Clients
Know which client is actually profitable.
Every client gets its own record: key contacts, a running log of calls/emails/meetings, and a clear prospect-or-client status. Link a client to one project or several. A joint venture spanning two sites is no problem, and every income or expense tagged to that client rolls up into one real total, without a spreadsheet reconciliation exercise. It's the answer to the question every services business eventually asks and usually can't answer cleanly: which relationship is actually worth the effort.
Contacts and a segmented prospect/client pipeline, not a flat list
Two independent note threads: client-level and per-contact: each typed as a note, call, email, or meeting
Many-to-many with projects, so a joint venture spanning multiple clients is a first-class case
A real aggregated total per client, directly from linked financial entries
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Personnel & Compliance
Never miss a certificate expiry again.
Track every medical, SACPCMP, first aid, OHS, and custom certificate your people hold, with automatic alerts long before anything lapses.
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One audit-ready record store, not a folder graveyard.
Versioned storage with rollback, permission tiers, and live commenting, so the right document is always the current one.
Learn moreAssets
Know where every asset is, and where it's booked next.
A full registry for vehicles, tools, plant, IT, and safety gear, with booking by type, future-dated reservations, and a complete allocation and service history.
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