The Complete Business Solution

Finance

Quotations, invoices, bills and the ledger beneath them

• Quotes, sales orders, invoices and credit notes
• Bills, purchase orders, vendor credits and expenses
• Customer and vendor payments, matched to their documents
• Chart of accounts and journal entries behind every posting
• Tax recorded as you trade, with summaries for your return
• A customer portal where clients see their own invoices and statements
• Recurring invoices, bills and expenses raised on their own schedule
• Retainer invoices held against work still to come
• Budgets set against your accounts and measured as you post
• Currency adjustments posted when a rate moves between invoice and payment

Inventory

Quantities, costs and reorder levels, moved by real events

• Items with variants, each a first-class record with its own SKU
• FIFO with real cost layers, or weighted average, chosen per item
• Stock adjustments with a full audit trail
• Price lists applied per customer
• Sales returns, packages and shipments with DHL and UPS tracking
• A vendor portal for the people who supply you
• Purchase receives that record short, over and damaged quantities
• Picklists generated from orders, then picked and completed
• Stock counts that settle what is on the shelf against what is on file
• Stock reports you can run and export

Repairs

Service tickets from intake through to the invoice raised

• Service tickets from intake to completion
• Device and issue tracking per ticket
• Parts issued to jobs come off stock at real cost
• Ticket-to-invoice without retyping
• Technicians, with the jobs assigned to each
• Device issues, each carrying the parts it usually takes
• Time entries logged against a job and billed with the parts
• A work report the customer gets when the job is done
• Comments and a full history on every ticket
• Every repair a customer has had, on their own record

TeamEmail

A shared mailbox, with an owner on every conversation

• A shared inbox the whole team works from
• An owner, a state and internal notes on every conversation
• A thread raises a quote or a customer, and that record keeps the thread it came from
• Templates, signatures, snooze and scheduled send
• Tags that sort conversations across every inbox
• Several mail accounts feeding one shared inbox
• Who is on an inbox, and what each of them may do
• Saved views for assigned to me, later and done
• Pinned conversations that stay at the top
• An undo-send window you set yourself

Worklink

Attendance, shifts and leave, scoped by the organisation chart

• Employee records and teams
• Shift planning
• Leave requests and balances
• Timesheets and attendance tracking
• A kiosk on a shared device for clocking in and out
• Regularisation requests when a punch is missed
• Company assets issued to an employee and returned when they leave
• Announcements posted to the whole workforce
• Training records held against each employee
• Visitors signed in at reception

Storefront

A public catalogue, with enquiries returned as quotations

• Items published straight from Inventory, so there is no second catalogue to keep
• Collections you curate by hand, or smart ones that fill themselves from rules
• Product images, spec tables, and search that filters on those same specs
• An A to Z manufacturer directory built from what you actually stock
• Enquiries arrive in their own inbox and become draft quotes in Finance
• Your own domain, with the security certificate handled for you
• Store name, logo, colours, menus and homepage sections set in the admin
• Per-region currency, with your own rounding rules
• An enquiry list a visitor fills as they browse, then sends in one go
• Content pages of your own, each with its own title and search description

Nest

Shared document storage, with a role on every folder

• Shared team files and documents
• A shared place instead of scattered drives
• Viewer, editor, organizer or admin on a folder that belongs to the workspace
• Public links that carry an expiry and stop working on their own
• Labels on files and folders, and a filter that uses them
• Favourites for the folders you open every day
• Custom folder roles beside the four defaults
• A storage quota per workspace, with what is used against it
• A record of who opened a public link and when
• Deleted files kept in trash, restored or removed for good