Back to the tour Printable edition, 8 topics.

Carver

Carver Product Tour

Carver runs a local service business in one app. The owner sets up their services and rates, the crew works from their phones, and customers book, chat and pay through the company's own branded page. Each topic below walks through one part of the product in real screens from the running app, using sample companies.

8 topics  ·  Updated October 19th 2026

Every screen is captured from the running Carver application, not a mockup. Customer and crew screens are shown on a phone, because that is where they are used. Owner and manager screens are shown on a desktop.

Contents

  1. One job, end to end One moving job, from the customer's first request to the final payment.
  2. Working on your own A one-person massage studio: clients book a time online, get a reminder the evening before, and pay with a tip.
  3. Running the company The owner's screens, from leads and scheduling to services, the team and reviews.
  4. Requesting a service What a customer sees on a phone, from scanning a QR code to paying for the job and coming back later.
  5. Doing the work The crew's phone, with today's jobs, the detail they need on site, and closing a job out.
  6. Getting paid Seats and the free trial, deposits and payouts, income by month, and what a lapsed company can still do.
  7. One platform, any brand The same product under two different company brands, with customers seeing the company rather than Carver.
  8. Starting a company Signing up and the setup wizard, from the brand and the first service to the crew, the trial and the first dashboard.

Topic 1 of 8

One job, end to end

This topic follows one job from start to finish. A customer scans a code and asks for a price. The owner quotes them in a conversation, and a deposit holds the date. A crew member runs the job from a phone and marks it done. The customer rates the work and pays the balance, and the job shows up in the company's reviews and income.

5 sections · 9 screens · Light & dark · Phone & desktop · Sample data

Step one, the customer

A QR code, and no sign-up

A customer reaches a Carver company through a link or a QR code on a truck, a flyer or a business card. What opens is the company's own page, in the company's colors. There is no app to install and no password to create.

Scan the code → the company's page → request a service

The company, not the platform
1
The company, not the platform

City Moving's own page, with their description, their rating, a link to their website, and their services at their rates. Their crew and a featured testimonial sit further down. The only Carver marking a customer sees is a small Powered by Carver line at the foot of the page.No sign-up

Asking for a price
2
Asking for a price

Name, email, and what they need. A customer can pick more than one service, and any deposit is shown before they send. The line under the button says who receives their details, and that sending creates an account to hold the conversation, with no password to set.

Step two, the owner

A lead is a conversation, not a ticket

The request lands in the owner's Requests list and opens as a conversation. The customer replies from their phone with nothing to install, and crew members can be added to the same conversation once the job is booked.

Requests → the conversation → quote → booked

What came in
1
What came in

Three leads in three states. One has not been answered yet, one is a live conversation, and one is already booked as a job. Requests sits in the main navigation with a count of unanswered leads, and a lead that went nowhere can be closed.

Quoted and booked in the conversation
2
Quoted and booked in the conversation

The owner works out what the job involves, quotes six hours at the hourly rate, and books the date. The mover running the job joins the same conversation, so the customer can reach the crew directly. This service carries a $150 deposit, which the conversation asks for once the job is on the calendar.

Step three, the crew

The job, from a phone

Crews work from their phones. The crew view is the same app at phone size, showing the day's work and the detail needed on site, without prices or the company's revenue.

Crew signs in → today's jobs → the detail → done

Today, first
1
Today, first

Drew's phone shows two jobs today with their times and who is on each, then the week ahead. The owner's dashboard leads with the month's revenue. A crew member sees counts of today's jobs, upcoming jobs and the team instead, and no prices: what a job is worth stays with the managers.Crew view

The week, in a pocket
2
The week, in a pocket

The same calendar the owner schedules in, laid out for a phone. A crew member can open any job for the detail and mark their own jobs complete, but cannot schedule, re-price or move anything.

Crew members can mark the jobs they are on as complete, but cannot schedule, re-price, change the team, or set the final amount the customer pays. Carver enforces these limits on its servers, not only by hiding buttons.

