Miami, FL · Field Service Consulting

Your Business, Finally Organized.

BayPoint Services helps small field service companies in Miami ditch the paperwork and run smarter — with the right software setup, hands-on training, and ongoing support.

Book a Free Consultation See Our Services
7 Days
Avg. Setup Time
$0
Monthly Software Fee*
Miami
Based & Local
Sound Familiar?

Running Your Business From Texts & Paper?

Most small field service businesses in Miami are losing money every week — not because they do bad work, but because nothing is organized. We fix that.

📱
Scheduling by Text
Jobs get double-booked, forgotten, or confirmed through a trail of messages nobody can find later.
🗒️
Paper Estimates
Handwritten quotes look unprofessional and get lost. Follow-ups never happen because there's no system.
💸
Chasing Payments
Invoices sent late — or not at all. Customers forget. You feel awkward asking. Cash flow suffers.
What We Do

We Build the System.
You Run the Business.

We set up a complete business management system tailored to your company — so you can quote jobs, schedule crews, invoice clients, and track everything from your phone. No tech background needed.

🗂️
CRM & Lead Tracking
Every lead, follow-up, and customer history in one place. Never lose a potential job again.
Powered by industry-leading CRM software
📄
Estimates & Invoicing
Send professional quotes and invoices in minutes — from the job site, right on your phone.
Branded templates · Digital delivery
📅
Job Scheduling
Visual calendar, crew assignment, and automated reminders. Your whole week at a glance.
Mobile-first · Works anywhere
📊
Reporting & Insights
See your revenue, open quotes, and unpaid invoices at a glance. Know your numbers without the headache.
Monthly reporting add-on available
See It In Action

Watch Your Business Come to Life.

We built a live interactive demo so you can see exactly what your job pipeline would look like — before you spend a single dollar. Follow leads from first call all the way to paid invoice.

  • Visual pipeline — New Lead to Paid in 6 stages
  • Click any job to see full customer details
  • Create estimates with line items on the spot
  • Generate and send invoices in one click
  • Real-time revenue and invoice tracking
🌳 View Live Demo →
baypointservices.com/demo/
TonyTree Portal
Live Demo
3
Leads
4
Estimates
2
Invoiced
$4.8k
Revenue
New Lead
Carlos Rivera
Tree Removal
$1,200
Angela Morales
Tree Trimming
$525
Estimate
Sandra Kim
Stump Grinding
$320
Jose Fernandez
Lot Clearing
$2,550
Quote Sent
Tanya Williams
Tree Trimming
$525
Mark Okafor
Palm Trimming
$285
Run It From Your Phone

Your Office Is Wherever You Are.

Field service owners are never at a desk. Your entire business runs from your phone — add leads on the spot, send quotes before you leave the driveway, and collect payment the moment the job is done.

  • 📲
    Add leads on the spot
    Pull up at a job site and log a new lead in 30 seconds
  • 📄
    Send estimates from the field
    Build and email a professional quote before you leave the driveway
  • 📅
    Schedule jobs instantly
    See your whole week, assign crew, confirm appointments in one tap
  • 💰
    Get paid faster
    Send the invoice the moment the job is done — no more chasing
  • 🔔
    Real-time notifications
    Get notified when a new lead comes in or a quote gets approved
🌳 TonyTree
9:41 AM
Good morning, Tony 👋
Monday, June 16
3
Leads
5
Estimates
$4.8k
Month
Today's Jobs
Carlos Rivera
Tree Removal · 8 Banyan Rd
9:00 AM
Sandra Kim
Stump Grinding · 40 Palmetto Ave
1:00 PM
Quick Actions
Tap to explore →
The Process

Up & Running in About a Week.

1
Free Consultation
We learn about your business, your crew, and how you currently manage jobs.
2
Custom Build
We configure your system with your services, pricing, branding, and workflows.
3
Live Training
We walk you and your team through everything — simple enough for anyone to use.
4
You're Live
Start sending quotes, scheduling jobs, and getting paid from your phone.
Who We Serve

Built for the Businesses That Keep Miami Running.

🌳 Tree Service
🌿 Lawn & Landscaping
🧹 Cleaning Services
💧 Pressure Washing
🔨 Handyman
🐛 Pest Control
🎨 Painting
❄️ HVAC
Sound familiar? You're in the field all day, quoting jobs by hand, chasing payments, and losing track of what's scheduled. We've been there — and we know exactly how to fix it.
How we build your system: We use industry-leading business software to set up your CRM, scheduling, invoicing, and client portal — all connected, all in one place. The best part? Most of our clients pay little to nothing in monthly platform fees after their one-time setup.
Powered byZoho One Platform
Choose Your Package

No Surprises. Here's Everything.

Starter Setup
$500 one-time
+ ~$0–$14/mo platform fee
  • Zoho CRM pipeline setup
  • Services & pricing loaded
  • Estimate & invoice templates
  • 1 live training session
  • Email support for 14 days
Most Popular
Full Onboarding
$950 one-time
+ ~$14–$37/mo platform fee
  • Everything in Starter Setup
  • Zoho Creator client portal build
  • Lead capture form for website
  • Client list import (up to 50)
  • 6 automated workflows
  • 2 live training sessions
  • Email support for 30 days
💡 The Zoho advantage: Unlike other field service software that charges $49–$139/month forever, Zoho's free and low-cost tiers mean most small businesses pay little to nothing monthly after your one-time setup fee. You pay us once — and the system is yours.
Add-On Services
🗂️
Monthly Retainer
Ongoing support, workflow updates, system maintenance, and monthly check-ins.
$150/month
📊
Monthly Reporting
Pull key reports, summarize revenue & pipeline in plain language, flag issues.
$150–$250/month
📋
Lead Capture Form
Custom form for your website — leads flow directly into your CRM automatically.
$75–$100 one-time
✍️
Digital Contracts
Send contracts for digital signature directly from your system.
$75 one-time
🖥️
Custom Client Portal
A branded portal your client logs into to see their job pipeline, estimates, and invoices.
$1,200–$1,500 one-time
⚡
Virtual Admin
We enter your estimates, follow up on quotes, update records, and keep your CRM clean.
$35/hr · $50/hr rush
What's included — and what's not
Included in every package
  • Up to 6 service line items configured
  • Up to 50 client records imported
  • Up to 3 custom estimate/invoice templates
  • Scheduled training sessions (Zoom or phone)
  • Email Q&A within support window
Billed separately at $45/hr
  • Client records beyond 50
  • Service items beyond 6
  • Additional third-party integrations
  • Training sessions beyond package limit
  • Data cleanup or reformatting of existing records

All project details confirmed in writing before work begins. No surprise charges.

Get In Touch

Let's Get Your Business Organized.

Book a free 20-minute consultation. No pressure, no tech jargon — just a conversation about what you need.

📞
Phone
(305) 733-4924
✉️
Email
Jerri@baypointservices.com
📍
Service Area
Cutler Bay · Palmetto Bay · Pinecrest · Kendall · Greater Miami
🕐
Hours
Mon–Fri, 9am–6pm EST