Contacts
Select a customer to view their details, jobs and scopes of work.
Customer List
Business Assistant
Here’s what needs attention today.
Today at a glance
Add task / reminder
Priority to-do list
Next best actions
Quick tools
Services
Sydney & Surrounding Areas
Schedule
Calendar-style job cards ordered by time and colour-coded by work type.
Job Calendar
To-do List
Buying List
Quote Builder
Create an itemised quote with business details, scope and pricing.
Recent Work
Before and after jobs from local customers.
Invoices
Track drafts, sent invoices and paid work.
Suppliers
Quick access to materials, account reps and order notes.
Contact
Need a reliable local trade? Contact us today.
Settings
Update your business name, logo and brand colours inside the app.
Business Profile
Set the business name, logo and colours used across the assistant.
Contact Information
Business Setup
Choose the trade and the assistant will build matching services, job scopes, materials and checklists.
Choose a trade to build the correct services, scopes, materials and process checklists.
Business Image
Use a work photo, team photo or branded image inside the assistant.
Quick Settings
Trade Types
Tick the trade categories used for customers, jobs and scopes.
Business Operations
Add the daily details a tradesperson needs: jobs, tasks, materials, customers, invoices and suppliers.