One platform, the whole job
From the first enquiry to money in the bank — and the admin that runs itself.
Lead capture from everywhere
- Embeddable website form
- Google & Meta lead ads
- Inbound SMS & manual entry
- Instant auto-reply to every lead
- Duplicate detection
Quoting that wins
- Build from your price book
- Branded PDF quotes
- Customer portal: review, e-sign, approve
- Automatic follow-ups
- Deposit & terms support
Jobs & scheduling
- Convert approved quotes to jobs
- Assign your team
- Field view for techs on the tools
- Before/after photos & checklists
- Time tracking
Invoicing & payments
- Branded invoices
- Online card payment (Stripe)
- Part-payments & deposits
- Automatic overdue reminders
- Payment receipts
Accounting sync
- Connect Xero in a click
- Invoices & payments push automatically
- Contacts kept in sync
- MYOB & QuickBooks (Enterprise)
Automation & AI
- New-lead replies, quote follow-ups, review requests
- Email + SMS workflows
- AI lead scoring
- Runs while you're on the tools
Set up in minutes
- Guided onboarding checklist
- Starter price book for your trade
- Bulk-import your prices from Excel/CSV
- Your logo & brand colours
Insights
- Lead source breakdown
- Revenue & pipeline
- Conversion tracking
- Know where the next job comes from
Pipeline
New
Sarah M.
Switchboard
Dave K.
Hot water
Quoted
Acme Cafe
Lighting
Won
J. Nguyen
Rewire
See every job move from lead to paid
Drag leads through your pipeline, quote in a couple of taps, and watch the deposit land — all in one place, on desktop or in the van.
Quote QUO-1042
Switchboard upgrade — supply & install$1,240
Safety switches ×3$285
Labour (4 hrs)$440
Subtotal$1,786
GST 10%$178.60
Total$1,964.60
Deposit (30%)$589.38
Quote approved 🎉
Deposit paid online