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Customer Database (CRM)

Customer Contacts, Multiple Locations
Call, SMS and Email, Job Management
Form Management, Sales Pipeline, Document Management, Quoting
and Invoicing, Task Management, Client Timeline History

Job Management

Cloud Scheduler, One-off & Recurring
Auto Reminders, Job Routing and Tracking, Safety First, Link to CRM and Assets, Integrated Quote & Invoice, Customised Job Forms, Integrated Webforms, Real-time Status Updates


Live Link to CRM, Live Link to Job, Live Link to Accounts, Task Types, Task Source Tracking, Auto Task Creation, Integrated Checklists, Add Attachments, Bulk Action and Task Dashboard

Accounts & Invoicing

Desktop & App, Quoting / Estimates
Auto Quote Follow-up, Invoicing
Auto Invoice Chasing, Purchases & Expenses, Card Payment Gateway, Link to CRM & Jobs, Xero & Quickbooks and Automated Receipts


Safety Forms, Safety First Jobs, Safety Documents, Safety Register, Safety Workflows, Safety Reporting, Automated Alerts, FormBank Templates, Automated Status, Updates and Safety Form Dashboard


Custom Folders, Desktop & App Access, User Permissions, Auto Expiry Alerts, Swipe to Email, Swipe to Print
History Tracking, Status Dashboard, Integrate to CRM & Jobs and Integrate to Accounts

Users and Permissions

User Profiles, User Permissions,
User Groups, User Qualifications,
User Training Records, User Documents, User Notes, User App Alerts, User Job Tracking and
User Reporting

Smart Forms

FormBank Templates, Drag & Drop Builder, Job, Kiosk, Safety formats, Automated Actions, Saved Form Status, Link to CRM, Jobs & Assets
Desktop and App view, Webform & iFrame options, Securely stored
API & Integrations

Smart Assist

Appointment Reminders, Auto Job Status Updates, Auto Invoice Creation, Auto Lead Follow Up, Auto Quote Follow Up, Auto Invoice Chasing, Document Expiry Alerts, Auto Monthly Reporting, Form Actions & Task Actions

Smart Reports

Contact Reporting, Task Reporting, Form Reporting, Schedule Auto, Reporting, Income & Expenditure, Asset Reporting, Sales Pipeline Reporting, Job Reporting, Email Send Reporting and Reminder Reporting

Sales Pipeline

Multiple Pipelines, Custom Stages, Automatic Follow Up, Expected
Value, Pipeline Value, Click to Quote, Click to Invoice, Click to Job, Trigger from Webform and Pipeline Dashboard


Day, Week, Month, Single & Recurring, Drag & Drop to create, Calendar & Map View, Job Route Order, Team User Grouping, People & Assets, Custom Colours, Custom Day Settings and Smart Routing option

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Smart Add-ons

Explore our incredible selection of optional features that, when integrated into your business, can revolutionize your operations and propel you ahead.


Efficiently manage multi-stage compliance tasks like Non-Compliance Management, Incident, and Near
Miss Reporting. Simplify operations
and enhance your business with Workflows.


Complete Asset Management platform
that integrates seamlessly to CRM, Client Locations, Jobs, and Forms, creating a powerful and incredibly flexible Asset solution with Change Log and QR integration.

Smart Routing

Transform your day with powerful Smart Routing route optimization. One click to automatically reorder your jobs for the day, saving travel time and fuel costs. Incredibly smart, easy to use, and  integrated into the Job Scheduler.

Client Portal (coming soon)

Permission-based Client Portal, enabling your customers to Accept Quotes, Pay Invoices, Review Form Reports, Request Jobs, and more. Give your customers the information they need.

Power BI Integration

Unified, scalable platform, Connect Submitted Forms, Collate and table data, Visualize data, Create Charts, Add Data Connectors, Share &  Collaborate, Custom Dashboards, Integrate with Microsoft Suite.

Security Plus

Additional Security Elements including options for 2 Factor Authentication, Forced Password Reset, Password Complexity, Login Tracking, URL Monitoring, Browser Monitoring and Microsoft SSO.

Elevate your business to new heights by harnessing the power of seamless integrations. Connect with industry-leading tools to streamline your operations, automate processes, and boost efficiency.

Xero Integration

Streamline finances with Xero Integration: 2-way sync, CRM balance checks, manage customers, suppliers, invoices, payments, taxes, and terms efficiently.

Quickbooks Integration

Optimize finances with Quickbooks Integration: 2-way sync, CRM balance checks, manage customers, suppliers, invoices, payments, taxes, and terms seamlessly.

Stripe integrations

Elevate payments with Stripe Integration: Card gateway, web and in-app payments, client portal, invoice integration, Xero compatibility, secure, low fees.

Mailchimp Integration

Enhance outreach using Mailchimp Integration: Bulk emailing, CRM integration, auto updates, ideal for newsletters, announcements, promos, and new offerings.

Zapier Integration

Maximize connectivity with Zapier Integration: Link to Google Suite, Slack, Wave, Microsoft Excel, Calendly, and thousands of other platforms.

Drag & Drop Reports

Tailored Reports that Reflect Your Process

Customize reports with ease to reflect your unique inspection needs. Tailor your reports with drag-and-drop functionality in record time and efficiency, ensuring accurate assessments that reflect the property's true condition. Experience the flexibility and precision you need to level up your inspection business.

Explore Reports
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A building inspector during an inspection

Smart Responses

Efficient and
Consistent Responses

Smart Responses lets you select from a database of responses based on the area being inspected, with unlimited options. Plus, you can easily add or edit responses for each scenario to ensure accurate and comprehensive reports every time. Save time and impress your clients with Smart Responses at your fingertips.

Explore Smart Responses


Effortless and Swift Quote Approvals

QuoteAccept revolutionizes how you manage and receive approvals for your quotes. This feature empowers your customers to view and instantly accept quotes anytime, anywhere, using their phone, tablet, or computer. With QuoteAccept, you're not just speeding up the sales process; you're offering a convenient, modern solution for your clients. Say goodbye to delays in quote approvals and hello to accelerated business growth with QuoteAccept.

Explore QuoteAccept
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Instant Payments with PayNow

Effortless and Secure Transactions

PayNow revolutionizes the payment process for your building inspection business, offering a seamless and secure way to handle transactions. With PayNow, you can easily share invoices through Email, SMS, or QR code, allowing customers to choose their preferred payment method from options like Google Pay, Apple Pay, and card payments. Provide your customers with a hassle-free payment experience, enhancing their satisfaction and promoting quicker payments.

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Online Agreements Instantly

Delight Customers with Easy Online Agreements

Streamline your process and delight your customers with our Online Agreements Suite. Say goodbye to cumbersome printing, signing, scanning, and emailing. Easily pre-populate details and email a web link for instant signing on any device, anywhere. Our suite of agreements is designed to make things easier for your customers.

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Automated Reminders

Personalized & Improved Customer Engagement.

No more manual reminders, no more missed appointments. With Automated Reminders, you can keep your customers engaged and informed effortlessly. Our automated system takes care of the details, allowing you to focus on providing exceptional customer serviceto your customer and growing your business.

Explore Reminders

Client Portal (coming soon)

Delight your customers with their very own Client Portal.

Revolutionize your customer interaction with our Client Portal. With personalized permissions, your clients can view and accept quotes, pay invoices, request new jobs or quotes, and access completed jobs, reports, and photo libraries. A unique way to provide transparency and foster trust.

Discover Client Portal
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Unlock the full potential of your inspection business.

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