The short version, with nothing argued
One screen, no scrolling and no case being made. What the software is, who it is for, and what it is not, in as few words as it takes.
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What it does
The definition
It is software, not a service
You log in and use it. Nobody runs your marketing from behind it, which is a separate job done by separate people.
It holds four things
Your customers, your conversations, your calendar and your money. Anything else it does hangs off one of those four.
It is built for local trades
Plumbers, roofers, clinics, salons. Businesses where the customer rings, books, gets the work done and pays.
How it works
What using it looks like
- A customer reaches you and becomes a record.
- The conversation happens in one inbox and stays on that record.
- The booking goes on your calendar and the job onto a board.
- The invoice goes out from the same place and is marked paid there.
Worth knowing
What it is not
- It is not your accounts, and not software for your trade. Job costing and certification belong elsewhere.
- It is not a marketing department. Somebody still has to decide what to say and where to say it.
- It is not free of setup. Importing, connecting and configuring is a few days of real work.
Related
Related
Everything in one place
What it replaces and what it does not, at more length.
Before and after
The same day's work done both ways.
Opportunity pipeline
The part most owners open first.
Log in and look
The shortest way to know whether this fits is to open it and put one customer through it.