Win the work and keep the day moving: customers, quotes, projects, service and invoices—all working together, with AI helping along the way.
Turn an enquiry into a polished proposal. Get a follow-up email drafted. Find the job details, check what’s holding things up and give your team the next step.
Tell us what you do. We do the setting up.
What would you like to make easier?
Keep the enquiry, the conversation and the proposal together. Give customers a clear picture of what you're offering, and give your team a clear next step.
An enquiry shouldn't disappear into somebody's inbox. Bring leads from your connected website and other supported channels into one place, with someone responsible for following up.
Build the detail, choose the right products and turn your quote into a proposal that feels like your business. Your customer sees the scope, the options and the price in one place.
Keep the people, places and work connected. Anyone with the right access can see the customer history without asking three colleagues for an update.
Send quotes, follow-ups and customer replies through your connected Microsoft 365 account, without switching back to Outlook. Your logo, rich email signature and staff details go with them, so customers receive the professional emails they already recognise. The conversation stays beside the customer and the job.
Keep useful project stories and photos ready to use. Add a relevant example to a proposal so the customer can picture the result, not just the price.
Reach the right customers with a useful update or reminder. Keep the audience and message relevant, with supported campaign connections set up for your business.
Campaign service connection required.
Helen, thanks for showing us around the house. This proposal swaps the office's tired old cabling for fast, reliable Cat6 data points and adds ceiling Wi-Fi access points upstairs. We'll do the work over two days, so you won't lose a working day.
I’ve included the product options and a clear breakdown in your proposal. Happy to talk through the details.
Let's keep your equipment working well. Reply and we'll find a suitable time.
Bring the plan, the people and the work together. From the office to the job site, a useful update should only need to be entered once.
Office screens are the current app. The phone is the new field app, Simple or Commercial by work type.
Take accepted work through to completion with the details close at hand. Your people, milestones, purchases and costs belong with the job, not in separate spreadsheets.
Give yourself and your team a clear view of the work ahead. Move tasks forward, set the next action and spot what needs attention without a round of update emails.
Set out the steps that matter to your business, including who's responsible and what needs checking. Your team can follow the process without keeping it all in their heads.
See the bookings, find a suitable person and keep everyone informed when plans change. The office and the field team work from the same job details.
Give the team the job details on their phone. They can record time, add photos and leave a useful note while the work is still fresh.
Bring time worked into a clear team view. Check the job notes, spot missing entries and review the hours without chasing everyone at the end of the fortnight.
| Brief and site | Approved |
| Key cutting | Confirmed |
| Key register and costs | Ready to review |
Lock replaced and every key tested.
| Ryan Petrie | 7:30 | Reviewed |
| Callum Reid | 8:00 | Reviewed |
| Tegan Moss | 6:30 | Check entry |
Keep track of what you sell, what you need to order and what your team uses. Less guessing, fewer separate lists and a clearer picture of what's available.
Dovetail & Daughter
Upload a supplier price list, match the columns and review the changes. Some compatible suppliers can connect directly, keeping supported catalogue information easier to maintain.
See stock, what has already been reserved and what the next job needs. Keep the product details close so the team can find the right item.
Keep purchase requirements, supplier orders and received goods connected. It's easier to answer what's been ordered and what's still missing.
Keep the customer order and its fulfilment details in view. Record shipment and tracking information, with supported connections configured around how your business ships.
Keep a register of the tools, laptops and other equipment your business owns. See who has each item, whether it's available and what's happened to it.
Keep driver details, maintenance history and service issues together. Know which vehicle needs attention without trying to remember the last workshop visit.
Give the next person the full story: the issue, the equipment, the agreement and what's already been tried. Good service starts with knowing the customer.
Keep the customer's issue, relevant equipment and previous visits together. Assign the right person and record the resolution so the next visit starts informed.
Keep service agreements easy to find and understand. See the customer's coverage, relevant service activity and renewal details in one place.
Keep the answers your team needs close to the work. Turn useful service notes into clear guidance that the next person can find and reuse.
See what's coming in, what needs attention and which work is paying its way. Follow a number back to the work behind it, so you can make a useful decision.
Get a clear picture of your pipeline, work and money. Choose the period you need and look at the detail behind the headline figures.
Use a useful starting report or shape one around the question you're trying to answer. Keep the right information in view without rebuilding another spreadsheet.
Prepare the right invoice from the work, review the detail and see how the job stacks up. Configured follow-ups help keep unpaid invoices from being forgotten.
Connect the operational work with your accounting. Xero is supported; we'll confirm the right connection and setup for your business before you commit.
Set up the follow-ups, get help while you work and ask us to improve what doesn't fit. The aim is simple: less time working around your software.
Off & On Again IT
Choose what should happen when work moves forward. Describe the follow-up, review the draft and arrange the connected steps in a visual builder.
Ask how to do something, get help understanding a report or have a draft prepared for you. The agent can guide your team as they go, and we're here when they need a real person.
Talk to it on your phone or at your desk, in five Aussie voices. Anything a customer sees, or that moves money, waits for your tap.You or your staff can tell us what would make the job easier. We review the request with you, agree the priority and timing, and improve the way your system works.
See how improvements work →Search all 28 features by what you need to do, or narrow the list by group.
28 features
No feature matches that. Try a simpler word, or ask us in the chat.
Send email through your connected Microsoft 365 account, keep project documents in SharePoint and sync invoices to Xero. We confirm the right connections and setup for your business before you commit.
Studio helps you turn your work into website content and marketing. Explore it as a separate product.
Bring the spreadsheet, the workaround or the job that takes too many steps. We'll talk through how your business could work in one place.
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