The Middleman
The Middleman provides an all-in-one platform for service businesses to quote, schedule, manage jobs, and collect payments through a single intuitive system. Contractors can share branded client portals with photos, change orders, and e-signatures, and send invoices that clients can pay by card immediately. The platform reports quote approval rates of 65%, nearly double the 35% industry average.
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Service businesses such as contractors often juggle multiple disconnected tools for quoting, scheduling, client communication, and invoicing, leading to excessive administrative overhead and delayed payments. Clients are left in the dark about job progress, requiring frequent phone calls and follow-ups that slow down project timelines and reduce operational efficiency.
Solution
The Middleman offers a unified platform that lets service businesses quote, schedule, manage jobs, and collect payments in one place. Contractors can create priced quotes that clients sign online within minutes, coordinate crews on a shared calendar, and keep clients informed through a branded portal featuring updates, photos, change orders, and messages. The platform includes CRM and messaging tools, tax-handled invoicing, and in-app card payments so contractors get paid faster. With a focus on simplicity, The Middleman claims to help contractors win more jobs, run them smoothly, and get paid faster while minimizing time spent on paperwork.
Target Audience
Primary customers are contractors and service businesses, including home improvement and trade professionals, who need to streamline quoting, scheduling, client communication, and payment collection in a single system.
Features
- Client CRM and messaging built into the core platform
- Quotes and invoices with automatic tax handling, plus reusable quote templates and long-form quotes with pricing summaries
- Change orders on approved quotes with client e-signature for approval
- Site Journal: dated photo timeline per project (10 photos per project on Pro, 40 on Scale, 120 on Empire)
- Scheduling with team member accounts and a shared job calendar
- In-app card payments for instant invoice settlement
- Custom branding options including portal colors, co-branded emails, custom notifications, and website lead forms
- Work orders, purchase orders, subcontractor accounts, expense tracking, and advanced analytics on higher tiers