Contacts, leads, jobs, scheduling, invoicing, expenses, files and your team, sharing one record of every customer and every job.
New inquiry
2
Linden Cafe fit-out
$18,500
Rao bathroom
$4,200
Site visit
1
Okafor loft
$9,800
Estimate sent
1
Whitfield kitchen
$11,723
Won
1
Harbor Street office
$26,400
Every customer in one place and every lead with a value and a next step.
One shared contact book for the whole business, with companies, people and the addresses you work at. Search finds anyone by name, email, phone or company in a keystroke.
Capture every inquiry and move it through stages you name yourself. See the value of what is open and what is stalling, before it quietly goes cold.
Its stages, its visits and its files, so anyone can answer where it stands.
18 Maple Street
In progressNext site visit
Thu, 10:30
Margin so far
41%
Every job carries its stages, milestones, notes, files and money in one place. Anyone on the team can see where a job stands without asking the person who knows.
Book visits, appointments and group sessions against the right person and place. Customers get a confirmation and a reminder, so fewer visits are missed.
Every file lives on the record it belongs to, not in someone's inbox. Drawings, site photos, contracts and signed quotes are one tap away for everyone who needs them.
With every cost on the job it belongs to, so the margin is a number you read.
Turn an estimate into an invoice without retyping it, bill by milestone, and see at a glance what is paid, due and overdue. Tax is calculated per line, at the rates you set.
Snap a receipt, tag it to a job and a category, and move on. Costs land on the job they belong to, so profit is a number you read rather than one you estimate.
Billed to
Clara Whitfield
18 Maple Street
| Walnut kitchen cabinetry, supply and fit | $6,480.00 |
| Quartz worktop, 42 sq ft | $3,150.00 |
| Site protection and final clean | $1,200.00 |
Paid in full on Sep 18
This month$1,649.15
Everyone runs the same grewray, shaped to their trade in Settings. Your copy is never forked, so every improvement reaches you on the day it ships.
Add the fields your trade needs to contacts, leads and jobs. No developer involved.
Rename stages, labels and records, so the software speaks the way your team already does.
Switch on the workflow built for your trade, on top of the same core every business shares.