START WITH THE TASK IN FRONT OF YOU
One task. Choose what you need to do today. Follow a short path through the tools, starting with the facts you already have.
Every core step below is free. Optional AI steps require an eligible member subscription and share your daily request allowance.
All workflows New enquiry Quotation follow-up Finish & hand over Invoices & payments Team & supplies
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5 workflows available
KEEP THE SALE MOVING
Reply to a new enquiry Turn an incomplete enquiry into a clear scope and a reviewed quotation.
Bring these facts Service required, unit count, location label and your approved prices. Remove personal details before using AI.
Free List the missing facts before quoting.
Free Use your costs and target margin to check a price.
Free Enter confirmed facts and approved prices, then review the quotation.
Optional AI assistance · Starter or Plus Use the member assistant to organise an anonymised enquiry and draft a reply.
Your result A reviewed quotation and a clear list of details to confirm with the customer.
KEEP THE SALE MOVING
Follow up an open quotation Make the next follow-up clear and measure how quotations become sales.
Bring these facts Quotation reference, approved scope and price, the date you sent it and any customer questions.
Free Choose a follow-up date and prepare polite wording.
Free Record the quotation stage and follow-up date in the free browser workspace.
Free Use one enquiry cohort to measure quotation and sales conversion.
Optional AI assistance · Plus only Draft a calm answer using your approved facts. Do not invent a discount.
Your result A reviewed follow-up draft, a recorded next action and a conversion snapshot.
FINISH THE JOB CLEARLY
Hand over completed work Explain what was completed, record remaining actions and prepare the next customer document.
Bring these facts The agreed scope, work you have verified as complete, outstanding items, approved care instructions and any payments already received.
Free Keep completed work separate from pending items. Agree the next action for each outstanding item before sharing.
Free Check the approved items and payments received. A handover note alone does not confirm customer acceptance or payment.
Free Use an interval agreed with the customer and relevant to the equipment. Review the date and ask before arranging another visit.
Your result A reviewed handover note, invoice draft and optional reminder date. You check the recipient and send the documents yourself.
Need to follow up an unpaid balance? Check outstanding invoices →
GET THE BALANCE CLEAR
Prepare an invoice and payment reminder Check an invoice balance and identify which confirmed balances need attention.
Bring these facts Approved work items, quantities, prices, invoice dates and payments already received.
Free Enter the work items and any payments received. Verify invoicing requirements before issuing.
Free Group confirmed unpaid balances by their due dates.
Free Use the confirmed balance and due date to prepare a polite reminder.
Your result An invoice draft and payment reminder ready for your review. No message is sent or payment collected by these tools.
PLAN BEFORE COMMITTING
Plan the next shift and supplies Check the work your team can take on and the supplies needed to support it.
Bring these facts Available staff, shift times, expected job duration, travel buffer and current stock counts.
Free Account for team size, breaks and travel time.
Free Use daily consumption, supplier lead time, reservations and incoming stock.
Free Compare the same specification and quantity, including delivery and discounts.
Optional AI assistance · Plus only Organise verified job facts and the details still needing confirmation.
Your result A capacity estimate, a stock target and reviewed supplier cost comparison. Confirm availability before booking or ordering.