Matrix Software Solutions – Custom Fit Business Systems
Backed by 23 years of solving complex operational problems.

Custom Fit Business Systems Without Starting From Scratch

Deploy in weeks, not months.

Configured around how you work, not the other way around. Backed by a team that's already solved the problems most businesses haven't hit yet.

Ready to go today. Built to adapt.

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When the System Doesn't Fit, the Business Pays the Price

The 3 most common reasons the existing system no longer works

📈

Your software no longer fits your business

The platform that worked when you were smaller is now a bottleneck. Your team, volume, and complexity have grown — but your system hasn't kept up. Every day your team bends around it instead of working through it.

  • → Your team uses the platform less and less
  • → Simple tasks now require multiple steps
  • → Growth is creating friction, not flow
🔧

Your workflows don't fit inside standard tools

Your business operates in a way off-the-shelf software wasn't built for. You've tried bending your processes to the system. It never quite works — and the gaps only grow as your business does.

  • → You've customized workarounds to fill the gaps
  • → Key steps happen "outside" the system
  • → New staff struggle because software doesn't match reality
🔗

Your operations are fragmented across systems

Operations spread across a CRM, spreadsheets, a scheduling tool, a billing platform, and apps no one fully owns. There's no single source of truth — just data living in silos and teams making do.

  • → No single source of truth for operations
  • → Reports require manually pulling from multiple tools
  • → Handoffs break because systems don't connect

The businesses that break through these walls share one thing in common — a system built around how they actually operate.

The Better Option

Why Matrix — The Smarter Path Forward

⚙️

Generic Software

  • One-size-fits-all — you adapt to the software
  • Features you don't need, missing critical workflows
  • Weeks to deploy, but doesn't fit how you work
  • Vendor lock-in — their roadmap, not yours
  • No path to evolve — stuck with what they ship
❌ Built for everyone. Doesn't adapt to your workflow.
✶ RECOMMENDED
✶

My Business Workspace

  • Pre-built core — no starting from scratch
  • Configure existing features to your workflow
  • Add new features to match your workflow
  • Fast deployment — we configure, not create
  • Ongoing collaboration — we grow the system with you
✓ Built for your business. The smarter path forward.
💸

Custom Build

  • Fully custom — every detail built from scratch
  • High upfront investment, unpredictable scope
  • 12–18+ month timeline, risk of delays and overruns
  • Extremely high risk — most projects over budget
  • Most teams give up or start over
❌ Too slow, too costly. Most projects fail or stall.
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The Platform

Standard Where It Should Be — Flexible Where It Must Be

Core — Always Included

Most businesses share the same core. These essentials are always included — and they work together from day one.

👥

CRM & Contacts

Contacts, notes & timeline · Email & SMS history per record · Customer self-service portal

📣

Marketing & Communications

Email & SMS campaigns · Branded templates & automations · Automated follow-up sequences

💳

Invoicing & Payments

Invoices, line items & deposits · One-time & recurring payments · Installment plans & online pay

Operational Tools — Enable Only What You Need

The remaining 20% is where businesses differ. Enable the tools that match your workflow — hide everything else.

🛠
Jobs & Field Operations

Dispatch, crews, time tracking & mobile views

🛒
Point of Sale

Fast checkout with inventory & barcode sync

🔄
Subscriptions & Plans

Recurring billing with tiers & entitlements

✍
Documents & e-Sign

Contracts, waivers, proposals & signatures

📦
Products & Inventory

Catalog, stock levels, pricing & vendor costs

📅
Scheduling & Events

Appointments, classes, sign-ups & resources

📊
Reporting & Exports

Revenue dashboards, CSV & drill-down insights

🚚
Vendors & Purchasing

Orders, receiving, barcoding & reconciliation

🎓
Templates & Training

Shared pages, training videos & user onboarding

One connected platform — configured for how your business actually works.

Industry Solutions

Built for How Your Industry Actually Works

Enable the right combination of tools for your workflow — every solution is built on the same connected platform.

Field Services — Full Job Lifecycle Management

📋
Job Management

Create from scratch or templates · Status tracking: Unassigned → Closed · Link to customer, property & contact

📅
Scheduling & Dispatch

One-time & recurring appointments · Calendar availability by day of week · Edit actual start/finish times

👷
Crew & Time Tracking

Assign staff or full crews per job · Clock in/out per crew member · Live view: clocked-in vs available

📝
Quoting

Build & send quotes to customers · Draft, revise & archive versions · One-click convert to invoice

💳
Invoicing & Payments

Invoice from quote or actual products · Credit card processing & refunds · Syncs to QuickBooks automatically

📸
Notes, Photos & Docs

Before & after photo capture · Upload & manage job documents · Customer-visible document sharing

Every capability operates from a single connected system — no switching between tools.

