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.