Why Easydone · Built in Perth

Business software.
With people behind it.

We know what it’s like to quote the job, organise the team and keep the business moving. We built Easydone because software should make that easier.

Get to know us ↓

Colin TrossFounder · Perth, Australia

The reason we built it

The work is connected.
The software should be, too.

Customers do not think in software modules. They ask for a quote, want to know when the work will happen and expect you to remember the details.

Your team should have that same clear picture. From the first enquiry to the final invoice, the context should travel with the work.

See how the work connects →

What makes us different

The people doing the work
get a say in the software.

The best improvement might come from the person booking jobs or chasing a supplier. They can tell us what is getting in the way, right inside the system.

Software that evolves →

“There has to be
a better way to do this.”That is a useful place to start.

AI with the details
close at hand.

Help is more useful when it can work with the customer, the quote and the job. The built-in agent can use the records it is allowed to see, guide your team and help with the next task.

Meet the AI agent →

A complete customer email with job context and a branded staff signature

The details stay with the conversation ↗

A small group of businesses.
A proper working relationship.

We want to understand how your business works and where it needs to go. Support and improvements stay personal. When you need us, you’ll speak to a real person.

Tell us about your business →

Built-in help for the everyday questions.Real people
for the conversation.Support from the team behind your software.

A closer look at your options

Stop filling
the gaps.

Better proposals. Less chasing. Software we can change around the way you work. See where Easydone goes further and where the alternatives come with limits.

More of your business. Built in.

See what is included, what is limited and what takes another tool.

Built around your business

Your customers, jobs and everyday admin, together. Choose the tools your team needs, with us here to help you set up and keep improving.

Show the valueProposals worth opening.Photos, options and proof of your work. ↗Get the work movingBuild the follow-through.Visual workflows and useful AI actions. ↗Stop working around the gapsAsk us to change it.Agreed software changes on Premium. ↗

The little jobs add up

Less looking it up.
Less typing it twice.

Useful help in the places you work every day.

Looking up a product?Find the picture and key specs online.Review the details, then use them in the proposal. ↗A supplier email arrives.Tracking and delivery details follow the order.Matched from the email or attached paperwork. ↗Another PDF to put away?Let it file with the right purchase order.See what was matched and what needs your attention. ↗

We connect your supplier inboxes and agree the actions with you during setup.

23 everyday differences. Hover for a closer look. Click to keep a preview open.

Not built inIncluded capabilityLimited / different setupExternal / optional productNot listed in reviewed sources

