Packed full of features to help manage your business
We’ve built industry leading tools and features to make sure you can deliver a 1st class service to your customers
Improved Operations
Integrations
- Connect with Xero Accounting
- Connect with Quickbooks accounting
- Sync your contacts, Cost items, Invoices and payments
- Sync tax rates and account codes
Service Reminders
- Internal reminders for things you need to do
- Service based reminders for customers
- Create reminders from within jobs
Purchase Orders
- Create purchase orders
- Choose from your suppliers
- Track progress of deliveries
- Add your logoand branding to PO
Forms
- Drag & drop form builder
- Forms library templates
- Export to PDF
- Fil in from anywhere, office or field
- Send to customers
- Can be used for compliance, Health and safety etc..
Scheduling
- Flexible scheduling
- Drag & drop scheduler
- Drag & change fieldworker order
- Day / week / timeline views
- Business hours
- Event management
- Map view
- Advanced filtering
- Teams & sub teams
Timesheets
- Create timesheet records
- Flexibility to create pre filled timelog templates by job, day etc..
- Complete from office or on mobile
- Use time tracking or manual entry
- Create expense records from the mobile App or from the office
Business Growth
Stock Management
- Record and track stock
- Download and upload stock in Excel
- Stock locations
- Stock level alerts when low
Service Contracts
- Create service contracts
- Add sites or assets to contracts
- Contract schedules
- Automated or manual job creation
- Choice of billing options
Quotes
- professionally branded
- Create from in the office or out in the field
- Scheduled quotes if a site visit is required
- Convert quotes to jobs
- Customisable quote statuses
Invoicing software
- Professional branded invoices
- Single or batch invoicing options
- Invoice from the office or from the mobile Apps
- Convert jobs to invoices
- Payment taking from anywhere
- Credit & Debit card payments
Happy customers
Customer Management
- Easily create customer records
- Custom Data Fields & to store any data you need
- Store unlimited sites and customer locations
- Billing & statements
- Files, notes and images
- Provide customer portal access
Customer Portal
- Secure portal for your customers to login to
- Permission based and brandable
- Allow customers to view Jobs, quotes and invoices
- Accept quotes from the portal
- Pay invoices via card
- Send messages to you directly from the portal
Schedule Any Job and Manage Your Workforce
No commitment, no auto subscriptions, no credit card required
