Complete business management for trade professionals
Everything plumbers, electricians, builders, and other trade professionals need to run their business efficiently. From initial quote to final payment, manage every aspect of your jobs.
Create detailed, itemized quotes with your branding. Include materials, labour, and optional extras.
Save time with reusable templates for common job types.
Get quotes accepted electronically - legally binding and convenient. Full signature-capture and tamper-proof signing is being built out.
Set validity periods and automatic follow-up reminders.
Track all revisions and negotiations in one place. Quote version tracking is coming soon.
Convert accepted quotes to invoices instantly.
Accept card payments directly through invoices.
Request deposits and track payment schedules.
Polite payment reminders sent automatically.
Handle refunds and adjustments professionally.
Set up automatic invoicing for maintenance contracts.
Calendar view with drag-and-drop scheduling.
Track progress from enquiry to completion.
Log hours worked for accurate billing.
Document work with notes and before/after photos.
Send automatic status updates to customers.
Store all customer details, history, and preferences.
Track multiple properties per customer.
Full record of emails, messages, and calls.
Self-service portal for customers to view and pay.
Invite suppliers to maintain the items, prices, stock notes, and photos you quote with, or capture supplier items manually yourself.
Use supplier-linked trade pricing where available and fall back to manually entered supplier items where a supplier has not joined yet.
Create and track orders to suppliers.
Send email invites, print QR flyers, and guide suppliers into a free invite-only portal where they can manage invited items, trade prices, multibuy notes, stock notes, lead times, reserve preferences, and product photo URLs before deciding whether to upgrade.
Linked quote acceptance, reservations, and fully automated supplier fulfilment are being rolled out in stages.
Broader multi-site supplier catalog syndication and instant network-wide content sharing are still to be completed.
Upload receipt photos; text and amounts are auto-detected (OCR). Split a single receipt into multiple lines and categorise each line (e.g. materials vs tools, fuel vs personal). Same data is available to your accountant once you grant access.
Grant your accountant access to this program's data (invoices, receipts, income, expenses) from Settings or Program Hub. They see it in the Accountancy program once you allow it.
See your business performance at a glance.
Analyze which job types are most profitable.
Track aged debt and cash flow.
VAT summaries and tax-ready exports.
Create galleries for each job or project to showcase your work with titles, descriptions, and keywords.
Add titles, descriptions, and searchable keywords to every photo for easy organisation and reference.
Organise galleries into custom categories — by trade, project type, location, or client.
Place before and after photos side by side with titles to show the transformation of your work.
Create sequenced photo slideshows with adjustable speed, transitions, and captions to walk clients through your process.
Browse all photos across every gallery in one combined view, with search and filtering.
View photos in a full-screen lightbox with keyboard navigation — perfect for client presentations.
Share any gallery, photo, slideshow, or before/after comparison on Facebook, X, LinkedIn, Pinterest, WhatsApp, or via email with rich preview cards.
Generate shareable public links for any gallery or photo — viewers see professional pages with your branding, no login required.
Track which photos and galleries are shared most and on which platforms to understand what resonates with your audience.
Complete management platform for service-based businesses
Built for businesses that sell time, expertise, or skilled labour — IT support companies, consultancies, property maintenance firms, landscapers, tutors, and any other service operation. Manage bookings, projects, quotes, contracts, and billing all in one place.
List all your services with descriptions, rates, and payment terms.
Set pricing per hour, per day, fixed fee, or per unit for each service.
Branded public page showcasing services, pricing, availability, and contact form.
Guided onboarding wizard to get new providers set up quickly.
Receive and manage service requests from customers.
Match incoming requests with your available services automatically.
Create and send formal quotes with items, pricing, and terms.
Manage confirmed bookings with line items and scheduling.
One-click time tracking with start/stop timer.
Log time after the fact with flexible entry.
Assign time to specific projects and tasks.
Distinguish between billable and internal time.
View and approve team member time entries.
Overview of all active projects and their status.
Set and track project milestones with amounts and due dates.
Break projects into manageable tasks with assignments.
Monitor spend against project budgets in real time.
Attach files and documents to projects.
Customized portal with your branding.
