Guided mobile record
Project, instruction, reason, notes, route and final review in a step-by-step flow.
Feature reference
The right controls for each role, not every control for everyone.
Use this page as a capability map. The field app stays quick, the office handles commercial detail, and advanced reporting appears only where the plan and role allow it.
For the field team
Capture what happened without opening the office toolkit
The mobile experience keeps the user on the assigned project and the current record.
Photos and attachments
Add site evidence and supporting files to the variation while the work is visible.
Offline queue
Keep working through poor coverage and sync queued records when a connection returns.
On-device signature
Record the signer, role, time and signature against the exact variation.
For commercial teams
Control scope and value before it reaches finance
Pricing and approval decisions sit with the people responsible for them.
Customer rate cards
Maintain item codes, descriptions, units, rates and customer-specific catalogues.
Quotation before work
Receive a field request, prepare the price, issue it for decision and continue the same record after approval.
Remote review links
Send a controlled customer review route without creating an internal paid user.
Commercial decision
Approve, request corrections, close exceptional records with a reason and generate the final evidence pack.
For operations and finance
See what needs action and export only what is ready
The office workspace separates immediate priorities from deeper reporting and setup.
Progressive reports
Status and monthly reporting expand into SLA, ageing, closure and bottleneck analysis by plan.
Accounting routes
Direct Xero connection plus guided QuickBooks Online, Sage Accounting and FreeAgent setup on eligible plans.
Roles and assignments
Separate owners, managers and field users, then assign projects to the people who need them.
Branding and templates
Control company details, logos, PDF wording, email wording and evidence requirements from the office.
Built into the service
Controls that should not become extra work for the customer
Security and audit behaviour run beneath the workflow rather than being presented as another project task.
Tenant separation
Workspace and API checks restrict customer records to the correct organisation and authorised role.
Private evidence
Files are stored privately and accessed through authenticated or controlled links.
Action history
Important approvals, decisions, exports and support actions retain an audit trail.
External reviewer boundaries
A remote response is kept with the record without giving the reviewer general workspace access.
Need the instructions, not another feature list?
The resource library now follows the real workflows.
Read step-by-step guides for setup, offline capture, quotations, sign-off, office review, rates, reports and accounting.