Ask us anything · Every answer, in plain words

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The questions we hear most, answered in one place and in plain words. Prefer to ask your own? , bottom right, and a person from our team will reply by email.

46 questions in 9 groups

The system, 7 questions

01What is it?

A connected business management system — leads, quotes, projects, schedule, field, invoicing, servicing, plus inventory, communications and marketing — staffed by AI agents and tailored around your business. Fully built; it works today.

02Who is it for?

Businesses that quote, schedule, do the work and invoice it — trades, installers, integrators, service companies. Built in Australia for Australian businesses first: AUD, GST and after-hours rules are native, not add-ons. Industry-agnostic by design — if work comes in, gets done and gets invoiced, it fits.

03What is EasyDone?

EasyDone is business management software built in Perth for people who run a business. EasyDone Work runs your customers, jobs, team and paperwork. EasyDone Studio is the separate website and marketing product.

04Is it built in Australia?

Yes — built in Perth, and not by a vendor guessing at how Australian operations work. Built by Australian business owners, for Australian business owners: AUD, GST and after-hours rules are native, not retrofits.

05Why not the incumbents?

The receipts, in short: no consultant army and no open-ended day rates; your requests scoped, agreed and built instead of dying in an ideas portal; three tiers with the prices printed; an AI bill you can read. Their complexity is the product. Ours is the absence of it.

06How do feature requests actually ship?

You file the request in the app. We agree the scope and timing with you before the work starts. It is built and checked on a practice copy of your system — never your live data — and a person on our side reviews it. When it is ready an email lets you know. You try it, review it and approve it, and it lands as its own numbered change with a one-click undo, published on the ledger. Request allowances on the Alterations tier are confirmed before you commit.

07How do we book a demo?

Book a 30-minute demo on your own data — bring a messy supplier spreadsheet or a real quote you're chasing. The form at the foot of any page files it.

Rates & the AI bill, 5 questions

08What does it cost?

The Software is $237 a month for 1 to 3 users, then $79 for each extra user. Alterations, for agreed changes, is $357 a month for 1 to 3 users, then $119 for each extra user. Team members who only use the field app are $50 per user per month. Unlimited, with a dedicated build lane, is priced on request. All prices are in AUD, ex GST. See the Pricing page or email hello@easydone.work.

09How is AI usage billed?

Like an electricity bill you can actually read. Every plan includes a generous monthly amount of AI work, shared by the whole team, and a live dashboard shows exactly who and what is using it, per staff member. Routine work runs on cheaper AI automatically.

10What if we use a lot of AI?

You'll never find out from an invoice. At 80% of the included amount the owner is told, then chooses: add more at listed rates, or cap it — the AI pauses, the software keeps working. No surprise bills, ever.

11Do unused alterations roll over?

On Alterations: no — it's use-it-each-week, and we'd rather tell you here than in a renewal call. If your appetite is bigger than a week, Unlimited exists for exactly that.

12Is there single sign-on?

Single sign-on ships on the Unlimited tier, alongside a dedicated build lane and priority migrations. Priority support starts at the Alterations tier.

Getting started, 2 questions

13How does data migration work?

We plan the move out of your current system with you, and agree the approach and timeline before you start. Unlimited includes priority migrations.

14How long until we're live?

The timeline is agreed with you before you start. No open-ended engagements, no meter running.

The agents, 8 questions

15What exactly are the agents?

Agents are staff living inside the software, with full context on your business — every customer, job, quote, invoice and email thread, within what their role allows. Give one a name, a role and a scope, then brief it in plain English — if a person in that role could do it in the system, an agent can be briefed to.

16Do we have to use the agents?

No. The agents are optional — the software is a connected business management system your team can run entirely by hand, every module, with zero agents switched on. Hire your first agent when you're ready: one, a dozen, or never.

17What stops an agent doing something it shouldn't?

Anything that matters — outbound emails, payments, anything you flag — waits for a human OK; you choose what counts, per agent and per action. Agents use the same role permissions as human staff, everything they do is written down, and one click undoes anything an agent changed.

18Is every action logged?

Every action — human or agent — is written down as it happens. Who, what, when, on whose say-so.

19Can we undo what an agent did?

One click. It undoes anything an agent — or an alteration — changed. Every change is numbered, so trying an idea is cheap because reversing it is cheaper.

20What if an agent gets something wrong?

The agents — and the alteration loop — are our responsibility. We oversee them, monitor their behaviour, and when something isn't right we undo it and fix it. AI can be wrong; the system is built so wrong is cheap to catch and cheap to undo.

21Why doesn't the AI cost a fortune?

Routine work — data entry, tidy-ups, drafts — runs on cheaper AI automatically; the premium stuff is saved for the hard thinking. You can see who does what, change it, and see what every task cost.

22How is this different from bolt-on AI agent products?

Agents alone are not enough. Bolt-on agent vendors sell a second subscription on top of the SaaS you already pay for — more integration plumbing, and agents with no real context on your business. Ours live inside the system of record: every customer, job, quote, invoice and email thread is already theirs to work with, within their role — and the system replaces the rest of your stack over time, instead of adding to it.

The modules, 15 questions

23How does it handle leads?

Spec sheet 01: capture from email, phone and web into one inbox; AI triage and enrichment on arrival; calls from a connected phone line land as leads with transcripts; follow-up nudges so nothing goes cold; pipeline and forecast view with real numbers.

24What does the quoting module do?

