Features
Everything your business
needs. One place.
Running a business shouldn’t mean jumping between five different systems. YourPlan brings the everyday parts of your business together in one platform.
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.
Reports
See what’s happening across your business.
Reminders & Automation
Reduce repetitive admin and make sure important things don’t get missed.
AI & Automation
Automate tasks and get intelligent assistance when you need it.