Modules

What each add-on actually does.

Not a feature list — a look at the screens and everyday scenarios behind every core feature and optional module in the platform.

Five modules are included in every build. Everything else is optional, priced up front on the pricing page, and switched on the moment you need it. Every screen and scenario below is an illustration with sample data, not a real customer.

Included in every build

Customer website

A website built to turn searches into enquiries, not just look nice.

Lead-generating site tailored to your business, ready to accept enquiries.

Included in every build

What it does

  • Multi-page site with services, areas covered and pricing guidance
  • Enquiry form that drops straight into your customer list
  • Local SEO pages built for your trade and your towns
  • Mobile-first layout, fast loading, no page-builder bloat
  • Photos, logo and colours matched to your brand

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A mobile hairdresser working across a commuter town

She has no website and relies on Facebook and word of mouth. With this module she gets pages for each treatment and each town she covers, written around the searches customers actually type, and enquiries land on her phone instead of getting lost in a comment thread.

Also switches on for your website

  • Multi-page website
  • Enquiry form
  • Local SEO pages
  • Website content manager

Best for: Every business — this is the foundation everything else plugs into.

stockportplumbingco.co.ukExample screen
Boilers
Bathrooms
Emergency

Included in every build

Customer management

Every customer, every job, every note, in one place — automatically.

Every customer, job history and note stored automatically.

Included in every build

What it does

  • New enquiries become customer records with zero extra typing
  • Full job history against each customer
  • See who's a repeat customer and who's new at a glance
  • Search and filter your whole customer base in seconds
  • No more digging through texts, emails and a paper diary

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A mobile hairdresser working across a commuter town

Client details currently live in three notebooks and her phone. Here they become one list showing every client, their last appointment, their notes and what they have spent — searchable in a couple of seconds between calls.

Also switches on for your website

  • Enquiries saved to your CRM
  • Customer records & history

Best for: Anyone tired of losing track of who they've worked for and what they were owed.

CustomersExample screen
AG

Alison Grant

Bathroom refit

£2,340

Repeat
MW

Marcus Webb

Leak repair

£180

New
PS

Priya Shah

Boiler service

£95

Repeat

Included in every build

Job & appointment scheduling

A diary and calendar that actually reflects real jobs, not guesswork.

Diary, calendar and job status in one place.

Included in every build

What it does

  • Weekly and monthly job diary with status at a glance
  • Assign jobs, mark them complete, and reschedule in a tap
  • No more double-booking two jobs on the same afternoon
  • Works from your phone on-site as easily as at a desk

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A heating engineer running two vans

The diary today is a whiteboard in the van. This turns it into a live schedule with job status, travel time and who is assigned, and your website only ever offers slots you are genuinely free for.

Also switches on for your website

  • Live availability shown on contact page
  • Job diary & calendar

Best for: Any business juggling multiple jobs or appointments a day.

Job diary — this weekExample screen

Mon

08:30 Boiler — Grant

Tue

Wed

09:00 Leak — Webb
13:00 Quote — Shah

Thu

10:30 Service

Fri

Included in every build

Quote builder

Professional quotes that get sent, tracked and accepted online.

Professional quotes, sent and accepted online.

Included in every build

What it does

  • Line-item quotes built in minutes, not a blank Word document
  • Sent by email or SMS with a link customers can accept on the spot
  • You get notified the moment a quote is opened or accepted
  • Every quote becomes an invoice with one click once the job's done

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A heating engineer running two vans

Quotes get typed up after hours, which is when jobs get lost to whoever replied first. Here a quote is built at the kitchen table from your saved prices, sent before you are back in the van, and accepted online.

Also switches on for your website

  • Request-a-quote flow with job details
  • Quote builder & acceptance

Best for: Any business that quotes before it invoices.

Quote #Q-1042Example screen

Bathroom re-plumb — A. Grant

Awaiting reply
Labour — 2 days£560
Materials£420
Total£980
Accept quote
View

Included in every build

Invoicing & payments

VAT-ready invoices that chase themselves and get paid by card.

