Site Harbour Business Manager

Manage Customers,Quotes, Jobs &Invoices in One Place

Manage leads, customer conversations, quotes, jobs, scheduling, invoices and reviews in one connected system that works alongside your Site Harbour website.

Built for small businesses, professional services, local service companies, contractors, clinics, retailers and other organizations that need a practical way to stay organized and follow work through from first inquiry to final review.

Customer Inbox Quotes & Jobs Scheduling Invoices & Payments

Request a Demo See How It Works

$59CAD/month

Up to 5 users Additional users $10/month each No setup fee

Site Harbour website + managed hosting client price $40 CAD/month

Business Manager Dashboard Live business snapshot

Site Harbour Business Manager dashboard showing attention items, business performance and upcoming jobs

Real Business Manager screens with demo data.

One connected workflow

From First Inquiry to Final Review

Keep the customer connected as work moves forward instead of rebuilding the same information in different tools.

Lead

New inquiries arrive from your website or can be added manually in seconds.

Conversation

Emails and customer communication stay connected to the right person and project.

Quote

Send clear pricing and scope without starting over or losing the customer context.

Job

Approved work moves forward into an organized job record with the details already attached.

Schedule

Book work in the calendar and keep upcoming jobs visible without separate scheduling tools.

Invoice

Turn completed work into professional invoices while keeping the customer and job history linked.

Payment

Track what has been paid and what is still owing without chasing information in different places.

Review

Follow up after the work is done and build review requests into the normal customer workflow.

Every stage stays tied to the same customer history so your team can move from first inquiry to final review with less duplication and less admin work.

Works alongside your website

Your Website Can Help Run Your Business Too

When your website, customer enquiries and business workflow connect properly, it becomes easier to follow up faster and keep work moving.

Website enquiries can flow into your customer workflow Customer emails, quotes, jobs and invoices stay easier to follow Practical monthly add-on that can create recurring revenue

Built around everyday business work

Customers, Work and Follow-Up Stay Connected

Business Manager brings the core tools many small businesses use every day into one practical system.

Customer Inbox & Lead Tracking

Capture leads, manage conversations and keep important customer communication organized.

Quotes, Jobs & Scheduling

Create quotes, move accepted work into jobs and organize scheduled or flexible work.

Invoices & Payments

Create invoices, record payments, track balances and keep billing connected to the work.

Follow-Ups, Reviews & Testimonials

Build customer follow-up and review collection into the normal workflow after work is completed.

Client managementCustomer records and history Email conversationsMessages kept with the customer QuotesProfessional quote workflow Job trackingStatus, notes and work history CalendarScheduled and flexible work InvoicesBalances and payment tracking Follow-upsReminders and next actions Business snapshotSee what needs attention

See the product

Built to Show You What Matters Next

Real Business Manager screens show how customer activity, work and billing stay connected.

Dashboard

Know What Needs Your Attention

See business activity, upcoming work and items that need action without opening several different systems.

Performance snapshot
Upcoming jobs
Attention items and outstanding work

Business Manager dashboard with business performance, jobs and attention items — Dashboard with current demo data

Customer inbox

Keep Conversations With the Customer

Customer messages can stay alongside contact details and related business records, giving your team more context when someone follows up.

Customer email conversations
Unread indicators
Related quotes, jobs and records

Business Manager customer inbox showing a customer conversation and related records — Customer conversation with current demo data

Scheduling

See Scheduled and Flexible Work Together

Organize jobs on a built-in calendar and keep flexible or unscheduled work visible instead of letting it disappear from view.

Month, week, day and agenda views
Single-day and multi-day jobs
Flexible and unscheduled work

Business Manager calendar showing scheduled jobs and flexible work — Calendar with current demo data

Quotes

Move Approved Work Forward Without Starting Over

Create professional quotes, keep the history connected to the customer and move accepted work into the job workflow.

