πInsights DashboardTrack business performance with key metrics including close ratios, customer value, and revenue trends.
πQuotes & EstimatesCreate professional quotes, use templates, and convert approved quotes to jobs automatically.
π Jobs & SchedulingSchedule jobs, assign crews, optimise routes, and track visit completion in real-time.
β ChecklistsCreate reusable checklists to ensure consistent quality on every visit. Track completion by team member.
π°Invoicing & PaymentsGenerate invoices, accept payments, and sync with Xero for seamless accounting.
π¬CommunicationSend branded emails and SMS to clients. Track delivery, manage credits, and get a dedicated number.
β‘AutomationsAutomate reminders, follow-ups, and notifications. Save time while improving client experience.
π£Marketing CampaignsCreate multi-step email and SMS sequences to nurture leads and retain customers.
πEquipmentTrack vehicles, trailers, and tools. Get reminders for registration renewals and manage maintenance.
πNotificationsStay informed with real-time alerts for work requests, quote approvals, payments, and more.
πClient PortalGive your clients a branded portal to approve quotes, pay invoices, and request work.
πΊοΈService AreasDefine geographical zones to organise work by location with colour-coded schedule views.