Clients
Click a client to open their profile.
All clients
Certificates & documents
Invoices
Service records
Job photos
Generate documents
Pick a document type, fill in the details (tap a mic to dictate), then preview/print or queue it in the Outbox for review. Layouts use your Company settings branding.
Describe the whole job in one go — the AI works out which fields you mean and fills them in below. Check everything before generating.
Nothing is emailed automatically — queued documents wait in the Outbox until you review and press Send.
Generated documents
Outbox
Every generated email waits here for your review. Preview it, then Send — or Discard.
Review queue
Invoice tracker
Everything here is watched by the overdue reminder automation (30+ days unpaid).
Invoices
Service records
Log completed jobs — next due dates are calculated automatically and reminders reset.
All records
Job photos
Photos upload straight to your private cloud archive. After 15 days they're flagged safe to delete from your phone.
Cloud archive
Company settings
Your branding — printed on every certificate and invoice you generate.
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PNG with a transparent background looks best. The image is resized automatically.
Custom document templates (advanced)
Paste your own HTML layout to replace the built-in design for a document type. Use {{tokens}} where your data should appear. Leave empty and save to go back to the built-in layout.
Automations
Background jobs running in N8N. Reminders send automatically; document emails always wait in the Outbox for review.