Step four, back to the customer

Rated and paid in one place

When the job is marked complete, the customer is emailed one link to rate the work and pay. There is no login, no invoice to chase and no phone call to arrange payment.

Job completed → rating link → pay and tip

Rate, tip, pay
1
Rate, tip, pay

The job by name, a ten-point rating, an optional comment, then the balance with one-tap tipping and card payment. Ben paid a $50 deposit when booking, so the balance due is $128 rather than $178. The money goes to the company's own Stripe account, not through Carver.

And the loop closes

It becomes reputation, and income

What the customer just did shows up where the next customer will see it, and in the numbers the owner runs the business on.

Rating → the company's reviews → Income

Back on the owner's desk
1
Back on the owner's desk

The rating, the tip and the testimonial arrive in the company's reviews, and the owner chooses which testimonial appears on the public page the next customer reads.

And the money shows up
2
And the money shows up

The job lands in the owner's income for the month. Work completed is what finished jobs were worth. Collected is what actually came in through Carver, split into deposits, final payments and tips. The month can be downloaded as a summary, sent to the owner by email or text, or downloaded as sales receipts for QuickBooks Online.

Topic 2 of 8

Working on your own

Carver for one person. A massage therapist with her own studio sets her hours, and her clients book a time themselves, get a reminder, and pay with a tip. With nobody else in the business, the parts of Carver made for a crew stay out of the way until she adds a helper.

4 sections · 7 screens · Light & dark · Phone & desktop · Sample data

Her page

A page that is just her

Lakeside Massage is Jane Okafor and nobody else. Her page lists her services with how long each takes, introduces her by name, and puts "Book a time" at the top.

Scan or tap → her page → Book a time

Her public page
1
Her public page

Each service says how long it takes and what it costs. With one person on the page it reads "Meet Jane" rather than "Meet the team", and a client's review sits underneath.

Booking

Clients pick a time

A client chooses a service, then an open time from a week at a time. The times come from Jane's hours and what is already on her calendar, so nothing double-books, and the time is booked as soon as they send it.

A service → a day → a time → booked

A week at a time
1
A week at a time

Days she doesn't work are crossed out, and a time that is already taken never appears. On Thursdays she works until eight, so the times run into the evening. The button says exactly what will be booked.

Booked, and the conversation is open
2
Booked, and the conversation is open

Maya lands in a conversation with the booking already in it, Jane's welcome note asking about injuries, and the deposit to pay. Jane is in the conversation from the start, so anything Maya adds reaches her.Booked straight away

Before and after

A reminder, then paid

The evening before, the client gets a reminder. Afterwards, one link to rate the session, add a tip and pay, with no password.

Reminder the evening before → the session → rate, tip, pay

Reminders the client controls
1
Reminders the client controls

Clients choose whether to get a reminder around 5pm the evening before, and whether it comes by text or by email. This one has chosen email.

A tip for Jane
2
A tip for Jane

With one person in the business, the tip is offered to Jane by name rather than to a team. The card payment goes through Stripe straight to her own account.Tips

Her side

Her day, and her hours

Jane's own screens leave out what only a crew needs: no Team tab, no "Who's it for?" on a job, and no team count on the dashboard. They all appear the day she adds a helper.

Dashboard → Settings → Online booking

Her dashboard
1
Her dashboard

Today's sessions and the week ahead, what she earned in the last seven days and has booked for the next, and an Upcoming count where a company with a crew sees its team size.

Her hours
2
Her hours

Online booking is one switch. She sets each day's hours, closes Sundays and Mondays, and keeps Thursday evenings open. Bookings fit around whatever is already on her calendar.

Topic 3 of 8

Running the company

The owner's view of Carver across a working week. Leads from the company's public page, conversations that turn into booked jobs, the calendar the crew works from, the services the company sells, the team, customer reviews, and short tutorials built into the screens.

5 sections · 12 screens · Light & dark · Desktop · Sample data

The morning check

One screen for the state of the business

The dashboard answers the three questions an owner opens the app for. What came in, what is happening today, and what the month looks like.

