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Feature overview

Everything the job needs. Nothing it doesn’t.

A connected set of practical tools for the office, the field and the owner who needs a clear view of the whole business.

Find and win work

Enquiry inbox

Capture calls, website requests and manual enquiries in one organised queue.

Customer records

Keep contact details, addresses and related work together.

Professional quotes

Build clear quotes from saved products, services and reusable packages.

Online acceptance

Let customers review options and accept from a secure link.

Quote PDFs

Produce customer-ready documents with consistent pricing and presentation.

Follow-up visibility

See what is waiting, accepted or needs a response.

Plan and deliver

Job scheduling

Plan work by date, time and assigned team members.

Team assignments

Give each job a clear lead and supporting team.

Job notes and photos

Keep progress, evidence and customer context attached to the work.

Checklists

Standardise repeat work and make completion expectations clear.

Timecards

Record, review and approve working time across the team.

Training hub

Publish practical learning and quick-start guidance for staff.

Invoice and understand

Draft invoices

Create from completed jobs or start directly for standalone work.

Payments and credits

Track balances, receipts, credit notes and customer credit accurately.

Business reports

Review revenue, outstanding balances and business activity.

Toolbox

Register tools, photos, purchase details and calibration dates.

Business settings

Manage document details, tax status and operating preferences.

Owner controls

Keep business and platform access separated with clear permissions.

Put every job on a clearer path.