on how you need to use it and that’s what’s so awesome about it.” - Michael Fox, General Manager, Aux Home Services
MarginPoint allows us the ability to provide a high value-added service to our customers by increasing their efficiency and maximizing their cash flow.” - Vice President of HVAC, national distributor partner