- Dashboard
- Invoiced this month, outstanding, spent, open quotations and open leads on one screen, with a six-month chart of invoiced, collected and spent, the lead pipeline, projects, site visits and tasks.
- Menu
- The sidebar groups pages as Pre-sales, Projects, Design, Procurement, Site, Finance, Handover & service, People and Setup, and folds down to an icon rail. A company admin can hide the pages your work does not need.
- Ctrl+K search
- Press Ctrl+K (Cmd+K on a Mac) to open any page or project, or to start a new quotation, invoice, customer or employee without hunting through the menu.
- My work
- One list of everything waiting on you: follow-ups due, tasks due or overdue, today’s and tomorrow’s site visits, quotations sent a week ago without a reply, overdue invoices, leave and expenses to approve, and designs waiting on the client. The count shows in the sidebar, and it works on a phone.
- Product Master and bulk import
- Products, rates and HSN codes in one place. Import them from a spreadsheet using the template, and get a report of the rows that need fixing. Customers can be imported too.
- Your own branding
- Add your company branding to the documents you send. Quotations come out as branded pages on your letterhead.
- Roles and your own workspace
- Roles decide who sees money, payroll and settings. Each company has its own private workspace, and the database only returns that company’s records to its team.
- Site cameras (beta)
- Connect a site camera, either a phone used as a camera or an IP or office camera, and get snapshots with an AI summary of site activity. This part is in beta.