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.
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 →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.
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 →
Grout of the Blue Tiling · example walkthroughHi Oona, Our team will be at Oona's on Rokeby on Tuesday at 7:00 to complete the installation in your accepted quote. Could you let us know who to meet for access? Thanks, Dean
You decide what gets sent.
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 →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.
See what is included, what is limited and what takes another tool.
We connect your supplier inboxes and agree the actions with you during setup.
25 everyday differences. Hover for a closer look. Click to keep a preview open.
EasyDone Work comparison: EasyDone, AroFlo, Fergus, Simpro
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
Settings and API connections do not include having the app's code changed for your business.
Reviewed 10 September 2026.
Changing settings or connecting another app does not include having Fergus rewrite its software for your business. Custom integration work is a separate exercise.
Reviewed 10 September 2026.
Paid configuration covers setup, forms and reports. It is not an included service for rewriting the app around your business.
Reviewed 10 September 2026.
You can suggest a feature or commission a separate add-on, but your subscription does not include having the app rebuilt around your business.
Reviewed 10 September 2026.
You work within the supplied software. Changing templates and settings is not custom development.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
No visual canvas or drag-and-drop workflow builder. You set up Event Messages for the follow-up rules.
Based on the owner’s direct use of AroFlo and its Event Messages workflow.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
You can build workflows in a separate tool such as n8n, but that means another account, connection and workflow to maintain.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
JustAsk opens in a dedicated chat screen. Its latest webinar also describes starting tasks, so it would be wrong to call it reporting-only.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Other staff cannot use Office Agent under their normal staff roles, even though it can carry out selected approved actions.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Ask out loud and it answers out loud in a great Aussie voice, so you can keep your eyes on the road. Ask it to draft an email and it reads it back. Say yes, then tap to send once you are stopped. Choose Jimbo, Steve or Charlie. All the voices are included in every plan.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 1 October 2026.
JobScribe listens while a technician works and writes up the job record, and JustAsk answers in a chat screen. Spoken answers from an assistant are not listed in the pages reviewed. That is not a claim that AroFlo lacks them.
Reviewed 1 October 2026.
Fergus Go’s Assistant lets you type or speak on site to check job details, log time and capture notes. Spoken replies are not listed in the pages reviewed. That is not a claim that Fergus lacks them.
Reviewed 1 October 2026.
JobScribe captures and transcribes job documentation while the technician works, and JustAsk answers in plain language. Spoken answers from an assistant are not listed in the pages reviewed. That is not a claim that Simpro lacks them.
Reviewed 1 October 2026.
Open a Job, tap Chat and talk to Office Agent. You can interrupt it, and say Approve or Decline to a prepared action. Office Agent must be active on your account. The pages reviewed do not describe the voice or accent.
Reviewed 1 October 2026.
A voice assistant or spoken replies are not listed in the SmartTools pages reviewed, which cover SmartRead and SmartWrite. That is not a claim that Tradify lacks them. Ask for a demonstration.
Reviewed 1 October 2026.
Sidekick Voice lets you talk to it on mobile and hear a spoken answer, with readbacks and confirmations before impactful changes. It is a general workplace assistant, not built around trade jobs, and the pages reviewed name no Australian voice. AI must be switched on by an admin.
Reviewed 1 October 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
The supplier list needs an import format or a configured catalogue feed. Compare that setup with uploading a file for AI to interpret.
Reviewed 10 September 2026.
The CSV importer asks you to match the file's columns to the material fields yourself.
Reviewed 10 September 2026.
You prepare the spreadsheet and map its columns. Its AI bill reader handles a different task.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
It matches supplier bills to jobs. The carrier, tracking number and delivery date need a different process.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Automatic delivery-tracking updates from supplier emails are not listed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
A Data Feed needs configuring for your supplier documents. Agree the matching rules and original-PDF filing as part of that setup.
Reviewed 10 September 2026.
The import add-on can match a bill to a job. It is not a general purchase-order document filing system.
Reviewed 10 September 2026.
AI can read the uploaded document and prepare a draft bill. That is not continuous inbox monitoring and filing.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Custom proposal documents use its form-building tools; having those built for you can involve paid professional services.
Reviewed 10 September 2026.
Rich proposals are not included on Free or Starter.
