Everything from enquiry to paid invoice.
Ten feature areas, all on every plan. Pick one to see exactly how it works.
AI job intake
Paste an email or enquiry — get a clean job with the customer and site matched.
See how it works →Quotes & online acceptance
AI-drafted, VAT-correct quotes customers accept online with a signature.
See how it works →Scheduling & dispatch
A drag-and-drop board per engineer, clash checks and an AI route order.
See how it works →Field app (works offline)
An installable engineer app that keeps working with no signal.
See how it works →Certificates & compliance
Structured CP12, F-Gas, Minor Works and service records with renewal reminders.
See how it works →Invoicing & getting paid
VAT-correct invoices from the job, card payment by link and automatic chasing.
See how it works →Planned maintenance (PPM)
Service contracts that create their own jobs ahead of time, every cycle.
See how it works →Customer portal
One private link where customers see jobs, quotes, invoices and certificates.
See how it works →Parts & van stock
A parts catalogue with stock levels that go down when parts are used.
See how it works →Reports & your data
The numbers that matter, plus exports of everything, whenever you want.
See how it works →Six stages, one flow
From enquiry to paid invoice
01Capture
An email, voicemail or web enquiry becomes a clean job — with the customer and site matched or created.
- AI intake
Paste an email, voicemail transcript or web enquiry. The job is drafted — title, fault, priority, type — and the customer and site are matched against your records or created for you. Urgency cues push the priority up automatically.
- Customers, sites & assets
Every job hangs off a customer → site → asset tree, so history follows the boiler, AC unit or fire panel — not just the address.
- SLA from the start
Every job gets a respond-by time from its priority (or your own), so nothing slips quietly past.
Six places AI does the admin
Enquiry → job
An email or message becomes a structured job with the customer and site matched.
Quote drafting
A plain-English description becomes priced lines at your rates.
First-time-fix brief
Site and asset history turned into a pre-visit plan.
Customer report
The engineer's shorthand rewritten for the customer.
Day optimiser
Each engineer's visits put in a sensible order.
Compliance gap scan
Every asset checked against its latest certificate.
Every plan includes a monthly allowance of AI actions that covers normal use. Nothing AI drafts is saved until you've checked it.
Try every feature free.
14-day trial, no card. Office seats free, AI included, and we'll help you move your data in.