Features

Customers and the people at them

Customers and leads

Companies, contacts, addresses and custom fields, with leads as a customer type.
Contacts

The people at a customer, each with an optional portal login.
Suppliers

The firms you buy from, kept alongside the ones you sell to.
Extra fields

Add your own fields to customers, invoices, jobs and more, without touching the code.
Custom data forms

Your own record types, such as equipment or licences.

Your data

Everything is in MySQL tables on your own server. Back it up on your own schedule, query it, or move it.
No per seat charge

Add as many staff accounts as you need. The price does not change.
The source

All of it is PHP. A custom folder lets you change screens, templates and queries without editing the shipped files, so changes survive updates.
No phoning home

The only outbound requests are the update check and the help panel, and both can be turned off. No analytics, no telemetry, no licence check.
It keeps running

A subscription ending is a deadline. An installed application is not. If this project stopped, your installation would carry on and the source is on GitHub.
What you take on

Hosting that meets the requirements, applying updates, running backups, and email delivery from your own server or SMTP provider. A hosted version is coming for anyone who would rather not.

Quotes

Build a quote from your product list, send it for approval, and turn it into a job or invoice.
Contracts

A document sent for approval and signature, built on the same machinery as quotes.
Online signature

The customer draws a signature in the browser to approve a quote or contract.
Products and services

A price list to build quotes and invoices from, with categories.

Jobs and tasks

Break work into tasks, assign them to staff, and discuss the job in one thread.
Change requests

A formal route for a customer asking for something that was not quoted.
Time tracking

A timer that attaches time to a job, task, ticket or quote and carries it to the invoice.
Support tickets

A ticket queue that collects replies from an email mailbox.
Calendar

What is due and when, across jobs, tasks and invoices.

Invoices

Create, send, record payments against, and chase the ones that are late.
Recurring invoices and subscriptions

Bill the same customer on a schedule without having to remember.
Credit notes

Refunds and corrections, kept against the invoice they belong to.
Card payments

Stripe, PayPal and Square, paid from the invoice and recorded automatically.
Offline payments

Bank transfer, cheque, or any arrangement of your own, with wording you control.
Multiple currencies

Invoice in the currency the customer deals in.
Finance

Income and expenses in one place, with recurring entries and totals.

Customer portal

Customers log in to see quotes, invoices and tickets, pay, and sign.
Email templates

Every message the system sends is an editable template with variables.
Newsletters

Bulk email to your own lists, sent in batches.
Files

Attach files to records and share them with the customer.

Staff and permissions

Staff accounts, roles, and per feature permissions.
Multiple companies

Run more than one business from one installation.
Dashboard

Figures and charts on the front page, arranged per user.
Backups

Database and file backups you can schedule.
Scheduled tasks

One cron entry runs recurring invoices, mailbox collection and newsletters.
Translation

The interface text can be translated.
Themes

Several interface themes ship with it.