How it works
Not a project. You sign up with an email, say what kind of business it is, and the system sets the menu, the words your team uses and the first work. Change any of it in the next step, or later under Settings.
Start your free 30-day trialSee the product first
On every plan CoreGrowthScale Every step is the same on every plan. Pricing
Each one can be left and come back to. Nothing is written into your company until you say so.
Wholesale and distribution, inventory and warehouse, online orders, light manufacturing, service work, or build your own. Not sure? Three questions point to the closest, and the kinds compare side by side.
Turn each tool on or off, and say what your team calls things: customers or clients, products or parts, deliveries or dispatches. The screens use your words from then on.
Name, address, VAT number, the currency and the time zone, your document numbering, your payment terms and the logo on your invoices.
Invite them by email as owner, sales, warehouse or accounts. Each sees what their role needs, and Today opens on their own queue.
Customers, suppliers, items and opening stock from the files you already keep. Each is checked and shown before anything is written, and the first count sets the books.
Kinds of business
Each kind turns on the tools it needs, names things the way that trade does, and sets the first work. All of them can have any tool turned on later.
Buy in bulk, sell on account to trade customers, deliver and invoice.
Know what you hold and what it is worth; receive, pick and count.
Products kept in stock and sold to shoppers, with postage, and refunds for what comes back.
Buy components, make what you sell from them on work orders, keep it all at cost.
Book jobs at clients’ sites, log the time and materials, and invoice them.
Every tool on and the product’s own words, to set up as you go.
The sample company
Hartley Fasteners is a fasteners wholesaler eight weeks into trading: quotes waiting, an order half shipped, invoices overdue, three items low and a work order done. It is apart from your company, and nothing of it is ever put in yours.
Getting started on your own company is the same strip: five things to do, each a link, until the last is done.
Thirty days with every tool open and no card. On day 30 you choose a plan, monthly or yearly, or export everything and walk away owing nothing.
No card. A code to your inbox, then the first step. The sample company is there the same minute.
Growth and Scale features are open through the trial, so you learn which plan you need by using it, not by reading about it.
Pick Core, Growth or Scale, monthly or yearly. Or export your data in one file and pay nothing.
Start here
Five steps, an email to sign up with, and a person at the end of the phone when you want one.
Start your free 30-day trial or WhatsApp us