CRM comparison: Easydone, AroFlo, Fergus, Simpro
What you want to do	EasydoneBuilt around your business	AroFlo	Fergus	Simpro	ServiceM8	Tradify	monday CRMCRM product
Less admin. Fewer workarounds.
Have the actual software changedWhen settings are not enough	Built for you on Premium Inside Easydone Request it. Try the change. Approve it. Ask for a change to the actual app. We agree the work, build it, and let you try it before you approve it. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included Settings and API connections do not include having the app's code changed for your business. Details and sources AroFlo: developer API ↗ Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included Changing settings or connecting another app does not include having Fergus rewrite its software for your business. Custom integration work is a separate exercise. Details and sources Fergus: settings and supplied controls ↗ Fergus: external Zapier workflows and support scope ↗ Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included Paid configuration covers setup, forms and reports. It is not an included service for rewriting the app around your business. Details and sources Simpro: paid forms, reports and workflow services ↗ Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included You can suggest a feature or commission a separate add-on, but your subscription does not include having the app rebuilt around your business. Details and sources ServiceM8: custom add-ons and API ↗ ServiceM8: suggesting a missing feature ↗ Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included You work within the supplied software. Changing templates and settings is not custom development. Details and sources Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	No custom app changes included Not included No custom app changes included Your CRM subscription does not include monday rewriting the app for your business. You can build extensions yourself or pay a partner; that is a separate development arrangement. Details and sources monday: building custom extensions with its apps framework ↗ monday CRM: product features and AI actions ↗ Reviewed 10 September 2026.
Build workflows by dragging stepsSee what happens next	Drag, connect and automate Inside Easydone Build the follow-through inside the app. Arrange the steps on screen, add conditions, and connect emails, record updates and AI actions in one workflow. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Basic Event Messages Not included Basic Event Messages No visual canvas or drag-and-drop workflow builder. You set up Event Messages for the follow-up rules. Details and sources Based on the owner’s direct use of AroFlo and its Event Messages workflow. AroFlo: event messages and webhooks ↗ Reviewed 10 September 2026.	Build it separately in Zapier Separate tool or plan Build it separately in Zapier Built-in reminders cover set follow-ups. For a custom visual sequence, the supported route is Zapier: another account and workflow to maintain. Fergus does not build those Zaps for individual customers. Details and sources Fergus: automatic reminder controls ↗ Fergus: external Zapier workflows and support scope ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Data Feed requires separate setup. The reviewed pages do not show an in-app canvas where you arrange the whole sequence yourself. Details and sources Simpro: paid forms, reports and workflow services ↗ Reviewed 10 September 2026.	No in-app visual builder Not included No in-app visual builder You can build workflows in a separate tool such as n8n, but that means another account, connection and workflow to maintain. Details and sources ServiceM8: separate n8n builder and support limits ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. The documented controls are specific quote and invoice reminder routines. A native drag-and-drop sequence is not confirmed. Details and sources Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	Pro: five active workflows The limitation Pro: five active workflows The visual builder is real. In monday CRM it requires Pro or Enterprise; Pro includes five active workflows. More active workflows require a higher allowance or add-on. Details and sources monday CRM: visual workflows on Pro and Enterprise ↗ monday CRM: active workflow limits ↗ Reviewed 10 September 2026.
Ask AI to carry out the workUseful actions, with permission	Ask it. Let it do the work Inside Easydone Ask for the work, then review the result. Prepare a quote, update a record or send a customer email, using the permissions and approvals you set. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Separate JustAsk screen The limitation Separate JustAsk screen JustAsk opens in a dedicated chat screen. Its latest webinar also describes starting tasks, so it would be wrong to call it reporting-only. Details and sources AroFlo JustAsk: dedicated chat page ↗ AroFlo Lightning webinar: JustAsk starts tasks ↗ Reviewed 10 September 2026.	External AI; Master Admin only Separate tool or plan External AI; Master Admin only Connect Claude or ChatGPT separately to take actions on Fergus records. This setup requires a Full User with Master Admin permissions; it is not an assistant every staff member can use under their ordinary role. Details and sources Fergus: AI connector read and write actions ↗ Fergus: external assistant and Master Admin requirement ↗ Reviewed 10 September 2026.	Task-specific AI agents The limitation Task-specific AI agents Lightning splits work across specialised agents. Check the particular job, email or record action you need; reporting alone does not tell you which actions it can carry out. Details and sources Simpro: Lightning AI agents ↗ Reviewed 10 September 2026.	Limited to the Business Owner role The limitation Limited to the Business Owner role Other staff cannot use Office Agent under their normal staff roles, even though it can carry out selected approved actions. Details and sources ServiceM8: Office Agent actions and rollout limits ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. SmartRead prepares supplier bill drafts on Plus. It is not documented as an assistant that changes jobs or carries out tasks across the app. Details and sources Tradify: SmartRead creates draft bills ↗ Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	AI actions are supported Included AI actions are supported Sidekick and CRM agents can carry out actions. Available work depends on the agent, permissions and AI allowance; this is not a reporting-only assistant. Details and sources monday CRM: product features and AI actions ↗ monday: AI writing in boards, docs and workflows ↗ Reviewed 10 September 2026.
