Everything in one place

Manage your entire sales and job pipeline from first contact through to completion.

• ✓Kanban-style pipeline with custom stages
• ✓Lead tracking and client history
• ✓Job conversion from CRM to invoicing
• ✓Multi-assignee support and field team access

Professional quotes, work orders and invoices 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

Track every job from scheduling through to completion with full audit history.

• ✓Status tracking and stage management
• ✓Assignees, notes, photos and time entries
• ✓Linked documents and invoices
• ✓Role-based field team permissions

Full purchasing workflow from supplier bills to purchase orders.

• ✓Supplier management and bill tracking
• ✓Purchase orders with approval flow
• ✓In-tray document scanning with AI extraction
• ✓Linked to accounts for reconciliation

Dispatch jobs and manage your team's calendar in one place.

• ✓Calendar view with drag-and-drop scheduling
• ✓Staff availability management
• ✓Job dispatching to field teams
• ✓Integration with jobs and CRM

Business intelligence reports to understand your performance.

• ✓Revenue and cash flow reports
• ✓Profit & loss and balance sheet
• ✓GST summary for BAS lodgement
• ✓General ledger view

Break complex work into tasks and milestones with Kanban boards.

• ✓Multi-stage project tracking
• ✓Task assignment and due dates
• ✓Progress milestones
• ✓Team collaboration tools

Customer support helpdesk with shared inbox and issue tracking.

• ✓Shared team inbox
• ✓Priority and status management
• ✓Client communication history
• ✓SLA tracking