Reports & live figures
Sales, cash, jobs and enquiries update as the work happens, so you stop waiting for a Friday spreadsheet. Check them on your phone from anywhere.
- Owner's dashboard. The handful of figures you check most, live on one screen and on your phone.
- Tap through to the detail. Tap a figure to see the invoices, jobs or enquiries behind it.
- Profit by job. Labour, materials and subcontractors set against the price, for each job and each type of work.
- Sales and enquiries. Enquiries by source, how many turned into work and what that work was worth.
Orders & fulfilment
Website, phone, trade and marketplace orders arrive in one list. Your team pick, pack and dispatch from it, and the customer hears from you at each step.
- One order queue. Every channel in one list, with paid, picked, packed and dispatched as columns.
- Picking lists in shelf order. Lists sorted by aisle and shelf, so the picker walks the warehouse once.
- Pack and check. Scan or tick each item as it goes in the box, so the wrong size stays on the shelf.
- Dispatch emails. Customers get an email with tracking when the parcel leaves.
Stock & purchasing
Stock goes down as jobs and orders use it, and the system warns you before a line runs low. A purchase order to your supplier takes one click.
- Stock by location. Levels for the warehouse, each shelf, each van or each site.
- Low stock warnings. Each item has a minimum, and anything below it goes on today's reorder list.
- Purchase orders. Orders built from the reorder list, split by supplier and sent by email.
- Goods in. Tick off a delivery against the order and the stock levels go up.
Customers & CRM
Open a name and see the calls, emails, quotes, jobs and invoices behind it. Nobody in the office has to ask where things are up to.
- Who to chase today. A short list each morning of the enquiries and customers that need a call, warmest first.
- Lead ratings. Mark each enquiry hot, warm or cold so the best ones get a call before the rest.
- Contact timeline. Calls, emails, notes, quotes and invoices in date order on one page per customer.
- Where enquiries come from. Each enquiry keeps its source, whether that was Facebook, Google, a referral or the writing on the van.
Inbox & live chat
Every message to the business arrives in one inbox, filed against the right customer and job. Each email comes with a reply drafted in your tone, ready to check and send.
- One shared inbox. All your company addresses in one list, with who is handling each message.
- Reply drafts. A suggested reply on each email, written in your tone using the customer's history.
- Filed by customer. Messages attach to the right customer and job, so the whole conversation sits in one place.
- Assign and follow up. Hand a message to a colleague and see whether it is still waiting for a reply.
Marketing & reviews
Your marketing sits in the same system as your quotes and invoices, so you can trace an advert to the money it made. Campaigns and review requests go to the right customers.
- Which ads made money. Facebook and Google spend set against the invoices those enquiries turned into.
- Lead source tracking. Each enquiry keeps its source, from the ad click to the word-of-mouth referral.
- Email campaigns. Pick customers by what they bought, when and where, and send them a campaign.
- Opens and bookings. See who opened each campaign and who went on to book or buy.
Loyalty & gift cards
Customers buy gift cards on your website or at the counter. Staff scan the card at the till and take the amount off, and the balance updates everywhere.
- Gift card register. Each card sold, its balance and where it was spent.
- Sell online. Customers buy e-gift cards on your website.
- Redeem at the till. Scan the code, take the amount off, done.
- Points and rewards. Points on each purchase, spent like a gift card.
Team, HR & rota
Build the rota, approve holidays in a click and see who is trained for what. You get a warning weeks before a certificate or ticket runs out.
- Rota planner. Build the week on a grid, copy last week, and see gaps and overtime as you fill it.
- Holiday requests. Staff ask on their phone, you approve in a click and their allowance updates.
- Absence records. Sickness and other absence logged against each person, with return-to-work notes.
- Timesheets from the phone. Hours logged on the phone or taken from the jobs they worked, ready to check and send to payroll.
Like it? We will build yours
Every screen here can work the way your business does. Tell us what to change, or start from this template in the builder.