Features
What the platform does
In depth
Workflow automation for service businesses
Follow up quotes, chase overdue invoices, thank customers after a job and alert your team automatically, with limits so nothing runs away. Try 14 days free.
Inventory software for trades: the shelf, the van and the job
Track stock per location, record parts against jobs, receive purchase orders in parts, and see your stock value on any date. Start a 14-day free trial.
Asset management software: the equipment you service, and what is due
Keep every unit, vehicle or device on its customer’s record, find it by serial or registration, and see what service is due or overdue. Try it free for 14 days.
Inspection software: checklists on the job, findings on the quote
Build your trade’s checklists, fill them in on site, and turn failed or advisory items into quote lines with the reading beside each. Try it free for 14 days.
Customer portal software: one link, no app to install
Give customers a private link to see bookings, quotes and invoices, accept quotes, request work and message you. Nothing to install. Try it free for 14 days.
CRM for service businesses: every customer’s history in one place
See each customer’s sites, equipment, quotes, jobs, invoices and balance on one record. Import from CSV, catch duplicates, export free. Try it free for 14 days.
Invoicing software for service businesses
Turn an accepted quote into an invoice in one click, record full and part payments, issue credit notes and see every unpaid invoice. Start a 14-day free trial.
Quoting software: quotes customers can accept on their phone
Send line-by-line quotes with tax, optional extras and good-better-best options as a link your customer accepts online. Start a 14-day free trial of Primemgr.
Work order software: one record from first call to sign-off
Numbered work orders with the customer, site and equipment attached, statuses that fit your trade, visits, checklists, time and photos. Try 14 days free.
Job scheduling software for service businesses
See every booking by day, week, month or team, move jobs by drag and drop, block double-bookings and take bookings online. Start a 14-day free trial.
Every capability
Scheduling
Put the right person on the right job, and see the day before it starts.
Jobs and work orders
One record from the first call to the signed-off job, with its history attached.
Quoting
Send a quote that can be accepted on a phone, and invoice it in one click when it is.
Invoicing
Turn an accepted quote or a finished job into an invoice in one click, and see what each customer still owes.
Customer records
Every contact, quote, job and invoice for a customer in one place.
Inventory
What is on the van, what is on the shelf, and what the job consumed.
Inspections and forms
The checklist your trade uses, filled in on the job, with findings you can quote.
Automation
Follow-ups on quotes and overdue invoices, a thank-you after a job, and alerts to your team, plus appointment reminders.
Customer portal
A private link where your customer accepts quotes, sees bookings and invoices, and messages you, so they stop ringing to ask.
Asset management
The equipment you service, its history, and what is due next.
Not available yet: online card payments from customers (payments are recorded by hand), native iPhone or Android apps, offline mode, and route optimisation. Not planned: accounting sync (Xero, QuickBooks, MYOB) and text messages; invoices export to your accounting software instead.