Built for how you work

Every module is designed for tradies, sole traders, and small business owners who need to get things done.

CRM & Contacts

Manage all your clients, leads, and personal contacts in one place. Search, filter, and organise with ease. Works as both a personal address book and a team-wide CRM.

  • Contact search and filtering
  • Personal and organisation contacts
  • Link contacts to jobs and quotes
  • Import and export

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Job Tracking

Track every job from enquiry to completion. Set statuses, assign team members, and link related quotes and invoices. Never lose track of a job again.

  • Status workflows (Pending, In Progress, Completed)
  • Link to contacts, quotes, and invoices
  • Job notes and activity history
  • Team assignment

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Quoting

Create professional quotes with line items in minutes. Auto-numbered, brandable, and exportable to PDF. Convert accepted quotes to invoices with one click.

  • Line item management
  • Auto-numbering
  • PDF export
  • One-click convert to invoice

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Invoicing & Payments

Send invoices, track payments, and get paid faster. Auto-create invoices from accepted quotes. Keep your cash flow healthy with clear payment tracking.

  • Auto-create from quotes
  • Payment tracking
  • PDF generation
  • Payment status dashboard

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Calendar & Tasks

Schedule appointments, set reminders, and manage your to-do list. Personal and team calendars keep everyone on the same page.

  • Personal and team calendars
  • All-day and timed events
  • Task priorities and statuses
  • Location support

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Team Management

Invite your team, assign roles, and control access. Owner, admin, and member roles ensure the right people see the right data.

  • Role-based access control
  • Multi-organisation support
  • Team member invitations
  • Per-plan team limits

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