Save the customer
Keep phone, email, address, notes, files and document history in CRM.
Platform features
One system for the work, the stock, the customer and the money.
OpsFlow Management brings your operational pages together so every quote, invoice, job sheet and stock movement stays tied to the customer record.
Workflow
From enquiry to paid invoice.
Quote the job
Add line items, customer details and pricing, then send or print.
Schedule and deliver
Assign people, scan stock to job sheets and show replacement costs.
Invoice and report
Convert documents, mark paid, and watch monthly accounting figures update.
Inventory
Stock control that understands job sheets.
Enter quantities, replacement costs and minimum levels. Add items manually or by barcode scan when preparing a job sheet, then return them automatically on the due-back date.
Calendar
Multi-person assignment, event details, hover previews, addresses and reminders.
Customer records
Customer profiles with contact details, notes, document history and files.
Quotes and invoices
Line items, customer contact fields, conversion, print layouts and email sending.
Accounting
Revenue, expenses, VAT, net profit, reports and recent financial activity.