The platform starts from how your jobs actually run, not a template. Here’s each part in full, and the specific things we tailor to your trade business as we build.
Your calendar flexes to the shape of your work, whether a job takes fifteen minutes or runs across several days. View it by day, week or month, or switch to see it by employee or by job type. When a job is assigned, the entry fills automatically with the details that matter — client, location, job type, assigned staff and status — so your schedule is readable at a glance without opening every job.
Which views you use, what shows on each calendar entry, colour-coding by status or team, and recurring jobs for repeat clients.
Assign the right people to the right jobs with everything they need attached — an individual, a crew or a whole team, plus any tools, vehicles or resources the work calls for. Reassign in a couple of clicks when plans change, and see who's already committed so no one gets double-booked. However your business runs its day, we set the assignment process up to match it.
How you define a job, what needs to travel with it, and how you want to view availability.
The job record is the heart of the system, built around how you actually work. Any flag, label or field you use internally, we design in — no forcing your process into someone else's template. Add notes to a job as it progresses, and if you need to process, export, add to or analyse what's on a record, we build that in for you.
The fields and flags specific to your trade, what a completed record looks like, and any exports you need. This is usually the biggest tailoring conversation, since the record shapes almost everything else.
Every job stays on the record, building a full history against each customer, job type and employee over time. Search and filter it however you need — by client, by service, by who did the work, by date — to spot your repeat customers, see how often they come back, and pull up past jobs instantly when you're booking the next one.
What you want to be able to look back on and filter by.
A single managed place for your people. Assign roles, hold their rates and details, and see how each person is being used across the business — how often they're tasked, on what kind of work, and at what rate — so you get a real read on your daily operation rather than a guess.
Which roles you use, what you hold against each person (rates, skills, certifications, contact details), and whether skills feed into who gets suggested for a job.
Share your margins on the services you offer, and we turn the day-to-day activity into a clear picture of the money: how much you're making, which services and clients bring it in, and the return on the different things you sell. A simple overview brings it together so you're not digging for it.
Which financials you're comfortable feeding in, and the numbers you most want in front of you.
Give your team access on your terms. Field staff can do the things you want them doing — logging jobs, marking tasks complete, updating a record — and nothing else; they only ever see what you've decided workers should see. Add notifications so the right people know when a job is assigned, updated or finished, and pull simple reports or exports when you need to review or share.
Who accesses what, what each role can do versus only view, which events trigger a notification, and what your standard reports contain.
A built-in assistant that doesn't just answer questions — it can act on your business's behalf. Ask it in plain English to reschedule a day, reassign jobs, pull a customer's history or export a report, and it does the work, showing each step as it goes. Anything that changes your data pauses for your approval first, so you stay in control while the busywork disappears.
A simple lifecycle on every job — for example assigned, in progress, complete. It costs almost nothing to add, but it's what makes the calendar, dispatch and reporting more useful, because everything can then be filtered and colour-coded by where a job stands.
A single landing screen showing today's jobs, who's on them, and anything outstanding. It's mostly a rearrangement of information you already hold — and it's often the first thing you'll open every morning.