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For 2–15 people

Give your team one clear place to run shared work.

Choose the package that matches your company workflow, set each person’s role and keep customers, jobs, stock and reports in one protected workspace.

Create team account Working on your own? Explore one-person tools and plans

Create your account, verify your email, and set up one protected workspace. No trial or payment starts from this page.

Company packages

Choose one package, one renewal and the right team limit.

Proposed Small Team packages cover up to 5 people and Growing Business packages up to 15. Access, included workflows and final renewal pricing are confirmed before payment.

Planned package · request access

Job Costing and Inventory Package

My small teamUp to 5 peopleRequest pricingConfirmed before payment
Growing businessUp to 15 peopleRequest pricingConfirmed before payment
Illustrative sample dataJob cost summary
Shared records
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Job costs, supplier orders and van stock are updated in separate records.

Here is the fix

Keep material cost, approved purchasing and van counts connected to the same jobs and stock locations.

Included workflows
  • Job Costing Software
  • Purchase Order and Reorder Management
  • Van Stock Management and Stock Counts
Explore Job Costing and Inventory Package
Planned package · request access

Quote and Invoice Follow-up Package

My small teamUp to 5 peopleRequest pricingConfirmed before payment
Growing businessUp to 15 peopleRequest pricingConfirmed before payment
Illustrative sample dataQuote and booking record
Shared records
Quote total$1,480.00
Next actionFollow up Friday
Customer decisionAccepted
Current recordQuote version 3
Locked version
Tired of this?

Quotes and unpaid invoices rely on manual reminders that are easy to miss or repeat.

Here is the fix

Move one customer record from quote decision and booking to appropriate invoice follow-up.

Included workflows
  • Quote Follow-up and Booking Software
  • Invoice Reminder Software
Explore Quote and Invoice Follow-up Package
Planned package · request access

Maintenance and Expiry Reminder Package

My small teamUp to 5 peopleRequest pricingConfirmed before payment
Growing businessUp to 15 peopleRequest pricingConfirmed before payment
Illustrative sample dataMaintenance schedule
Shared records
Due this week7
In progress3
Awaiting review2
Current recordAHU-04 quarterly service
Due 22 Aug
Tired of this?

Maintenance work and expiry dates are split across calendars, files and individual reminders.

Here is the fix

Keep planned work, evidence, responsible owners and renewal history together without claiming certification.

Included workflows
  • Maintenance and Inspection Reminder Software
  • Certificate and Insurance Expiry Tracking Software
Explore Maintenance and Expiry Reminder Package
Planned package · request access

Business Operations Software Bundle

My small teamUp to 5 peopleRequest pricingConfirmed before payment
Growing businessUp to 15 peopleRequest pricingConfirmed before payment
Illustrative sample dataJob cost summary
Shared records
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Customer, job, stock, maintenance and reporting work is fragmented across separate tools.

Here is the fix

Use one workspace, shared records and one renewal for all operational workflows plus KPI software.

Included workflows
  • Job Costing Software
  • Purchase Order and Reorder Management
  • Van Stock Management and Stock Counts
  • Quote Follow-up and Booking Software
  • Invoice Reminder Software
  • Maintenance and Inspection Reminder Software
  • Certificate and Insurance Expiry Tracking Software
  • Automatic KPI Reporting
Explore Business Operations Software Bundle

Focused tools

Add only the tool the team actually needs.

A company can still start with one tool. Related tools are optional and never selected automatically.

KPI reporting · view access options

Automatic KPI Reporting

Illustrative sample dataKPI owner report
Product view
Jobs completed27
Quote acceptance41.7%
Overdue invoices4
Current recordJobs completed
Current
Tired of this?

A dashboard can look current even when a source has failed or a metric definition changed.

Here is the fix

See the source and freshness for every KPI and keep a reproducible weekly or monthly report.

Explore Automatic KPI Reports
Planned workflow · request access

Job Costing Software

Illustrative sample dataJob cost summary
Product view
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Material, labor and committed purchase costs are split across stock records and job notes.

Here is the fix

See the exact cost snapshot, budget variance and gross profit for each job.

Explore Job Material & Cost
Planned workflow · request access

Purchase Order and Reorder Management

Illustrative sample dataPurchasing overview
Product view
Reorder alerts6
Waiting approval2
Open orders4
Current record2.5 mm twin & earth
Review draft
Tired of this?

Low stock is noticed late and partial supplier deliveries are hard to reconcile.

Here is the fix

Review reorder suggestions, approve the purchase, and record every receipt and backorder.

Explore Purchase Orders
Planned workflow · request access

Van Stock Management and Stock Counts

Illustrative sample dataAssigned van count
Product view
Items assigned48
Counted45
Variances3
Current record20A Type B breaker
Needs review
Tired of this?

Expected van stock and the technician's count do not match.

Here is the fix

Run a clear mobile count, review the variance and approve one controlled adjustment.

Explore Van Stock Counts
Planned workflow · request access

Quote Follow-up and Booking Software

Illustrative sample dataQuote and booking record
Product view
Quote total$1,480.00
Next actionFollow up Friday
Customer decisionAccepted
Current recordQuote version 3
Locked version
Tired of this?

Quotes wait without a clear next action and accepted work can be booked twice.

Here is the fix

Follow up with consent, record accept or decline, and reserve one available time.

Explore Quote Follow-up
Planned workflow · request access

Invoice Reminder Software

Illustrative sample dataInvoice follow-up overview
Product view
Open invoices18
Overdue6
Held2
Current recordINV-2084 · Oak & Lane
Eligible
Tired of this?

Unpaid invoices are chased manually and customers on hold can receive the wrong reminder.

Here is the fix

Send a polite, recorded reminder only when the invoice is confirmed and still due.

Explore Invoice Follow-up
Planned workflow · request access

Maintenance and Inspection Reminder Software

Illustrative sample dataMaintenance schedule
Product view
Due this week7
In progress3
Awaiting review2
Current recordAHU-04 quarterly service
Due 22 Aug
Tired of this?

Planned service and inspection dates are spread across contracts, assets and calendars.

Here is the fix

Create the work once, schedule the next due date and keep completion evidence together.

Explore Maintenance Reminders
Planned workflow · request access

Certificate and Insurance Expiry Tracking Software

Illustrative sample dataExpiry overview
Product view
Due in 30 days8
Needs review3
Renewal requested5
Current recordPublic liability insurance
Renewal requested
Tired of this?

A licence, insurance policy or certificate can expire without the right owner seeing it.

Here is the fix

Keep the document private, notify the owner and retain the full renewal history.

Explore Expiry Tracking
Working on your own?

The one-person path shows solo tools, limits and prices without team setup.

Explore one-person tools and plans