No more double entry
Quote Becomes Invoice
The estimate a customer approves becomes the job, the schedule and the invoice. Nobody keys the same details in three times.
Solutions for small business. Stop the swivel.
We connect the work you already do.
Not another app to learn. Not a rip and replace.
We take the tools your business already runs and close the gaps between them, so the work moves without anyone pushing it.
Where it shows up first
Six things that stop happening by hand.
Every one is framed the way you feel it: relief, not features. We start with the sharpest wins for your business, then connect out from there.
One home for every file
Documents File Themselves
Waivers, certificates, contracts and photos land in one place, tied to the customer, findable in seconds.
Nothing slips
A Warning Before It Lapses
Insurance, certificates, deposits and renewals get flagged before they lapse, not after someone points it out.
Leads stop leaking
One Pipeline for Inquiries
Email, Messenger and text inquiries turn into one trackable list, so no lead quietly disappears.
Out of your head
The Business Runs Itself
A simple operating view the whole team can use, so the answers do not walk out the door when you do.
On rails
The Busy Season Holds
Repeatable workflows that start themselves, so your busiest weeks stop depending on heroics.
What connected actually looks like
One screen for the whole business.
Built in Microsoft 365, shown with a neutral business in place of the client it was built for. Every panel is a real capability and the figures are illustrative.
Microsoft 365SharePoint
JN
OPS
Operations HubHome › Owner operations
Home › Operations dashboard
Owner dashboard
Last refreshed today at 9:41 AM · 3 items need attention
Revenue this month
$46,100
▲ 6.4% vs last month
Read from your accounting
Open jobs
23
8 waiting on a customer
Across every crew
Expiring in 30 days
3
⚠ Action needed
Staff and vendor documents
Entered by hand
0
Nothing retyped this month
Everything above arrived on its own
Compliance and expirationsOpen Compliance tab ›
| Item | Belongs to | Status | Expires |
|---|---|---|---|
| Certificate of insuranceUploaded by the vendor | Install subcontractor | Expiring | In 14 days |
| Food handler cards1 of 4 has lapsed | Front of house staff | Action needed | Lapsed 2 days ago |
| Contractor licenceRenewal reminder set | The business | Current | Mar 2027 |
| Lift inspectionCertificate on file | Equipment, unit 2 | Current | Sep 2026 |
| General liability policyRenewed, on file | The business | Current | Jan 2027 |
This weekOpen calendar ›
13AugInstall, Harper jobTwo crew · 8:00 AM · Deposit received · COI on file
13AugEstimate visit, Nguyen2:30 PM · Quote due back within 48 hours
14AugScheduled service, 6 accountsRoute assigned · Parts confirmed
15AugVendor delivery10:00 AM · Invoice will post to accounting
16AugStaff certification renewalBooked for the lapsed food handler card
Connected systemsAll reading, none rewriting ›
AccountingRead only
QuickBooks keeps doing the books. The hub reads the balances and posts nothing back.
Point of saleRead only
Daily takings and product movement arrive on their own. Your till software does not change.
PayrollRead only
Who is on the roster this week, so scheduling is not guesswork.
Bookings
Microsoft Bookings takes the appointment and it lands on the job, not in a separate calendar.
Social accounts
Enquiries from Instagram and Facebook become tracked leads instead of unread messages.
Your website
Hours, pricing and availability publish from here, so the public site is never out of date.
Website and social this monthOpen Website & social tab ›
812Items live on the site
2,140Site visits
86Booking clicks
6 minSince last sync
What is actually on the screen
Readable without being trained.
The test we hold this to is whether somebody who started on Monday can open it and know what to do. Not a reporting tool for you to interpret and pass on. A working screen the whole business uses.
Jobs
What Is Happening, and Who Has It
Open work, who claimed it, what stage it is at, and what it is waiting on. When somebody rings to ask where their job is, the person who answers the phone can tell them without finding you first.
Approvals
What Is Sitting on Somebody
Quotes waiting on a customer, change orders waiting on you, purchases waiting on a signature. The thing that stalls a job is usually not the work, it is a decision nobody chased.
Documents
Attached to What They Belong To
The signed waiver sits on the booking. The certificate sits on the vendor. The photo sits on the job. Nobody searches an inbox because nothing was ever filed in one.
Expiries
Dates That Raise Their Own Hand
Insurance, licences, certifications and renewals flag before they lapse. This is the one that stops a job being shut down on a Tuesday morning.
Where the numbers come from
Your accounting keeps running.
This is the part owners are right to be suspicious of, because they have been asked to move everything before and it went badly. We do not move your books. The hub reads them the way your accountant reads a bank statement. It can see what is there. It cannot change it.
Stays exactly where it is
The Software That Runs Your Trade
Tekmetric, Jobber, HoneyBook, Toast, Buildertrend, whichever one your business actually lives in. Your team keeps using it the same way tomorrow as they did yesterday. Nobody retrains.
Stays exactly where it is
Your Accounting
QuickBooks keeps doing what it is good at. Your bookkeeper carries on. Nothing about your books changes, and nothing writes back into them from our side.
Gets retired
Tools That Trap a Record
A separate waiver subscription, a scheduling link, a forms tool, a file drive. Each one holds something the rest of your business needs and cannot reach. Those get rebuilt inside the hub and switched off.
The rule
Keep What Works, Replace What Traps
That is the whole test, and we will apply it out loud in front of you. If a tool is doing real work, it stays. If its only job is to be the one place a document lives, it is costing you money to create a dead end.
Which is why this is not a reporting screen
The accounting tool can tell you money moved.It cannot tell your team what still needs to happen.
Built for your trade, not for everyone
Same machinery, different rows.
A landscaper and a childcare centre track completely different things and need identical plumbing to track them. The register, the reminders and the document store do not change. What changes is what goes in them, and that is set up around your business rather than picked from a menu.
We watch how you work
Not how the software thinks you should. What gets written on a whiteboard, what lives in your phone, what your team asks you every week. That is the list the hub gets built around.
We build it alongside you
The hub goes in while your current way of working carries on. Nothing is switched off until the replacement has been doing the job long enough that you trust it.
It changes when you do
You take on a new service, hire a crew, add a second location. The hub is configured, not bought, so it moves with you instead of being outgrown.
What this is not
The honest limits, before you ask.
It is not accounting software
It Will Not Do Your Books
It reads what your accounting already knows and shows it next to everything else. Your bookkeeper and your accountant keep their jobs and keep their tools.
It is not off the shelf
You Cannot Buy It Today
It is set up around one business at a time. That is why it fits, and it is also why there is a build period rather than a download. We will tell you what that period looks like before you commit to anything.
It is not a replacement for your team
It Removes the Retyping
What it takes away is the part of the day nobody was ever paid to do well. The judgement, the customer relationship and the actual work stay with the people who are good at them.
It is not locked to us
It Runs in Your Own Tenant
The tenant, the data and the documents belong to your business. If you ever stop working with us, none of it has to move and none of it is held hostage.
We connect what matters.
We do not replace what works. Thirty minutes, no pitch. We show you what connected looks like for a business like yours, and you leave with a plan either way.