Keep your way of working. Lose some of the repetition.

01 / Workflow automation

Give repeat admin a routine.

The same welcome message. The same quote follow-up. The same unpaid-invoice check. Turn a useful repeatable process into a workflow you can review and reuse.

• Workflow templates and suites
• Visual workflow builder
• Event and scheduled triggers
• Conditions and delays
• Email and SMS actions
• Execution history and testing
• Webhook and data actions

Workflow automation requires Professional. SMS uses purchased business credits; external services may have their own setup and charges.

02 / Custom fields

Make room for the details your business runs on.

Add business-specific fields to leads, quotes, jobs, projects and invoices, instead of relying on everyone to remember what belongs in a note.

• Fields on leads, quotes, jobs, projects and invoices
• Text, numbers, dates and currency
• Choices and yes/no fields
• Customer and employee references
• Required fields and help text
• Field layout and list columns

Defining custom fields requires Professional. Field access and display also depend on the record and user permissions.

03 / Documents & questionnaires

Keep useful paperwork close to the work.

Organise documents, job attachments and questionnaires so the information needed for a job has somewhere to live.

• Business document records
• Document editing
• Questionnaires and shared response forms
• Job attachments
• Business CSV backup export

File uploads start on Basic and storage limits vary. Questionnaires and template-related functions depend on the relevant plan and permissions.

04 / Trade compliance records

Keep the evidence with the work.

Organise certificate, test-and-tag and refrigerant records alongside the jobs that need them.

• Compliance certificate records
• Test-and-tag register
• Refrigerant transaction records
• Job-linked compliance detail

Compliance management requires Professional. Check that the available record fields suit the requirements of your trade and jurisdiction.

05 / Business reports

Find the work that needs your attention.

Explore service health, payment behaviour, retention and crew activity, alongside financial and sales reports.

• Aged receivables and payables
• Recurring service health
• Billing reconciliation
• Cancellation analysis
• Client retention
• Revenue mix and pipeline
• Payment behaviour
• Gateway fees
• Crew throughput
• Financial, customer and sales dashboards

Advanced financial and business reporting requires Professional. Report usefulness depends on current and complete source records.