Your business. Connected.
From a family business to a national operation, work flows better when everyone works from the same picture.
We listen to how your business runs, then shape the forms, roles and handovers around your team. Explore the possibilities below.
From the first conversation to the final invoice
Understand your operation → plan the work → capture field records → manager review → invoice preparation → accounting.
View screen ↗These illustrative screens use synthetic data to show how a customised portal could work. Your modules, appearance, access rules and integrations are agreed during scoping. Example layouts and figures do not represent a live customer system.
Different businesses. Different ways of working.
A tradie records work and photos on site. Their partner reviews the details and prepares invoices, with Xero integration scoped to suit their accounting process.
Less chasing paperwork at the end of the day.
Explore field records ↗A regional maintenance company allocates crews, tracks hours and routes completed jobs to a manager before administration takes over.
A repeatable handover as the team grows.
Explore approvals ↗A facilities contractor connects staff and sites across regions. Branch managers handle local work while head office has an agreed organisation-wide view.
Local responsibility with national visibility.
Explore planning ↗Example use cases, not customer testimonials. Scope and outcomes depend on the agreed implementation.
01 / Plan the work
Give people, branches and jobs a shared structure.
Calendar and operational overview
A shared calendar brings scheduled work and its progress into one view. Managers can see which jobs are scheduled, in progress or completed without collecting separate updates from every branch.
A national facilities contractor could review regional workloads while branch managers focus on their own sites.
View screen ↗Rosters and staff allocation
Build rosters around people, locations, equipment and recurring work. A consistent schedule helps coordinators spot gaps and communicate assignments before the day begins.
A growing cleaning company could allocate crews across morning and evening shifts at multiple sites.
View screen ↗Configurable modules and business structure
Bring clients, sites, regions, business units and service types together in a navigation structure that makes sense to your team. We agree the modules and terminology your business needs.
A group with several branches could use one consistent process while retaining branch-specific services and responsibilities.
View screen ↗02 / Capture the work
Record time, attendance and evidence where work happens.
Attendance and check-in
Connect attendance records with assigned work so managers can review check-ins and follow up on incomplete records. Access and attendance rules are scoped to the business.
A field maintenance company could give its coordinator an overview of crews across several active sites.
View screen ↗Work photos and service evidence
Organise work photos by job, client, site and date. Keeping evidence with the work record makes it easier to answer customer questions and review service delivery.
A property maintenance team could keep before-and-after evidence together for each service visit.
View screen ↗Timesheets and recorded hours
Bring job and attendance hours into a common review process. Managers can resolve missing time and approve records before administration prepares the agreed payroll export.
A two-person trade business could replace handwritten hours; a larger employer could review time by site, region or team.
View screen ↗03 / Review and invoice
Help managers and administration work from the same records.
Action centre
An action centre brings outstanding approvals, missing information and upcoming requirements into one place. Teams can focus on the exceptions that need attention instead of checking every record.
A regional service business could start each morning with a clear list of jobs awaiting review and records needing correction.
View screen ↗Approvals and invoice preparation
Link manager review with administration so approved jobs can be prepared for invoicing with less repeated data entry. Invoice rules, batching and any Xero connection are agreed during setup.
A trade business could move completed call-outs into invoice preparation; a national contractor could group approved work to suit each client’s billing requirements.
View screen ↗Job history and invoice traceability
Keep job records and their processing status together, with filters suited to your operation. Administration can trace what was completed, reviewed and prepared for billing.
A commercial service company could investigate a billing query by finding the relevant job, site and invoice reference.
View screen ↗04 / Maintain standards
Connect requirements, inspections, assets and performance.
Inductions and requirements
Track induction requirements, expiry dates and missing records by person or site. A shared register helps coordinators identify follow-up before allocating work.
A contractor working across client premises could check which team members need renewed site inductions.
View screen ↗Audit and inspection workflows
Shape audit checklists and assignments around the checks your operation needs. Agreed review steps can give managers a consistent way to follow up on findings.
A facilities business could build site inspection checklists; an equipment service team could record its own quality checks.
View screen ↗Asset servicing
Bring asset usage, service intervals and maintenance status into a common view. Agreed thresholds help coordinators identify equipment needing attention.
An equipment hire or field service business could plan servicing alongside staff and job allocation.
View screen ↗Productivity and reporting
Compare planned and recorded effort using measures agreed for your business. Reporting can help managers investigate overruns and improve estimates without treating every job as identical.
A multi-branch maintenance company could compare similar service types and investigate where extra travel or rework affects delivery.
View screen ↗05 / Connect the team
Shape access and communication around responsibility.
Users and access roles
Define roles and access requirements for staff, managers, administrators and customers. We map who should see, review or manage each part of your process during implementation.
A national business could give head office a wider view, branch managers their own operations and field staff their assigned work.
View screen ↗User invitations
Use a structured invitation flow to collect the information and role needed for a new user. Onboarding can follow the same agreed process as the business grows.
A seasonal service company could organise new starters by role and branch rather than handling each setup differently.
View screen ↗Crew reminders
Show job or site reminders where staff need them, such as at check-in or before a scheduled task. Consistent instructions reduce reliance on scattered messages.
A cleaning or maintenance business could remind crews about required equipment, completion photos or a site-specific job brief.
View screen ↗Team communication
An internal messaging area can help teams find the right colleague without leaving the portal. Communication scope, notifications and retention are agreed as part of the build.
A regional field team could contact a coordinator while administration and managers remain available in the same system.
View screen ↗Announcements and team updates
Target announcements and sign-in notices to the people who need them. A shared channel can make process updates easier to find than a chain of forwarded messages.
A national operator could share an organisation-wide update while keeping local reminders relevant to each branch.
View screen ↗Your process comes first
You do not need every screen shown here. We work with you to decide what belongs in your first version, how information moves between people and which approvals matter.
Xero integration, invoice generation rules, payroll exports, customer access and notifications are scoped and configured for your business. Permissions are defined and tested as part of implementation.
Let’s start with your business
Tell us about your people, branches and the steps that take too much time. We’ll start there.
Map your workflow with us