Manage customers, contracts, invoices, tasks, appointments, and AI-generated letters — all from one powerful platform built for modern service businesses.
A complete toolkit to manage every part of your client-facing service business.
Maintain a complete customer database with profiles, notes, tags, and activity history. Track every interaction from first contact to completed case.
Manage service orders end-to-end with priority levels, status tracking, and workflow automation across departments.
Create, send, and collect legally binding e-signatures. Supports dual signers, custom signing statements, merge fields, and PDF export.
Generate invoices, receipts, and refunds. Record payments, track outstanding balances, and export finance reports as PDFs.
Schedule appointments and events with multiple calendars, colour coding, customer linking, and automated email confirmations.
Assign tasks to team members or departments. Build reusable workflow templates that automatically generate step-by-step tasks for each new order.
Generate professional complaint letters for solar PV, spray foam, and other cases. Send for customer approval, track amendments, and manage the full letter lifecycle.
Visualise business performance with revenue charts, customer acquisition trends, order pipeline stats, and financial summaries.
Every email sent through the platform — invoices, contracts, letters — is automatically logged with full history per customer.
Configure your brand, logo, SMTP server, custom contract templates, signing questions, document requirements, and more.
Manage team members with admin and user roles. Control what staff can see and do across the entire platform.
A full audit trail of every action — status changes, emails sent, signatures collected, payments recorded — across all records.
Sign in to access your dashboard and start managing your business more efficiently today.