Choose your starting point
Useful from one person to a working team.
Start with connected records, then add the operational tools and people your business needs.
01
Owner-operated & sole-proprietor businesses
Stop rebuilding the same information.
Keep customers, quotes, invoices, payments and bookkeeping records together so you can follow the work without rebuilding its story in separate tools.
CustomersQuotesInvoicesPayments
02
Plumbers, construction, maintenance & field work
Link the office record to the work on site.
Add jobs, stock, fleet, deliveries and calendar tools where they are useful. Driver access remains focused on assigned deliveries.
JobsInventoryFleetDeliveries
03
Small teams of 5–10
Give people access without sharing an owner login.
Employees, administrators, drivers and read-only Professionals each receive a workspace suited to their responsibility.
04
Growing teams of 10–20
Add structure before work gets harder to track.
Build the workspace around the modules, seats and capacity your growing team actually needs.
Talk through your setup