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One system for the whole business.
From the first enquiry to the final invoice — and the people, jobs and paperwork in between. You choose what you need, and we set it up around the way you work.
Customers, enquiries and sales
Know who every customer is, what you've said to them and what's next — without digging through inboxes.
Customers & contacts
Every customer and contact in one place, with their history, notes, documents and conversations.
Enquiries
Enquiries from your website arrive in the system automatically, ready to follow up.
Deals & jobs
Follow each piece of work from first contact to finished job, as a list or as cards on a board.
Quotes
Professional quotes in your own layout, built from your products and services in a few clicks.
Money in and money out
Turn a quote into an invoice, keep track of what's owed, and keep on top of what you buy.
Invoices
Invoices in your own layout, raised straight from the quote or job, so nothing is typed twice.
Purchase orders
Purchase orders to your suppliers, linked to the job they're for.
Products, services & suppliers
Your price list and your suppliers, kept up to date in one place.
Reports & dashboards
See what's coming in, what's due and how the business is doing at a glance — and build your own reports.
Out on the job
Job sheets and a mobile app for your team
Your team gets what they need on their phones, and the office sees it the moment it's done.
- Job sheets sent out, filled in on site and back the same day
- Jobs offered to your team or subcontractors to accept on their phone
- Tasks and to-do lists so nothing slips through
- Photos, notes and documents kept with the job
Email, WhatsApp and your website
Keep every conversation with the customer it belongs to, and let your website do some of the work.
Send and receive email from inside the system, with ready-made templates for the messages you send most.
WhatsApp templates for quick, friendly messages to customers.
Your website
A website you can edit yourself, with ready-made layouts, a colour panel and enquiry forms that feed straight in.
Your people and your paperwork
The admin that usually lives in folders and spreadsheets, kept in the same place as everything else.
Staff records
Employee details, certificates and qualifications in one place.
Holidays
Holiday requests, approvals and a clear diary of who's off when.
Timesheets
Hours recorded by your team, ready to check and approve.
Documents
Files and documents stored against the customer, job or person they belong to.
Made to fit the way you work
This is where bespoke really counts. Your system is shaped around your business — and reshaped as it grows.
Your own workflows
Stages that match how your work actually flows, shown as a list or a board.
Your own forms
Bespoke forms for the information you collect — on screen, on a phone or sent to a customer.
Your fields and wording
Your own fields, your own names for things and your own layouts for quotes and invoices.
Who sees what
Each person sees the parts they need. Sensitive figures stay with the people who should see them.
Plus the concierge service
And we do the setting up
The software is only half of it. Your one-off £1,000 also covers:
- Building it around your business
- Setting it up on your own server space
- Bringing all your data in
- Complete personalisation — logo, layouts, wording and workflows
- Training for your team
- Help going live
Tell us how your business works — we'll show you how it could look.
Book a callBusiness software, simplified. Built around your business for £1,000 and live within a week.
Call 07971 504 007
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