Customers

Admins see every customer added by the whole team; staff see only their own. Link a customer to a quotation or invoice to reuse their details instead of retyping them.

Saved documents

Admins see every document from the whole team; staff see only their own. Saving, duplicating or deleting needs your passcode. Open a document to edit it or copy it as the starting point for a new client.

Admin dashboard

A full view across your whole team: everything saved, who saved it, how much has come in, and what's still owed. Visible only when signed in as admin.

Overview

Recent activity

The latest quotations, vouchers, invoices and customers added by anyone on your team.

Staff accounts

Add a login for each person on your team. They sign in with the name and passcode you set here, and will only see and manage what they create.