Everything the business runs on, in one place.
One sign-in for the money, the stock, the people and the jobs, with the Bahamian reporting already in it. Here is what is in the box.
Money
What customers owe you, what you owe suppliers, and books your accountant can work from.
- Quotes, invoices and payments
- Turn a quote into an invoice, take payment, and send statements. See paid, overdue and outstanding at a glance.
- Supplier bills
- Record bills and payments. Upload a bill and check what was read from it before it is saved.
- Double-entry books
- A general ledger and chart of accounts behind every sale and bill, for your bookkeeper.
- Bank reconciliation
- Match recorded payments to your bank lines and lock a reconciled statement.
- Aging and reports
- Who owes what, and for how long, with the figures behind every total.
- Recurring billing
- Subscriptions post their invoices on schedule and email them to the customer.
Sales and stock
The till, the shelf and the shipment, all looking at the same numbers.
- Point of sale
- Cashier-locked tills with live stock. Cash, card on your own terminal, store credit or on account.
- Inventory
- Stock held per location, low-stock alerts, and purchase orders with supplier lead times.
- Landed cost
- Freight, insurance and customs duty added to what an imported item really cost, and a suggested price from your markup.
- Transfers between islands
- Move stock between locations with in-transit tracking.
- Bonded and duty-paid sales
- Each invoice carries its customs status, so the dutiable sales report counts only what it should.
- Online catalogue and ordering
- Publish a catalogue, and let takeaway customers order from their own phones.
People
From the clock-in to the payslip.
- Payroll with NIB
- Employee and employer contributions, the C10 report, and the accounting entries.
- Time clock
- Clock-ins reconciled to the pay period, with overtime and exceptions flagged.
- Scheduling
- Shifts for any crew, with geofenced clock-in.
- Leave and HR records
- Leave requests and balances, employee files and reporting lines.
Jobs in the field
For the trades: the job, the visit and the parts used.
- Work orders
- Dispatch, track and close jobs, with photos and parts used.
- Site assessments
- On-site checklists recorded in one place.
- Fleet
- Vehicles and their running costs under the same roof.
- Specialist add-ons
- Life-safety inspections and certificates, and secure courier. Set up and quoted with GTS.
Customers
Keep in touch without another tool.
- Customer records
- Contacts, history, documents and what each customer owes.
- Customer portal
- Customers sign in with an email code to see their statements and documents.
- Email and text
- Receipts and notices by email or SMS, once messaging is set up.
- Bookings
- Let customers book a time with you online.
See the screens.
The live product, running a sample Bahamian A/C company.
Business Advisor
A next step, then a reason to come back.
Starting out, the Advisor explains each step. Already running, you get the short version.
- Describe where you are.An idea or the business you run. “I’m not sure yet” is a fine place to start.
- Choose one thing to work on.Find a first customer, chase unpaid bills, get repeat business or finish jobs sooner.
- Take a step and note what happened.See an example, record the result, and mark it done when you have checked it.
- Come back and decide.Keep going, change direction or stop, with earlier reviews kept in your history.
You choose and do the work. The Advisor helps organise your plan; it does not message customers, move money or file reports for you.
From Grand Bahama to Inagua.
Grand Bahama, Abaco, Bimini, the Berry Islands, Andros, New Providence, Eleuthera, Cat Island, Exuma, San Salvador, Rum Cay, Long Island, Crooked Island, Acklins, Ragged Island, Mayaguana and Inagua. One system for every island you operate on. Built here, for us.