Know your customers.
Keep names, contact details and business information in one shared directory. Spend less time searching when a customer gets in touch.
Eight business tools.
One connected suite.
You get eight connected tools. Start with the admin that takes up your time, then bring more of your work together as you need it.
Keep the next step clear.
Organize your quotes, record their status and set follow up dates. See which conversations need your attention.
Stay ready for repeat work.
Track the next service due for each customer. Keep recurring relationships in view instead of relying on memory.
Give every request a place.
Record what a customer needs, assign ownership and track progress. Keep open requests visible to your team.
Start with a clear plan.
Build onboarding checklists so the first steps are easy to follow. See what is complete and what still needs doing.
Arrive better prepared.
Keep appointment details, customer instructions and preparation tasks together. Give your team a clearer handover.
Get a clear customer decision.
Share a proposal or scope of work through an approval link. Keep the customer’s decision with the request.
Keep issues moving forward.
Track warranty claims from the first report to the resolution. Keep the issue, notes and next steps together.
BUILT FOR SMALL TEAMSYour business.
Your business.
Your team.
One shared workspace.
When you work with a small team, the details should be easy to find and the handover should be clear. Business Suite gives you one place to organize the work without adding a separate tool for every task.
Up to three users, including youBring the people who help run your business into the same workspace.
Access that fits each roleUse staff and viewer roles to control who can update records and who can read them.
A clear view of what needs attentionYour dashboard brings open quote value, work counts and next actions into view.
Start small.
Make your day clearer.
You do not need to use every tool on day one. Begin with the work you already have.
Create your workspace.
Start your free trial and set up your business. No card is required to explore the suite.
Bring in your first customer.
Add their details, record a quote or request, and keep the next step visible.
Keep the work connected.
Use the tools that fit your day and invite your team when you are ready.
Have a question
before you start?
Do I need to use all eight tools?
No. Start with the customer details, quotes or requests you want to organize. The other tools are available whenever you need them.
Will it send customer messages automatically?
No. Business Suite helps you organize customer work and see the next step. Follow up reminders appear in your dashboard. You decide when to contact a customer. Approval links and printable service instructions can be shared by your team.
Can my team use the same workspace?
Yes. One business workspace includes up to three users, including the owner. The owner can invite staff or viewers and manage their access.
Do I need a card to try it?
No. The trial lasts 7 days without requiring a card. A paid subscription starts only when you complete paid checkout. Visit the pricing page for the available rates.
Give your trade more of your time.
Get your customer details and next steps into one place. Try Business Suite and see how a clearer workspace fits your day.
Start your free trial 7 day trial. No card required.