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For 2–15 people

Give your team one clear place to run shared work.

Choose the package that matches your company workflow, set each person’s role and keep customers, jobs, stock and reports in one protected workspace.

Create team account Working on your own? Explore one-person tools and plans

Create your account, verify your email, and set up one protected workspace. No trial or payment starts from this page.

Company packages

Choose one package, one renewal and the right team limit.

Small Team covers up to 5 people. Growing Business covers up to 15. Both keep related workflows and records connected.

Connected team package

Job Operations

My small teamUp to 5 people$74/mo$666 full year
Growing businessUp to 15 people$139/mo$1,390 full year
Illustrative sample dataJob cost summary
Shared records
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Job costs, supplier orders and van stock are updated in separate records.

Here is the fix

Keep material cost, approved purchasing and van counts connected to the same jobs and stock locations.

Included workflows
  • Job Material and Job Cost Tracking
  • Purchase Orders and Reorder Alerts
  • Van Stock Count App
Explore Job Operations
Connected team package

Sales Follow-up

My small teamUp to 5 people$74/mo$666 full year
Growing businessUp to 15 people$139/mo$1,390 full year
Illustrative sample dataQuote and booking record
Shared records
Quote total$1,480.00
Next actionFollow up Friday
Customer decisionAccepted
Current recordQuote version 3
Locked version
Tired of this?

Quotes and unpaid invoices rely on manual reminders that are easy to miss or repeat.

Here is the fix

Move one customer record from quote decision and booking to appropriate invoice follow-up.

Included workflows
  • Quote Follow-up and Booking
  • Invoice Payment Follow-up
Explore Sales Follow-up
Connected team package

Maintenance & Compliance

My small teamUp to 5 people$46/mo$460 full year
Growing businessUp to 15 people$117/mo$1,170 full year
Illustrative sample dataMaintenance schedule
Shared records
Due this week7
In progress3
Awaiting review2
Current recordAHU-04 quarterly service
Due 22 Aug
Tired of this?

Maintenance work and expiry dates are split across calendars, files and individual reminders.

Here is the fix

Keep planned work, evidence, responsible owners and renewal history together without claiming certification.

Included workflows
  • Maintenance Contract and Inspection Reminders
  • Licence, Insurance and Certificate Expiry Tracking
Explore Maintenance & Compliance
Connected team package

Complete Operations Suite

My small teamUp to 5 people$139/mo$1,390 full year
Growing businessUp to 15 people$309/mo$3,090 full year
Illustrative sample dataJob cost summary
Shared records
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Customer, job, stock, maintenance and reporting work is fragmented across separate tools.

Here is the fix

Use one workspace, shared records and one renewal for all operational workflows plus KPI software.

Included workflows
  • Job Material and Job Cost Tracking
  • Purchase Orders and Reorder Alerts
  • Van Stock Count App
  • Quote Follow-up and Booking
  • Invoice Payment Follow-up
  • Maintenance Contract and Inspection Reminders
  • Licence, Insurance and Certificate Expiry Tracking
  • Automatic KPI Reporting
Explore Complete Operations Suite

Focused tools

Add only the tool the team actually needs.

A company can still start with one tool. Related tools are optional and never selected automatically.

KPI reporting

Automatic KPI Reporting

Illustrative sample dataKPI owner report
Product view
Jobs completed27
Quote acceptance41.7%
Overdue invoices4
Current recordJobs completed
Current
Tired of this?

A dashboard can look current even when a source has failed or a metric definition changed.

Here is the fix

See the source and freshness for every KPI and keep a reproducible weekly or monthly report.

Explore Automatic KPI Reports
Focused software

Job Material and Job Cost Tracking

Illustrative sample dataJob cost summary
Product view
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Tired of this?

Material, labor and committed purchase costs are split across stock records and job notes.

Here is the fix

See the exact cost snapshot, budget variance and gross profit for each job.

Explore Job Material & Cost
Focused software

Purchase Orders and Reorder Alerts

Illustrative sample dataPurchasing overview
Product view
Reorder alerts6
Waiting approval2
Open orders4
Current record2.5 mm twin & earth
Review draft
Tired of this?

Low stock is noticed late and partial supplier deliveries are hard to reconcile.

Here is the fix

Review reorder suggestions, approve the purchase, and record every receipt and backorder.

Explore Purchase Orders
Focused software

Van Stock Count App

Illustrative sample dataAssigned van count
Product view
Items assigned48
Counted45
Variances3
Current record20A Type B breaker
Needs review
Tired of this?

Expected van stock and the technician's count do not match.

Here is the fix

Run a clear mobile count, review the variance and approve one controlled adjustment.

Explore Van Stock Counts
Focused software

Quote Follow-up and Booking

Illustrative sample dataQuote and booking record
Product view
Quote total$1,480.00
Next actionFollow up Friday
Customer decisionAccepted
Current recordQuote version 3
Locked version
Tired of this?

Quotes wait without a clear next action and accepted work can be booked twice.

Here is the fix

Follow up with consent, record accept or decline, and reserve one available time.

Explore Quote Follow-up
Focused software

Invoice Payment Follow-up

Illustrative sample dataInvoice follow-up overview
Product view
Open invoices18
Overdue6
Held2
Current recordINV-2084 · Oak & Lane
Eligible
Tired of this?

Unpaid invoices are chased manually and customers on hold can receive the wrong reminder.

Here is the fix

Send a polite, recorded reminder only when the invoice is confirmed and still due.

Explore Invoice Follow-up
Focused software

Maintenance Contract and Inspection Reminders

Illustrative sample dataMaintenance schedule
Product view
Due this week7
In progress3
Awaiting review2
Current recordAHU-04 quarterly service
Due 22 Aug
Tired of this?

Planned service and inspection dates are spread across contracts, assets and calendars.

Here is the fix

Create the work once, schedule the next due date and keep completion evidence together.

Explore Maintenance Reminders
Focused software

Licence, Insurance and Certificate Expiry Tracking

Illustrative sample dataExpiry overview
Product view
Due in 30 days8
Needs review3
Renewal requested5
Current recordPublic liability insurance
Renewal requested
Tired of this?

A licence, insurance policy or certificate can expire without the right owner seeing it.

Here is the fix

Keep the document private, notify the owner and retain the full renewal history.

Explore Expiry Tracking
Working on your own?

The one-person path shows solo tools, limits and prices without team setup.

Explore one-person tools and plans