Clients can view progress and updates.
Secure document sharing with clients.
Get client sign-off on deliverables.
Clients can view and pay invoices online.
Professional contract templates.
Get contracts signed digitally.
Track retainer hours, usage, and billing cycles.
Set up automatic contract renewals.
Central view of all tasks, workflows, and operational status.
Manage vehicles with make, model, registration, and availability tracking.
Track trailer inventory and assignments.
Manage staff members with roles, contact details, and availability.
Assign vehicles, trailers, and staff to delivery or service jobs.
Track equipment and items with descriptions, conditions, and values.
Log maintenance schedules and completed service for equipment.
Record equipment breakdowns and failure histories.
Track how and when equipment is used across jobs.
Generate invoices from tracked time.
Milestone-based invoicing for fixed projects.
Add reimbursable expenses to invoices.
Invoice international clients in their currency.
Upload receipt photos; text and amounts are auto-detected (OCR). Split receipts into lines and categorise each (e.g. materials vs travel, or business vs personal). Same data is available to your accountant once you grant access.
Grant your accountant access to this program's data (invoices, receipts, income, expenses) from Settings or Program Hub. They see it in the Accountancy program once you allow it.
Document completed client engagements with photo galleries — one per project, client site, or service type. Ideal for showing deliverables, installations, or site visits.
Add context to every photo: client name, project phase, service type, or keyword — for internal reference and client presentations.
Group galleries by service category — IT support, consultancy, maintenance, logistics — so prospects can quickly find work relevant to them.
Demonstrate the impact of your service with before and after photo pairs — showing a site before and after a setup, repair, or project delivery.
Build visual walkthroughs of complex projects — phase by phase — to show clients and prospects exactly how you deliver work.
Present project photos in a full-screen viewer during client meetings, proposals, or site visits.
Share completed project galleries on LinkedIn, Facebook, X, and more — great for service businesses building a professional online presence.
Generate public links to your best project galleries — drop them in proposals, emails, or your website to demonstrate proven expertise.
See which project types and galleries get the most engagement, helping you understand what resonates with your target clients.
Job scheduling, team management, and invoicing for cleaning businesses
Built specifically for cleaning companies — domestic, commercial, end-of-tenancy, and specialist contract cleaners. Manage recurring job rotas, team availability, customer accounts, supplies, and invoicing from one dashboard.
Visual calendar showing all scheduled cleans, staff assignments, and customer details.
Set up weekly, fortnightly, or monthly recurring jobs that auto-populate the schedule.
Create and schedule one-off cleans, end-of-tenancy jobs, and specialist requests.
Easily move and reassign jobs when plans change.
Block dates for holidays, bank holidays, and team unavailability.
Create and send cleaning quotes with room-by-room or service-based pricing.
Convert accepted quotes to invoices instantly, or create invoices directly from completed jobs.
Automatically generate and send invoices on schedule for regular contracts.
Accept card payments directly through invoices — no chasing cash.
Automated polite reminders for overdue invoices.
Manage team members with contact details, roles, and availability.
Build weekly rotas and assign staff to jobs.
See at a glance who is available and where each team member is assigned.
Attach custom cleaning checklists to jobs so staff know exactly what is required.
Staff mark jobs as complete and can attach notes or photos from the clean.
Store customer details, property addresses, access instructions, and preferences.
Manage customers with more than one property — each with their own schedule and notes.
Full record of all cleans, invoices, and communications per customer.
Automatic reminders sent to customers before scheduled cleans.
Self-service portal where customers can view upcoming bookings, pay invoices, and leave reviews.
Track cleaning product stock levels and usage per job or per team.
Get notified when supplies fall below minimum stock levels.
Record supply costs against jobs for accurate profitability reporting.
Link to the supplier network for easier ordering and trade pricing.
See earnings by period, customer, or job type.
Understand which types of clean generate the best margins.
Track outstanding payments and overdue accounts.
Review job completion rates and customer feedback by team member.
Photograph each clean before and after to demonstrate the standard of your work. Galleries are perfect for quoting new customers and showcasing specialist jobs.
