Everything behind the work, in one calm system
Calendar, quotes, invoices, clients and reports share the same data. Set it up once and every part stays in step.
Shared calendar
Plan once, share it
AI invoicing
Invoices in seconds
Quotes
Signed the same day
Client management
One record per client
Automations
Runs on its own
Reporting
Revenue at a glance
Shared calendar
Plan once, share with the whole team
One calendar for jobs, site visits, meetings and deadlines. Everyone sees the same plan, on any device.
Book jobs straight from a quote or an invoice
See who is free before you assign a visit
Automatic reminders by email or text, an hour before
Two-way sync with Google Calendar and Outlook
Drafted by AI
Invoice #1042
Verano Studio
Site visit, 3h
$360.00
Oak panels x 40
$1,880.00
Delivery
$240.00
Total due
$2,480
Ready to send
Drafted in 4s
AI invoicing
Invoices that write themselves, and get paid sooner
Tandem drafts the invoice from the job: hours, materials and delivery. You check it, then send it in one click.
Drafts built from the quote, the job and your price list
Card and bank payments with a link on every invoice
Polite reminders go out when a payment runs late
Paid invoices sync to Bookkeep.ai, Xero or QuickBooks
The small things, handled too
Details that save a few minutes every day, and add up to hours every month.
Online payments
Clients pay by card or bank transfer from the invoice. Payouts land in two working days.
Recurring invoices
Bill retainers and service plans on a schedule, weekly, monthly or yearly.
Expense capture
Snap a receipt on your phone and attach it to the right job in seconds.
Team permissions
Decide who sees prices, payroll and client notes. Change roles anytime.
Custom fields
Add the fields your trade needs, from site access codes to fabric choices.
Simple data export
Export clients, jobs and invoices to CSV whenever you need them.
Quotes
Clear quotes in minutes, signed the same day
Pick items from your price list, add photos and notes, and send. Clients accept and sign online.
Saved templates for the jobs you quote every week
Optional extras clients can tick on or off
An accepted quote turns into a job and a booking
See when a quote is opened, so you follow up on time
Quote
Quote #318
Halden & Rowe, kitchen refit
Accepted
Cabinet fitting, 2 days
$2,600.00
Worktop, oak
$2,940.00
Extra: under-cabinet lights
$880.00
Quote total
$6,420
Book the job when signed
Client
Verano Studio
Lucía Romero, client since 2024
Lifetime value
$18,240
Open jobs
2
Invoice #1042 paid
Today
Quote #322 opened
Yesterday
Site visit booked
Mon
Client management
Every client, one complete record
Contacts, quotes, jobs, invoices and notes live together. Anyone on the team can pick up where you left off.
Full history of every job, message and payment
Multiple contacts and sites for one client
Follow-ups that keep repeat bookings coming
Import from a spreadsheet or your old system
Automations
Automations that run quietly, so you do not have to
Pick a trigger, choose what happens next, switch it on. No code, and you can pause any rule.
Revenue
$48,200
Collected this quarter
+24%
J
A
S
O
N
D
Paid on time
82%
Overdue
$3,140
Reporting
Revenue at a glance, without a spreadsheet
See what is paid, what is due and where next month is heading. Reports update as the work happens.
Revenue, overdue and cash flow on one dashboard
Quote win rate and average job value by month
Team workload, so nobody is quietly overbooked
Share a read-only report with your accountant
Works with your tools
Accounting, payments, calendars and email stay in sync, so nobody copies data between apps.
See all integrations
