Contact Details
Store customer names, email addresses, phone numbers, mobile numbers, and notes in one place.
Primary Address
Add a primary service address with street, city, county or state, postcode, and country.
Customer Type
Mark customers as individual or commercial, and track whether they are active, a lead, or archived.
Customer List
Browse customers in a clean table on desktop or compact cards on mobile.
Customer-Linked Jobs
Attach each job to a customer so work and contact details stay connected.
Scheduled Date
Add a scheduled date and time so upcoming work is easier to scan.
Status Tracking
Move jobs through scheduled, in progress, completed, and cancelled states.
Internal Notes
Capture descriptions and notes for details your team should remember.
Customer and Job Links
Create a quote for a customer and optionally connect it to an existing job.
Line Item Editor
Add descriptions, quantities, unit prices, and tax rates for each quoted item.
Automatic Totals
Subtotal, tax, discount, and total are calculated as the quote changes.
Quote Statuses
Track quotes as draft, sent, accepted, rejected, or cancelled.
Secure Sign-In
Users can sign in securely and access their workspace without exposing business records publicly.
Default Workspace
New users are provisioned with a workspace automatically when they sign up.
Workspace-Scoped Data
Customers, jobs, and quotes are stored against the user's workspace.
Dashboard Start Point
The dashboard highlights active jobs and gives quick links into the core workflows.
Mobile-Friendly Layouts
The MVP is usable on phones, while deeper field workflows are still on the roadmap
Responsive Lists
Customer, job, and quote lists switch from desktop tables to mobile-friendly cards.
Browser-Based Access
The product runs as a web app, so there is no app store install required for early access.
Simple Forms
Core create and edit forms use straightforward fields instead of complex setup screens.
Field Features Later
Offline capture, photo uploads, voice notes, and technician-specific flows are planned future work.
Invoices
Convert accepted quotes into invoices and track invoice status.
Job History
Show richer customer timelines with jobs, quotes, invoices, and notes in one view.
Reporting
Add simple owner dashboards for completed jobs, quote value, and outstanding work.
Future assisted entry
Planned future work may use photos, notes, and voice input to speed up admin once the manual workflow is reliable.