Organise galleries by job type — domestic, commercial, end-of-tenancy, deep clean — so prospects can see exactly the kind of work you do.
Place before and after photos side by side with titles to show the visible transformation — highly persuasive for winning new cleaning contracts.
Label photos with job details and searchable keywords for your own reference and for client presentations.
Share public gallery links with potential customers or post on social media to show off your standard of work.
Share before/after photos and completed job galleries on Facebook, Instagram, WhatsApp, and more — before and after cleans make compelling social content.
Present photos in a full-screen viewer during customer consultations or quotes.
Produce, farm retail, café, deli — you choose what you sell
Purpose-built on the supplier storefront: manage products, orders, and trade customers while telling customers exactly what you offer — from a pure greengrocer to a full farm shop with café, deli, bakery, seating, and more. Same hosted subscription and tiering model as other BizSuite programs.
Checkboxes for produce, farm retail, dairy, butchery, bakery, deli, café, takeaway, seating — select any combination.
Add café or deli later without changing program; just update your profile.
Supplier catalog tools for listings, categories, and stock-friendly fields.
Incoming orders and customer records in the supplier portal.
Where enabled by your plan, run offers and messaging to customers.
Workshop job cards, estimates, and trade integrations for body shops
Run a professional vehicle body repair workshop: classic and modern vehicles, multi-stage job cards, estimates with labour and materials, paint booth scheduling, before/after photos, workshop bays, equipment reminders, and links to classifieds, auctions, directory, hobby groups, suppliers, and invoicing — plus a public subscriber page with your own slug.
Nine-stage workflow from assessment to completion.
Classic and modern vehicle records linked to jobs.
Labour, materials, and paint with clear breakdowns.
Scheduling and colour records for the booth.
Before, during, and after documentation.
Bay assignment and equipment service reminders.
Turn completed work into invoices.
Customer-facing page with slug under your brand.
Dedicated management for dog day care, walking, and pet care businesses
Built specifically for dog day care centres, dog walkers, and pet care businesses. Manage customers (dog owners), dog profiles, day care and walking services, bookings, pickups and returns, deposits, payments, and invoicing — all from one standalone dashboard. Not a generic services module: every feature is designed for dog care.
Store owner details, contact info, address, emergency contact, and notes.
Per-dog records: name, breed, age, sex, vet details, vaccination status, medical conditions, diet, behaviour notes, and special instructions.
Each dog is linked to a customer. Book services for one or more dogs per booking.
Customer and dog profile management designed for pet care — not a generic contact list.
Define services: day care, group walk, solo walk. Set duration, description, and pricing (fixed, hourly, or day rate).
Set when you operate. Capacity and compatibility rules (Pro/Enterprise).
Hourly, day, or fixed rate per service. Clear pricing for customers.
Take deposits to secure bookings. Accept card payments and track bank transfer or cash.
View and manage today’s bookings, upcoming pickups, and pending requests.
Attach one or more dogs to each booking. See which dogs are in for day care or on a walk.
Mark bookings that need pickup or return. Track transport and optional add-on charges.
Set up regular weekly or monthly slots for loyal customers.
Optional: let customers book and pay online from your link.
Generate invoices from bookings. Track paid and unpaid. Due dates and payment recording.
Send and receive messages with customers from the dashboard.
New booking and reminder emails to keep everyone informed.
Set capacity per service or slot. Dog compatibility rules for group play or walks.
Optional product catalogue: food, treats, accessories. Sell alongside your services.
When fully booked, customers can join a waiting list for cancelled slots.
Starter: 1 user. Pro: up to 3 users. Enterprise: higher limits and priority support.
Salons, barbers, beauty rooms, and sunbed sites with multi-location control
Dedicated program for hairdressers, barbers, beauty therapists, and tanning businesses. Configure what you offer (hair, beauty, sunbeds, barber label), add one or more locations, run a service catalogue and bookings calendar, and optionally sell retail products — all from one dashboard.
Toggle hair, beauty, barber wording, and sunbeds; add addresses per location.
Each location can enable hair, beauty, and/or sunbeds independently.
Catalogue by category; bookings with start/end times and status.
CRM-style records for your clients.