Let AI read supplier price listsLess spreadsheet preparation	AI sorts out the columns Inside Easydone AI reads the file. You check the match. Upload the supplier's file, review the suggested matches and bring the prices into your catalogue. Spend less time fixing spreadsheets first. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Map the import yourself The limitation Map the import yourself The standard file-import process needs the data prepared and the columns mapped. Supplier feeds can reduce repeat imports, but they are a different route from AI interpreting your file. Details and sources AroFlo: bulk import and field mapping ↗ AroFlo: supplier and other integrations ↗ Reviewed 10 September 2026.	Prepare a CSV and map it The limitation Prepare a CSV and map it You need the required product columns and must match them to Fergus fields yourself. Automatic updates from supported suppliers are a different route from AI interpreting an arbitrary price list. Details and sources Fergus: prepare and map CSV price books ↗ Reviewed 10 September 2026.	Import format / feed setup The limitation Import format / feed setup The supplier list needs an import format or a configured catalogue feed. Compare that setup with uploading a file for AI to interpret. Details and sources Simpro: catalogue creation and import routes ↗ Simpro: data collection and action workflows ↗ Reviewed 10 September 2026.	Map the spreadsheet yourself The limitation Map the spreadsheet yourself The CSV importer asks you to match the file's columns to the material fields yourself. Details and sources ServiceM8: importing materials ↗ Reviewed 10 September 2026.	A correctly formatted CSV is required The limitation A correctly formatted CSV is required You prepare the spreadsheet and map its columns. Its AI bill reader handles a different task. Details and sources Tradify: supplier CSV import and required formatting ↗ Tradify: SmartRead creates draft bills ↗ Reviewed 10 September 2026.	Map files into boards yourself The limitation Map files into boards yourself The standard spreadsheet importer asks you to map columns and choose how matching items are handled. That is a general board import, rather than a supplier-price reader doing that preparation for you. Details and sources monday: spreadsheet import and column mapping ↗ Reviewed 10 September 2026.
Update tracking from supplier emailsStop copying delivery details by hand	Tracking updates itself Inside Easydone The supplier email updates the purchase order. Match the supplier's email to the purchase order and fill in the carrier, tracking number and expected delivery date. Unmatched updates stay ready for review. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Automatic carrier, tracking and delivery-date updates against a purchase order are not listed in the reviewed sources. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Invoice import does not track delivery The limitation Invoice import does not track delivery The supplier inbox processes bills for jobs. Its invoice-import workflow does not provide the carrier, tracking-number and revised-delivery-date update compared here. Details and sources Fergus: PDF inbox, supplier imports and assignment ↗ Fergus: job phases and supplier documents ↗ Reviewed 10 September 2026.	Tracking setup needs checking The limitation Tracking setup needs checking A configured Data Feed is a possible route. The exact carrier, tracking and delivery-date fields need checking before treating it as the same workflow. Details and sources Simpro: data collection and action workflows ↗ Simpro: paid forms, reports and workflow services ↗ Reviewed 10 September 2026.	The invoice importer does not update delivery tracking The limitation The invoice importer does not update delivery tracking It matches supplier bills to jobs. The carrier, tracking number and delivery date need a different process. Details and sources ServiceM8: automatic supplier invoice matching ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Automatic delivery-tracking updates from supplier emails are not listed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Build a custom email workflow The limitation Build a custom email workflow Email triggers and AI steps can form a workflow. You still need to define the order records, extract the tracking details, match the order and test the updates; it is not a ready-made supplier-tracking process. Details and sources monday: email, file and Teams workflow blocks ↗ monday CRM: visual workflows on Pro and Enterprise ↗ Reviewed 10 September 2026.
File supplier paperwork automaticallyThe right PDF, with the right order	The right paperwork files itself Inside Easydone The right paperwork, filed with the order. Matching confirmations and invoices are saved against the purchase order, with duplicate checks and a record of what was filed. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	AI bill import; filing varies The limitation AI bill import; filing varies AroFlo now offers AI bulk and email bill imports, including purchase-order matching. Confirm whether your order confirmations and original PDFs are filed too; email-to-job is not its only option. Details and sources AroFlo: AI bulk and email bill imports ↗ Reviewed 10 September 2026.	PDF invoices; assignment needed The limitation PDF invoices; assignment needed The generic PDF inbox brings invoices into Supplier Documents for checking and job assignment. Integrated suppliers can improve automatic order matching. Confirmations and other order paperwork need a separate process. Details and sources Fergus: PDF inbox, supplier imports and assignment ↗ Reviewed 10 September 2026.	Separate Data Feed setup Separate tool or plan Separate Data Feed setup A Data Feed needs configuring for your supplier documents. Agree the matching rules and original-PDF filing as part of that setup. Details and sources Simpro: data collection and action workflows ↗ Simpro: paid forms, reports and workflow services ↗ Reviewed 10 September 2026.	Limited to supplier invoices against jobs Included Limited to supplier invoices against jobs The import add-on can match a bill to a job. It is not a general purchase-order document filing system. Details and sources ServiceM8: automatic supplier invoice matching ↗ Reviewed 10 September 2026.	You upload the bill yourself The limitation You upload the bill yourself AI can read the uploaded document and prepare a draft bill. That is not continuous inbox monitoring and filing. Details and sources Tradify: SmartRead creates draft bills ↗ Reviewed 10 September 2026.	Build the matching and filing The limitation Build the matching and filing Email and file actions are available, but the order structure, matching rules and filing workflow need building around your boards. Review failures and duplicates as part of that setup. Details and sources monday: email, file and Teams workflow blocks ↗ monday: files, images and SharePoint imports ↗ Reviewed 10 September 2026.
Sell the value. Show the detail.
Easy AI-assisted proposal builderMore than a list of prices	Easy AI-assisted proposal builder Inside Easydone Build the proposal and see the customer’s view. Bring together the scope, product pictures, options and examples of your work. Get help with the wording and preview the proposal before sending it. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Manual layouts / RTF templates The limitation Manual layouts / RTF templates You design the document through layouts or RTF templates. Photos need placing and preparing yourself; that is different from building the proposal with AI alongside you. Details and sources The owner reports a 5 MB RTF-template upload cap from direct use. The current numerical cap has not been independently confirmed, so it is not used as the table verdict. AroFlo: February 2026 AI writing and layout updates ↗ Reviewed 10 September 2026.	Design the quote template yourself The limitation Design the quote template yourself You style a quote template and add the text and images. It is a manual template process, rather than an in-app AI-assisted proposal workflow. Images are supported. Details and sources Fergus: quote template styling and images ↗ Reviewed 10 September 2026.	Proposal design uses forms and templates The limitation Proposal design uses forms and templates Custom proposal documents use its form-building tools; having those built for you can involve paid professional services. Details and sources Simpro: paid forms, reports and workflow services ↗ Reviewed 10 September 2026.	Only on Growing and higher plans Separate tool or plan Only on Growing and higher plans Rich proposals are not included on Free or Starter. Details and sources ServiceM8: create, preview and send visual proposals ↗ ServiceM8: Australian plans and inclusions ↗ Reviewed 10 September 2026.	Quote templates, not a dedicated proposal designer The limitation Quote templates, not a dedicated proposal designer Branding and optional quote sections do not give you the same freedom to build a complete visual proposal. Details and sources Tradify: branded quote templates and options ↗ Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	Custom templates need Pro+ The limitation Custom templates need Pro+ Custom quote and invoice templates are available on Pro and Ultimate. You arrange the document and connect its product data; the plan and template setup matter. Details and sources monday CRM: quote and invoice templates ↗ Reviewed 10 September 2026.
