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Service Invoice Pro includes two free business-planning tools you can use whether you’re on the Free or Pro plan: a Service Pricing Calculator and a Cash Flow Forecast. Both live under Resources → Tools in the sidebar.

Service Pricing Calculator

The Pricing Calculator answers a question every service business owner asks at some point: what should I actually charge? It walks you through your real costs — labor, materials, overhead, owner pay — and gives you a price-per-job recommendation that hits your target margin.

What You Enter

You fill in three groups of numbers:

Direct costs per job — things that scale with each job you do:

  • Materials and supplies
  • Labor (hourly rate × hours)
  • Equipment usage or rental
  • Subcontractor costs
  • Permits and licenses
  • Travel and fuel
  • Disposal or dump fees
  • Anything else you want to add as a custom line item

Monthly overhead — your fixed business costs spread across jobs:

  • Rent, utilities, vehicle, insurance
  • Software, phone, internet
  • Marketing and accounting
  • Office supplies and small recurring fees
  • Custom line items for anything else

Owner compensation and goals:

  • Desired annual salary (what you want to pay yourself)
  • Billable jobs per month (realistic, not aspirational)
  • Working days per month
  • Desired profit margin % (default is 15%)

What You Get

The calculator outputs:

  • Recommended price per job — the headline number, what to charge.
  • Break-even price — the floor; anything below this loses you money.
  • Direct cost per job, overhead per job, and compensation per job — the three buckets that make up your costs.
  • Effective hourly rate — what you’re actually earning per hour of work.
  • Monthly revenue needed and annual revenue projection — what the business looks like if you hit your job count target.

Saving and Sharing

There’s no save-to-account feature for individual calculations, but you can:

  1. Click Print Results to print or save as PDF using your browser’s print-to-PDF.
  2. Re-enter your numbers any time — the calculator starts blank each visit so you can run “what if” scenarios.

When to Use It

  • Setting prices for a new service — work out the math before you publish the price.
  • Reviewing existing pricing — once or twice a year, plug in real numbers and check whether you’re still profitable. Inflation, overhead, and labor cost creep are real.
  • Quoting unusual jobs — for one-off bigger work that doesn’t fit your standard pricing, build the price from the bottom up.
  • Negotiating with a customer — when someone pushes back on price, knowing your break-even gives you confidence about how far you can flex.

Tips

  • Underestimate your billable jobs, not overestimate. If you think you’ll do 30 jobs a month, plug in 25. You want pricing that works even on a slow month.
  • Don’t forget owner pay. A lot of small operators leave their own salary at $0 to make pricing look attractive. That’s a recipe for working for free.
  • Run the numbers across multiple service types, not just your average. Lawn care and a full landscape install have very different cost profiles.

Cash Flow Forecast

The Cash Flow Forecast projects your annual revenue across the next 12 months, with adjustments for seasonal swings, so you can plan for slow months and set realistic quarterly targets. Unlike the Pricing Calculator, this one auto-saves your inputs to your account so you can come back and refine over time.

What You Enter

Baseline assumptions:

  • Average job value — your typical invoice total in dollars.
  • Jobs per month — your baseline monthly job count.
  • Recurring revenue % — what portion of your revenue comes from recurring/contract work (vs. one-time jobs).

Seasonal pattern — adjust each month to a percentage of your baseline (50% to 200%):

  • Custom — set every month manually.
  • Landscaping preset — heavy spring/summer, light winter.
  • HVAC preset — peaks in summer and winter, valleys in spring/fall.
  • Cleaning preset — relatively flat year-round.
  • Reset to Flat — every month at 100% of baseline.

Optional revenue goal — set an annual revenue target to see how your forecast stacks up against it (progress bar, gap analysis).

What You Get

  • Annual revenue forecast — the headline number for the year.
  • Total jobs for the year — based on baseline × seasonal multipliers.
  • Peak month and slowest month with revenue for each — useful for staffing and cash reserves.
  • Recurring vs. one-time split — how much of your revenue is locked in vs. dependent on landing new work.
  • Quarterly totals for Q1, Q2, Q3, Q4 — what to aim for each quarter.
  • Bar chart — visualizes monthly revenue across the year.

Auto-Save

Inputs save automatically as you edit. When you come back to the page later, your last forecast is loaded. There’s no “save scenario” feature — only the most recent state is stored.

Tips

  • Pull your average job value from Reports. Use Reports → Revenue by Period to see your actual average so the forecast isn’t fiction.
  • Start with a preset and adjust. Even if your business doesn’t match the preset exactly, it’s faster than building seasonality from scratch.
  • Don’t conflate growth with seasonality. This forecast assumes your baseline stays constant; if you’re planning to grow 30% this year, raise your baseline jobs-per-month, not the seasonal multipliers.
  • Revisit quarterly. Update with actuals at the end of each quarter to refine projections for the rest of the year.

Tier Access

Both tools are free — no Pro subscription required. They live under Resources → Tools in the sidebar for every account.

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