VAT-ready invoices with reminders and card payments.

Included in every build

What it does

  • Professional, VAT-compliant invoices generated automatically
  • Card payment built in — no separate payment link to set up
  • Automatic reminders for anything left unpaid
  • Clear paid/unpaid status across your whole business

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

An accountant with a small client list

Invoices go out as attachments and payment waits on a bank transfer. This sends VAT-ready invoices with a card payment link, chases the overdue ones automatically, and shows you what is outstanding at a glance.

Also switches on for your website

  • Pay-your-invoice page
  • Invoices, reminders & card payments

Best for: Anyone who's ever had to chase a late payment.

Invoice #INV-0231Example screen

M. Webb — Leak repair

Paid
Call-out & repair£150.00
VAT (20%)£30.00
Total£180.00
Card payment received 09:14 · Receipt emailed

Optional add-on

Online booking

Customers book a real slot themselves — day or night.

Customers book available slots directly — fewer missed calls.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Live availability shown right on your website
  • Customers pick a slot and book without calling
  • Optional deposit taken automatically at booking
  • Confirmation and reminder messages sent for you
  • Cuts down no-shows and last-minute phone tag

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A beauty salon with two treatment rooms

Evenings go on answering "are you free Saturday?" messages. With booking switched on, clients pick a real slot themselves at 11pm on a Tuesday, pay a deposit if you ask for one, and get their own reminders.

Also switches on for your website

  • Online booking page with live slots
  • Deposit taken at booking
  • Booking rules, slots & deposits

Best for: Appointment-led businesses — salons, therapists, trainers, clinics.

Book an appointmentExample screen

Thursday 14 March

09:00
10:30
13:00
14:30
16:00
£20 deposit taken at booking · confirmation sent by SMS

Optional add-on

Expense tracking

See what you're really keeping, not just what you're billing.

Upload receipts, categorise spend, see real profitability.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Snap a photo of a receipt and it's logged and categorised
  • Track fuel, materials, insurance and every other cost
  • See real profit per job, not just revenue
  • Everything organised and ready for your accountant at year end

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A landscaper doing patios and garden builds

Turnover looks healthy but nobody knows the margin per job. Photograph receipts as you go and the monthly view shows what materials, fuel and insurance are actually taking out of each type of work.

Also switches on for your website

  • Works behind the scenes — no extra page on your public website.
  • Expenses, receipts & profitability

Best for: Anyone who wants to know their actual profit, not just their turnover.

Expenses — MarchExample screen

Materials — plumbing supplies

Materials
£142.50

Fuel

Vehicle
£58.20

Public liability renewal

Insurance
£410.00
Net profit this month£3,210

Optional add-on

Document storage

Every certificate, guarantee and policy, organised and never expired by accident.

Certificates, guarantees, RAMS and insurance, organised.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Store certificates, RAMS, guarantees and insurance in one vault
  • Automatic alerts before anything expires
  • Share a certificate or guarantee straight to a customer
  • A public certificates page builds trust before you've even quoted

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

An electrician doing domestic and commercial work

Insurance and certification renewals are easy to miss, and customers ask for paperwork you have to dig out. This stores it all, alerts you before anything expires, and can display current credentials on your website.

Also switches on for your website

  • Certificates & guarantees page
  • Document vault & expiry alerts

Best for: Regulated trades — gas, electrical, construction — and anyone selling on trust.

Document vaultExample screen
Gas Safe certificate
Valid
Public liability insurance
Expires in 12 days
Boiler guarantee — A. Grant
Valid

Optional add-on

Review management

Turns happy customers into public proof, automatically.

Requests reviews automatically, strengthens your Google profile.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Sends a review request automatically after a job's marked complete
  • Reviews sync to your Google Business Profile
  • A live review feed and star rating on your website
  • Review schema markup helps stars show up in Google search itself

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A beauty salon with two treatment rooms

Asking for reviews always gets forgotten. This sends a friendly request the morning after each appointment, points happy clients at your Google profile, and flags unhappy ones to you privately first.

