01
A professional website
A fast, credible site that makes people confident enough to call you.
Trades & home services
Quote in the van. Invoice before you leave the drive.
Jobs, certificates, photos and payments in one place — so the paperwork stops following you home.
Sound familiar?
The things that actually slow you down.
If more than two of these land, the website is only half the problem.
- Quotes written on paper and re-typed at 9pm
- Compliance certificates scattered across phones and inboxes
- Chasing invoices weeks after the work is signed off
- No single view of which jobs are actually scheduled this week
Your language
It does not call everything a “project”.
The workspace uses the words your industry already uses out loud, so nobody has to translate.
Terminology
- Customers are
- Clients
- Work is a
- Job
- Work items are
- Work items
Job status
The same underlying states across every business — labelled the way you say them.
QuotedScheduledWaiting on partsCompleteCancelled
Fields
The things you always need to know.
Added for trades & home services without cluttering anyone else's workspace.
On each client
Property typeAccess notes
On each job
Site addressCallout typeWarranty expires
Price list
Something to start from.
Seeded on day one. Change the numbers until they are yours.
- Standard calloutCA$95per visit
- Emergency calloutCA$185per visit
- Labour — qualified engineerCA$85per hour
- Labour — apprenticeCA$45per hour
- Boiler serviceCA$120per service
- Full system power flushCA$550per job
Client portal
Your clients see exactly what they should.
Their own work, their documents and their invoices — and nothing else.
- Jobs
- Documents
- Invoices
- Messages
Everything else
And the rest of it, as standard.
02
Customer portal
Somewhere for your clients to see their own work without phoning you.
03
Admin dashboard
The whole business on one screen, first thing in the morning.
04
Projects and tasks
Track work from first quote to final sign-off.
Set up for trades & home services from day one.
Book a consultation and we will show you your own jobs in the workspace — and tell you honestly whether you need it yet.
No obligation · No sales sequence afterwards · No contract required