Optional retail lines with price and stock fields.
Multi-client accounting and bookkeeping solution
Powerful tools for accountants and bookkeepers managing multiple clients. Streamline bookkeeping, VAT returns, and year-end preparation.
Overview of all clients and their status.
Quickly switch between client accounts.
Clients using any business program (main app, tradesperson, supplier, freelancer, services, etc.) can grant you access from Settings or Program Hub. Once granted, all their data (invoices, receipts, income, expenses) is visible here in one place.
Streamlined process for new clients.
Import from other accounting software.
Control what staff can see and do per client.
Capture receipt photos; text and amounts are auto-detected (OCR). Split a single receipt into multiple lines and assign each line to an expense category (e.g. materials vs tools, or fuel vs personal). HMRC-ready categorisation.
Automatic bank transaction imports via a compliant Open Banking / provider integration. UK provider-backed setup still needs implementing.
Manual bank-account setup, CSV statement import, and invoice/receipt matching are available now.
Automatic bank-transaction categorization rules engine is still to be built.
Manually match imported or entered bank transactions to receipts.
Handle international transactions.
HMRC MTD/provider-backed filing still needs proper live integration and compliance setup.
Calculate VAT returns now; live HMRC/MTD submission via an approved provider still needs completing.
Comprehensive tax code management.
Construction Industry Scheme tracking.
Generate tax-ready reports and exports.
Detailed P&L statements.
Comprehensive balance sheet reports.
Cash flow statements and forecasts.
Trial balance reports for audits.
Build custom report templates.
Guided year-end process.
Make year-end adjustments.
Automatic depreciation calculations.
Prepare accounts for Companies House.
Create accounts for your team members with custom access levels.
Define roles like Senior Accountant, Secretary, Trainee with appropriate permissions.
Track who did what and when across all client accounts.
See at a glance what each team member is working on.
Manage staff holidays and redistribute workload.
Create and assign tasks to specific staff members.
Set due dates with automatic reminders.
Create templates for monthly, quarterly, and annual tasks.
Schedule reminders to contact clients.
Set urgency levels and sort by importance.
Add notes and files to tasks for context.
Clients grant you access from any program (tradesperson, supplier, main app, etc.) via Settings or Program Hub. No data is shared until they allow it.
Once permission is granted, you see the client's invoices, receipts, income, and expenses from the main app and all other business programs they use.
Request access to client business data from other system users.
Import client accounting data from their connected business accounts.
Keep data synchronized with client invoicing and receipts.
View client data without ability to modify their records.
Export client data for reporting or analysis.
Promote your accountancy services within the platform services directory.
Get featured placement in search results and recommendations.
Create and display service packages with pricing.
Display ratings and reviews from satisfied clients.
Manage enquiries from potential clients.
Complete buy and sell marketplace solution
Launch your own classified ads marketplace. List items for sale, enable offers, and manage a thriving buy-and-sell community.
Create listings in minutes with guided forms and category-specific custom fields.
Set pricing as fixed, negotiable, free, contact for price, per hour, or per day.
Multiple photos with automatic optimization. Image limits scale with subscription tier.
Hierarchical categories: For Sale, Services, Jobs, Property, Vehicles, Community, Wanted, Free.
Track listings through draft, pending, active, expired, sold, and deleted states.
Import multiple listings at once via CSV.
Let buyers purchase immediately at the listed price.
Secure payment processing built in.
Stock levels synchronise across Classifieds, Auctions, and Supplier Marketplace automatically.
Escrow options for safe transactions.
Buyers can submit offers below the asking price.
Sellers can counter with different amounts and messages.
Set minimum offer and auto-accept thresholds so offers are handled automatically.
Time-limited offers create urgency for buyers.
Full history of offer negotiations per listing.
Pin listings to the top of search results and category pages.
Visual highlight to stand out in search results.
Mark listings as urgent for immediate attention.
Combine featured, highlighted, and urgent in one bundle.
Extend listing visibility beyond the default period.
Priority placement at the top of the chosen category.
Track all listings, offers, enquiries, and sales at a glance.
View counts, enquiry counts, and offer activity per listing.
