How does the free trial work?
Thirty days with everything switched on. Choose a plan any time during the trial; if you do not, the business is locked but your data stays and you can export it.
Do I pay for every person on my crew?
Not up to 20. Up to 20 active crew a month are included on every plan, and registering more costs nothing. Each active worker above 20 is $10 a month (NZ$12 in New Zealand), up to 50, and only in a month they clock on or are booked on a job, so casuals and the off-season cost nothing. More than 50 crew? Talk to us about the Business plan. You pay per business, and the plan includes a number of office logins: people who quote, invoice and manage the books. Extra office logins can be added.
Is the AI included?
Yes. Connected and Unlimited include the AI drafts with no counter, under a fair-use limit that normal use never reaches. Base includes 20 AI drafts a month to try it. Help answers and import matching are free on every plan.
Do my apprentices need the app on their own phone?
No. Set up a shared tablet for the van or the workshop and each of the crew taps their name and puts in their own PIN, so everything they do is recorded as theirs. Someone who only works on the tablet doesn't need an email address or a login. Shared tablets come with every plan.
Can I keep a record of the units at my customers' sites?
Yes, in the asset register on the Unlimited plan, and in the free trial. Each split system, hot water unit or switchboard has its site, make, model, serials and warranty, its model's manuals, and every job that worked on it. Add one by photographing its nameplate, and the crew see the units on their job and record what they did.
What can the assistant do for me?
Ask in your own words and it answers from your records, drafts quotes, invoices and replies, and makes jobs, bookings, time, quotes and invoices, and records payments, once you press Confirm on its card. Bigger things, like a long quote or a credit note, it builds a question at a time, and Show me walks you to the right button for the rest. It never sends, posts or pays anything by itself, voids, refunds and deletes stay on their own screens, and it won't answer general questions or say how to do electrical, gas, plumbing or other regulated work.
Does it work without signal?
The crew app does. Jobs, job sheets, photos, forms and timesheets work offline and sync when the phone is back in range.
Can I move from Tradify, Fergus or ServiceM8?
Yes, and from a spreadsheet. Export your customers, sites, price list and jobs as CSV files and they come across in the right order. Unpaid invoices come across as the balance still owed, so you can keep chasing them. Book a free 30-minute setup call and we'll bring your data across with you.
Does it do progress claims and retention?
Yes, on the Connected and Unlimited plans. Projects have stages and variations, and each progress claim prints your state's security of payment statement and holds retention at your contract's rate. Record the builder's payment schedule against the claim, and claim the retention back from its ledger.
Which accounting software does it work with?
Xero. Invoices, payments, credit notes and supplier bills go across by themselves, payments reconciled in your books come back, and customers can be brought in from your books.
Does it do payroll?
No. It sends the hours to your payroll rather than replacing it. Approved timesheets go to Xero Payroll or Employment Hero, split into ordinary time, overtime, weekend and public holiday time by pay rules you set. Pay, tax, super and leave stay with your payroll, because it already holds the pay rates, tax details and leave balances they depend on. You check them in the pay run as usual.
Do customer texts cost extra?
Each plan includes text parts every month: 50 on Base, 200 on Connected and 500 on Unlimited (a long text can take two or three parts). Past them each part is 12c (15c in New Zealand), GST included, added to the next bill. You set a monthly limit for those, $20 to start, and texts stop rather than go over it. Replies from customers are free.
Can I cancel?
Yes, from the Billing page, any time. You keep access until the end of the period you have paid for, and you can export everything.
Is it available in New Zealand?
Yes. New Zealand businesses are billed in NZD with 15% GST, and quotes and invoices show your GST number.