How can we help you?

Short answers to the things people actually ask.

Browse by area

Winning work

Turn an enquiry into a signed job.

Lead pipelineStages, ownership, and tagging people so the right follow-up finds them.Draft with AIDescribe the job and get a priced scope, then change it by asking.Price bookTypes, items and packages — what proposals and the estimator price from.Expiry datesSet how long a price holds, and warn the customer before it lapses.Sharing a linkGet the customer-facing proposal link without us sending it.Online bookingTake requests around the clock, and control who covers where.Instant estimatorReal pricing on a public link, drawn from your own price book.

Running the job

Schedule it, staff it, and track it through to done.

The job lifecycleWhat each status means, and why the same job counts three ways.Dispatch and visitsRun sheets, arrival windows, and what marking a tech en route sends.CrewsTrucks, people, and what the role you give someone decides.

Getting paid

Bill the work, take the money, and read the figures.

Take card paymentsConnect Stripe so a customer can pay a deposit or an invoice by card.Send an invoiceRaise one against a job, and what sets the due date.Reading the numbersBilled, Paid and Balance, and where the figures on top come from.

Talking to customers

Texts, emails, and the follow-ups that run themselves.

Set up textingYour own business number, what it costs, and passing carrier review.Text someone newSend to a number or address typed straight in.AutomationsBuild a sequence by hand or with AI, and how tags take precedence.

Marketing

Reach past customers, and prove your ads are working.

AI campaignsDescribe who to reach and get the audience and copy built for you.Ad trackingReport bookings and estimates back to Meta and GA4 as conversions.

These pages cover what we get asked most. If yours is not here, tell us and it will be.