Dashboard → money, leads, today, upcoming

Money, leads, and the day
1
Money, leads, and the day

Work completed this month, unanswered leads, and crew size across the top. Below that, earned against scheduled for the week with a link into the full income screen, then today's two jobs with the movers assigned to each, then the week ahead.

Money is for managers only. A crew member signing in sees counts of today's jobs, upcoming jobs and the team where the owner sees the month's money, and never sees what a job is worth.

A lead becomes a job

Requests and the conversation

Every request from the company's public page opens a conversation rather than sitting in an email inbox. The customer needs no app and no password, and the conversation holds the whole job, from the questions and the quote to the deposit and the booking.

Requests → open the conversation → schedule the job

The leads inbox
1
The leads inbox

Three requests in three states. One has not been answered yet, one is a live conversation, and one is already a job on the calendar. The tick on each row closes a lead that went nowhere, so the list stays the work still to do.

Quoting in the conversation
2
Quoting in the conversation

Alicia asked about a three bedroom walkup with a piano. Marcus establishes it is an upright, quotes six hours at the hourly rate, and books it. Drew, the mover running the job, is added to the same conversation so the customer can reach the crew directly. With the job on the calendar, the conversation asks for this service's $150 deposit until it is paid. Beside the thread are the company's private notes on Alicia, which the crew can read and she never sees.No password

Days the crew is already nearby
3
Days the crew is already nearby

Scheduling from the conversation, typing where the job is marks the next two weeks by how close each day's nearest job is, darker for closer, and says how many jobs are within five miles. Tapping a day fills in the date, so a new job lands where the trucks already are.

Scheduling a job from a request moves it to Scheduled automatically, so the list always shows where each lead stands. Conversations update live, so a customer's reply appears on the owner's screen without a refresh.

The week, and what the business sells

Calendar and services

The calendar is what the crew works from, with the drive between jobs on each day. Behind it, the owner defines their own services, rates and deposits, which is how the same product fits a moving company and a handyman.

Calendar → a day's drives → Services → one service's rate, deposit and QR

The month, as booked
1
The month, as booked

Completed work behind, jobs today, and the weeks ahead, including a standing Friday yard cleanup that repeats weekly with one occurrence moved to a Saturday.

The drive between jobs
2
The drive between jobs

On the day view, the gap between two jobs the same mover works shows the drive between their addresses, here about eight minutes and three and a half miles. Carver works it out from the job addresses and the company's service area, so the owner sees a tight day coming before the crew does.

The company's own services
3
The company's own services

Four services with the rates this company charges. Nothing here is a Carver template. The owner wrote all of it, which is why a handyman's list looks nothing like this one.

Rate, deposit, and its own QR
4
Rate, deposit, and its own QR

Each service carries its hourly rate, an optional deposit taken off the customer's final bill, the description customers read, and a QR code that lands on that one service, so a truck decal or a flyer can point at a single job type.

People and reputation

The crew and what customers said

Who does the work, how it went, and how the company looks to customers.

Team → Reviews → Company profile

The team
1
The team

Managers and crew, with the short bios that appear on the public page. Managers can invite, promote and demote people, and the owner cannot be demoted out of their own company.

Ratings, tips, and testimonials
2
Ratings, tips, and testimonials

Completed jobs come back rated out of ten, sometimes with a tip and a written testimonial. The owner picks which testimonial is featured on their public page.

The brand customers see
3
The brand customers see

The chat welcome new customers get, a brand color that carries through every customer-facing screen, and the company's QR code. The logo, name, description and website link sit above.Your brand

Help on the screen itself

Tutorials where the work happens

Each main screen has a short tutorial that runs the first time an owner opens it. It points at the real controls rather than describing them, and each one teaches a single task.

First visit → a short tutorial → the next screen

Requests, the first time
1
Requests, the first time

Opening Requests for the first time highlights the list and says what tapping a lead does, in three short steps. There are seven of these, from the dashboard welcome through requests, services and the calendar to income, the team and reviews, and any of them can be replayed from Settings, Tutorials.

