An installer's worst job is the one quoted from memory: a string of panels the inverter cannot take, a battery it was never paired with, a cable too small for the current. Each one is found on the roof, or months later as a callback, a refused guarantee or a claim.
At sign-up, choose Trades & services — everything below is on from there.
What is owed, what is late, and who to call first — the moment you open it.
For solar, battery and backup-power installers, and the electricians who wire them in.
Type the figures off each maker's data sheet onto the product once. Every quote that says how its panels are strung is checked against the inverter it feeds — voltage and current, with the numbers shown — and so is any design you check by hand.
A string that would trip the inverter is caught before it is quoted, not on the roof.
The quote guard reads the quote's own lines: a cable against the current it carries, a job that legally ends with a certificate. It is quiet unless it is sure, and a serious flag asks for a reason before the quote goes.
The things an inspector finds are found by you first.
The hours the power is off go into the week's plan, so a day that cannot be worked is not offered, and the cost of the cuts is counted.
Fewer wasted trips, and a schedule customers can trust.
Ask the assistant for the certificate when the job is done: numbered from your own series, with the findings, the expiry and your registration, and on the customer's own page the moment it is issued.
The paperwork leaves the site with you.
Tags with QR codes for everything you own, laid out for the label paper you print on. Scanning one opens its record, with who has it, and a tag scanned somewhere new logs the move.
You know where the good drill is, and who had it last.
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 Trades & services at sign-up, and the workspace opens on the work above.
