Services
4 guides in Operations.
- Leads, quotations and jobsFollow an enquiry from lead to quotation, job and invoice, with each step linked to the next so nothing is billed twice or lost on the way.
- Service templatesSet out a service's usual lines, prices, taxes and charged costs once, then start every quotation, job or subscription for it in a click.
- Subscriptions and recurring billingBill customers on a schedule: a plan makes an approved invoice each period, spreads income over the period if you choose, and pauses when unpaid.
- Job schedule and dispatchSee every open job on a status board or week calendar, book it for a time and a team, and move it on. The customer is told when it is booked.