Customer management
- Customer profile, pricing, frequency, notes
- Contact preference toggles by message type
- Quick actions: call, email, text from profile
- CSV import/export support
Some of our app features
Built for real service business workflows.
Jobsheet and routing
- Assigned round jobs by date and user
- Map overlay with job pins and route order control
- Route optimisation tools
- Completion pipeline with progress and confirmations
Quotes and invoices
- Create and send quote/invoice PDFs
- Overdue and reminder workflows
- Mark paid controls and finance integration points
- Invoice email templates and branding options
Messaging and inboxes
- Email threads with reply flow
- SMS history, unread management, and reminder/chase workflows
- Template-driven message sending
- Send attachment options from app workflows
Direct Debit and payment tools
- Stripe Direct Debit included on all plans (Yes)
- Stripe Direct Debit OAuth account connection
- Mandate invite sending (single + bulk)
- Webhook payment status updates
- Invoice payment-link controls
Security and team controls
- Biometric lock and grace-period behaviour
- 2-step authentication options
- Role-based access model
- Owner/admin permission boundaries
Why this stack converts better
One workflow, not five apps
Your team can move from customer to job to invoice to collection without context switching.
Designed for speed on phone
Tap-light layouts, quick overlays, badge counters and route-first jobsheet patterns.
Built to scale cleanly
Start solo, add users as add-ons, and expand feature packs without replacing your system.