A few things
worth knowing.

SoloOp is a field service app for solo operators and small crews. Its free core tools bring scheduling, invoicing, client records and expenses together. SoloOp Paid adds US Bank Feeds and lower US online payment fees.

The stuff you do at 8pm when you should be done for the day — fighting with clunky calendar blocks, chasing unpaid invoices, sending out quotes, and manually reshuffling your week after a day of rain.

SoloOp uses Gravity scheduling for route-based work. It suggests days and slots using the extra driving a new job adds, your existing work and daily capacity. You choose where to book it. Use Plan the day → Optimise to reorder the day’s run.

US Bank Feeds is included in SoloOp Paid at a launch price of US$29/month. Link your bank in the SoloOp app under Invoices › Payments › Link your bank. It is read-only and runs through Stripe. Bank Feeds open for Australian businesses in the coming weeks; the early-bird list is at solo-op.com/bank-feeds/au.

The core tools are free, with no trial period or credit card required to create an account. Online payment processing fees apply only when clients pay online; in the US a card payment costs 2.9% + $1.00. SoloOp Paid adds US Bank Feeds and lower US payment fees at a launch price of US$29/month.

Payment processing fees apply when clients pay through SoloOp. Scheduling, invoicing, client records and manual bank-statement uploads are free. US Bank Feeds is included in SoloOp Paid.

For Australian businesses, online payment fees are absorbed by the operator from 1 October 2026; the client pays the invoice amount. In other regions, you can choose to pass processing fees to the client or absorb them. See the pricing page for regional examples.

In Australia, invoices under A$50 use a reduced A$0.80 fixed fee. Other supported regions use their standard fixed fee. See the pricing page for your region and examples of fees passed to clients or absorbed by you.

Cash, or a bank transfer the client makes outside SoloOp, has no SoloOp processing fee. Schedule the job, send the invoice and mark it paid manually. Bank debit taken through SoloOp (ACH in the US, PayTo or BECS in Australia) is an online payment and does carry a fee, shown on the pricing page. Card payments and AutoPay are there to save you time, but you're never forced to use them.

No. Your clients get access to a web-based Client Portal. They log in with their email to view all their past invoices, see upcoming scheduled services, and manage their AutoPay settings.

Your accountant gets their own read-only login. They can log in to view your financial summaries, check GST/Tax breakdowns, and export detailed CSVs for tax time, so you never have to scramble to send them files. For an Australian business they also get a BAS summary: G1, 1A and 1B on a cash or accrual basis, in whole dollars, with every sale and purchase behind the figures, and they can mark a period lodged.

Within the same account region, the portal can show the businesses that have granted access to that email. Businesses hosted in another region use a separate regional sign-in; data is not combined across regions.

Yes. Log in at solo-op.com/dashboard to access the full web admin dashboard. You get an overview of your week, outstanding invoices, client management, scheduling, invoice and tax summaries, and all your settings — right from your browser.

The web dashboard is designed for admin tasks that are easier on a bigger screen — bulk client management, detailed invoice and tax reports, financial year summaries with CSV export, editing service presets, and managing your weekly schedule. Day-to-day fieldwork (completing jobs, scanning receipts, route navigation) is still best done on the app.

Yes. It's included for every operator, no extra charge. Same account, same data — just log in with your email.

Website signup offers United States, Australia and United Kingdom account regions. Choose your business country in app setup and review your currency and tax settings. US sales-tax rates are entered by you, not looked up by address. Feature and payment availability varies by country; contact support@solo-op.com if your country is not listed at signup.

Yes. Download SoloOp from the App Store on iPhone and from Google Play on Android.

Start with your business details, one client and the next job. You can add more clients and explore the other tools as you go.

Not for day-to-day work — SoloOp is designed to run your entire business from your phone while you're sitting in the truck. But if you want a bigger screen for admin tasks like managing clients, reviewing invoices, or exporting tax data, you can log in to the web dashboard at solo-op.com.

Yes. SoloOp fully supports the US — USD invoicing, US date formats, ACH bank payments, and card processing. It supports regional business settings.

US clients can pay by Visa, Mastercard, or Amex card, or via ACH bank transfer. AutoPay supports both methods — clients approve once, then payments happen automatically after each job.

