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Features

Everything the firm runs on.

A diary that understands visits, a property register that tracks every certificate, quotes your customer accepts on their phone, and a back office your agent can run.

Property register

Every address you work at, with its access notes, installed assets and the compliance certificates it is due. The history is on the property, not in an engineer head.

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Online booking

Customers book materials and services around the clock. Mobile or workshop, each option priced and scheduled, with stock reserved against the job.

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Materials catalogue

Manufacturers, ranges and product data are maintained for you. You add your stock and your margins. The specs stay correct without a spreadsheet to keep in sync.

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AI price import

Move off your old tools without retyping a thing. Hand the agent your supplier list, your sheet or your PDF and your storefront prices itself.

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Booking concierge

A customer-facing concierge answers questions on your storefront, recommends the right material, and books the job end to end, all within a daily budget you set.

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Multi-visit scheduling

Survey, first fix, second fix, snagging. The diary holds visits while the job stays whole, so a rewire spread over five weeks is still one job with one quote and one invoice.

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Stock control

Stock reserves against jobs, so the same set is never sold twice. Low-stock alerts flag what to reorder before you run dry.

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Supplier orders

Purchase orders with numbers and approval. Send by email, or let your agent place the order by phone within your limits. Arrivals update stock automatically.

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Reports

Money, capacity, efficiency and pipeline at a glance. Ask the agent to explain a number, forecast the month, or suggest what to upsell.

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Compliance engine

Gas safety, EICR, boiler service, PAT and F-Gas tracked per property on their real intervals, with the renewal chased before it lapses and the certificate filled in on the phone.

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Quotes

Labour and materials as separate lines, day rate or fixed price, exclusions and assumptions in writing, and an accept or decline button the customer can press from the driveway.

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Service coverage

A mobile radius keeps van jobs reachable, and a workshop distance tells customers how far they are. The network routes nearby work to the right shop.

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