Topic 4 of 8

Requesting a service

What a company's customers see, on their phone. They scan a code, describe the job, talk to the company and pay. They never install an app or set a password, and they see the company's name and colors rather than Carver's. When they come back later, their conversations are waiting.

4 sections · 7 screens · Light & dark · Phone · Sample data

Arriving

From a code to the company

A QR code on a truck or a link in a text opens the company's page directly, with no app to download and no account to create. The customer sees what the company does and what it costs.

Scan → the company → a specific service

The company page
1
The company page

Who they are, what they charge, a link to their own website, who works there, and what previous customers said. Prices are shown up front rather than hidden behind a quote request.

One service in detail
2
One service in detail

Each service also has its own code, so a flyer for one job type lands here instead of on the general page. Same branding, one specific service.

Asking

A form that becomes a conversation

A few fields and no password. Sending the form opens a conversation with the company and takes the customer straight into it.

Describe the job → the conversation opens

Describing the job
1
Describing the job

Name, email, the services they want, and the job in their own words. Picking services updates the deposit total before they send. A small elevator that means the sofa takes the stairs is the kind of detail a dropdown would never capture. The line under the button says who receives their details and that sending creates an account to hold the conversation.

Straight into the conversation
2
Straight into the conversation

There is no confirmation screen to wait on. The customer is already in the conversation, with a line saying what they asked for, their message, and the company's welcome underneath. Once the company books the job, the deposit appears at the top with a button to pay it, and it comes off the final bill.No password

Paying

Rate and settle up

After the job, the customer gets one link. From it they can rate the work, add a tip and pay by card, still without a password.

Job completed → rate → tip → pay

One screen to close it out
1
One screen to close it out

The job by name, a ten-point rating, an optional comment, the balance due, one-tap tipping, and card payment handled by Stripe into the company's own account. A deposit paid earlier has already come off, so this customer owes $128 of a $178 job.

Coming back

Their history, and their data

A customer who returns later picks up where they left off. Their conversations with every company they have used are in one list, and their account screen shows what Carver holds about them, with a way to delete it.

Your conversations → a conversation → Your account

Every request, every company
1
Every request, every company

Ben has used two companies on Carver, a mover and a handyman. Both conversations are listed here with each company's own mark, and tapping one reopens it.

What Carver holds, and how to delete it
2
What Carver holds, and how to delete it

Name and email, a mobile number confirmed with a one-time code, and account deletion. Once the number is confirmed, Carver texts the link back into a conversation instead of emailing it. Below that they choose whether to hear when a company books, moves or cancels their job, with a reminder the evening before, and whether by text or email. Deleting removes their name, email and photo, and the conversations stay as the company's record of the work.Privacy

A returning customer who sends the form again is not signed straight in, because anyone could type their email address. Carver sends them a link back to their conversation instead, by text if they have confirmed a number and by email if not.

Topic 5 of 8

Doing the work

The crew's view of Carver, on a phone. It shows today's jobs and the detail needed on site, and leaves out prices, the company's revenue and the controls only managers need. Crew members use Carver in their phone's browser and can add it to their home screen, so there is nothing to download from an app store.

2 sections · 3 screens · Light & dark · Phone · Sample data

What am I doing today

The day, and only the day

A crew member opens the app to see what is on today, and the dashboard shows that first.

Sign in → today → the week

Today first
1
Today first

Two jobs today with their times and who else is on each, then the week ahead. The owner's dashboard leads with revenue. A crew member sees counts of today's jobs, upcoming jobs and the team instead, and no prices: what a job is worth stays with the managers.Crew view

The week, on a phone
2
The week, on a phone

The same calendar the manager schedules in, laid out for a small screen. A crew member can read it and open any job, but cannot schedule, re-price or move jobs.

On site

Everything the job needs, nothing it does not

Tapping a job opens what the crew needs on site. Where, when, who, and anything the customer said that changes how the day goes.

