How Bricklane works
The office manages clients, contracts, the schedule, billing, payments and marketing in the office app, with the assistant beside every screen. Techs see their day and complete their jobs in the field app. All of it works at launch.
- Office app
- Runs in a browser
- Field app
- iPhone and Android
- Launch
- November 1, 2026
Clients, sites and billing accounts
A client can be a single shop or a parent company with regions and sites beneath it. Billing settings made on the parent pass down to the regions and sites below.
Harbor Mercantile Group, a demo client, with its East and West Regions and the seven sites beneath them. The parent's billing account covers every site unless a region or site has its own, as the East Region does.
Sites
Each site carries its own services, prices and access notes. Gate codes and entry instructions appear on the tech's phone under “Getting in.”
Billing accounts
A billing account is whoever pays. It sets the payment terms (due on receipt, or Net 15, 30, 45 or 60), whether a purchase order (PO) is required, how invoices are grouped and where they're sent. A site bills to its own account or to the one above it.
The Bill-to report
The Bill-to report shows where every site's invoices will go and flags any site that has no billing account.
Price books
Each client can have its own prices, with quantity tiers. The price is fixed on the job when it's scheduled, so a price change in April doesn't rewrite March.
Contracts and the schedule
A contract is the standing agreement with a client. Each line names a site, a service, a repeat rule with its time window, and a price, so one contract can cover many sites, each on its own repeat rule.
One contract covers all seven Harbor Mercantile sites. Each line has its own site, service, repeat rule and time window, with the price from the client's price book.
The schedule
Bricklane puts the jobs on the schedule 60 days ahead. The office sees them by list, week or month, and assigns, moves, skips or restores them one at a time or in bulk.
Status and terms
A contract is draft, active, paused, ended or cancelled, and a cancellation records its reason. It also carries the client's PO, the payment terms and the salesperson who sold it.
Commission
A commission plan, such as a share of every job for a set number of months, can be split among several salespeople, and Bricklane tracks each one's payouts.
Routes, people and markets
A route is a set of stops in order, run by a named tech from a given date.
Stop order
The order can be fixed, suggested (the tech can change it) or left open. When a route changes hands, Bricklane records who ran it and from when.
People
People lists everyone your company works with, whether or not they have a login: techs, salespeople, managers and office staff.
Markets
Markets are optional areas with their own manager, routes and people, and each can be drawn on a map. A market manager sees and runs their own market.
The field app
Each tech's day is on their phone before they set out: the stops, the work at each one, and what each site needs them to know.
At each stop the tech starts and completes the job, adds notes, takes photos tagged Before, After or Problem, and gets a signature with the signer's name and title. If there's no signal, the phone keeps the job and sends it once it's back in range. A job is never lost, and it's never billed twice.
When the field and the office disagree about a job, such as one completed after the office cancelled it, it goes to the Reviews queue for the office to decide, and the tech keeps working.
Billing runs and invoices
Every night, or whenever the office clicks Run billing, completed jobs become draft invoices. The office checks the drafts and issues them in one pass.
A billing run in the demo company. Jobs at a site with no billing account are listed with the reason instead of being drafted, and drafts missing a required PO are flagged “No purchase order.”
Jobs that couldn't be invoiced
Each one is listed with the reason and where to fix it, so the office can fix the cause before the next run.
Drafts
Each draft shows who it bills to, the client, the period, its lines and the total, with any problem flagged before it's issued.
Grouping
Each billing account is set to one invoice per visit, one per site each month, or one each month covering every site, with the lines grouped by site and the PO on every line.
Your own billing rules
For arrangements the standard settings don't cover, your office writes its own billing rules, or describes them to the assistant, and every change is kept in a history.
Delivery
Issued invoices are emailed as a PDF from your own domain, with a link the client can open without logging in. The link can be revoked.
Sales tax
The sales tax on your invoices is calculated by a tax service, not by Bricklane.
Payments and what's owed
Clients pay by card or ACH into your company's own Stripe account, or by check. Bricklane takes no cut, so the only fees are Stripe's. Stripe's standard ACH fee is 0.8%, capped at $5: a $12,000 invoice paid by ACH costs $5 in fees.
The balance on Harbor Mercantile's August invoice is worked out from its entries: the invoice as issued, and the payment received on September 12, 2026.
Card and ACH on file
If a client has a card or bank account on file, it can be charged when the invoice is issued, and a receipt is emailed.
Checks
A check is entered once and split across the invoices it pays. If it's short, the rest stays open. If it's over, the extra sits as credit on the client's account until it's used.
Aging and reminders
The aging report shows open invoices by age, and payment reminders go out automatically.
A page for your clients
Each client gets a page on your own domain where they see their sites, their work and their invoices, and pay.
Winning and keeping clients
The work of getting clients sits beside the work of serving them: web pages, email and estimates, with automations that run on the jobs, invoices and contracts already in Bricklane.
Estimates
An estimate goes out, and you see when it's viewed, accepted, declined or expired. An accepted estimate becomes a contract or a one-off job, and a client can sign it on the tech's phone.
Web pages
Pages for your company, built and published from Bricklane, with requests from them landing beside your clients.
Email and marketing
Review requests after a finished job, seasonal reminders, renewal notes before a contract ends, and win-back emails to clients who've gone quiet, sent from your own domain.
Automations
Each automation is a trigger, a condition and an action, such as emailing accounts payable when an invoice is a week overdue. You can build one yourself or describe it to the assistant.
QuickBooks and payroll
Bricklane keeps the money records for your jobs and sends them where your books and payroll already live.
QuickBooks
Invoices, payments, credit notes and write-offs go to QuickBooks Online, mapped to your chart of accounts, so the office stops keying the month in twice.
Payroll
A payroll company connected to Bricklane runs payroll and handles withholding and filing. Bricklane sends it your people's work and commission.