Cuotaro

Cuotaro is a simple operations workspace for small service businesses that need to keep customer work organized from the first request to the final payment follow-up.

It brings customers, service requests, quotes, jobs, payment follow-up, reminders, files, message templates and activity history into one practical workspace. It is built for owner-led service businesses, technicians, maintenance teams, installers, repair services, cleaning companies, property service providers and other small teams that want less spreadsheet work and clearer day-to-day control.

Cuotaro follows the way service work usually moves: capture the customer request, prepare the quote, schedule the accepted work, keep payment status visible, attach the right files, set reminders and always know the next action.

The dashboard shows what needs attention today, including open requests, quote follow-ups, scheduled jobs, pending payments and reminders. Customer records keep contact details, service history, notes, tags, website, tax ID and related activity together.

Cuotaro is focused on practical service operations. It helps you organize work, follow up with customers and keep business records connected without the complexity of a large CRM, ERP or field service suite.

Main areas: Customers, requests, quotes, jobs, payment follow-up, reminders, files, templates, settings, activity history and support.

What you can do with Cuotaro:

• Manage customers, contact details, notes, tags and activity history
• Record service requests with status, urgency, source and service address
• Create and track quotes with line items, totals and PDF output
• Turn accepted quotes into scheduled jobs
• Track jobs, completion status, service notes and related records
• Record due dates, paid dates, refunds and pending amounts
• Use reminders for calls, visits, quote follow-ups and payment checks
• Attach files to customers, requests, quotes and jobs
• Reuse message templates for frequent customer communication
• View requests, jobs, quotes, payment follow-up and reminders from the dashboard
• Search and filter operational records quickly
• Keep the customer website and tax ID close to the customer record
• Use the public manual and support form when you need help

Cuotaro is designed for operational tracking. It is not an accounting system, invoicing product or payment processor.

The iOS and macOS apps complement each other: the iOS app gives small service teams mobile access to their Cuotaro workspace whenever customer, job and payment status need attention, while the macOS app offers a comfortable desktop environment for reviewing, organizing and moving work forward within the same operational flow.