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Organization
Clients

Keep track of all your clients and their information by creating a client on the platform.


Projects

Keep track of all your projects and their information by creating a project on the platform linked to a client.


Jobs

Keep track of all your jobs and their information by creating a client on the platform linked to a project, under a client.


Employees

Keep track of all your employees and their information by creating an employee profile on the platform.


Job Calendar

Keep track of all your jobs and scheduling via our built in calendar, a useful feature to help with employee job assignments.


Assignments

Assign each employee with assignments to keep your team organized and ready to go.


Tasks

Tasks can be assigned and checked off for each user. Administrators within your company can assign employees with tasks to keep them organized or emplyees can create themselves tasks for optimal productivity.


Access Levels

Grant your employees different access levels allowing them to view and edit only specific data. For example an employee given basic access will not be able to see any financial details or create, edit data.


Qr Codes

Custom qr codes are generated for you with each quote, invoice and payroll for easy access between devices and convenient sharing.

Documents
Quotes

Provide current clients or potential future clients with quotes using our easy to use quote builder. Send the quote with a single click providing the client with a unique link to access the quote online where they can sign the form electronically if they are pleased with the details, automatically notifying you of their approval.


Invoicing

Invoice your clients with automatically generated invoices with the click of a button.


Client Accessible Documents

Upon generating quotes and invoices, a unique link to share with clients or associates without an account will be automatically created for you to share easily via eamil with one click.


Pdf Export

You can easily export pdf files for your quotes, invoices, payroll, expenses, timesheets and a master of all your data.

Tracking
Timesheet Tracking

Track all your employees' hours worked with built in time clock functions, or enter timesheet periods manually at the end of the day.


Overtime

Set wether you pay your employees or not and wether you charge your clients the overtime or not and the according overtime calculations will be automatically applied for you.


Expense Tracking

Track all of your company's job related expenses and overhead expenses. These expenses will be automatically added within the cost and revenue calculations.


Payments Tracking

Track all your incoming payments from clients to know exactly how much is owed for each job.


Revenue Insights

Access your very own company revenue portal to get a broken down display of your company's revenue and expenses for a custimizable period, giving you a full overview of earnings.

Financial
Payroll

Process your employee payrolls automatically with your customizable pay period. Taxes, vacation pay, overtime are automatically calculated according to the goverment and provincial data.


Live Payroll Earning

Employees can see their current pay period earnings, which displays a live count according to their timesheets recorded.


Automatic Job Cost Calculations

Timesheets and expenses inputed by you or your employees will automatically calculate the cost of each job it is linked to, allowing for easy client invoicing.


Accept Payments Online

Accept credit and debit card payments from your clients quickly and easily with intergrated secure payment processing by Stripe. Simply send your client a unique link generated with each invoice and they can pay online. No hidden fees.

Intergrations
Quickbooks

Connect your data with Quickbooks if you wish to process your payroll, invoices, and keep track of your employees, clients and jobs outside of our platform.


Stripe

Collect payments from your clients faster and more conveniently with the secure and feature rich Stripe payment processing platform intergrated within our program.

And more!
Support

Help is always on hand with our dedicated support team on email, and our help center content.


Priority Support

Schedule one-on-one calls with support team member and gain prioritized response times.


Referral Program

Refer a friend who registers for a subscription and get a free month on your next subscription purchase.