Win Work
First quote back usually wins
Clients, quotes and forms: everything you need to turn an enquiry into a booked job before your competitors have checked their voicemail.
Client Management
Know every client like a regular
Every client, site, contact and job history in one place. When Mrs Chen from Willoughby calls about her switchboard, you’ll know what you did last time, what you charged, and what you quoted her neighbour.
- Full job, quote and invoice history against every client and site
- Multiple sites and contacts per client, perfect for property managers and builders
- Add a client on the phone while you’re standing in their driveway
Quoting
Look like the biggest outfit in town
Branded quotes your clients accept online with one tap. Build them from the van, send them before you’ve left the street, and know the moment they’re opened.
- Professional branded quotes, accepted online. No printing, no chasing
- See when a client views the quote, and get notified the second they accept
- Revise and re-send with confidence, because every version is kept and nothing gets lost
Forms
Paperwork that fills itself in
Build your own site inspection sheets, safety checklists and compliance certificates. Attach them to jobs, fill them in on the phone, and they’re stored against the client forever.
- Drag-and-drop form builder, so you build exactly what your trade needs instead of begging for a template
- Photos, signatures, checkboxes and required fields
- Completed forms attach to the job and email as branded PDFs
