Everything a small business runs on.

Invoicing & estimates

Turn a service, project, or order into a clear document for your client.

• Reusable items, quantities, prices, markups and tax.
• Photos, notes, signatures and document templates.
• Progress invoices from estimates, and time-and-materials invoices from jobs.
• PDF sharing through your device, with payments and balances recorded in the app.

Jobs & scheduling

Keep a home visit, salon appointment, or studio session with the work behind it.

• Job details, client sites, status, tasks, notes and costs.
• Appointments linked to the job and assigned staff.
• Working hours, lunch breaks and time off.
• Saved job templates and a view of today’s work.

Time & timesheets

See where the hours went, then use them when you invoice.

• Start and stop a job timer or add time manually.
• Link hours to staff, work, tasks and billing rates.
• Review a week of time entries.
• Export timesheets and productivity reports as CSV or PDF.

Clients & their records

Find the contact and context you need without starting from scratch.

• Contact details, billing preferences and multiple sites.
• Invoices, estimates, payment history and statements.
• Linked property, vehicle or pet records for the work you do.
• Client notes and saved document preferences.

Coming soon Public client pages and the client portal are coming soon.

Expenses & reports

Keep costs with the business and make sense of the numbers.

• Expense categories, tax, receipt photos and billable client costs.
• Income, expenses, outstanding invoices and cash reports.
• Reports by client, item, job and tax, with each currency shown separately.
• CSV and PDF exports, backed by a double-entry ledger.

Coming soon Automated receipt reading and accounting sync are coming soon.

Team & permissions

Keep staff, bookable resources and their working details in one place.

• Staff contacts, billing rates, hourly costs and availability.
• No-login resources, such as equipment and vehicles, on the schedule.
• Activate or deactivate staff while preserving their history.
• Business settings and team administration restricted to the owner or All Access.

Coming soon Email invitations and finer role-based access are coming soon. In v1, business members can read and write business records.

Bookings & packages

Organize salon visits, training sessions, services, and client credits inside your business.

• Services with duration, buffers, staff and availability.
• Create and reschedule bookings with schedule conflict checks.
• Session packs and memberships linked to clients.
• Track credit use, balances, expiration, top-ups and renewals.

Coming soon Public online booking, online package sales and card deposits are coming soon.

Stock & purchasing

Keep shop stock, salon supplies, and materials for the next job connected.

• Stock by location, physical counts, transfers and wastage.
• Saved items, variants, reorder levels and kits.
• Supplier contacts and price lists with CSV import and export.
• Purchase orders, supplier bills and material costs linked to jobs.

Coming soon SmartRead for supplier bills and server email delivery are coming soon.