Everything a field-service team needs, one place
From the first enquiry to the paid invoice — quoting, scheduling, stock, and the client relationship in between.
Enquiries & sales pipeline
Capture every lead, track where it came from, and see the whole pipeline — new, quoted, won, lost — on one kanban board.
Visual pipeline board
Every enquiry grouped by status, so nothing quietly goes cold without someone noticing.
Quotes
Itemised quotes with an approval flow, sent straight to the client, accepted online through the portal.
Jobs & scheduling
From accepted quote to completed job — assign an engineer, track status, log field updates and photos.
Calendar
Every job and recurring maintenance visit, dispatch-facing, on one shared calendar.
Maintenance contracts
Recurring service contracts that auto-generate visits, checklists, and reminders — no spreadsheet required. Overdue visits surface on your team's own dashboard, and every checklist's starting template is yours to edit.
Inventory
Track stock levels, suppliers, and reorder points across your warehouse.
Engineer stock
See what's allocated to each engineer's van, and what's been used on which job.
Invoicing
Generate invoices from completed jobs, track payment status, and email finance a summary.
Clients & suppliers
One directory for every company you work with, with sites, contacts, and a full activity/follow-up log.
Client portal
A branded, no-password portal where your clients can view their own jobs, quotes and invoices, and accept a quote — signed in with a one-time email link.
Reports
Revenue, conversion rate, top clients, and pipeline breakdowns — the numbers that actually run the business, plus where problems cluster across sites: snags, failed inspections, and the checklist items that come back flagged most often.
Team & attendance
Manage logins and roles for office and field staff, with clock-in/clock-out attendance tracking.
Every generated document
Quotes, invoices, job reports, client reports, and installation/maintenance checklists — all downloadable and emailable as PDF, with your logo on every one.
Snag list
Track defects raised on a job through to close-out — photo evidence, assign to whoever's fixing it, and a two-step sign-off so nothing's marked done until it's actually verified.
Site service tagging
Tag each site with the service(s) actually installed there — CCTV, access control, fire, or a mix — right on the client's Sites list.
Site asset registers
A record of every physical asset at a site — extinguishers, panels, cameras — with pass/fail inspection history and a photo each time. A failed inspection auto-raises a snag on the linked job and notifies your team, no one has to notice it themselves.
Site floorplans
Pin assets onto a floorplan image so anyone can see exactly where each one is, not just a list of names.
Pre-work risk assessment
A hazard checklist an engineer completes and signs before a job can move to in progress — PPE confirmation included. The hazard list itself is yours to edit per job type.
See it running with real data
The fastest way to know if this fits how your team actually works is to see it — no lengthy sales process.
Request a demo