Your services, on a schedule.
Set up each service once with its schedule and steps. Our service management software creates each recurring request before it is due, for every client who has the service.
Services, in detail.
Work that appears on its own
Monthly, quarterly and yearly services create requests ahead of the due date. Set the lead time and nothing is created twice.
Start from your industry
CA firms in India get ready-made services and checklists from the Indian CA industry pack, so it works as CA office management software from day one. Other businesses start with a few examples they can change or delete.
Your financial year
Periods follow your financial year. Following your time zone is coming soon.
Weekends and holidays handled
A due date on a weekend or public holiday will move to the working day before. You will be able to pick the next working day or keep the date.
Assigned per client
Give a service to one client or many. Changing the frequency, lead time or fee for any of them, and pausing and resuming, are coming soon.
A monthly report for Kavya Foods
Arjun sets up the monthly report once, with its steps and a five-day lead time.
Each month the request for Kavya Foods appears five days before it is due.
Its first step goes to Karthik, and no month is created twice.
Let finished work turn into
invoices from day one.
Start free for 14 days. No credit card, and you can add your first service the same afternoon.
14-day free trial. No card needed.