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Solutions · by what you do

The same system, set up the way your trade actually works.

Software for retail shops, distributors, workshops and professional practices — the same platform each time, with a different set of it switched on. There is no shop edition and no workshop edition, which is why what you start with is a choice rather than a tier, and why adding to it later does not mean starting again.

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Written from the counter, not the catalogue

What a day looks like, and what it takes to stop repeating it

Each entry below is one trade’s starting set — what a business like it usually switches on first — with the days it is meant to hold. None of it is a different product, and none of it is a ceiling.

Retail

A counter, a shelf, and a customer who wants the bill in their hand before they leave.

Usually starts with

  • Dashboard
  • CRM
  • Customers
  • WhatsApp
  • Mobile sync app
  • Lead sync from your own systems
  • Your own connections
  • Reports & analytics
  • Catalogue
  • Stock & warehouses
  • Invoices
  • Payments
  • What staff do themselves
  • Website connection

The shape of the day

Most of the day is the counter. Somebody asks for a size you may or may not have, at a price that may or may not still be the price, and wants the bill before they leave. Around that, deliveries arrive and have to be put away, and by evening somebody has to be able to say what is left on the shelf.

What everything hangs off

The item and the customer. An item carries its category, its brand, the unit it is sold in and the variants your trade splits by — size, colour, pack — along with the price lists it is sold on. A customer carries the bills raised against them and the payments that settled them, including part payments and whatever somebody has left on account.

What stops being done twice

Pricing, and counting. The catalogue your bills are priced from is the catalogue a price list is set against and the catalogue your website reads, so a price is changed once rather than in three places that then have to agree. Stock is held per item and per variant in the godown it is actually in, with every movement written down as a document, so the count at the end of the month is a check on the records rather than the only record there is.

What tends to come second

Staff. A shop that grows past the family starts wanting attendance with its shifts, week-offs, holidays and leave requests, and the salary side beside it on the same staff register. After that it is usually a second shop — branches that carry their own profile, their own branding and their own records, with each person given the branches they work in.

What goes in first, and the decision to make before you type anything →

Distribution

Rates that differ by customer, loads that have to leave, and stock in more than one godown.

Usually starts with

  • Dashboard
  • CRM
  • Customers
  • WhatsApp
  • Email inbox & templates
  • Lead sync from a sheet
  • Mobile sync app
  • Reports & analytics
  • Activity logs
  • Catalogue
  • Stock & warehouses
  • Demand notes
  • Orders
  • Quotations
  • Invoices
  • Payments
  • Forms
  • Branches, roles & control

The shape of the day

The day runs on the phone and on WhatsApp. Somebody wants a rate, and it is not the rate the last caller got. It becomes a quotation, then an order, then a load going out of one godown rather than another. The bill follows it, and the payment turns up weeks later covering several bills at once and never quite the amounts written on them.

What everything hangs off

The price list and the order. An item sits on price lists — Retail, Wholesale and your own — rather than on a figure somebody remembers, so a quoted rate starts from a list and not from memory. The order then carries what was promised through its stages, including what has actually been shipped against it — which is what turns “where has my material got to” from a phone call to the godown into something anybody in the office can answer.

What stops being done twice

Retyping. An issued quotation is made into the bill, and an order makes its own draft bill, carrying the customer, the items and the rates along with it — nobody copies them across. When the payment lands it is split across the bills it settles, or, with no bill yet, held on that customer as an advance rather than in somebody’s notebook until the next bill goes out.

What tends to come second

A storefront in front of the same catalogue, so the site shows what you actually have and an order placed on it is priced again by your own office before it exists at all. And for the people who are out all day, the Mobile Companion: the calls they make and the recordings of those calls come off the handset and land on the customer they were about, with WhatsApp Business in the same hand, landing on the same customer files the office is working in.

The order it goes in, and the afternoon nobody can do for you →

Manufacturing

Material arriving, a run worked by people you pay, and finished goods leaving on an order.

Usually starts with

  • Dashboard
  • Reports & analytics
  • Activity logs
  • Catalogue
  • Stock & warehouses
  • Demand notes
  • Orders
  • Quotations
  • Invoices
  • Payments
  • Projects
  • Employees
  • Attendance
  • Reimbursements
  • Payroll
  • Branches, roles & control

The shape of the day

Material arrives against a supplier and has to be taken in and put somewhere. A run is worked by people whose hours are being kept whether or not anybody is writing them down. Finished goods leave on an order that somebody in the office is chasing. And through all of it, the question that has to have an answer is what is on the racks right now.

What everything hangs off

The item, the suppliers behind it, and the paperwork behind every movement. An item is linked to the vendors who actually supply it rather than to a memory of who was cheapest last time. Every movement in or out is a document, kept per godown and per batch where your trade has to know which batch a thing came from — so a figure on the screen is the sum of what happened rather than a number typed in after somebody walked the racks.

What stops being done twice

Keeping people twice. Whoever worked the run is on the same staff register the attendance and the salary side work from, not in a separate muster book that has to be reconciled with the office copy at the end of the month. The same goes for the order: what was promised, what went out and the bill made with it are kept together rather than in three files with the same name on them.

What tends to come second

This is the office around the workshop rather than a machine on the floor, and what gets switched on next is usually what faces outwards: enquiries and the customers they came from, the forms that catch them off your website, and the site itself. Where the work is made to order rather than to stock, the delivery side — tasks, sign-offs, the people on the job and the hours against it — tends to arrive with it.

