Guided workspace

The software tells you what needs doing next.

A first-week checklist ticks itself off as you set up. Each day starts with a plan: overdue invoices, bills due, deliveries, low stock and expiring lots, most urgent first, each with the button that does the job. A reorder list turns low stock into draft purchase orders in one click.

The software tells you what needs doing next.

What you get

Built into guided workspace

Today's plan

One prioritised list of what the business needs from you, also available from the bell in every screen.

Next step on every record

Orders and invoices show a single primary action for their current state: confirm, deliver, invoice, collect.

Reorder in one click

Suggested quantities per supplier, from reorder levels, stock and what is already on order.

Jump anywhere

Press ⌘K or / to search products, customers and invoices, or to start any task.

How it works

From setup to everyday use

  1. 01

    Today's plan

    One prioritised list of what the business needs from you, also available from the bell in every screen.

  2. 02

    Next step on every record

    Orders and invoices show a single primary action for their current state: confirm, deliver, invoice, collect.

  3. 03

    Reorder in one click

    Suggested quantities per supplier, from reorder levels, stock and what is already on order.

  4. 04

    Jump anywhere

    Press ⌘K or / to search products, customers and invoices, or to start any task.

Where it helps

In the day-to-day

Questions

Guided workspace, answered

Give your team a clearer working day

Tell us how your business works. We will help set up your products, locations and first workflow.