Team plan
One business. Everyone on it.
Give your office, estimators, the shop counter and your fitters their own sign-in. Each person sees the part of the job they need, and nothing else.
Roles
Pick a role. See their job.
A person can hold more than one role, and gets the most any of them allows.
Only the jobs they are booked to: the job sheet, cutting plan, sizes, the customer's address and phone, photos and sign-off. No prices.
What it costs
Work out your Team plan.
Three people are included: you and two more. Each extra person is added to your plan from the day you invite them, and the cost is shown before you send the invite.
Working as a team
The office and the van, in step.
EVERY MORNING
Job packs
Each fitter gets their day’s job sheets, cutting plans and measure sheets at the time you choose. Never prices.
ANY TIME
Send to team
Send someone their jobs with calendar invites and the cutting plans, by email or any app on your phone.
BOOKINGS
“Can’t do it”
Fitters and estimators can turn a booking down, and the office is told straight away.
HISTORY
Who did what
Every job keeps a history of who changed what, and photos show who took them.
DEVICES
Up to 3 each
Phone, tablet and computer. Remove someone and their phone clears the business’s data next time it’s online.
SUBCONTRACTORS
Free fitter account
Self-employed fitters can send you their invoices from a free account. CIS statements for UK subcontractors.
About the Team plan
How many people are included?
Three: you and two more. Each extra office person (office, estimator or sales) is £14.99 a month and each extra fitter £7.99 a month.
Can fitters see prices?
No. Fitters see only the jobs they’re booked to: the job sheet, cutting plan, sizes, the customer’s address and phone, photos and sign-off.
What happens when someone leaves?
They lose access at once. Everything they did stays in the business, and their phone clears the business’s data next time it’s online.
Can I buy Team in the app?
Team is bought on the website, because app stores can’t sell places for several people. Everyone then uses the app as normal.