The paperwork on either side of the floor — and the edge of it, said plainly →

Services

Work that runs for weeks, with hours behind it and a sign-off at the end of it.

Usually starts with

  • Dashboard
  • CRM
  • Customers
  • Email inbox & templates
  • Lead sync from a sheet
  • Lead sync from your own systems
  • Mobile sync app
  • Your own connections
  • Forms
  • Quotations
  • Invoices
  • Payments
  • Projects
  • Employees
  • Attendance
  • Reimbursements
  • Payroll
  • What staff do themselves
  • Website connection

The shape of the day

An enquiry arrives — off a form on the site, on the phone, in a message — and then nothing is quick again. There is a conversation, a proposal, a start date, and weeks of work with tasks passing between people, documents that have to be approved, and hours somebody is supposed to be writing down while doing the work itself.

What everything hangs off

The customer and the piece of work. A customer here is not a name and a number: it carries the calls, the meetings, the site visits, the follow-ups and the tasks that came out of them, so the person picking the file up in month four can read what was said in month one. The work carries its own tasks, deliverables, approvals, comments, the people on it and the hours logged against it.

What stops being done twice

Entering the customer again. The enquiry that came off your website form, the conversation that followed it, the piece of work it turned into and the bill at the end of it are all written on one customer — not in a form inbox, a spreadsheet and an accounts file that share a name and nothing else. The hours are logged against the work as it is done, so when it is time to bill there is a record of what was spent rather than an argument about it.

What tends to come second

Quotations and orders, once proposals get long enough to be worth pricing formally rather than in an email. Then WhatsApp, usually on the morning somebody realises most of the conversation was already there. And where staff work out of client offices, the roles that decide who may open the work at all, and what each person on a job may do.

Moving a practice on with work already in flight →

A starting set, not a ceiling

Nothing you add later arrives empty

Every set above is where a business like yours usually begins, not what it is allowed to have. The day you want another part of the office it is a setting we change, and it is there the next time your system checks in — already looking at the customers, the items and the staff you have been entering all along.

What you switch on to begin withWhat you add when the business asks later CatalogueStock &warehousesInvoicesAttendancePayrollUnder all of it, from the first day One customer list · one catalogue · one staff register The later parts open onto the same ones. Nothing is entered again. What you switch on to begin withCatalogueStock &warehousesInvoices later What you add when the business asksAttendancePayrollUnder all of it, from the first day One customer list · one catalogue one staff register. Nothing is entered again.

That is the whole difference between switching on another part of the office and buying another program. There is nothing to export, nothing to retype and no second list to keep in step, because the records under both halves of that drawing were never separate in the first place.

What a page like this usually sells

An edition with your trade’s name on it, or the parts you actually use

Worth saying plainly, because it is the difference a trade page is normally written to hide.

How others do it

A trade is answered with an edition — a fixed bundle somebody else decided a shop needs. What you will never use is in the price. What you turn out to need is in the bigger one. And the day the business stops looking like the bundle, the answer on offer is another bundle.

How we do it

The set you run is the set you asked for, given part by part. A part you have not switched on is not in the menu, and anybody who goes looking for it directly is refused — so “only what you need” means the same thing on your screen as it does on this page. When you want another, it is a setting rather than a move.

If none of those is quite you

The questions that actually decide what you switch on

A trade is a shorthand. Two shops can want quite different things, and a workshop can want exactly what a wholesaler wants. What settles it is the shape of the work, so these are the questions we would ask you on a call.

Do you hold stock, or order it in when it is asked for?
Holding it means godowns, movements written down as they happen, and a figure you can defend without walking the racks. Ordering it in means the paperwork between you and the supplier matters more than the shelf does.
Does the price come off a shelf, or out of a conversation?
A fixed price wants a catalogue and a counter. A negotiated one wants price lists to start from, a rate you can change on the line, and a quotation made into the bill rather than typed into it.
Is it finished when it leaves, or delivered over weeks?
Delivered over weeks means the work itself has to be a record — tasks, deliverables, approvals, the people on it and the hours behind them — and not only the bill at the end of it.
Do you pay people monthly?
Then attendance stops being paperwork and becomes the register the salary side sits beside: shifts, week-offs, holidays and leave requests, over one list of staff rather than two that disagree.
Do people come to you, or do you go to them?
Going to them means the record has to travel. Site visits and follow-ups belong on the customer, and the calls made from the road land on the same customer once the phone is back in a pocket.
Does your website need to know what you have?
Then it should read your own catalogue and your own stock rather than a copy somebody keeps in step, and anything it takes as an order should be priced by your own office before it becomes one.
Do your staff ask the office for their own attendance and payslips?
That is a queue you can hand back to them. Staff look up their own attendance, their own claims and their own payslips themselves, without anybody at a desk being asked for a copy of anything.
Is it one place, or several?
Several means branches — each with its own profile, its own branding and its own legal details — and each person given only the branches they work in.

The home page asks a shorter version of the same thing, and answers it on the spot. Start from what is going wrong instead →

Your trade decides where you start. It does not decide what you are allowed to become.

Which is why we would rather hear how the work moves through your business than which of those names is on your signboard. Tell us that, and we will say what we would switch on now, and what we would leave until the business asks for it.

Tell us what you run.

Where the work starts, who touches it, and where it goes wrong. We will set up a copy of your own with the parts that fit switched on, and you can try it on your own work before anything is decided.

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