Features
Everything you need to manage quotes, jobs and invoices — in one connected workflow.
Win the work
Organise your clients and send professional quotes.
Customers
Keep client details, phone numbers, addresses and notes in one place. Search instantly. Add new clients on the spot when quoting.
Quotes
Build itemised quotes with line items, GST, discounts, expiry dates and notes. Pull from your saved products and services. Send as a professional PDF.
Deliver the work
Keep jobs organised from the first site visit to completion.
Work details
Track scope, description, site address, start and end dates for every job. See everything from first enquiry to final invoice on one screen.
Tasks
Break jobs into tasks with drag-and-drop ordering. Assign workers to specific tasks. Track pending, in progress and done.
Workers
Add team members with their trade, phone and email. Assign them to jobs and tasks. Archive when no longer active.
Calendar
Week and month views showing all scheduled work. Tap any day to see what is on. Desktop includes job preview chips.
Photos and files
Attach site photos, plans and receipts directly to jobs. Filter by type or task. Choose which files appear on quotes and invoices.
Track the money
Record costs, send invoices and understand your margins.
Expenses
Record materials, fuel, tools and subcontractor costs against each job. Attach receipt photos. See expense totals alongside quoted and invoiced amounts.
Invoices
Generate invoices from job details with the same line-item editor as quotes. GST, discounts, payment terms and due dates. Send as PDF.
Job profit
Quoted, invoiced and expense totals side by side for every job. Understand your margins at a glance.
Reports and exports
Financial summaries across preset periods. Export as PDF or CSV for your accountant.
Run the business
The essentials to keep your operation moving.
Owner dashboard
Active jobs, overdue invoices and recent activity at a glance. One screen to start your day.
Business profile
Business name, ABN, address, logo, payment details and invoice footer. Reflected automatically on every quote and invoice.
Australian defaults
GST, ABN, date formats, currency, timezone and financial year built in. Set once, applied everywhere.