One system, set up around your business.

The day-to-day

Everything that turns a phone call into finished, billed work.

• One record for every customer, supplier and person you deal with, with the history attached.
• Jobs and service calls with their own numbering, priorities, checklists and status.
• Longer projects broken into stages, so you can see what a job cost against what it earned.
• Hours captured while the work happens, and turned into timesheets without anyone re-typing them.

Winning and billing the work

Priced from your own rates, invoiced from what actually happened.

• Quotes built from your rates, your customer agreements and your margins, sent as a branded document.
• Your customer opens the quote, approves it and signs, with no account to create.
• Invoices, credit notes, deposits and payments, with a balance on every document you can rely on.
• Take payment online if you want to, so an invoice can be settled the day it arrives.
• A simple pipeline from first enquiry to won or lost.

Scheduling and the field

Getting the right person to the right site with what they need.

• A dispatch board for crews and individuals, with warnings when you double-book someone.
• Repeat visits and maintenance rounds that come back on their own.
• A day view your technicians open on their phone, with the customer, the site and the history.
• Photos, notes and signatures captured on site, and work that carries on when there is no signal.
• A printable day sheet for the van when that is easier.

Stock, purchasing and equipment

What you hold, what you buy, and what you run it all with.

• Stock by item and by location, so what the system says matches what is on the shelf.
• Purchase orders to your suppliers, received in whole or in part as the deliveries land.
• Vehicles, plant and tools on a register, with meters, condition and servicing history.
• Maintenance that schedules itself and tells you before something is overdue.

People and paperwork

The records you have to keep, kept properly.

• Employment records and structure, separate from the login and the contact details.
• Tickets, licences and certifications with expiry dates, and a warning before they lapse.
• Inspection forms, checklists and sign-offs you design yourself, with signatures.
• Every file and generated document filed against the record it belongs to, with a retention policy.

Knowing what is going on

Numbers you can act on, without exporting anything.

• Dashboards over the work, the hours, the money and anything you have added yourself.
• Reports you can schedule so they arrive without anyone remembering to run them.
• Alerts on the things that matter to you: work running late, certifications expiring, stock running down.
• Correspondence with a customer kept on the job it relates to, not in a private inbox.

Fitting your business

The parts most products make you work around.

• Add the fields your trade needs, and put them where your team expects to see them.
• Choose the columns, the layouts and the language so it reads like your business.
• Bring your existing data in from spreadsheets, checked before anything is committed.
• Connect your accounting so the invoices you send arrive where your bookkeeper expects them.