The 80/20 Model

Built on a Proven Foundation — Not Rebuilt Every Time

Most custom software starts from scratch. We don't. Every system we design is built on a foundation where core workflows are already solved, edge cases are handled, and the system is designed to scale from day one.

✓

Core workflows are already solved

✓

Financial and operational logic is proven and reliable

✓

Edge cases have already been handled

✓

The system is designed to scale from day one

80% — PROVEN FOUNDATION

CRM · Billing · Communications · Scheduling · Reporting
Already built. Already proven. Already yours.

20% — YOUR BUSINESS

Configured around your workflows · Extended to fit your edge cases.

The 80% means you get a running start on day one. The 20% is what makes it yours. That's how we deliver in weeks, not months — without cutting corners.

How We Work

From First Call to Full Operation

A structured process with clear milestones — so you always know where you are and what comes next.

Step 01

Workflow Audit

We map how your business actually operates — every process, handoff, and workflow — before a single line of configuration is written.

Step 02

Configuration Design

We design your system architecture — which features to enable, how data flows, and what gets built on top of the foundation.

Step 03

Build & Configure

We configure the platform, build any custom extensions, and set up your data, users, and integrations.

Step 04

Launch & Train

We go live with your team, run hands-on training, and make sure everyone is operating confidently from day one.

Step 05

Grow Together

As your business evolves, we continue adding features, refining workflows, and building on what we've created together.

Most clients are fully operational within weeks, not months — because 80% of the work was already done before we started.

One Platform

One Source of Truth for Your Entire Business

Live Shared Data

📅 Jobs & Appointments
👥 Customer Records & History
💳 Invoices & Payments
💬 Notes & Communications
📸 Documents & Photos
📊 Real-Time Reporting
👷
Staff

Their tasks & schedules · Full customer history · No guessing or chasing info

🏭
Vendors

Orders & job status · Schedules & delivery windows · No email chains needed

📊
Management

Real-time ops visibility · Team & performance data · No manual reporting needed

🤝
Customers

Bookings & invoices · Self-service portal access · All communications in one place

No silos. No stale data. Everyone works from the same live system.

Integrations

QuickBooks Sync — Payments Across All Workflows

Every payment, from every source, automatically reconciled — no manual exports, no double entry.

📋

Billing & Invoices

Invoices paid online or in-office

🛒

Point of Sale

In-person retail & service checkout

🔄

Subscriptions & Recurring

Automated recurring billing cycles

📅

Scheduling & Bookings

Deposits & payments tied to appointments

→
📚

QuickBooks

✓ Income & revenue per source
✓ Customer payment records
✓ Tax-ready transaction categorization

One system. Every workflow. QuickBooks always in sync.

Our Story

23 Years in the Making

17 Years — Corporate Software Design

Learning how complex businesses operate at enterprise scale

Designing software systems at Chevron across 6 divisions — Corporate Departments, Upstream, Downstream, Trading, Supply Chain, and Digital Twins. Learning how complex businesses operate at enterprise scale before building for them independently.

Matrix Software Solutions Founded

Solving real problems no off-the-shelf tool could handle

Helping friends build operational systems grew into a business — solving real problems no off-the-shelf tool could handle, and building systems that actually fit how people work.

Complex Problems Found Us

Different industries, the same underlying need every time

Franchises, municipal tax, youth sports, PEOs — different industries, different constraints, but the same underlying need every time: a system built around how they actually operate, not how the software expected them to.

We Built a Foundation Once

CRM, billing, communications, scheduling — built once, properly

Built once, properly, so every future client starts from strength — not scratch. Every implementation strengthens the platform for the next business that comes through the door.

Today — My Business Workspace

Faster delivery, lower cost, less risk

Every implementation strengthens the platform for the next. Faster delivery, lower cost, less risk — and a system that gets better for every business that uses it.

95
Franchise Locations
150K
Gov't Accounts Managed
$60M+
Annual Online Payments
$25M
Franchise Annual Processing
Industries Served
Shipping Compliance Franchise Operations Municipal Government Youth Sports Automotive Professional Employer Organizations Shooting Ranges Tint Manufacturing Property Management Commercial Maintenance

We built a foundation we would never rebuild again.

So every business after gets the benefit of everything that came before.

My Business Workspace

The foundation built so no future client starts from zero.

Schedule a Demo →
Get Started

Ready to Get Started?

When your current tools stop keeping up, My Business Workspace is ready.

📅

Schedule a Demo

Typical review takes 30–45 minutes · No commitment required

346-435-3128
contact@mybusinessworkspace.com
mybusinessworkspace.com

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