The app, feature by feature
Everything inside The Back Office.
Not a dashboard, and not a bag of AI tools. It's everything your business runs on, in one app on your phone, and it does the paperwork and the chasing for you.
The closed loop
Other tools hold a piece of your business.
This holds all of it.
One job, in one app from start to finish. Each stage is a click that sets up the next: quote to booked job, job to invoice, invoice to paid. You move the work along; the app carries the details so you never enter anything twice.
Enquiry
Every call and message is logged, and you get a reminder to call back.
Quote
Fill a quick brief on site and a branded quote is ready to send.
Accepted
Mark it accepted and the job books itself in, dates and all.
Job
Schedule it, track the work and expenses to see your margin as you go.
Invoice
One click raises the invoice, then it chases itself until it's paid.
Paid
The customer pays by card and the job closes itself.
Why it's different
The two things others don't have together.
The closed loop
Most tools sell part of this. Nobody sells lead to quote to job to invoice to paid as one connected flow where the statuses move together. Here it's one record, never duplicated, so money isn't left on the table because a job slipped through unbilled.
The AI back office
A photo of a room becomes a finished, branded, before-and-after proposal. A rejected quote updates the CRM by itself. Records keep themselves without being asked. Other tools hand you software to operate at 9pm. This already did the work.
“Other tools give you software. The Back Office gives you a back office that already did the admin.”
The heavy lifters
The five features you'll use on every job.
Quotes built by the AI, priced by you.
Fill a short brief on your phone and click build. A complete branded proposal comes back in minutes; your services, your prices, your wording. And for trades that sell on the finish, it can even turn a before photo into an after image.
The quote goes out as a live link by WhatsApp or email. The customer approves and pays it on the spot, and you see the moment they open it.
The command centre.
One headline money figure, booked and quoted numbers, quick actions, the diary, and a needs-attention feed of everything the business wants from you today. The state of your business in three seconds; the app tells you what to do next.
Open it in the morning and the app tells you what needs you today: who to chase, what's due, what's booked.
Money: invoices, deposits and chasing.
Invoices from accepted quotes, deposit splits, online card payment through Stripe, and automatic chasing driven by due dates. Paid the day you finish. You stop being your own credit controller.
Job done, one click sends the invoice, and it chases itself until the money's in. No awkward texts from you.
The client portal.
One branded link per job: project status, the schedule, photos and the invoice with a pay button. Ten times more professional than a text, and it takes the deposit for you.
Send one link and the customer can track the job and pay the deposit themselves, so they stop chasing you for updates.
Reports and insights.
Win rate, revenue by month and per-job profitability, with a live margin badge that turns red when a job dips too low. The monthly how-am-I-doing, answered from data you already have.
Your win rate, your busiest months, and the true profit on every job. All worked out for you, no spreadsheet needed.
And the rest of the toolkit
Everything else you'll need.
Pipeline
The live state of every quote and job: out, landed, needs a nudge. Nothing slips through unbilled.
CRM
Contacts, leads and agent revenue with history attached. See which relationships are worth most.
Calendar
Jobs plus appointments, synced with Google, Apple and Outlook. One-click directions to site.
Tasks
Today, upcoming, priorities and job checklists. Overdue items escalate to the home screen.
Online enquiry form
A branded 'request a quote' page on your site. Enquiries land straight in the app, ready for you to price.
Inbox
Every customer email lands against the right contact on its own, keeping each job's full history together.
The automations, all live
What the app does without manual work.
Still to come
More features are still being built.
Email inbox activation
The automatic inbox is deployed. Enter the mailbox details once and customer emails flow in on their own.
Tax worked out as you go
Every invoice tallies its tax as it's raised, and your income, expenses and profit add up across the year, so your tax return is mostly done before you sit down to it.
Missed-call text-back and message threads
An automatic text back to missed calls, quote follow-ups by text and per-customer message threads. Your mobile number stays untouched.
Morning brief
A 7am summary on your phone before you start: who to chase, what's due and what's on today.
Push reminders
Task reminders that ring even when the app is closed. In-app reminders already work.
Card auto-reconcile
A card payment lands and the invoice marks itself paid, with no manual step.
Quick starts
How the day actually runs.
Win a new job from a call
Open the app, log the call, and it's in your CRM and your follow-up queue.
Quote a job on site
Enter the job details and your prices, build the quote, and send the live link before you leave.
Book a job and take a deposit
Accept the quote, create the job with dates, raise the deposit invoice and send the payment link.
Get paid on completion
Complete the job and it prompts the balance invoice. Send it, then watch it get chased until it's paid.
Stay on top of the week
Home shows what's on and what needs you. Tasks holds everything else. The calendar is your diary.
Know your numbers
Reports show win rate, revenue and profit, and each job shows its live margin.
Twenty minutes call.
No more 9pm paperwork after.
Book the call. Tell us how your business runs. We'll tell you exactly what your back office would do in your first 30 days, and if it's not right for you, we'll say so.