Service business CRM & job management system
Businesses replacing spreadsheets and manual processes with a secure internal system.
All optionsWhat's included.
- Secure login
- role-based access
- dashboard
- customer, task, order or document modules selected during discovery
- search
- filters
- exports
- activity tracking
- hosting, backups and monitoring.
Scope and delivery.
- Package limits
- Starting scope covers up to 15 users, 3 roles, 5 core modules, 1 standard integration and standard reports.
- Admin panel
- Included for users, permissions, master data, records and configuration within the agreed scope.
- Delivery time
- Estimated 15–30 business days for the starting scope after requirements are approved.
- Monthly maintenance
- Managed hosting, backups, monitoring, security and dependency updates, bug fixes and up to 60 minutes of minor configuration or support per month.
Boundaries and options.
- Excluded work
- Unspecified modules, unlimited users, payroll, regulated compliance work, complex real-time integrations, data entry and major workflow changes after approval.
- Optional add-ons
- More modules, users, integrations, advanced reporting, automation, mobile companion application and priority support.
- Integrations
- One standard API, email or file-based integration is included in the starting scope.
How we work together.
- Revisions
- 2 review rounds per agreed implementation milestone.
- Cancellation and data export
- After the minimum term, 30 days' notice. Client business data can be exported in a standard format; Half Software software and reusable components are not transferred.
- Client responsibilities
- Define workflows, provide sample data, nominate decision makers, test milestones and supply integration credentials.
You have the vision.
We handle the tech.
Tell us what you want to improve. Together, we'll define the solution and the next step.