Find product pictures and specs onlineLess searching, copying and pasting	Find the product details for you Inside Easydone Find the picture and specifications together. Find images and specifications online, review the match and save them against the product, ready for the next quote. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	No automatic web image lookup Not included No automatic web image lookup It can store product images and specification files, but you have to find and upload them yourself. That becomes a substantial manual job across thousands of products. Details and sources AroFlo: inventory photos and thumbnails ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* Automatic web research that saves product pictures and specifications to the catalogue is not listed. Importing a supplier price book does not establish that feature. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Supplier catalogue imports do not establish the same web lookup and specification extraction. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Automatic web lookup and specification extraction are not listed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Automatic web lookup and specification extraction are not listed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Build the product-research workflow The limitation Build the product-research workflow AI workflows can search the web. Saving the right product images and specifications into your catalogue still needs a workflow and a check that the files match the product. It is not a ready-made product-enrichment button. Details and sources monday CRM: visual workflows on Pro and Enterprise ↗ monday: files, images and SharePoint imports ↗ monday CRM: product catalogue and deal pricing ↗ Reviewed 10 September 2026.
Show product picturesHelp customers see what they are buying	Show customers what they are buying Inside Easydone The product photo stays with the item. Keep pictures against the products and use them in quotes and proposals without rebuilding the presentation each time. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Product images are supported Included Product images are supported The limitation is sourcing and uploading them, rather than storing them once they are there. Details and sources AroFlo: inventory photos and thumbnails ↗ AroFlo: prebuilt quote templates with images ↗ Reviewed 10 September 2026.	Add images to the document The limitation Add images to the document Quote descriptions and footers accept images. A product-photo field that automatically carries through from the price book has not been confirmed. Details and sources Fergus: quote template styling and images ↗ Fergus: prepare and map CSV price books ↗ Reviewed 10 September 2026.	Catalogue pictures on quotes Included Catalogue pictures on quotes Product pictures can be included on quote forms from the catalogue. Details and sources Simpro: catalogue pictures on quotes ↗ Reviewed 10 September 2026.	Arrange proposal photos The limitation Arrange proposal photos Photos can be added to proposal galleries. Automatic picture reuse from the product catalogue has not been confirmed. Details and sources ServiceM8: proposal galleries ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A picture-bearing product catalogue and matching quote-item images are not listed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Files need connecting to the quote The limitation Files need connecting to the quote Images can be stored on product records through file columns. Check the quote template’s picture mapping; file storage alone does not make every line item show its photo. Details and sources monday: files, images and SharePoint imports ↗ monday CRM: quote and invoice templates ↗ Reviewed 10 September 2026.
Reuse case studies and rich mediaBring proof of your work into the sale	Your best work helps win the next job Inside Easydone Turn completed work into proof for the next sale. Keep project stories, photographs and useful media together, ready to add to a customer proposal. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* A dedicated case-study library for inserting finished project stories into proposals is not listed. Quote images and job attachments are separate from that workflow. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Assemble your own library The limitation Assemble your own library You can organise stories in workdocs and files. The reusable case-study structure and proposal-insertion process are yours to set up. Details and sources monday: searchable workdocs ↗ monday: files, images and SharePoint imports ↗ monday CRM: quote and invoice templates ↗ Reviewed 10 September 2026.
Give customers a live price listA catalogue they can open	Your customer opens the latest prices Inside Easydone A price list your customer can open. Share a live catalogue with the customer's agreed pricing, using a link you control. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Internal pricing levels The limitation Internal pricing levels Setting a customer’s price level is not a live catalogue they can open themselves. The standard pricing process supplies the prices you use when preparing the quote. Details and sources AroFlo: client and item price levels ↗ Reviewed 10 September 2026.	Price books are for your quoting The limitation Price books are for your quoting The price-book workflow is for finding and pricing items inside Fergus. It does not give a customer their own live catalogue link. Details and sources Fergus: prepare and map CSV price books ↗ Fergus: quote template styling and images ↗ Reviewed 10 September 2026.	Portal packages; scope varies The limitation Portal packages; scope varies Customers can select pre-built packages through the portal. Check whether your customers can browse a complete product catalogue with their agreed prices. Details and sources Simpro: pre-build packages ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A live customer-facing product price list is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Internal supplier price lists The limitation Internal supplier price lists The supplier price list is for preparing your quotes. A customer-facing live catalogue is not part of that workflow. Details and sources Tradify: supplier CSV import and required formatting ↗ Reviewed 10 September 2026.	Customer catalogue needs building The limitation Customer catalogue needs building The Products widget prices deals inside the CRM. A customer-facing catalogue with individual live prices needs its own sharing and access setup. Details and sources monday CRM: product catalogue and deal pricing ↗ Reviewed 10 September 2026.
