Features
Run the business from
one operating workspace.
Bring jobs, scheduling, customers, quotes, invoices, staff, documents, stock and follow-up into one configurable platform instead of stitching together disconnected tools.
Keep the work connected
Move from lead to quote, job, schedule and invoice without rebuilding the same information in separate systems.
Give everyone one source of truth
Keep customers, staff, documents, tasks and job context together so the team can see what matters next.
Reduce repetitive admin
Use automation and AI-assisted workflows to cut down re-entry, reminders and routine follow-up where it makes sense.
Jobs
Manage work from creation through to completion.
Scheduling
See what’s happening, who’s doing it and when.
Clients & Leads
Keep customer information, opportunities and communication organised.
Quotes & Invoices
Create, manage and track your business documents.
Staff & Timesheets
Manage your team, access and working hours.
Documents
Store important business and job files where your team can access them.
Stock & Materials
Keep track of stock, materials and what you need.
Reminders
Keep follow-ups, tasks and important deadlines in view.
Reporting
See what’s happening across your business at a glance.
AI & Automation
Reduce repetitive admin and automate the boring stuff.
Configured, not generic
You do not need every module on day one.
YourPlan can be scoped around the workflows you actually need now, then expanded as the business grows. The useful starting point is the smallest setup that genuinely improves how work moves through the business.
Talk through your setup