Reviewed 10 September 2026.
Branding and optional quote sections do not give you the same freedom to build a complete visual proposal.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Supplier catalogue imports do not establish the same web lookup and specification extraction.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Automatic web lookup and specification extraction are not listed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Automatic web lookup and specification extraction are not listed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
The limitation is sourcing and uploading them, rather than storing them once they are there.
Reviewed 10 September 2026.
Quote descriptions and footers accept images. A product-photo field that automatically carries through from the price book has not been confirmed.
Reviewed 10 September 2026.
Product pictures can be included on quote forms from the catalogue.
Reviewed 10 September 2026.
Photos can be added to proposal galleries. Automatic picture reuse from the product catalogue has not been confirmed.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A picture-bearing product catalogue and matching quote-item images are not listed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
Quote it, send it, signed before you leave the driveway.
Pick products by their pictures on your phone, check the total with GST, then hand the phone over so the customer can sign with a finger.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 26 September 2026.
You can build a quote and have the customer sign on your phone. Product photos can be opened while picking items, but the help pages don’t show them on the quote lines.
Reviewed 26 September 2026.
You can quote from Fergus Go, but customers accept through an emailed link. On-screen signatures are for signing off finished work, not accepting a quote.
Reviewed 26 September 2026.
You can build a quote on the phone, show catalogue item pictures, and have the customer accept and sign on the spot. The pictures show on the phone; whether they appear on the quote that is sent is not confirmed.
Reviewed 26 September 2026.
You can quote and get the customer’s signature in the app. Photos only go into a Proposal (an add-on) as a separate gallery, not on each item.
Reviewed 26 September 2026.
You can quote on the phone and have the customer sign to accept on site. Pictures can only be attached to the whole quote, not shown on each item.
Reviewed 26 September 2026.
monday CRM makes quotes in its web app. Its phone app guide doesn’t list quoting, and monday says signing needs a third-party tool such as DocuSign.
Reviewed 26 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated, reusable case-study library connected to proposals is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
You can organise stories in workdocs and files. The reusable case-study structure and proposal-insertion process are yours to set up.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
The price-book workflow is for finding and pricing items inside Fergus. It does not give a customer their own live catalogue link.
Reviewed 10 September 2026.
Customers can select pre-built packages through the portal. Check whether your customers can browse a complete product catalogue with their agreed prices.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A live customer-facing product price list is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
The supplier price list is for preparing your quotes. A customer-facing live catalogue is not part of that workflow.
Reviewed 10 September 2026.
The Products widget prices deals inside the CRM. A customer-facing catalogue with individual live prices needs its own sharing and access setup.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Contract rates and ongoing service work can be managed in the system.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated service-agreement builder is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated service-agreement builder is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
Boards and documents can organise contracts. Linking an agreement to equipment, recurring service and its history needs your own structure and automation.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
The standard service workflow centres on jobs. A dedicated support-ticket workspace alongside the customer’s agreement is a separate requirement.
Reviewed 10 September 2026.
The job card is the main workspace for service work. It is not a separate help-desk ticket queue alongside your customer agreements.
Reviewed 10 September 2026.
Its marketplace ticketing service connects tickets to Simpro jobs. You have a separate service to set up and run.
Reviewed 10 September 2026.
Support is organised through jobs and queues. Compare that with a dedicated help desk for the customer’s ongoing requests.
Reviewed 10 September 2026.
The standard workflow moves enquiries into jobs. A separate help desk with tickets is not the same thing.
Reviewed 10 September 2026.
The dedicated ticketing and service tools belong to monday service. A CRM subscription alone is not that service-desk product.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A business knowledge library authored by your team is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. The published training agents do not establish the same staff-authored knowledge library.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
The Knowledge feature is not included on Free, Starter or Growing.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A searchable knowledge library authored by your team is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
Your team can write guides in workdocs and find them through account search. You organise the library and its access.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
Vehicle details and servicing history can be kept through asset records. GPS tracking has its own tools.
Reviewed 10 September 2026.
A dedicated vehicle register with servicing history and handovers is not listed. Job scheduling and staff location are different requirements.
Reviewed 10 September 2026.
Simtrac is an additional product rather than part of the standard CRM workspace; confirm the servicing records and handovers included.
Reviewed 10 September 2026.
