Clients & CRM
Keep customer records, commercial context and operational relationships together.
Clients, quotes, jobs, Work, schedules, documents, finance and reporting stay connected instead of becoming separate islands of data.
Keep customer records, commercial context and operational relationships together.
Convert accepted business into operational jobs without re-entering the work.
Coordinate service delivery, applicants, assignment and completion with integrity.
Manage tasks, ownership and reminders around the work being delivered.
Versioned business documents with access controls and durable storage.
Proformas, invoices, payments, credits and corrections tied back to operations.
Permission-aware natural-language help across the business data you are allowed to see.