Spec sheet 02: AI drafts from a walkthrough or notes; proposals carry your artwork, with inventory photos tied to quote lines; live supplier price lists with AI price-list sync; per-line margin visibility; the customer e-signs online; accepted becomes a project in one click.

25How deep does project management go?

Spec sheet 03 — the heavy one. Fourteen tabs, each one real: summary, quotes & scopes, Gantt, checklists, equipment, schedule & time, documents, deliverables, invoicing, retentions, variations, absorptions, options, activity. Budget vs actuals runs live, profit per project is on screen, and small jobs get a simple mode.

26What are absorptions?

Absorptions are the costs you chose to eat, visible instead of vanished. They get their own tab on every project and their own line in profit tracking — so the next quote learns from every eaten dollar.

27How does scheduling work?

Spec sheet 04: drag-and-drop across crews; conflicts flag themselves; after-hours premium rules price themselves; rain-day or sick-tech mass re-slots in one action. And it's tied to Field — the board and the tech's phone update each other, live, both directions.

28What do techs get in the field?

Spec sheet 05: today's run on the phone; your own forms — inductions, checklists, compliance docs — filled out on site; serial numbers and equipment info scanned with the camera; photos and signatures captured on glass; AI writes the client-ready service report from the tech's notes.

29How does invoicing work?

Spec sheet 06: deposits, progress claims and finals, Xero-synced; per-customer payment terms drive real due dates; automated invoice follow-up — polite, persistent, until paid; and detailed profit tracking underneath it all.

30Can it track profit?

Detailed profit tracking at job, project and company level, with absorptions and loss tracked explicitly. Margin is visible from quote line to final invoice — and per project it's a live number, not a quarterly surprise.

31Does it handle inventory and purchasing?

Spec sheet 07: full inventory — stock, serials, locations; supplier price lists kept current by AI sync; inventory photos your proposals reuse; purchase orders and receiving; automated dropship order processing; RMA tracking for returns, repairs and credits; and equipment loaning with due-back reminders.

32What about servicing and support?

Spec sheet 08: service contracts with auto-renewals and reminders; SLA timers; a client service portal where customers raise and track their own tickets; ticket automation — routing, triage, booking; monitoring alerts opening their own tickets; recurring invoicing; full asset and site history.

33Is there a customer portal?

Yes — a client service portal where your customers raise and track their own tickets. Ticket automation routes, triages and books behind it, and SLA timers keep everyone honest.

34Is there a knowledge base?

There's an inbuilt knowledge base that grows every time a ticket is resolved — the answer you worked out in March answers itself in September.

35How does email work inside the system?

Spec sheet 09: email tied to your existing Microsoft 365 inbox — your real mail inside the system, threads pinned to jobs — with rich, designed HTML signatures, inbuilt call transcription and voicemail in the system. Every conversation lands on the customer record.

36Who answers the phones?

Your team does. EasyDone doesn't include an AI receptionist. With a connected phone line, calls arrive transcribed and attached to the customer record — and if it's a new enquiry, it lands in Leads with the transcript. Voicemail is kept on file too.

37What marketing tools are built in?

Spec sheet 10: campaigns and newsletters built from live customer data; segments by trade, spend, assets or contract status; review generation; and every send tracked back to revenue.

Custom & ground-up, 3 questions

38Can you build something completely custom?

Two answers. Custom modules: built around workflows that are yours alone — and they stay your IP, in writing. If no product fits at all, there's the ground-up build: a whole system from scratch, discovery then a fixed-quote scope of works, on the same AI-staffed platform, 100% your IP. See the Custom page.

39Can it do our weird workflow?

Honest answer: if it isn't on a spec sheet, that's what alterations are for. You file the request in the app, we agree the scope and timing with you, and when it is ready an email lets you know. You try it, review it and approve it, and it lands as a numbered change. Bigger than a feature? Custom modules (your IP) — or the ground-up build.

40Who owns the custom modules?

You do. Custom modules are your IP — never rolled out to other customers, never productised out from under you. Ground-up builds go further: 100% of the system is yours.

Data & security, 2 questions

41Can we leave — and take our data?

Your data is yours: export everything, any day, in open formats. Encrypted wherever it moves or sits, on your own server in Sydney, access locked to each person's role — and never used to train anyone else's AI.

42How is our data secured?

Encrypted wherever it moves or sits; your own server in Sydney (some services we use, such as AI, email and payments, process data overseas); access locked to each person's role, down to individual fields, for staff and agents alike; every action written down. And your data is never used to train anyone else's AI.

Hosting & continuity, 3 questions

43What's the uptime SLA?

Honestly: availability commitments belong in the agreement, where they bind us — not on a marketing page. Formal SLA terms are provided with larger-scale agreements, and when something goes wrong every customer gets prompt, honest status communication. Ask for the numbers at the demo; they go in writing.

44Where is it hosted — and where does our data live?

It's hosted and operated for you — no servers of yours to run. Your own server in Sydney. Some services we use (AI, email, payments) process data overseas. Hosting and continuity arrangements are documented in the agreement — written where they're enforceable. The full statement is on the Security page.

45What about backups and continuity?

Backups run as part of hosting, and every change to the software itself is numbered, with a one-click undo. The specifics — frequency, retention, restore testing — are stated as numbers in the agreement rather than adjectives here. If a figure matters to your risk register, ask at the demo and it goes in writing.

Integrations, 1 question

46What does it integrate with?

Microsoft 365, Xero, Podium — and an open API for the rest. Need something it doesn't list? That's what alterations are for — file the request and it gets built into your system. Bigger than an integration? There's the ground-up build.

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