Profile & branding
Your logo appears on reports and invoices. Business info shows in email templates. Home base centers the map.
Appears on reports and invoices. PNG, JPG or SVG, max 512KB.
Service checklist
Define what you check on each visit. Most users have one — create more if different visit types need different checks (e.g. swing vs sliding gate, pitch raise vs standard tuning).
Define the sections and items that appear when you log a service or return visit. This is your default — you can add one-off items during any visit.
2 sections, 22 items
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Got different visit types? Add a new checklist (e.g. pitch raise, sliding gate, garage door) and pick which one to use per customer.
Technical file template
Multi-page compliance documents for gate installations — force testing, risk assessment, declaration of conformity, customer signature. Templates here are used when you create a new technical file for any customer.
Default
10 pages
10 pages. Tap a page to edit.
Required
Shown below the document title on the cover page.
Saved
Calendar categories
Colour-code your bookings — client jobs, personal, family, or any custom category.
Client
Personal
Public booking
Let customers book you directly from a public page.
Email templates
Reusable messages for service reminders, follow-ups, and quotes.