Compare the tools you use in a normal week, the subscription price and the payment fees. SoloOp’s core tools cost $0/month, with online payment processing fees only when clients pay online. US Bank Feeds is included in SoloOp Paid.

SoloOp tracks all your income and expenses with full CSV export. You get financial summaries, quarterly breakdowns, and detailed records (date, client, service, amount, fee, net) that make tax prep straightforward. Give your accountant portal access so they can pull the data themselves.

You set the rate yourself. In Settings, Payments, turn on sales tax and type your local rate (for example 7.25). SoloOp has no default US rate, so a blank rate adds $0 tax. It applies the one rate you enter, added on top of your price by default, and does not look up rates by address. Whether your work is taxable depends on your state, so check with your tax preparer.

Yes. With Prepaid Visits, you can sell a package of 2 to 12 visits. The client pays the total amount upfront, and SoloOp automatically tracks the remaining balance as you complete each job. Each job card shows a visit counter (e.g. "Visit 3 of 5") and the system detects when the package is exhausted.

When you create recurring work, choose "Flat monthly plan". Enter the visit price, expected visit count and billing day. SoloOp spreads the season total across monthly invoices, with the final invoice adjusted for rounding. Billing starts after the first visit is booked. The app tracks visits and flags overdue invoices.

SoloOp detects when all visits are used up and stops auto-marking future jobs as prepaid. The next job goes through the normal invoicing flow — the perfect time to sell another package.

Yes. In the client's details, cancel the seasonal plan. Future pending visits stay scheduled and revert to ordinary per-visit billing; invoices already issued stay as they are. If the service itself is ending, review those future visits separately.

Tap Rained out? to open Move jobs: Which visits, Where they should go, then review and confirm the Move. Choose Tomorrow, and push the rest along (next working day, cascading up to 14 days without pushing later fixed appointments), Find the best free spots (room near your other jobs over the next 7 days), or Pick a day. Swap with another day appears when every job is ticked. Undo needs internet and is unavailable when future visits in a series are rebuilt. After moving, Tell these clients opens a message for you to review and send. Clients are not notified automatically.

Yes. Choose Daily, Weekly, Fortnightly, 3 Weekly, Monthly (4w), 6 Weekly, Bi-Monthly (8w), Quarterly or 6 Months. Monthly (4w) repeats every four weeks; Bi-Monthly (8w) repeats every eight weeks. You can leave a recurring job ongoing or set it to end after a number of visits or on a date.

Yes. Email the quote, or open your phone’s texting app with the quote link ready to send. The client can accept it online, then you book the agreed work. For a seasonal quote, monthly billing starts only after the first visit is booked. AutoPay requires its own payment authorization.

Yes. You can "Edit & Resend" to update the invoice and notify the client, or use "Update Only" to save changes silently (useful when you need to download the updated PDF without re-sending it to the client).

Yes. Unit-based billing works at three levels: turn it on for a specific client (all their jobs default to unit mode), set it on a service preset (with a reusable template of line items), or toggle it per invoice on the fly. Each line item has a description, quantity, and rate — totals calculate automatically. Great for NDIS support workers, tradespeople, or anyone billing by time or quantity.

Yes. In the Expenses screen, tap the camera icon to photograph a receipt. SoloOp's AI reads the receipt and auto-fills the date, amount and tax. You can edit anything it gets wrong before saving.

SoloOp caches core job details so you can view your run, mark jobs done or skipped and save notes with a patchy connection. Supported offline changes queue for syncing when you reconnect. Sending invoices, taking payments, moving jobs and optimising routes need an internet connection.

Stripe handles card details. SoloOp stores the payment references needed for its workflows.

Yes. CSV exports are available for business records, including income and expenses.

You need Stripe connected to accept online payments through SoloOp. Planning jobs and recording cash or transfers does not require accepting online payments.

Stripe does. They process the payment and deposit it straight into your bank account. SoloOp never touches your money.

SoloOp uses regional services for accounts and business data. See the privacy policy for information about storage, processing and your rights.

SoloOp exports CSV records of income and expenses. Your accountant can sign in to the accountant portal to access your records directly, or prepare exports for their accounting software.

Your data lives securely in the cloud. Just log in on a new device and you're exactly where you left off.

Use the help assistant in the app, or email support@solo-op.com for direct help.