One board, one glance
Everything they do lands in one place.
Your crew work all day whether you're watching or not. The dashboard is where it all shows up — what came in, what's waiting on you, what's booked, what's been paid and what hasn't. Open it on the ute bonnet with one hand.
Crewmates
Tasks
Everything the crew needs a decision on
Waiting on your say-so
Invoice INV-0901 · S. Ferguson — $2,480
Johnny priced 6.5h labour + materials off your list. Ready to send.
Post: “Battery install finished in Kyneton”
3 photos from that job · Facebook, Instagram, Google
Came in overnight
Missed-call message · 0491 57• ••• · 11:42pm
“No power to half the house.” Ringo flagged it urgent and told them you'd ring first thing.
Purchase order · Coil, drain, brackets — $412
Cathy split it across two suppliers.
Tasks — the only screen you have to open
Everything the crew needs a decision on, in one list. Approve an invoice, okay a post, ring someone back, or handball it. Nothing goes to a customer until you've tapped yes.
- Approvals pinned at the top — invoices, posts, purchase orders, texts
- Overnight calls and messages with what was said and how urgent it is
- One tap: approve, handball, make it a job, add a to-do, or bin it
Crewmates
Jobs
ScheduleAll jobsJob cardsSold · no date
Reed — EV charger
Castlemaine
Nguyen — Battery
Woodend
Hall — Hot water
Kyneton
Mon 14
14 Piper St
Switchboard
Tue 15
8 Albert St
Solar 6.6kW
Kyneton
Fault call
Wed 16
8 Albert St
Day 2 of 2
Thu 17
Ferguson
Split system
Fri 18
Jobs — drag it onto a day and it's booked
Sold jobs with no date sit in the sidebar until you drag them onto a day. Multi-day installs span the days they actually take, and weekends get skipped automatically.
- Sold → scheduled → on the tools → invoiced, all on one board
- A job on hold sits at the top with what it's waiting on — it can't go quiet
- Same board on the phone, so the crew can see the run
Crewmates
S. Ferguson — 8 Albert St
Waiting on copper pipe · back next week
Checklist
Money
Time on the job
14.5 h
across 3 visits
History
Call · 12 Jun
SMS sent · 2 Jul
Site update · today
The job card — the whole job on one page
What was sold, what got ordered, hours on site, every conversation, and the money. The compliance lines tick themselves off when Xero says the money landed.
- Checklists per trade — solar rebates, COES, ARC records, pressure tests
- Money straight from Xero: deposit sent, deposit paid, final invoice, paid
- Every call, text and email with that customer, in one timeline
It's on your phone too
Same jobs, same approvals, in your pocket. Approve an invoice standing in someone's driveway.
Nothing to learn
If you can read a job sheet you can read this. There's no training, no onboarding videos, no certification.
Your data stays yours
The crew work inside your Xero, your calendar, your inbox and your accounts. We don't hold your business hostage in ours.
Turn a crewmate off
Not ready for socials? Switch Post off. Add him in three months. Nothing else changes.
Take a few hats off.
Tell us about your business and we'll set your crew up with you — your number, your tools, your voice. The first ten are being onboarded by hand.