See How Your Business Work Gets Done

Share a direct booking link, website embed code or QR code.

Let customers browse available services or events and their details.

Let customers view available appointment slots or event dates.

Collect customer contact details and attendee information where needed.

Allow customers to complete payment when online payment is required.

View and manage bookings or registrations and provide relevant details to customers.

Add customers manually or import customer details from a spreadsheet.

Organize customer meetings and keep appointments on your calendar.

Create and manage tasks for customer calls, meetings and follow-ups.

Keep track of upcoming activities and follow-ups that need attention.

Record customer contracts and monitor important expiry dates.

Prepare quotations with the products or services offered to customers.

Convert an accepted quotation into a sales order.

Prepare delivery documentation when goods need to be delivered.

Generate invoices for goods or services sold to customers.

Generate payment QR codes for customers where supported.

Review customer invoice payment information and payment status.

Add technicians, salespeople and delivery personnel, including their territories.

Record the required work, location, contact details and planned visit date.

Assign visits to the appropriate staff member.

Review scheduled work and plan upcoming visits.

Update the visit status as work progresses.

Review today's work, upcoming visits and staff activity.

Maintain product names, item codes, prices and descriptions.

Record stock changes and keep product quantities up to date.

Maintain supplier contact details and purchasing information.

Keep supplier quotations and prices organized.

Compare available supplier quotations to support purchasing decisions.

Prepare purchase orders for the selected supplier.

Review purchase requests and process approvals where supported.

Create and maintain employee records.

Organize employee onboarding information and applicable tasks.

Give employees access to available self-service features.

Submit, review and process employee leave requests.

Submit, review and process employee expense claims.

Bring external financial transactions into the finance workflow.

Receive relevant transactions generated by connected business modules.

Check transaction records and identify issues before posting.

Post validated transactions into the accounting books.

Review posted records and check the resulting accounting information.

Generate a Profit & Loss report to review income and expenses.

Review important business updates from connected modules to identify matters that may need attention.

Find unpaid invoice information and identify customer payments that may need follow-up.

Identify low-stock items so you can review inventory levels and consider replenishment.

Use AI-assisted search to find relevant business information without manually checking every module.

Identify relevant employee leave requests and expense claims that may need management review.

Bring relevant business activities and outstanding tasks to your attention so you can decide what to handle next.