Edit, pause, activate, renew, or delete listings with one click.
View and respond to contact-form enquiries from potential buyers.
Full-text search across listing titles and descriptions.
Search by postcode with configurable radius to find local listings.
Filter by category, price range, sort order, and more.
Save search criteria and receive email alerts when new matching listings appear.
Save favourite listings and revisit them easily.
Send enquiry messages to sellers directly from the listing page.
Professional online auction platform
Run professional online auctions with timed bidding, reserve prices, and automatic winner management. Perfect for everything from estate sales to charity auctions.
Set start and end times for bidding with configurable durations.
Set hidden minimum prices — auction won't complete below the reserve.
Configure starting bid amounts per listing.
Optional instant-purchase price alongside bidding. Disabled once bidding starts.
Categorise items as new, like new, good, fair, or poor.
Configurable minimum bid increment steps.
Live bid updates and countdown via API without page refresh.
Set a maximum bid and the system bids incrementally on your behalf up to that amount.
Automatic time extension when bids are placed in the final moments.
Alternative to bidding — submit a direct offer to the seller for negotiable items.
Complete, transparent history of all bids on every auction.
Non-registered users can create guest bidder accounts to participate.
Overview of active listings, items sold, revenue, fees, views, and watchers.
Multiple images per listing with zoom. Image limits scale with subscription.
Configure postage costs and collection availability per listing.
Easily relist ended or cancelled auctions with pre-filled details.
Allow non-registered sellers to list items via guest seller accounts.
Edit auction details before any bids are placed.
Winners, sellers, and outbid bidders notified instantly via email.
Buyers see all won auctions with totals, pending payments, and checkout links.
Pay by bank transfer, cash on collection, card, or PayPal.
Choose between shipping or collection at checkout.
Full transaction records with commission breakdown, fees, and payout status.
Save interesting auctions to your watchlist for quick access.
Email notification when another bidder exceeds your bid.
Get notified when watched auctions are about to end.
Instant notification when you win an auction or your item sells.
Detailed results and statistics per auction.
Track bidder engagement and participation.
Analyse sales performance, fees, and commissions.
Products can be cross-listed between Auctions, Classifieds, and Supplier Marketplace.
Cron job automatically finalises ended auctions and sends notifications.
Promote your business to the right audience
Create and manage advertising campaigns to reach your target audience. Track performance, optimize spend, and grow your business visibility.
Step-by-step campaign creation wizard.
Banner ads, sponsored listings, and more.
Built-in image editor and templates.
Create dedicated landing pages for ads.
Target specific regions, cities, or radius.
Show ads in relevant categories.
Reach specific audience segments.
Target based on browsing behavior.
Reach users who visited your listings.
Control daily spending limits.
Set overall campaign spend caps.
CPC, CPM, or CPA bidding options.
Estimate reach for your budget.
Live impressions, clicks, and conversions.
Test different ads to find winners.
Track actions from ad clicks.
Calculate return on ad spend.
Let the system optimize for results.
Run ads at specific times.
See where your ads perform best.
AI-powered improvement suggestions.
Portfolio, sales, bookings, and client management for photographers
A complete platform for professional photographers. Showcase your portfolio, sell digital downloads and prints, manage bookings and events, run client proofing galleries, and handle everything from promotions to expenses — all from one dashboard.
Organise photos into albums and collections with custom cover images and descriptions.
Beautiful, branded portfolio page showcasing your albums, specialties, and pricing.
Curated highlight reel of your best work with slideshow support.
In-browser editing tools: crop, resize, watermark, and adjust photos before publishing.
Configurable watermark templates applied automatically to protect your work.
Sell photos as digital downloads in multiple resolution tiers (web, print, full).
Offer prints in various sizes and materials with a configurable pricing matrix.
Personal, commercial, and editorial license types with different pricing.
Full shopping cart experience: add items, review, and checkout.
Set per-photo pricing overrides or use default pricing across albums.
Offer discounts when customers purchase multiple photos.
Public booking form for clients to request sessions with preferred dates.
Visual calendar view of all bookings, availability, and scheduled events.
Create photography packages with inclusions, pricing, and descriptions.
