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.
Features marked Coming soon are still in development or have not yet been checked off in the program feature-status tracker.
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.
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.
Maximize billable hours and secure recurring revenue streams.
Track every minute of work with the built-in timer. Convert tracked time directly to invoices with one click. Never miss billing for work again.
Quote fixed prices for defined scopes of work. Use milestone billing to get paid as you deliver. Budget tracking ensures you stay profitable.
Secure guaranteed monthly income with retainer agreements. Clients pre-pay for a block of hours each month, providing predictable cash flow.
Add client expenses to invoices with optional markup. Travel, software, subcontractors - bill everything and add your handling fee.
Use the services directory to attract new clients. Showcase your previous work, ratings, and specialisms to stand out from competitors in your sector.
Connect with clients and other service businesses across the platform.
List your business in the shared services directory. Get discovered by clients looking for your type of service across the network.
Find and partner with other service businesses for overflow work or specialist requirements. Pass on referrals and earn referral income.
Access and share contract templates, service agreements, and working documents. Start with proven formats used across the network.
Receive enquiries when other businesses in the network have overflow or need a specialist. Refer work you can't take and earn referral commissions.
Explore real-world demo scenarios for this program.
Track time, manage support contracts, and bill clients for on-site and remote work.
Try DemoRun projects, track billable hours, and manage client retainers end to end.
Try DemoSchedule jobs, assign staff and vehicles, and invoice clients for regular maintenance work.
Try Demo