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Team Management

Grow the Business, Not Your Workload

Hand work over without losing control of it. Give every engineer their own login, decide who sees what, and set your business up once so the customer gets the same professional experience whoever they deal with.

One login per engineer
Control who sees what
Set your business up once
Every record tracked end to end
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Everything About Your Business, Set Once

The details that should never depend on who happens to be on shift.

Engineer Profiles

Names, contact details, Gas Safe IDs and Oil Registration IDs for everyone, always current. No more phoning round on a Friday afternoon for a registration number.

Company Details Set Once

Set your company name, email, phone, VAT number and address once, and they apply across the paperwork your team sends out.

Paperwork Defaults

Choose where your invoice, quote, estimate and gas certificate numbering starts, along with default payment terms and reminder timings. New engineers inherit them automatically.

QuickBooks Integration

Connect QuickBooks and keep your invoices and customers in step with your accounts, without retyping a single line.

You Decide Who Sees What

Open the business up as far as you want to, and no further.

Permission Control

Decide which engineers can see everyones forms, invoices, estimates and quotes, and who only sees the work they raised themselves.

Cover and Continuity

Let any engineer view and send any certificate across the business, so the job still goes out on time when someone is off sick or pulled onto an emergency.

Office Scheduling

Let an office colleague move or edit anyones diary entries, run the day and coordinate engineers, without handing over your own login.

Individual Logins

Add as many engineers as you need, each with their own account. Nobody shares a password, and every record stays attributed to the right person.

Records That Never Get Lost

An archive you would not be worried to hand to an inspector.

Proof It Was Received

See exactly what your customer did with a document - viewed it, signed it, downloaded it - and whether they accepted or declined a quote or estimate.

Email Delivery Tracking

Know exactly when your emails are delivered, opened and clicked, for certificates and appointment messages alike.

Digital Signatures

Capture a legally binding signature on the customer or engineer sign-off from any device, on site or at the kitchen table.

Everything in One Archive

Every document your team creates is stored centrally, searchable, and numbered in sequence - so there is never a gap, a duplicate, or a certificate you cannot find.

Ready to Get Back to What You Do Best?

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