New office onboarding
Onboarding handover
From the brief
- Confirm client requirements
- Prepare the service pack
- Complete the client walkthrough
Task and 3 subtasks created
Bring customer requests, delivery tasks, team schedules and invoices into one business OS. Your team sees the next step, and AI agents can help with the admin behind each job.
Keep the customer request, responsible person and job records together, from the first call to the payment follow-up.
New office onboarding
From the brief
Task and 3 subtasks created
New office onboarding
Everything Leo needs
Owner and deadline updated
New office onboarding
$85.00
The expense stays with the work it belongs to.
Project expense recorded
New office onboarding
$1,200.00
Invoice INV-2048
Invoice follow-up assigned
Start with your next customer request.
Sound familiar?
They’re reasonable questions. Answering them shouldn’t take half your afternoon.
“Who promised the client we'd do that?”
“What's waiting on us before this job is finished?”
“Did we invoice the work we delivered?”
Aqtos BOSS* is business management software for service teams that coordinate client work. It brings client records, project tasks, team information, expenses and invoicing together, from the initial request to the billing follow-up.
We’ve all been there
You open the inbox, then a task spreadsheet, then the chat where the latest decision was made. The work is there, but your service business still has to piece it together before anyone can take the next step.
Built around your business
Consolidate your service business into one easy-to-use business operating system. Then operate it the way you always imagined, with teams and AI agents.
One connected workspace.Client promises
Capture the client, agreed work and due date, then assign the next task. When someone else takes the call, the job's history is available without asking the original account owner.
Create the Oak & Co onboarding handover for Leo, due Friday. Add subtasks to confirm requirements, prepare the service pack and walk the client through it. Added Onboarding handover to New office onboarding, assigned to Leo for Friday, with three subtasks.
Job handover
Break the handover into a short checklist and give each action an owner. Check the team's assigned work and leave before moving a deadline or arranging cover.
Elena is away. Give Client handover to Leo for Friday, keeping the brief and client notes with the task. Leo now owns Client handover, due Friday. The brief and client notes stay attached.
Work to invoice
Record the job's expenses and review completed work before preparing the invoice. Keep unpaid invoices visible and put the follow-up on someone's task list.
Has Oak & Co's onboarding invoice been paid? Add a follow-up for tomorrow if it's still open. INV-2048 is recorded as unpaid: $1,200. Added a follow-up task for tomorrow.
Connected to the way your service business works
Turn a service inquiry into a lead, a confirmed booking into a delivery task, and an approved supplier receipt into a job expense. Use n8n to connect the forms and systems your team already uses.
Connect with 1,000+ apps and services through n8n, or extend a workflow to your own systems through their APIs. Open up new possibilities for the way your service business works.
Built and maintained by Aqtos, an n8n integration partner, and verified by n8n.
More ways to keep your service business connected
View all integrationsFrom our customers
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform. The project management module stands out as the best we’ve tested…”
Momir PolenakovikjOperations Manager, Synapse Aviation
“Aqtos has been a game-changer for consolidating tasks and communication within our office, ensuring everything stays organized and efficient. The public board feature has been particularly impactful, allowing our clients to view and track requests in real-time.”
Dejan AleksovLawyer, ALME Law
The cost of separate subscriptions
Compare the tools your service business uses with one connected business OS.
| Subscription and monthly rate | Annual cost in USD |
|---|---|
| $1,978.20 | |
| $1,044.00 | |
| $1,296.00 | |
| Your stack total | $4,318.20 |
Asana rounds your team up to its next paid seat band.
USD, billed annually. Paid plans for your whole team. Free plans and discounts can change the comparison.
Prices checked 6 October 2026. Vendor names above link to their pricing pages.
Asana Starter $10.99, Slack Pro $7.25, Toggl Starter $9.00 per paid seat per month on annual billing. Each row is paid seats × monthly rate × 12.
Asana offers 2–5 individual seats, then blocks of 5 up to 30, and blocks of 10 up to 100, under its published seat bands. The other tools use the selected team size.
This example assumes every seat stays active for the full year.
Aqtos BOSS* Pro is $1,552 per year for up to 100 users. Taxes, promotions, add-ons and separate AI-provider subscriptions are excluded. These are different products with different features; this compares subscription costs, not identical plans.
Before you move your work
BOSS* is a strong fit for service teams whose daily work revolves around clients, projects, people and billing. Agencies, consultancies and other project-based service businesses can start with one client workflow.
Yes. Client records and client-linked tasks sit in the same workspace as projects. Keep the request, owner, deadline and discussion together as the work moves toward delivery.
Keep delivery tasks, recorded time, expenses and invoices available in the same workspace. Review the agreed scope and completed work before billing, then assign a follow-up when an invoice remains unpaid.
Use BOSS* for the supported client, project and operational finance workflows. Check requirements such as statutory accounts, payroll, dispatch, stock control or specialist job costing separately during a demo.
Yes. Start with one active client project, add the people responsible and test the workflow through delivery and billing. Bring over more work after the team has checked the records and process it needs.
In good company
A few of the teams already working with Aqtos.








Bring one real project
See the client request, delivery tasks and invoice follow-up in the same workspace.
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ElenaHappy birthday, Clara! 🎉