Schedule
Week calendar, board, leave, work orders, collections, and installations. Today, calls, and requests sit under Home.
By devraf · for the office
The week, on one desk.
Schedule management for client visits, meetings, and leave — plus quotes, invoices, and a public Help Center. Staff sign in. Customers look up their account. Anyone can read the knowledge base.
- Visits and dispatch
- Quotes and invoices
- PIN sign-in
Home · Thursday
Today
6
Calls
4
Requests
2
Leads due
3
Assigned today
- Acme Corp9:00–11:00 · InstallationConfirmed
- Metro Clinic11:30–12:30 · OnlineCall due
- Rivera Trading14:00–16:00 · CollectionOnsite
How you’ll use it
Four steps from an empty week to a client who can check their own visit.
Book the work, confirm it, bill it, then share the account number. Tap a step to see the screen.
Schedules · This week
Mon
Tue
Wed
Thu
Fri
17Onsite
18Install
19
20Call
21Leave
What you get
The same modules you’ll open after you sign in.
Clients & leads
Companies you visit and bill, plus inquiries you follow up until they convert. Computers stay on the client.
Sales
Quotes, invoices, receivables, payments, subscriptions, and a statement of account from the same client record.
Catalog
Items fill quote and invoice lines. Licenses attach to installation visits and certificates.
Finance
Bank outflows and petty cash sit beside the schedule so field and office money stay visible.
Knowledge
Staff articles and a public Help Center. A private notepad lives under Home. Publish when an article is ready for customers.
Work orders and a client signature when the visit is done
Day-before confirmation calls and office request queues
Personnel, attendance, and staff accounts with role permissions
Inside the app
Built around a day of real office work, not a demo calendar.
Land on today’s work
After sign-in, Home is the office board: visits, calls, leads due, and requests. Field staff see the jobs assigned to them.
Home · Thursday
Today
6
Calls
4
Requests
2
Leads due
3
Assigned today
- Acme Corp9:00–11:00 · InstallationConfirmed
- Metro Clinic11:30–12:30 · OnlineCall due
- Rivera Trading14:00–16:00 · CollectionOnsite
Keep the calendar as the hub
Every visit has a mode, a status, a client, and at least one assignee. Completing an onsite visit on a phone can capture a signature.
Schedules · This week
Mon
Tue
Wed
Thu
Fri
17Onsite
18Install
19
20Call
21Leave
A portal that does not need a login
Customers enter the account number from their visit or invoice. They see upcoming work, receipts, and subscription status.
Customer account · 4821 9306
Account
Acme Corp
4821 9306
Upcoming
- Thu, Aug 209:00–11:00 · InstallationConfirmed
- Invoice INV-0088Balance ₱16,500Unpaid
No staff login. Enter the 8-digit number from the visit or invoice.
Access
Three doors, no extra apps.
Staff work in the signed-in app. Customers look up an account number. Anyone can read the knowledge base.
Staff sign-in
Office and field logins. Username and an emailed code, or a password, then a 4-digit PIN on this device. Admins add accounts.
Sign inKnowledge base
Public Help Center. Search guides without a staff login. Only published articles marked public appear here.
Open Help CenterCustomer portal
Look up visits, payments, and subscriptions with the 8-digit account number on the visit or invoice.
View your accountPricing
Three plans. All free.
Pick the name that matches your desk. Every company gets the full product after approval — these cards are a fit, not a lock.
Starter
For one person who books visits and bills the same clients.
Free
- Week calendar and Today
- Clients
- Quotes and invoices
- Customer portal
- Help Center
Team
RecommendedFor an office that adds staff and follows work through dispatch.
Free
- Everything in Starter
- Staff accounts, PIN, and roles
- Leads
- Collections and work orders
- Personnel
Office
For a shop that also tracks money, subscriptions, and field installs.
Free
- Everything in Team
- Petty cash and bank outflows
- Subscriptions
- Licenses and installations
- Published knowledge
Questions
Before you send a customer the account number.
Open the week from here.
Create a company and wait for approval, or sign in if you already have one.