VAD Workspace
The workspace your whole business runs on.
Clients, projects, documents, approvals, invoices and payments, sharing one set of records instead of seven subscriptions that never quite agree — with a portal your own customers sign in to. The website VAD designs is what feeds it.
- One login for your team
- One for every customer
- Your data stays yours
This is the product. It is not always the right first step.
Some businesses need the website first and the workspace a year later, when the admin starts costing them evenings. We will tell you which one you are at the consultation rather than sell you both today.
A professional website
A fast, credible site that makes people confident enough to call you.
- Your services, your work and your contact details, properly presented
- Works on a phone, loads quickly, ready for search engines
- Enquiries land straight in your workspace — not a forgotten inbox
Customer portal
Somewhere for your clients to see their own work without phoning you.
- They see their jobs, documents and invoices — and nothing else
- Approve quotes and pay invoices in a couple of taps
- Every message stays attached to the job it belongs to
Admin dashboard
The whole business on one screen, first thing in the morning.
- What is due, what is overdue, what was paid
- Each person sees the part of the business that is theirs
- Owners, office staff, engineers and bookkeepers, all in one place
Projects and tasks
Track work from first quote to final sign-off.
- Milestones so you can see progress without asking
- Assign work to the right person with a due date
- Nothing sits half-finished because everyone assumed someone else had it
Documents and approvals
Certificates, contracts and photos filed where you will find them.
- Filed against the client and the job, not buried in a phone
- Choose what the client can see and what stays internal
- Version history, so the latest one is never in doubt
Invoices and payments
Build it from your price list, send it, get paid.
- Quote to invoice without retyping anything
- See what is paid, part-paid and overdue at a glance
- Chase politely and automatically instead of awkwardly and late
CRM and customer management
Every client, contact and conversation in one record.
- Full history: every job, invoice and message, in order
- Notes your whole team can see, not just whoever took the call
- Leads followed up instead of forgotten
Why it holds together
One workspace, not seven subscriptions.
Because everything shares the same records, work flows through without anyone retyping it — and without a monthly reconciliation between tools that disagree.
- Your data stays yours
- Export everything, any time. No lock-in.
- Roles that make sense
- Staff see jobs. Bookkeepers see money. Clients see their own work.
- Built for one business at a time
- Every record belongs to your workspace and nobody else can reach it.
How it arrives
The website first. This when it helps.
There is no migration project and no re-launch. The workspace attaches behind the site you already have, and the enquiry forms start feeding it.
- 01
Your website goes live
Quoted as a fixed-price project. For a lot of businesses this is the whole relationship, and that is a perfectly good outcome.
- 02
Enquiries start arriving
They land somewhere sensible rather than in a personal inbox that nobody else can see.
- 03
You add the workspace
Usually when jobs stop fitting in a notebook. Your clients and current work go in over an afternoon.
- 04
Your clients get a portal
They follow their own work, approve things, and stop ringing for updates.
See it with your own business in it.
Twenty minutes, no obligation, no slide deck. Tell us how you work now and we will show you the parts that would actually help — and name the parts that would not.
No obligation · No sales sequence afterwards · No contract required