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.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A dedicated vehicle-maintenance and history workspace is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
You can arrange records and reminders using boards. The vehicle fields, servicing log and handover process need configuring for your business.
Reviewed 10 September 2026.
Opening the app preview…
Choose which modules your team sees.
Hide the modules you do not need and choose which pages your team can access.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Owner controls for removing whole unused modules from the main menu have not been confirmed. User permissions alone do not establish this control.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Security settings and paid configuration do not establish the same menu controls.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Custom job statuses do not establish control over the main menu.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
Stock levels and storage locations are supported.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Inventory quantities, locations and stock movements are supported.
Reviewed 10 September 2026.
Quantities update when tracked items are invoiced and the invoice is synced to the accounting package.
Reviewed 10 September 2026.
Its Unleashed connection brings another product, setup and subscription into the process.
Reviewed 10 September 2026.
The inventory template tracks quantities through columns and formulas. Reservations, goods received and purchasing rules need connecting into the system you build.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
Its sending-domain setup uses AroFlo's mail system. Showing your business email address is not the same as sending through your Microsoft mailbox.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Outlook integration is offered. Per-person Microsoft sending with an individual HTML signature has not been confirmed.
Reviewed 10 September 2026.
Its Office 365 integration sends all users' emails through the same connected account, rather than each staff member's own mailbox.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Reusable email templates do not establish this rich-signature and direct Microsoft-mailbox combination.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
AI Rewrite is available in those fields. You cannot assume the same help is available wherever you are writing.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Writing assistance is organised around particular Lightning agents and tasks. Check the email, proposal and record fields your team writes in.
Reviewed 10 September 2026.
Its writing helper works on those tasks, rather than across all your business records.
Reviewed 10 September 2026.
SmartWrite helps with selected descriptions and emails. It is not included on the lower plans.
Reviewed 10 September 2026.
The email composer, workdocs and AI blocks provide writing help. Access and usage depend on the feature and plan.
Reviewed 10 September 2026.
Opening the app preview…
Open the project’s connected Teams conversation.
Keep the conversation close to the customer and project, using your connected Microsoft account.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A native Teams connection is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A native Teams connection is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
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 ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
This route adds Zapier between the apps. You configure the actions there; it is not a built-in project-folder sync.
Reviewed 10 September 2026.
The external automation route needs accounts and file actions configured in another tool. Native project-folder synchronisation has not been confirmed.
Reviewed 10 September 2026.
SyncEzy supplies the connection, with its own setup and commercial terms.
Reviewed 10 September 2026.
This route adds Integrately between the apps. You configure the actions there; it is not a built-in project-folder sync.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. A native SharePoint connection is not confirmed.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
You can add files from SharePoint. Importing a file does not keep the whole project folder synchronised; that needs an additional workflow or connector.
Reviewed 10 September 2026.
Opening the app preview…
Match the customer. Review the transfer record.
Send reviewed invoices to Xero, bring payment records back and see what transferred successfully.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
Invoice and payment transfers are supported.
Reviewed 10 September 2026.
Approved customer invoices transfer to accounting and reconciled payments return. Customer edits in the accounting package do not sync back to Fergus.
Reviewed 10 September 2026.
Its workflow includes one-click transfers and payment transfers in either direction.
Reviewed 10 September 2026.
It supports an accounting connection for invoices, payments and related records.
Reviewed 10 September 2026.
Transfers follow its invoice, bill and integration settings.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Opening the app preview…
A review request follows the completed job.
Let completed work trigger the review request and follow-up. Studio is a separate product from EasyDone Work.
Explore this feature ↗Connections and permissions are set up for your business.
Reviewed 10 September 2026.
AroFlo offers review invitations. Check the completion trigger and whether the setup uses its own messages or an additional reviews service.
Reviewed 10 September 2026.
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.
Reviewed 10 September 2026.
Its listed Podium option brings a separate provider and commercial arrangement into the process.
Reviewed 10 September 2026.
Review requests need the add-on enabled and the review links configured.
Reviewed 10 September 2026.
This exact feature is not listed in the sources checked. Automatic Google review requests are not listed in the reviewed sources.
No equivalent was found in the sources reviewed. Not listed is not proof of absence.
Reviewed 10 September 2026.
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.
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.
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.
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