A firm's margin leaks through work that was done and never billed, retainers that quietly lapsed, and clients who take a quarter of the hours for a tenth of the fees — none of which shows on an income statement.
At sign-up, choose Professional firm — everything below is on from there.
What is owed, what is late, and who to call first — the moment you open it.
For consultancies, agencies, accountants and the firms that sell their time and judgement.
Quotes and proposals from your own catalogue, or typed the way you would say them, sent as a document that looks like it came from a firm three times your size — and tracked once it is opened.
More proposals out the door, in less of the week.
Recurring invoices bill on schedule, and retainers that have quietly lapsed are listed.
Recurring revenue that stays recurring.
Margin per client and per job from what was billed and what it cost, rather than from a feeling.
You know which clients to keep, and which to reprice.
Lender, audit, due-diligence and tender packs built from the records the firm already keeps, with what is missing said.
A pack in an afternoon instead of a fortnight.
A client is called a client, not a “contact”. The stages below are what the board shows on day one.
The trade decides what the workspace opens on. It never removes anything — the invoices, the books, the team and the assistant come with every one of them.
Ask in plain language and it drafts the quote, the invoice or the customer record — then shows you the draft before anything moves.
Three autonomy settings, and none of them lets money move or a customer be contacted without a person. Enforced in code, not in a prompt.
Build from your catalogue, send a branded PDF, and the status moves itself from sent to seen to paid.
A ladder of reminders, each rung recorded, that stops the moment money lands — and never opens with a lawyer's letter.
Double-entry, bank feeds, reconciliation and a VAT return generated rather than reconstructed under deadline pressure.
Reorder points from real demand, batch expiry before the date, and bins with a walking order so picking never depends on memory.
Geotagged, timestamped, signed evidence captured as the work happens — not asked for after a customer disputes it.
Rosters, geofenced sign-on, payroll, and the daily-wage workers a payroll system has no row for.
Margin, days to get paid and win rate against your own trade — anonymously, opt-in, never below five businesses.
No card to start. Per seat, because a team of ten should not run the agent on one person's subscription.
$29
a month, including 3 seats
One person, or one person and a hand or two.
$19
per seat, per month
A team that runs the business in here every day.
$34
per seat, per month
Several locations, or a team that leans on the agent hard.
Custom
volume seats from $28 each
Volume seats, your own security review, a contract.
Full detail, including field seats and what the agent costs, on the pricing page.
Choose Professional firm at sign-up, and the workspace opens on the work above.
