Workflow automation
Let the work do itself.
Reminders, schedules, notifications, and your accounting run on in the background. You set it up once, then it runs without you thinking about it.
Now in private beta. Personal onboarding included.
Set it up once, then it runs
At set moments, the system does the work you'd otherwise do by hand. From a signed proposal to the hours ready for payroll.
01 · Proposal to invoice
One signature sets everything in motion
When the client signs the proposal, your project moves to confirmed and the invoice is ready. Other open versions expire on their own, and a proposal with no response lapses on its expiry date.
- A signed proposal sets the project to confirmed
- Other open versions expire on their own
- A proposal with no response lapses on its expiry date
02 · Payment and accounting
Invoices that collect their own money
When an invoice stays open past its due date, up to three reminders go out on their own. When the payment comes in, the invoice flips to paid and posts through to your accounting.
- Up to three reminders, seven days apart
- A card or bank payment sets the invoice to paid
- Sent invoices post through to your accounting automatically
03 · Schedule and hours
Your schedule fills and guards itself
Recurring shifts appear automatically two weeks ahead. Double-booking is blocked, and hours that match the plan approve themselves.
- Standard shifts fill in two weeks ahead
- Double-booking is blocked
- Hours within the margin are approved automatically
04 · Notifications
Everyone informed on time, without a group chat
The right notification goes to the right person on its own. A new shift, a change, open shifts in waves, and a reminder just before the shift and to approve hours.
- Push on scheduling, changes, and open shifts
- Reminder 24 hours and 2 hours before the shift
- Approve-hours alert as soon as the shift is over
1 signature
kicks off project and invoice
3×
payment reminders that run on their own
14 days
standard shifts scheduled ahead automatically
24u + 2u
automatic reminder per shift
What runs in the background for you
Payment reminders
Up to three reminders, rising in tone, each with the invoice and a fresh payment link.
Payment marks paid
A card or bank payment sets the invoice to paid on its own, with nothing to check off.
Post to your accounting
Sent invoices and payments post through to your accounting automatically.
Standard shifts
Recurring shifts appear automatically two weeks ahead on the schedule.
Conflict guarding
Double-booking is blocked before anyone gets scheduled twice.
Auto-approve hours
When the hours match the plan within your margin, they're approved right away.
Set it up once, and let it run.
Now in private beta. Book a demo, personal onboarding included.