Tap the job → the detail → mark it complete

The job
1
The job

Address, time window, the crew assigned, and the note from the owner. The garage is already packed, the piano goes last, and it is going to storage rather than the house. When the work is done, Mark complete closes it out.

Marking the job complete here is what emails the customer their rating and payment link, so the crew closing out on site is what starts the company getting paid. Crew can only complete the jobs they are on, and the final amount stays with a manager.

Topic 6 of 8

Getting paid

There are two separate money flows. Carver bills the company a monthly fee per seat. The company bills its own customers through Stripe, a deposit first and the balance after, and that money goes straight to the company. This topic covers both, what an owner sees at the end of the month, and what happens if a company's subscription lapses.

4 sections · 9 screens · Light & dark · Desktop · Sample data

Carver bills the company

Seats, and a 30-day trial

Every company starts on a 30-day trial with no card required. After that, Carver is $99 per seat per month. Managers and crew members each take a seat, and the count follows the team automatically.

Settings → Billing → seats

A paying company
1
A paying company

City Moving on an active subscription. Seats track the team automatically, so adding a mover changes the bill without anyone filing a request.

Five days left
2
Five days left

Smith Handyman is five days from the end of its trial. The countdown appears only in the final week, and reminder emails go out as well for owners who have not opened the app.Trial

The company bills its customers

Deposits and payouts through Stripe Connect

Customer payments go to the company's own Stripe account, not through Carver's books. A company can ask for a deposit before the work and take the balance after it, and Carver never holds the money in between.

Settings → Payouts → Stripe

Connecting a Stripe account
1
Connecting a Stripe account

The payouts screen tracks how far along Stripe setup is and links straight back into it. Until Stripe has everything it needs, the company can use everything else in Carver. It just cannot take card payments yet.Stripe Connect

A deposit, where the job was agreed
2
A deposit, where the job was agreed

A service can carry a deposit. Once the job is booked, it shows at the top of the conversation until the customer pays it. Here Ben's $50 has been received, and the owner sees the same banner. It comes off the final bill automatically.

Payments are processed by Stripe and go straight to the company's own account, so Carver never holds a company's money. Payout timing and fees are set in the company's own Stripe account.

At the end of the month

Income by month, and a summary for the bookkeeper

Income is laid out by calendar month. Two figures sit side by side because they answer different questions. Work completed is what finished jobs were worth. Collected is what actually came in through Carver, which is what a bookkeeper asks for.

Dashboard → Income → a month → the summary

A company taking payments
1
A company taking payments

Last month for City Moving. Work completed is what its finished jobs were worth, and collected is what came in through Carver, split into deposits, final payments and tips. The two differ when a job is paid in a different month or paid outside Carver. The month downloads as a summary or goes to the owner by email or text, and a second button downloads it as sales receipts QuickBooks Online imports, one per payment with tips on their own line.

A company that is not
2
A company that is not

Smith Handyman has not connected Stripe, so Carver shows what their finished jobs were worth and says plainly that it cannot see what they collected, rather than showing a row of zeros.

The summary is a plain statement of the month, marked clearly as not a tax document, so an owner can hand it to a bookkeeper without it being mistaken for one.

If a subscription lapses

A lapsed company is not locked out

When a trial ends without a subscription, the company becomes read-only rather than being shut off. It can finish the work already on its calendar, keep talking to its customers, keep receiving new leads, and still take payment for jobs it has done. Only adding and changing work is blocked, so customers who already booked are not left stranded.

Trial ends → read-only → reactivate

Told plainly
1
Told plainly

Riverside Lawn's trial ended. A red banner across the top says so, in words, on every screen and at every window size.Read-only

The work survives
2
The work survives

Three mowing jobs are still on the calendar, and each can still be opened and completed, so the customers who booked them are not affected.

One button back
3
One button back

Billing stays available while the company is lapsed, so the owner can restart the subscription in one step. The screen says exactly what is blocked until they do.

