The whole service.
A first release can cover the essentials without making daily work complicated.
Client experience
- Service and coverage check
- Home estimates and site quotes
- Recurring visits and preferences
- Visit status and rescheduling
- Invoices and payment records
- Feedback and service follow-up
Daily operations
- Enquiries and quote follow-up
- Regional schedules and travel time
- People, skills and availability
- Job cards and checklists
- Site readiness and access notes
- Time, incidents and quality checks
Business records
- Equipment and service history
- Supplies and reorder levels
- Job costs and money left before overheads
- Invoices, expenses and exports
- Client and property history
- Permissions and activity history
Shown in this walkthrough
Connected enquiries, quotes, scheduling, equipment checks, worker tasks, completion, invoicing, payment failure and retry, expenses and issue resolution.
For the production system
Live regional coverage, verified accounts, reminders, payment provider, calendar sync, accounting integration, recurring visit generation, files and signed site handovers.
The money view is a basic operating record. Payroll, bank reconciliation, filings and final accounting belong in the chosen accounting system.