Build customer service agreementsKeep the terms with the work	The agreement and the work stay together Inside Easydone The agreement and the service history together. Build the service agreement and keep the rates, equipment and service history connected to it. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Document templates are the verified route. A dedicated service-agreement builder and lifecycle are not established. Details and sources AroFlo: custom layouts and external RTF templates ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* A dedicated builder for customer service agreements, connected to equipment and ongoing service history, is not listed. Terms on a quote are a different function. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Customer contracts are supported Included Customer contracts are supported Contract rates and ongoing service work can be managed in the system. Details and sources Simpro: customer contracts, rates and recurring work ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated service-agreement builder is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated service-agreement builder is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Build the agreement workflow The limitation Build the agreement workflow Boards and documents can organise contracts. Linking an agreement to equipment, recurring service and its history needs your own structure and automation. Details and sources monday: searchable workdocs ↗ monday CRM: product features and AI actions ↗ Reviewed 10 September 2026.
Keep the whole business organised.
Give service tickets their own homeRequests, equipment and resolution	A proper home for support Inside Easydone A request becomes a clear customer handover. Assign the ticket, see the customer's equipment and agreement, and keep a clear record of the fix. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Service jobs The limitation Service jobs The standard service workflow centres on jobs. A dedicated support-ticket workspace alongside the customer’s agreement is a separate requirement. Details and sources AroFlo: field service management ↗ Reviewed 10 September 2026.	Support handled as jobs The limitation Support handled as jobs The job card is the main workspace for service work. It is not a separate help-desk ticket queue alongside your customer agreements. Details and sources Fergus: job phases and supplier documents ↗ Reviewed 10 September 2026.	Separate ticketing service Separate tool or plan Separate ticketing service Its marketplace ticketing service connects tickets to Simpro jobs. You have a separate service to set up and run. Details and sources Simpro marketplace: Dispatch Layer ticketing ↗ Reviewed 10 September 2026.	Jobs and queues The limitation Jobs and queues Support is organised through jobs and queues. Compare that with a dedicated help desk for the customer’s ongoing requests. Details and sources ServiceM8: feature overview ↗ Reviewed 10 September 2026.	Enquiries and jobs The limitation Enquiries and jobs The standard workflow moves enquiries into jobs. A separate help desk with tickets is not the same thing. Details and sources Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	Separate monday service product Separate tool or plan Separate monday service product The dedicated ticketing and service tools belong to monday service. A CRM subscription alone is not that service-desk product. Details and sources monday service: separate service product features ↗ Reviewed 10 September 2026.
Keep the team’s know-how searchableYour own business knowledge base	Your team's answers, easy to find Inside Easydone Open the answer your team has already written. Keep procedures, guides and answers together so the team can search them and your assistant can use the information it has permission to read. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A business knowledge library authored by your team is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* A built-in library for your own searchable procedures and answers is not listed. The Fergus help centre explains Fergus; it is not your business’s knowledge base. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. The published training agents do not establish the same staff-authored knowledge library. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Only on Premium and higher plans Separate tool or plan Only on Premium and higher plans The Knowledge feature is not included on Free, Starter or Growing. Details and sources ServiceM8: Knowledge add-on ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A searchable knowledge library authored by your team is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Searchable workdocs available Included Searchable workdocs available Your team can write guides in workdocs and find them through account search. You organise the library and its access. Details and sources monday: searchable workdocs ↗ Reviewed 10 September 2026.
Manage vehicles and their historyRecords beyond the next appointment	Vehicle records without another spreadsheet Inside Easydone The vehicle, service dates and log in one place. Keep vehicle details, servicing, logs and handovers together, so the team can see what is due and what has been done. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Servicing through asset records Included Servicing through asset records Vehicle details and servicing history can be kept through asset records. GPS tracking has its own tools. Details and sources AroFlo: asset management ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* A dedicated vehicle register with servicing history and handovers is not listed. Job scheduling and staff location are different requirements. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Separate fleet tools Separate tool or plan Separate fleet tools Simtrac is an additional product rather than part of the standard CRM workspace; confirm the servicing records and handovers included. Details and sources Simpro: core plan and optional products ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Staff location and routing do not establish vehicle maintenance history. That dedicated workflow is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A dedicated vehicle-maintenance and history workspace is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Build a vehicle register yourself The limitation Build a vehicle register yourself You can arrange records and reminders using boards. The vehicle fields, servicing log and handover process need configuring for your business. Details and sources monday CRM: product features and AI actions ↗ monday CRM: visual workflows on Pro and Enterprise ↗ Reviewed 10 September 2026.
Hide the modules you do not needA workspace that fits your team	Make the app feel like yours Inside Easydone Choose which modules your team sees. Hide the modules you do not need and choose which pages your team can access. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Custom task-list views are a narrower setting. Control over hiding whole main-menu modules is not confirmed. Details and sources AroFlo: February 2026 AI writing and layout updates ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* Owner controls for removing whole unused modules from the main menu have not been confirmed. User permissions alone do not establish this control. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Security settings and paid configuration do not establish the same menu controls. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. The same hide-module-and-page controls are not listed. Staff permissions alone do not establish them. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Custom job statuses do not establish control over the main menu. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Arrange the workspace yourself The limitation Arrange the workspace yourself Folders, favourites and board access organise the workspace. That is different from a single control that switches off the CRM modules your business does not need. Details and sources monday: folders, favourites and workspace search ↗ Reviewed 10 September 2026.