Line items, taxes and deposits
Quote status and revisions
Quote-to-job workflow

Business Manager quote detail showing line items, pricing and quote status — Quote workflow with current demo data

Invoices & payments

Know What Has Been Invoiced and Paid

Keep invoices, payment history and outstanding balances connected to the customer and work that created them.

Professional invoice PDFs
Partial payments and payment history
Outstanding balance tracking

Business Manager invoice detail showing payment summary, payment history and invoice items — Invoice and payment record with current demo data

Everything stays connected

Stop Searching Across Email, Spreadsheets and Separate Apps

Business Manager keeps the information around a customer and their work easier to follow from one place.

Instead of asking where the quote went, whether the customer replied, what was scheduled or if the invoice was paid, your team has one connected record to work from.

Customer RecordOne place for the relationship

Email Quotes Jobs Schedule Invoices Payments Reviews Follow-Ups

Built for growing businesses

Useful Wherever Customers Turn Into Work

Business Manager is designed for businesses that need a practical way to organize customers, work, scheduling and billing.

Local Service Businesses

Keep enquiries, scheduled work, billing and follow-up together.

Professional Services

Manage client conversations, quotes, projects and invoices with less switching between tools.

Contractors & Field Services

Move from quote to scheduled job, completion, invoice and review request.

Appointment-Based Businesses

Keep customer information and scheduled activity organized in one system.

Retail & Service Operations

Track customer work and follow-up when the relationship extends beyond a single sale.

Other Small Businesses

If customers move through quotes, work, invoices or follow-ups, Business Manager can help organize the process.

Use it where you work

Desktop, Tablet or Phone

Business Manager is browser-based, so your team can use it in the office or access the information they need while away from a desk.

No desktop software to install
Responsive interface for common screen sizes
One shared system for your team

Business Manager dashboard on desktop — **Desktop**Full business view

Business Manager calendar on tablet — **Tablet**Schedules and job details

Business Manager inbox on phone — **Phone**Customer and work information

Simple monthly pricing

One Plan. Up to Five Users.

Get the complete Business Manager workflow without choosing between feature tiers.

Site Harbour Business Manager

$59CAD/month

Includes up to 5 users. Additional users are $10/month each.

Customer and lead management
Customer email conversations
Quotes and quote-to-job workflow
Jobs, scheduling and calendar
Invoices and payment tracking
Follow-ups and review automation
Reporting and business snapshot
Software updates and support

No setup feeMonth-to-month

Request a Demo

Request a demo

See How Business Manager Fits Your Workflow

We can walk through the parts of the system most relevant to the way your business manages customers and work.

Practical product walkthrough Focused on your business workflow No setup fee Up to 5 users included

Request your Business Manager demo

Tell us a little about your business and what you would like to manage better.

Your name (required)

Company name (required)

Email (required)

Phone (required)

Type of business (required)

Number of users (required)

Current software, if any

What are you looking to manage?

We will review your request and follow up with the next step.

Common questions

Business Manager FAQ

Site Harbour Business Manager is a browser-based business management system that keeps leads, customer conversations, client records, quotes, jobs, scheduling, invoices, payments, follow-ups, reviews and reporting connected in one place.

No. Business Manager is available as a standalone service. Active Site Harbour website and managed hosting clients receive preferred pricing of $40 CAD per month.

The standard $59 CAD per month plan includes up to five users. Additional users are $10 per month each.

No. There is currently no setup fee for Business Manager.

Yes. Business Manager is browser-based and is designed to work across compatible desktop computers, tablets and phones.

Yes. Customer email conversations can be kept with the customer and related work records so important communication is easier to find later.

Yes. The workflow is designed to move accepted quotes into jobs so customer and work information can continue forward without starting over in a separate system.

Yes. Business Manager includes follow-up tools, invoice reminder support, review request automation and testimonial collection features.

Yes. Request a demo and we will show you how the system works and how it could fit your business.

See What Business Manager Could Replace in Your Business

Bring customer conversations, quotes, jobs, scheduling, invoices and follow-up into one connected system.

Request a Demo