Features · Customers
One customer. One story. All of it.
An enquiry becomes a quote, the quote becomes the job, the job produces bills and problems, and a year later somebody has to decide whether to renew. Normally those five things live in four different apps and nobody can see the whole story. Here they are all the same customer.
The quote becomes the job
Nobody retypes the scope, so the job you deliver is the one you priced. If it changes, the change is on the record and on the bill.
Everything on one timeline
Every quote, job, bill, problem and conversation sits against that customer, in order, whoever handled it.
Walk into renewals knowing
How the work actually went, what is still outstanding, what it earned. All in front of you before you pick up the phone.
What normally goes wrong, and what happens instead.
Turning a quote into a job
Somebody retypes the scope into the project tool, and a detail quietly changes on the way.
The quote becomes the job. Same scope, same numbers, no retyping.
Answering “how is this customer doing?”
You ask three people and open four apps, and still only get part of the picture.
One customer, one timeline. It is simply there.
Renewal comes round
Nobody remembers how the job went. The conversation happens on impressions.
Delivery, problems and profit are on the renewal before you open your mouth.
Start with whichever part hurts most
You do not have to move everything at once. Most people start with getting bills out.
Start free