Track stock and what is availableStock on hand, reserved and ready	Know what is on hand and spoken for Inside Easydone See stock on hand and what is reserved. Track stock, reserve it for work and record incoming goods, with inventory and purchasing connected. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Stock control is built in Included Stock control is built in Stock levels and storage locations are supported. Details and sources AroFlo: February 2026 AI writing and layout updates ↗ Reviewed 10 September 2026.	No built-in stock control Not included No built-in stock control Fergus records materials used for job costing and invoicing. Its guide explicitly says it does not provide inventory or stock control. Warehouse and van-stock tracking can be added through the separate Field Stock Pro service. Details and sources Fergus: costing stock used, not inventory control ↗ Fergus: separate Field Stock Pro integration ↗ Reviewed 10 September 2026.	Stock control is built in Included Stock control is built in Inventory quantities, locations and stock movements are supported. Details and sources Simpro: core plan and optional products ↗ Reviewed 10 September 2026.	Stock levels depend on accounting sync Separate tool or plan Stock levels depend on accounting sync Quantities update when tracked items are invoiced and the invoice is synced to the accounting package. Details and sources ServiceM8: stock levels depend on accounting sync ↗ Reviewed 10 September 2026.	A separate stock system is needed Separate tool or plan A separate stock system is needed Its Unleashed connection brings another product, setup and subscription into the process. Details and sources Unleashed: separate Tradify inventory connection ↗ Reviewed 10 September 2026.	Build a stock system from boards The limitation Build a stock system from boards The inventory template tracks quantities through columns and formulas. Reservations, goods received and purchasing rules need connecting into the system you build. Details and sources monday: build an inventory system with a board template ↗ Reviewed 10 September 2026.
Write, connect and follow through.
Send rich emails from your Microsoft mailboxYour Microsoft mailbox. Your rich signature.	Your mailbox. Your signature Inside Easydone Your customer sees your business email and signature. Send from your connected Microsoft account with your logo, name and contact details while working alongside the customer or quote. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Not through your Microsoft mailbox Not included Not through your Microsoft mailbox Its sending-domain setup uses AroFlo's mail system. Showing your business email address is not the same as sending through your Microsoft mailbox. Details and sources AroFlo: email sending domain ↗ Reviewed 10 September 2026.	Outlook sending; signatures unclear The limitation Outlook sending; signatures unclear Fergus can send through a connected Outlook account. The exact per-staff mailbox and rich-signature combination has not been confirmed, so it is not marked as absent. Details and sources Fergus: sending through Outlook or Gmail ↗ Reviewed 10 September 2026.	Individual mailbox setup unclear* Not confirmed Individual mailbox setup unclear* Outlook integration is offered. Per-person Microsoft sending with an individual HTML signature has not been confirmed. Details and sources Simpro: core plan and optional products ↗ Reviewed 10 September 2026.	One sending account for everyone The limitation One sending account for everyone Its Office 365 integration sends all users' emails through the same connected account, rather than each staff member's own mailbox. Details and sources ServiceM8: one connected Office 365 account ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Reusable email templates do not establish this rich-signature and direct Microsoft-mailbox combination. Details and sources Tradify: reusable customer email templates ↗ Reviewed 10 September 2026.	Branding removal needs Pro+ The limitation Branding removal needs Pro+ Individual email connections and HTML signatures are supported. Removing the “Powered by monday.com” email footer requires Pro or Enterprise; the standard email body does not accept custom HTML. Details and sources monday CRM: connected email and HTML limitations ↗ monday CRM: HTML signatures and branding limits ↗ Reviewed 10 September 2026.
AI writing where the work happensEmails, notes and quote wording	Writing help across the app Inside Easydone From rough notes to a customer-ready email. Turn rough notes into clearer emails, proposal wording and customer updates without starting from a blank page. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Limited to selected notes, descriptions and emails The limitation Limited to selected notes, descriptions and emails AI Rewrite is available in those fields. You cannot assume the same help is available wherever you are writing. Details and sources AroFlo: February 2026 AI writing and layout updates ↗ Reviewed 10 September 2026.	External assistant for this route Separate tool or plan External assistant for this route The connected Claude or ChatGPT route can work with notes and quotes, but takes you to another AI tool and requires Master Admin access. An equivalent inline rewriter has not been confirmed. Details and sources Fergus: AI connector read and write actions ↗ Fergus: external assistant and Master Admin requirement ↗ Reviewed 10 September 2026.	Specific job-writing agents The limitation Specific job-writing agents Writing assistance is organised around particular Lightning agents and tasks. Check the email, proposal and record fields your team writes in. Details and sources Simpro: Lightning AI agents ↗ Reviewed 10 September 2026.	Limited to selected messages, quotes and invoices The limitation Limited to selected messages, quotes and invoices Its writing helper works on those tasks, rather than across all your business records. Details and sources ServiceM8: Smart Writing Helper ↗ Reviewed 10 September 2026.	Only on Plus, for supported writing tasks The limitation Only on Plus, for supported writing tasks SmartWrite helps with selected descriptions and emails. It is not included on the lower plans. Details and sources Tradify: Australian plans and SmartTools ↗ Reviewed 10 September 2026.	AI writing is available Included AI writing is available The email composer, workdocs and AI blocks provide writing help. Access and usage depend on the feature and plan. Details and sources monday CRM: AI email composer ↗ monday: AI writing in boards, docs and workflows ↗ Reviewed 10 September 2026.