Set availability windows and block out unavailable dates.
Create and send custom quotes to clients for bespoke work.
Track deposits and payments for confirmed bookings.
Create access-controlled galleries for clients to review and select photos.
Clients mark favourites and make selections directly in the proofing gallery.
Share proofing links with clients via email for convenient remote review.
Store customer details, purchase history, and communication records.
Self-service portal for clients to view orders, download purchases, and manage preferences.
Direct messaging system between photographer and clients.
Automated notifications for order updates, booking confirmations, and promotions.
Create percentage or fixed-amount discount codes with expiry dates.
Run time-limited promotions with special pricing on selected albums or prints.
Create, sell, and redeem gift vouchers redeemable against any purchase.
Reward clients who refer new customers with configurable commission rates.
Collect and display client ratings and reviews on your portfolio page.
View, process, and fulfil digital download and print orders.
Revenue charts, top-selling photos, customer trends, and performance reports.
Maintain an inventory of camera equipment with purchase costs and condition.
Record business expenses for tax and financial management.
Configure portfolio layout, feature toggles, branding, and SEO settings.
Physical and digital book sales on your own branded site
Run your own online bookshop with ISBN lookup, stock control, physical books, ebooks, customer wishlists, and order management from one place.
Auto-fill title, author, publisher, and other metadata when adding books.
List books with condition, format, edition, and stock details.
Organise titles by category, genre, or custom collections for easier discovery.
Help customers search by title, author, format, category, and stock availability.
Sell printed books with shipping-ready order management.
Offer digital products and downloadable files with controlled delivery.
Track orders, statuses, fulfilment, and customer details in one dashboard.
Run promotions and discounts across selected titles or categories.
Run a branded online bookshop on your own hosted website.
Let customers save books for later and return to complete purchases.
Give customers an area to review their order history and saved interests.
Highlight staff picks, themed ranges, or promotional selections.
Monitor available quantities and keep listings accurate.
Link out to affiliate or partner products where that suits your strategy.
Review best sellers, order trends, and catalogue performance.
Adjust storefront layout, branding, and display settings for your site.
Connect talent with opportunities
A complete marketplace for freelancers and clients. Freelancers showcase their skills and bid on projects. Businesses post jobs and find the perfect talent for their needs.
Showcase headline, bio, hourly rate, availability status, and location.
Display work samples with images, descriptions, client names, and completion dates. Mark featured projects.
List skills with proficiency levels (beginner to expert) and mark primary skills.
Link to your personal website, LinkedIn, GitHub, and portfolio.
Freelancers appear in a searchable public directory for clients to browse and discover talent.
Verified identity and skills badges build trust with potential clients.
Browse and search for freelance opportunities posted by clients.
Filter by category, job type (fixed/hourly), experience level, and budget range.
Clients create job listings with descriptions, budgets, and required skills. Manage drafts and open listings.
Skill-based job suggestions to match freelancers with relevant opportunities.
Apply to jobs with custom cover letters, proposed rates, and estimated durations.
Track all submitted proposals: pending, shortlisted, accepted, rejected, withdrawn.
Clients review, shortlist, accept, or reject proposals. Accepting auto-creates a contract.
Get notified when you're shortlisted or when your proposal status changes.
Milestone-based contracts: create milestones, submit work, approve, and release payments stage by stage.
Log hours with descriptions. Track total hours, amount earned, and remaining budget.
Full status tracking: active, paused, completed, cancelled, or disputed.
Escrow ensures freelancers get paid for approved work. Full escrow processing is coming soon.
Businesses post contract opportunities with requirements, budget ranges, deadlines, and evaluation criteria.
Freelancers bid with proposed amounts, timelines, and detailed proposals.
Review, shortlist, and compare contractor bids side by side.
Select winning bidders — auto-creates contracts from awarded bids.
Both clients and freelancers leave ratings and feedback after contract completion.
Build your reputation through consistent quality work and positive reviews.
Reviews display on your public profile for prospective clients to see.
Track total earnings, period earnings (week/month/quarter/year), and monthly charts.
Complete record of all payments received across all contracts.
