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Everything an agency / consulting business runs on, for one price

No modules to choose between and nothing switched off waiting to be bought. The agency & consulting plan turns all of it on, and it's free for 14 days.

Agency & consulting

Client projects, signed scopes, retainers, and what each engagement actually earned.

$119 /month

Bought piece by piece these come to $147/mo — $28 a month less as a plan.

Switched on from day one

Estimates & quotes Quick quotes that convert straight into a job.
Quote builder pro Tiered options, custom fields, public quote links.
Contracts & e-sign Pre-inspection agreements signed before you arrive.
Job costing True margin per job — labour, materials, overhead.
Lead capture forms Form builder with conditional logic and routing.
Lead tracking Pipeline, scoring, follow-ups, conversion rates.
Automated reminders Email and SMS reminders before every appointment.

How a job runs

What you'll actually do with it, in the order you'll do it. Every step below is covered by the plan.

  1. 01 The enquiry becomes a customer Contacts, addresses and the history of everything you have done for them.
  2. 02 You quote for the work A quote they can accept online, which turns into the job without retyping it.
  3. 03 The job goes on the calendar Scheduled, assigned, and visible to whoever is doing it.
  4. 04 You invoice and get paid Emailed with a payment link, and chased on its own if it goes past due.
  5. 05 Your crew have their own logins Invite them and set what each person can see.

And the platform underneath

  • Scheduling & calendar
  • Customer records
  • Invoicing & payments
  • Team & permissions
  • Online booking page
  • Reports & analytics
Want anything beyond the basics? 40 optional extras — accounting sync, marketing tools, another trade's kit. Nothing here is needed to run agency / consulting work.

Inspections

Operations & scheduling

Billing & payments

Growth & marketing

Connectors

Advanced