Customers & CRM

Keep every customer, lead and vendor in one organized place.

Customer CRM

Store customers, leads and vendors with contact details, tags and source.

Customer history & notes

See the full history behind every customer, including their jobs and invoices.

Import contacts

Bring an existing customer list in from a CSV file.

Call & message in one tap

Reach customers straight from their record by phone, text or email.

Jobs & Workflow

Move work through your business without losing track of a single job.

Job management

Create jobs with statuses, priorities, schedules and assigned team members.

Job notes & photos

Attach notes and before/after photos to every job.

Appointments calendar

See upcoming appointments and confirm them with the customer.

Documents

Keep job documents and paperwork together with the work.

Estimates & Invoicing

From first quote to final payment, without re-typing anything.

Estimates & quotes

Build professional line-item estimates with quantities and pricing.

AI-powered estimates

Describe the job and let AI draft an estimate priced against current local rates for the customer's ZIP code.

Estimate to invoice

Convert an accepted estimate into an invoice in one step.

Invoicing & payment links

Send invoices with online payment links and track what has been paid.

AI invoice follow-ups

Draft polite follow-up messages for unpaid invoices.

Print & PDF

Print or export estimates and invoices with your branding.

Client Scheduling

Let clients book themselves in — or take the booking yourself.

Shareable booking link

Every business gets a public booking page with a custom link address you choose.

Your own hours

Set opening hours for each day of the week, appointment spacing, notice period and how far ahead clients can book.

Bookable jobs

Choose which services clients can book and set the completion time for each one.

Self-service booking

Clients pick an open slot that fits the job duration, with double-booking protection.

Service catalogue

Maintain your services with pricing units, durations and descriptions.

Team & Time Tracking

Know who is working, where they are and what it costs.

Employee management

Employee profiles with roles, contact details, specialties and hourly rates.

PIN clock in / out

Employees clock in from a shared device using their personal passcode.

GPS-verified time tracking

Record clock-in and clock-out locations plus a location history for each session.

Live locations map

See where your team is while they are clocked in.

Time-off requests

Employees request time off and owners approve or deny it.

Payroll & labor reports

Turn tracked hours into payroll figures and weekly labor reports.

AI Business Tools

AI that handles the admin work around the job.

AI estimating

Job descriptions become detailed, locally-priced estimates.

AI invoice & follow-up drafting

Generate invoices and payment follow-ups in seconds.

AI customer messages

Draft professional replies and updates for customers.

AI team insights

Analyze employee records and performance at a glance.

AI marketing content

Generate social posts, ad images and brand copy.

AI FAQ generation

Turn common questions into website-ready answers.

Marketing & Brand

Look established and keep your business visible.

Marketing hub

Plan promotions and generate marketing content from one place.

Blog manager

Write and publish articles on your public site with templates.

FAQ manager

Publish answers to the questions customers ask most.

Photo library

Organize job photos into libraries and share them with clients by link.

Brand Studio

Design business cards and logos, with an AI brand designer and custom fonts.

Branding

Set your business name, colors, fonts and logo across documents.

Inventory & Insights

Keep stock, costs and performance under control.

Inventory tracking

Track tools, equipment and supplies with quantities, locations and costs.

Low-stock alerts

Get an email when an item drops to its reorder threshold.

QR codes & scanner

Scan items in and out with QR codes.

Loan tracking

See what has been loaned out and when it is due back.

Business dashboard

Your day at a glance — appointments, active jobs, invoices and hours.

Business analytics

Track the numbers that show how your business is performing.