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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