Work with Microsoft TeamsKeep conversations connected	Teams connected inside Easydone Inside Easydone Open the project’s connected Teams conversation. Keep the conversation close to the customer and project, using your connected Microsoft account. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Separate Zapier connection Separate tool or plan Separate Zapier connection The Zapier route means connecting accounts and setting up message actions in another tool. It does not itself put a Teams conversation beside the job. Details and sources Zapier: AroFlo and Microsoft Teams ↗ Reviewed 10 September 2026.	Separate connector setup Separate tool or plan Separate connector setup A Zapier workflow adds another tool for moving messages and records. That connection does not itself put a Teams chat inside the Fergus job card. Details and sources Fergus: external Zapier workflows and support scope ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A native Teams connection is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Separate Make connection Separate tool or plan Separate Make connection The Make route means connecting accounts and setting up message actions in another tool. It does not itself put a Teams conversation beside the job. Details and sources Make: ServiceM8 and Microsoft Teams ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A native Teams connection is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Teams actions need configuring The limitation Teams actions need configuring The built-in integration connects board activity and Teams messages; workflow blocks add chat actions. You configure those connections rather than opening a project chat in the same way as Easydone. Details and sources monday: Teams integration and channel notifications ↗ monday: Teams messaging and Microsoft permissions ↗ Reviewed 10 September 2026.
Keep files in SharePointDocuments connected to the work	SharePoint connected inside Easydone Inside Easydone Check the folders and the sync result. Keep project folders and files connected to the work, and see what has synced without adding another connector platform. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Separate Zapier connection Separate tool or plan Separate Zapier connection This route adds Zapier between the apps. You configure the actions there; it is not a built-in project-folder sync. Details and sources Zapier: AroFlo and SharePoint ↗ Reviewed 10 September 2026.	Separate connector setup Separate tool or plan Separate connector setup The external automation route needs accounts and file actions configured in another tool. Native project-folder synchronisation has not been confirmed. Details and sources Fergus: external Zapier workflows and support scope ↗ Reviewed 10 September 2026.	Only through a separate partner service in this setup Separate tool or plan Only through a separate partner service in this setup SyncEzy supplies the connection, with its own setup and commercial terms. Details and sources Microsoft Marketplace: SyncEzy for Simpro and SharePoint ↗ Reviewed 10 September 2026.	Separate Integrately connection Separate tool or plan Separate Integrately connection This route adds Integrately between the apps. You configure the actions there; it is not a built-in project-folder sync. Details and sources Integrately: ServiceM8 and SharePoint ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. A native SharePoint connection is not confirmed. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	File import is not folder sync The limitation File import is not folder sync You can add files from SharePoint. Importing a file does not keep the whole project folder synchronised; that needs an additional workflow or connector. Details and sources monday: files, images and SharePoint imports ↗ Reviewed 10 September 2026.
Connect the accountingXero, with the transfer scope clear	Invoices out. Payments back Inside Easydone Match the customer. Review the transfer record. Send reviewed invoices to Xero, bring payment records back and see what transferred successfully. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Xero is connected Included Xero is connected Invoice and payment transfers are supported. Details and sources AroFlo: supplier and other integrations ↗ AroFlo: payments and accounting updates ↗ Reviewed 10 September 2026.	Xero connection included Included Xero connection included Approved customer invoices transfer to accounting and reconciled payments return. Customer edits in the accounting package do not sync back to Fergus. Details and sources Fergus: accounting transfers and sync limits ↗ Reviewed 10 September 2026.	Xero is connected Included Xero is connected Its workflow includes one-click transfers and payment transfers in either direction. Details and sources Simpro: Xero invoice, payment and record transfers ↗ Reviewed 10 September 2026.	Xero is connected Included Xero is connected It supports an accounting connection for invoices, payments and related records. Details and sources ServiceM8: feature overview ↗ Reviewed 10 September 2026.	Xero is connected Included Xero is connected Transfers follow its invoice, bill and integration settings. Details and sources Tradify: Xero integration, including Australia ↗ Reviewed 10 September 2026.	Separate marketplace connector Separate tool or plan Separate marketplace connector The Luxie Tech for Xero route adds a marketplace app with its own setup and terms. Agree the records and transfer rules before relying on the connection. Details and sources monday marketplace: Luxie Tech for Xero ↗ Reviewed 10 September 2026.
Automatically ask for Google reviewsFollow up after good work	Available through Easydone Studio Inside Easydone A review request follows the completed job. Let completed work trigger the review request and follow-up. Studio is a separate product from the CRM. Explore this feature ↗ Details and sources Connections and permissions are set up for your business. Reviewed 10 September 2026.	Review trigger needs checking The limitation Review trigger needs checking AroFlo offers review invitations. Check the completion trigger and whether the setup uses its own messages or an additional reviews service. Details and sources AroFlo: emailed work orders, documents and review requests ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* An automatic Google review request triggered by completed work is not listed in the product guides checked. Quote and invoice reminders do not establish that review workflow. Details and sources Fergus: product help and feature index ↗ Fergus: settings and supplied controls ↗ Reviewed 10 September 2026.	A separate reviews service Separate tool or plan A separate reviews service Its listed Podium option brings a separate provider and commercial arrangement into the process. Details and sources Simpro: core plan and optional products ↗ Reviewed 10 September 2026.	Requires the Customer Feedback add-on Separate tool or plan Requires the Customer Feedback add-on Review requests need the add-on enabled and the review links configured. Details and sources ServiceM8: automated Google and Facebook review requests ↗ Reviewed 10 September 2026.	Not listed* Not confirmed Not listed* This exact feature is not listed in the sources checked. Automatic Google review requests are not listed in the reviewed sources. Details and sources No equivalent was found in the sources reviewed. Not listed is not proof of absence. Reviewed 10 September 2026.	Build the request workflow The limitation Build the request workflow Email automation can send your review link. You need to build the completion trigger, customer matching and follow-up rules; it is not a dedicated Google-review workflow supplied with the CRM. Details and sources monday CRM: visual workflows on Pro and Enterprise ↗ monday CRM: connected email and HTML limitations ↗ Reviewed 10 September 2026.

