Diary and jobs
Book the work and keep everyone on the same page.
- Day, week, month, list and per-engineer diary views
- Drag and drop to move a booking
- Each engineer can subscribe to their own bookings in Google Calendar, iPhone or Outlook
- Jobs with sites, contacts, notes, photos and files
- Job types and statuses you set up yourself
- Pipeline board from enquiry to done (Team and Business)
Quotes
Price it properly and send it the same day.
- Build from your own price list, with labour and materials
- Cost, markup and margin shown to you, never to the customer
- Branded PDF, emailed from your own address
- Customers view and accept the quote online
- Accepted quotes turn into jobs and invoices
Certificates
EICRs, EICs, minor works, EV chargers and solar PV, done on your phone. An add-on to any plan.
- Laid out like the BS 7671:2018+A4:2026 model forms, with your logo
- Maximum Zs filled in for you, and readings checked as you type
- Zs or R1+R2 worked out, N/A filled where it applies, a whole column filled at once
- Presets for common wording, shared across your team
- Photograph the consumer unit and the circuits fill themselves in
- Rough notes written up as observations with suggested codes and regulations
- Read the last certificate from any company, and import results from your tester
- Start from the last certificate at the site, or turn an EICR into the EIC for the remedial work
- Signed on screen, issued as a PDF and emailed to the customer
- Kept with the customer, site and job, with a reminder when the next inspection is due
Invoices and payments
Know who owes what.
- Invoice from a job or a quote in a couple of clicks
- VAT rates handled per line, with the VAT summary on the invoice
- Record full or part payments
- Overdue invoices flagged to the office automatically
- Customers view their invoice online
Customers
Everyone you work for, with their history.
- Domestic, commercial and landlord customers
- Several sites and contacts per customer (letting agents, property managers)
- Import your customer list from a spreadsheet or your old software
- Every job, quote and invoice for a customer on one page
Price list
Your materials and labour, priced your way.
- Categories, suppliers, cost and sell prices, markups
- Import and export by CSV, including your wholesaler's price file
- Change prices in bulk by percentage
- Favourites for the items you quote every week
Reports
See how the business is doing.
- Quotes won, work done and money owed at a glance
- Sales by company, customer, job type and source (Team and Business)
- Bookkeeping export for your accountant: invoices, lines, payments and VAT as spreadsheets (Team and Business)
More than one company
For firms that trade under more than one name.
- Separate logo, address, VAT number and numbering for each company
- Send from a different email address per company
- Choose which people can bill from which company
Safe and looked after
The boring parts, done properly.
- Two-factor sign-in with an authenticator app, and the option to require it for everyone
- Roles and permissions, so engineers only see what they need
- Nightly backups, with an encrypted copy kept off-site
- We monitor your install and send updates you apply in one click
- Light and dark mode, and it works on any phone