Everything a trade business runs on.
Leads to payroll in one system. These are the real screens your team will use, from the office to site.
- Sales
Leads & clients
A pipeline that moves itself: leads go to Quoted, Won or Lost as quotes are sent and decided, with the reason recorded and every call, email and site visit on the client's timeline.
- Sales
Quotations
Price equipment, labour and remote allowances from your own master data, then email the PDF or mark it sent. Accepted quotes become projects in one click.
- Delivery
Projects
Phases, time, materials, subcontractors, expenses and site photos per job, with forecast against actual so you see the margin while there's still time to act.
- Delivery
Planner
Drag project phases, crew, equipment and vehicles onto the week. Clashes are flagged before they happen on site.
- Finance
Invoicing
Deposit and final invoices straight from the project, credit notes, payments to the right bank account, and overdue tracking on the dashboard.
- Operations
Assets & maintenance
Equipment and vehicles in one register: location, availability, check-out and check-in, odometer and next service date. Capitalise an asset and its depreciation and book value follow.
Accounting
A double-entry ledger that fills itself as you invoice, get paid, enter bills and log expenses. Bank import and reconciliation, VAT201 periods, and P&L, balance sheet, cash flow and project profitability reports.
South African payroll
PAYE, UIF, SDL and ETI worked out for you, with EMP201 figures, IRP5/IT3(a) certificates and the EMP501 reconciliation. Every pay run needs two approvers before it posts.
Stock & procurement
Ledger-based inventory costed at what you actually paid, suppliers and purchase orders. Low-stock alerts and shortfalls on accepted quotes turn into POs, not surprises.
AI assistant
Type or talk hands-free: “quote Acme for four dome cameras and two days' installation”. It drafts the quote from your real price list and saves nothing until you confirm. It also answers questions about your jobs.
Voice notes, written up
Record a voice note on a lead or client and the AI transcribes it into the notes. You choose the model, see its price, and track AI spend day by day.
Your team, trained in-app
A guided tour walks each person through the pages their role can use, so new starters get going without a training day. Roles keep installers, accountants and managers in their lane.