Everything in one place

Jobs, pipeline & field management — manage your entire sales and job pipeline from first contact through to completion.

• Kanban-style job pipeline with custom stages
• Lead tracking and full client history
• Notes, photos and time entries on every job
• Role-based field team access

Quotes, work orders, invoices & payments — professional documents with payment tracking built in.

• Create quotes, work orders and invoices
• PDF generation and email delivery
• Payment recording and balance tracking
• Public view link for clients — no login required

Purchase orders, expenses & supplier bills — the full purchasing workflow in one place.

• Supplier management and bill tracking
• Purchase orders with approval workflow
• In-tray document scanning with AI extraction
• Expense tracking linked to jobs

Job scheduling, calendar & staff availability — dispatch jobs and manage your team's calendar.

• Calendar view with drag-and-drop scheduling
• Staff availability management
• Job dispatching to field teams
• Synced with CRM and job records

Revenue reports, job insights & metrics — understand how the business is actually performing.

• Revenue and cash flow reports
• Job profitability and performance insights
• Team and workload metrics
• Exportable reports for your accountant

Staff, roles, leave & compliance — bring the whole team into one system.

• Staff records, roles and permissions
• Leave requests and approvals
• Qualification and compliance tracking
• Role-based access control