Also switches on for your website

  • Live review feed
  • Review schema for Google stars
  • Review requests & syncing

Best for: Any business where trust and star ratings drive the first call.

ReviewsExample screen
4.9 · 62 reviews
Alison G.

Punctual, tidy and fair price. Highly recommend.

Marcus W.

Fixed the leak same day. Brilliant service.

Optional add-on

Marketing assistant

An AI assistant that keeps your Google profile and offers alive without you writing a word.

AI-written Google Business posts and seasonal offers.

Optional add-on · one-off cost, nothing extra per year

What it does

  • AI-drafted Google Business posts, ready to approve in one tap
  • Seasonal offer suggestions timed to your trade's busy periods
  • Email signup capture built into your site
  • Keeps your online presence active even in your busiest weeks

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A landscaper doing patios and garden builds

Nothing has been posted to Google Business in months. The assistant drafts a seasonal post every fortnight using your actual services and area — you read it and tap approve between jobs.

Also switches on for your website

  • Offers banner
  • Email signup
  • Campaigns, posts & seasonal offers

Best for: Busy owners who know marketing matters but never have time for it.

Marketing assistantExample screen
Suggested post — Google Business

"❄️ Beat the cold snap — book a boiler service this week and get a free safety check. Limited slots left!"

Post it
Edit
Email signups this month+38

Optional add-on

AI receptionist

Answers enquiries and books jobs on WhatsApp and web, day or night.

Answers enquiries and books jobs on WhatsApp & web, day or night.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Responds instantly to enquiries, even at 11pm or on a job
  • Understands your services, prices and availability
  • Books straight into your diary, or hands over to you when needed
  • Available as a chat widget on every page of your website
  • Never lets an enquiry go cold overnight again

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

A heating engineer running two vans

A boiler goes at 9pm on a Sunday and the call goes to voicemail, so it goes to the next firm on the list. The receptionist answers, gives a realistic call-out window, takes the postcode and puts the job in your diary for Monday.

Also switches on for your website

  • 24/7 AI chat widget on every page
  • AI receptionist inbox & handover

Best for: Trades and services that lose jobs to being unreachable out of hours.

AI receptionist — WhatsAppExample screen
Hi, my boiler's making a banging noise, can someone come today?
Sorry to hear that! I can get an engineer to you between 2–4pm today. Can I take your postcode?
SK4 2AB
Booked for 2–4pm, job added to the diary. Confirmation sent!

Optional add-on

Business reporting

The numbers that actually tell you how the business is doing.

Revenue, conversion rate, average job value, repeat customers.

Optional add-on · one-off cost, nothing extra per year

What it does

  • Revenue trends over the last 30, 60 and 90 days
  • Quote-to-job conversion rate, so you know what's working
  • Average job value and repeat customer rate
  • Conversion tracking on every form on your website

Illustrative scenario

A typical situation, not a real customer — we don't have case studies to show yet.

An accountant with a small client list

Where the good work comes from is guesswork. Reporting shows enquiries, conversion rate, average job value and repeat customers by source, so the next decision is made on numbers rather than a hunch.

Also switches on for your website

  • Conversion tracking on every form
  • Revenue, conversion & job reporting

Best for: Owners who want to make decisions on numbers, not gut feel.

Business reportingExample screen

£18.4k

Revenue (90d)

42%

Quote win rate

£312

Avg job value

Mix and match

Build the platform your business actually needs.

Start with the five core modules and add whichever of these earn their keep — nothing is bundled in quietly, and nothing you don't use costs you a penny.

Your next customer is searching right now.

Answer a few questions about your business and watch your website and job system take shape. The five setup stages are free, there's no contract, and your full price is shown before any card details.

One-off build fee · first year of hosting included · 14-day money-back guarantee