Client Communication Hub
Stay connected with every client effortlessly. Our built-in communication tools let you chat, share inspection reports, and keep clients informed — all without leaving the platform.
In-App Chat with Clients
Real-time messaging with property owners and managers directly within the platform. No need for external messaging apps.
- Real-time messaging & notifications
- File and photo sharing
- Message history & archiving
- Read receipts & status indicators
Inspection Report Sharing
Share professional AI-generated inspection reports with clients in a single click — beautifully formatted and easy to understand.
- One-click report sharing
- Branded PDF reports
- Client portal access
- Digital approval & sign-off
Automated Financial Tools
Eliminate paperwork and manual billing. Our AI-powered financial tools generate accurate quotes, create professional invoices, and collect payments — saving you hours every week.
AI Quote Generator
Generate accurate, competitive quotes based on inspection data, roof area calculations, and material costs — instantly.
- AI-calculated repair estimates
- Material & labour cost breakdown
- Multiple quote variations
- One-click client send
Automated Invoice Generator
Create professional, branded invoices automatically from completed job records. No manual entry required.
- Auto-generated from job data
- Branded invoice templates
- VAT / tax handling
- Email delivery & tracking
Payment Collection System
Get paid faster with integrated online payment collection. Accept cards, bank transfers, and digital payments seamlessly.
- Online card & bank payments
- Automated payment reminders
- Payment status tracking
- Financial reporting dashboard
Client & Inspection Records
Keep every client, property, and inspection perfectly organised. Your complete job history and documentation — searchable, accessible, and always up to date.
Inspection History Log
A full chronological record of every inspection — with photos, findings, and actions taken — for every property.
- Complete inspection timeline
- Before/after photo comparisons
- AI finding summaries
- Searchable by property or date
Property Portfolio View
See every property you manage or have inspected — with condition status, upcoming jobs, and maintenance history at a glance.
- Portfolio map and list view
- Health score per property
- Client contact information
- Upcoming maintenance flags
Downloadable Reports Archive
Every report ever generated, stored and downloadable in multiple formats — always available when you or your client needs them.
- Unlimited report storage
- PDF & Excel downloads
- Client-shareable links
- Compliance-ready documentation
Smart Appointment System
Never miss a booking or let a job slip through the cracks. Our intelligent scheduling system keeps your diary organised and your clients reminded automatically.
Booking Calendar
A full scheduling calendar built for roofers — manage appointments, block-out times, and view your entire week at a glance. Clients can request bookings directly through your profile.
- Drag-and-drop appointment management
- Client self-booking requests
- Job duration and crew planning
- Sync with Google Calendar & Outlook
Inspection Reminders
Automated reminders sent to both you and your clients before every scheduled inspection — reducing no-shows and last-minute cancellations.
- SMS & email reminder sequences
- Customisable reminder timing
- Client confirmation requests
Pending Inspection Alerts
Get automatically notified about properties due for their next inspection based on AI scheduling recommendations and past inspection history.
- AI-triggered inspection prompts
- Overdue job alerts
- Priority queue management
AI Project Management
Run every job like a pro. Our AI-powered project management tools help you track progress, assign tasks, and measure performance across your entire operation.
Job Progress Tracking
Real-time visibility into every active job — from initial inspection to final completion. Always know exactly where each project stands.
- Visual job progress pipeline
- Stage-by-stage status updates
- Photo-based progress logging
- Client-visible progress updates
Task Assignment
Break jobs into tasks and assign them to team members with deadlines, priorities, and notes — keeping everyone on the same page.
- Team member task assignment
- Priority and deadline setting
- In-task communication
- Completion sign-off workflow
Completion & Performance Insights
AI-powered analytics on your business performance — job completion rates, revenue trends, customer satisfaction, and efficiency metrics.
- Revenue & profit dashboards
- Completion rate analytics
- Customer satisfaction scores
- Team performance reports