For small businesses
All-in-one business management for small service companies
Customers, jobs, tasks, documents and invoices in one simple workspace, so you spend less time on administration and more time on the work.
Sound familiar?
What slows small business down
Too many subscriptions
A CRM, a project tool, a document tool and an invoicing tool, each with its own login and its own version of the customer.
Information in people's heads
When someone is away, the details of their customers and jobs go with them.
Admin after hours
Quotes and invoices get done in the evening because the day is for delivery.
The workflow
From inquiry to payment, in your language
Each step reads from the one before it, so the detail entered at the start is the detail on the invoice.
- 01
Inquiry captured
Every request becomes a lead with an owner.
CRM & CustomersEarly access - 02
Quote sent
A branded quotation from your standard items and prices.
Documents & QuotationsEarly access - 03
Job scheduled
The accepted quote becomes a job with a plan and a budget.
ProjectsEarly access - 04
Work assigned
Tasks go to the right people with due dates.
TasksEarly access - 05
Invoice issued
Invoice from the quote or the job, then track payment.
InvoicingEarly access - 06
Daily briefing
What is due, what is overdue, what needs a reply.
AI AssistantEarly access
An illustration
Example: a five-person facilities services company
Illustrative scenario. Quotes were produced in a spreadsheet, jobs tracked on a whiteboard, and invoices typed at month end.
One workspace replaced three tools; quotes become jobs and jobs become invoices with the customer details carried through.
Modules used
What this workflow is built from
FAQs
Questions from small business
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access