Everything behind the work, in one calm system
Calendar, quotes, invoices, clients and reports share the same data. Set it up once and every part stays in step.
Shared calendar
Plan once, share with the whole team
One calendar for jobs, site visits, meetings and deadlines. Everyone sees the same plan, on any device.
- Book jobs straight from a quote or an invoice
- See who is free before you assign a visit
- Automatic reminders by email or text, an hour before
- Two-way sync with Dayline and Mailbox calendars
Shared calendar
Quarterly planning
Thu 14 Nov, 10:00 to 11:30
Cassy
Finance
Ravi
Operations
Janine
HR
AI invoicing
Invoices that write themselves, and get paid sooner
Tandem drafts the invoice from the job: hours, materials and delivery. You check it, then send it in one click.
- Drafts built from the quote, the job and your price list
- Card and bank payments with a link on every invoice
- Polite reminders go out when a payment runs late
- Paid invoices sync to Bookkeep.ai, Ledgerly or Tallybook
Drafted by AI
Invoice #1042
Verano Studio
The small things, handled too
Details that save a few minutes every day, and add up to hours every month.
Online payments
Clients pay by card or bank transfer from the invoice. Payouts land in two working days.
Recurring invoices
Bill retainers and service plans on a schedule, weekly, monthly or yearly.
Expense capture
Snap a receipt on your phone and attach it to the right job in seconds.
Team permissions
Decide who sees prices, payroll and client notes. Change roles anytime.
Custom fields
Add the fields your trade needs, from site access codes to fabric choices.
Simple data export
Export clients, jobs and invoices to CSV whenever you need them.
Quotes
Clear quotes in minutes, signed the same day
Pick items from your price list, add photos and notes, and send. Clients accept and sign online.
- Saved templates for the jobs you quote every week
- Optional extras clients can tick on or off
- An accepted quote turns into a job and a booking
- See when a quote is opened, so you follow up on time
Quote
Quote #318
Halden & Rowe, kitchen refit
Client management
Every client, one complete record
Contacts, quotes, jobs, invoices and notes live together. Anyone on the team can pick up where you left off.
- Full history of every job, message and payment
- Multiple contacts and sites for one client
- Follow-ups that keep repeat bookings coming
- Import from a spreadsheet or your old system
Client
Verano Studio
Lucía Romero, client since 2024
Lifetime value
$18,240
Open jobs
2
Automations
Automations that run quietly, so you do not have to
Pick a trigger, choose what happens next, switch it on. No code, and you can pause any rule.
Payment reminder
When an invoice is 3 days late
Automation
When Oak panels run low
24 leftmin. 30
Follow-up
When a job is marked done
Reporting
Revenue at a glance, without a spreadsheet
See what is paid, what is due and where next month is heading. Reports update as the work happens.
- Revenue, overdue and cash flow on one dashboard
- Quote win rate and average job value by month
- Team workload, so nobody is quietly overbooked
- Share a read-only report with your accountant
Revenue
$48,200
Collected this quarter
Paid on time
82%
Overdue
$3,140
Works with your tools
Accounting, payments, calendars and email stay in sync, so nobody copies data between apps.
Bookkeep.ai
Ledgerly
Tallybook
Paylane
Dayline
Chatline
