Administration
Users and RolesInvite users, configure roles, and manage access.Templates (Emails / Documents)Standardise quote emails and documents.Designing your documentsMake your quotes, job cards and compliance form PDFs look like your business: layout, fonts, colours, columns and wording.FormsCreate forms, embed them, and manage submissions.CrewsSet up the groups of people who usually work together, so you can put a whole crew on a day in one go.Plan templatesSet the phases and tasks each kind of job starts with, and link them to job categories so new jobs get them automatically.Compliance form templatesBuild pre-start, milestone, finalise and inspection forms, publish them, link them to job categories and design their PDF.