How it works
Add a customer
A business and the people at it, entered once. Everything after that attaches itself — quotes, emails, calls, tasks, invoices. Two years later the whole history with that customer is one screen, instead of a search through an inbox, a notebook, and whoever happened to handle it.
Find any of it, from anywhere
One keystroke opens search from any screen. Type a name, a phone number, a quote or invoice number, a serial off the back of a unit — it looks across accounts, contacts, emails, tasks, quotes, invoices, and inventory at the same time.
Email logs itself
Connect Gmail or Outlook. Send from the app, or from your inbox like always — either way the email lands on the customer's record. Phone calls and notes go in with one line.
The day on one screen
Open the app and the day is laid out: active accounts, open tasks, unpaid invoices, revenue this month. Follow-ups you set — "call back Thursday" — land here with the customer attached, due today or overdue in red. Nothing lives in your head or on a sticky note.
Quote, invoice, receipt
Build a quote from your price list. Accepted, it becomes the invoice; paid, it becomes the receipt — on your own letterhead, as a PDF, without retyping a line.