Identify your highest-value clients by total earnings.
Win rate, average contract value, average hourly rate, and more.
Showcase completed projects with dedicated photo galleries — enhance your portfolio with visual proof of quality work.
Add titles, descriptions, and keywords to every photo for professional presentation and easy discovery.
Organise galleries by project type, client, skill area, or any custom category.
Demonstrate your impact with side-by-side before and after photos with titles.
Walk potential clients through your process with sequenced slideshows and adjustable speed control.
Present your work in a distraction-free full-screen viewer.
Share your work on Facebook, X, LinkedIn, Pinterest, WhatsApp, or email — each shared link shows a rich preview card with your gallery image.
Generate shareable public links for your galleries and individual photos — great for embedding in proposals or social profiles.
See which of your projects gets shared the most and on which platforms, helping you understand what clients and prospects value.
Upload receipt photos; text and amounts are auto-detected (OCR). Split receipts into lines and categorise each. Same data is available to your accountant once you grant access.
Grant your accountant access to this program's data from Settings or Program Hub. They see it in the Accountancy program once you allow it.
Run a B2B trading marketplace with buyers and sellers
A full merchant marketplace for sourcing, price requests, listings, and transparent trading. Buyers post requirements, sellers list stock, and the system matches opportunities.
Choose from Auto-Match, Marketplace View, Auction Style, Hybrid, or Combined CD models.
Set commission rules, marketplace policies, and operational parameters.
Manage buyers, sellers, and administrators with approval workflows.
Control seller registration, verification status, and account suspension.
Manage buyer registration, verification, and access levels.
Built-in demo views for all three roles: merchant operator, seller, and buyer.
Create products with units, specs, and hierarchical categories.
Sellers list minimum prices, available quantities, location, and delivery options.
Buyers post demand with maximum prices, quantities needed, and delivery requirements.
Track and display market price trends for products over time.
System automatically matches compatible buyer requests and seller listings based on price overlap.
Support counteroffers and negotiated pricing between parties.
Matches have configurable expiry dates to keep the marketplace active.
Track order status, fulfilment steps, and delivery through to completion.
Percentage, fixed amount, tiered (volume-based), or no commission.
Configure whether seller, buyer, or both share the commission cost.
Set custom commission rates per category, product, seller, or buyer.
Allow commission negotiation for key accounts with min/max constraints.
Full records of sale amounts, commission breakdown, fees, and seller payouts.
Platform-level commission on merchant earnings for the licensing model.
Deploy as an independent marketplace with its own installation wizard.
License validation, tier checking, and installation tracking.
Basic, Professional, and Enterprise tiers with different feature sets.
KPIs for trade volume, revenue, active matches, and user activity.
Track pricing trends by product and region over time.
Ratings and performance metrics for sellers and buyers.
CSV exports for finance, compliance, and business intelligence.
Upload receipt photos; text and amounts are auto-detected (OCR). Split receipts into lines and categorise each. Same data is available to your accountant once you grant access.
Grant your accountant access to this program's data from Settings or Program Hub. They see it in the Accountancy program once you allow it.
Post job adverts, receive bids, and manage all outsourced work in one place
The Customer Portal is a subscription program for businesses that need to post job adverts and tender notices to attract bids from freelancers, suppliers, service providers, and advertisers. Post your requirements once, receive competing proposals, compare bids side by side, award contracts, track progress, and manage invoices — all from your own branded portal. It also gives any customers you invite a self-service area to view invoices, accept quotes, and message you directly.
Create job listings with full description, requirements, budget or open-tender pricing, deadline, and category.
Post formal tender notices for suppliers and service providers to respond to with full pricing proposals.
Post advertising and marketing briefs for agencies and advertisers to bid on with creative proposals.
Categorise jobs by type: freelance, supplier tender, service contract, advertising, or custom categories.
Set fixed-price budgets, hourly rate ranges, or open-tender pricing depending on the job type.
Set bid closing dates and job deadlines. Automated reminders sent to bidders approaching deadline.
Control who can see each advert: all platform users, specific business types, or invited businesses only.
Save job adverts as drafts before publishing. Edit, preview, and publish when ready.