Topic 7 of 8

One platform, any brand

Each company on Carver appears under its own name and colors. Customers book through the company's page, and the only Carver marking they see is a small line at the bottom. These are two companies in different trades on the same app, each set up by its owner.

3 sections · 6 screens · Light & dark · Phone & desktop · Sample data

The same screen, twice

Two companies that look nothing alike

The same page, filled in by two different companies. Different name, description, services, rates, crew and color, all entered by the owners themselves.

A mover's page → a handyman's page

City Moving and Hauling
1
City Moving and Hauling

A moving company with four services priced by the hour, a 9.4 average across seven reviews, and a link to its own website. Its color runs through the icon and the request button.

Smith Handyman
2
Smith Handyman

A handyman business on the same platform. Different trade, different services, different rates, and orange rather than blue. A customer landing here has no reason to think the two are related.Same app

Down to the individual job

Every service has its own front door

Branding is not only the company page. Each service carries its own link and QR code, so a truck decal, a yard sign or a flyer for one specific job type lands the customer directly on that service, still in the company's colors.

Scan a service code → that one service

A single moving service
1
A single moving service

The Local Move service on its own page, with the rate, what is included, and a request button that opens a conversation about this job specifically rather than a general enquiry.

A single handyman service
2
A single handyman service

The same page for a TV mount, at a different rate, in a different brand. This is what a customer sees after scanning the code on a business card.

Who controls it

The owner sets it, in about a minute

No design work is needed. The company's identity is a logo, a few fields and a brand color on one settings screen, and the QR code updates automatically if the owner ever changes their public code.

Settings → Company profile

City Moving's settings
1
City Moving's settings

The logo, the name, the description on the public page, a link to the company's own website, and the welcome message a new customer gets, with the brand color and QR code below. That is everything that controls how the company looks to its customers.

Smith Handyman's settings
2
Smith Handyman's settings

The same screen for the other company. The difference between the two public pages is entirely the values in these fields.Self-serve

Topic 8 of 8

Starting a company

How a company gets started on Carver. An owner signs up, names the business, picks a color, adds a first service and invites the crew, and can be working in a few minutes. Every company starts with a 30-day trial, and no card is required. These screens come from a real sign-up, start to finish.

2 sections · 6 screens · Light & dark · Desktop · Sample data

Sign-up

One form, and the company exists

Signing up creates the company at the same time as the owner's account, so there is no separate setup step before the owner can start.

Sign up → the company is created

Name, email, and the business
1
Name, email, and the business

Five fields. The company name is part of sign-up rather than something configured later, so the account and the business are created together and the owner lands inside their own company.Self-serve

First run

Four steps to a working business

A short setup wizard walks the owner through the basics. Each step saves as they go, setup can be finished later from Settings, and the dots at the top show how much is left.

Brand → first service → invite crew → trial → dashboard

Step 1, make it yours
1
Step 1, make it yours

A brand color and a short description. The screen explains that both appear on the public page customers land on from a QR code, so the owner knows what they are editing.

Step 2, the first service
2
Step 2, the first service

A name and an optional hourly rate, with examples from different trades because Carver does not assume what kind of business this is. Pressing Next adds what was typed, so an owner who never presses Add does not lose it.

Step 3, just you or a crew
3
Step 3, just you or a crew

The step asks first whether the owner works alone or has help, because plenty of these businesses are one person. Choosing help opens invitations by email, with a toggle for whether the person is a manager, and the step says plainly that each person who joins counts toward the plan. A name typed but never sent gets a warning before the owner moves on.

Step 4, the trial
4
Step 4, the trial

Thirty days, everything unlocked, no card required, with the end date spelled out. Billing can be added from Settings whenever the owner is ready.No card

Then the dashboard
5
Then the dashboard

The first time a new owner reaches their dashboard, a short welcome explains how Carver works in three slides. A request comes in, it gets quoted and scheduled, and the finished job gets paid. It hands off to a tutorial on the Requests screen.