Compare the exact job, not just the feature name. No means the specified feature is not included; a limitation or separate tool is explained in the preview. × Not listed* marks a feature we could not confirm, rather than a proven absence. Plans and features can change. Open any answer for details and sources.

Sources and how we compared Checked 10 September 2026

Prepared by Easydone from official product documentation and connector-provider pages. We compare specific workflows, not just matching feature names. This is not an independent hands-on ranking. A documented different approach or a gap in public evidence is not a negative capability verdict.

Easydone features are set up for your business. Premium changes require agreed scope and timing, and Studio is a separate product. Each competitor is assessed against the specific work in the row; we do not assume they share the same limitations.

Have a workflow the usual settings won’t fix?That is the conversation our premium tailoring offer starts with.

See how changes happen ↗

Your website and marketing, brought together.

Build your website, create content and manage your marketing with Easydone Studio.

Fewer bills. More control.

Replace the routine work you keep paying others to do. Make changes yourself, let agents handle the repetition, and see the work and responses in one place.

Explore Easydone Studio.See the content tools, demonstrations and current plans on the separate Studio website.

Explore Studio ↗

Start with your real working day

Show us the awkward bit.

The spreadsheet you keep beside the software. The email you rewrite every week. The handover that always misses something.

That is where a useful demo should start.

Let’s look at it together ↗

Let's make work easier

A better fit starts
with a conversation.

Tell us what you do, what you use today and what you wish worked better.

Email us to arrange a demo ↗

Tell us about your business: colin@easydone.studio

Tell us what you need and we can discuss the next step.

The work is connected.The software should be, too.

The people doing the workget a say in the software.

AI with the detailsclose at hand.

A small group of businesses.A proper working relationship.

Stop fillingthe gaps.

More of your business. Built in.

Less looking it up.Less typing it twice.

Request it. Try the change. Approve it.

No custom app changes included

No custom app changes included

No custom app changes included

No custom app changes included

No custom app changes included

No custom app changes included

Build the follow-through inside the app.

Basic Event Messages

Build it separately in Zapier

Not listed*

No in-app visual builder

Not listed*

Pro: five active workflows

Ask for the work, then review the result.

Separate JustAsk screen

External AI; Master Admin only

Task-specific AI agents

Limited to the Business Owner role

Not listed*

AI actions are supported

AI reads the file. You check the match.

Map the import yourself

Prepare a CSV and map it

Import format / feed setup

Map the spreadsheet yourself

A correctly formatted CSV is required

Map files into boards yourself

The supplier email updates the purchase order.

Not listed*

Invoice import does not track delivery

Tracking setup needs checking

The invoice importer does not update delivery tracking

Not listed*

Build a custom email workflow

The right paperwork, filed with the order.

AI bill import; filing varies

PDF invoices; assignment needed

Separate Data Feed setup

Limited to supplier invoices against jobs

You upload the bill yourself

Build the matching and filing

Build the proposal and see the customer’s view.

Manual layouts / RTF templates

Design the quote template yourself

Proposal design uses forms and templates

Only on Growing and higher plans

Quote templates, not a dedicated proposal designer

Custom templates need Pro+

Find the picture and specifications together.

No automatic web image lookup

Not listed*

Not listed*

Not listed*

Not listed*

Build the product-research workflow

The product photo stays with the item.

Product images are supported

Add images to the document

Catalogue pictures on quotes

Arrange proposal photos

Not listed*

Files need connecting to the quote

Turn completed work into proof for the next sale.

Not listed*

Not listed*

Not listed*

Not listed*

Not listed*

Assemble your own library

A price list your customer can open.

Internal pricing levels

Price books are for your quoting

The work is connected.
The software should be, too.

The people doing the work
get a say in the software.

AI with the details
close at hand.

A small group of businesses.
A proper working relationship.

Stop filling
the gaps.

Less looking it up.
Less typing it twice.