Projects by Status
Bookings by Status
Calendar
Tradespeople
Manage team and invite new members
| Name | Email | Trade | Status | Actions |
|---|
Project Types
Manage project types per tradesperson
Select a tradesperson above to view and manage their job types.
User Management
| Name | Email | Role | Status | Actions |
|---|
Pending Invites
| Name | Email | Trade | Status | Actions |
|---|
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Choose Your Plan
Certificate Templates
Upload HTML templates; link to job types; generate personalised PDFs for customers
Customers
All customer records for your business
| Name | Email | Phone | Code | Projects | Actions |
|---|
Projects
All projects across your business
All
New
Quote Sent
Ready
Scheduled
Active
Invoiced
Paid
Cancelled
| Reference | Customer | Trade Type | Status | Quote | Created | Actions |
|---|
Invoices
All invoices across your business
All
Building
Available
Sent
Paid
Cancelled
| Invoice # | Customer | Project | Amount | Status | Issued | Actions |
|---|
Project Statuses
Manage the workflow statuses for projects. System statuses cannot be deleted.
| Reorder | Label | Colour | System | Active | Actions |
|---|
Trade Types
Manage the trade categories available to your business.
Email Templates
Customise the emails sent to customers when a booking status changes.
Status Email Triggers
Select which template to send when a booking moves to each status. Select "No email" to skip sending for that status.
| Booking Status | Email Template |
|---|
Your Templates
Available template variables: {{customer_name}} {{business_name}} {{tradesperson_name}} {{scheduled_date}} {{scheduled_time}} {{portal_link}}
| Title | Subject | Based On | Actions |
|---|
