Enquiries

Where leads come in and bookings get won

7/11 shipped

• Lead capture
• Board stages
• Lead detail page
• Website webhook
• Bulk actions
• Custom fields
• Soft-delete & Trash
• Client Tracker
• Follow-up nudges
• Email sync
• Lead scoring

Quotes & money

Send it, sign it, get paid for it

9/12 shipped

• Quote builder
• Product catalogue
• Quote & invoice templates
• Bundles
• Payment schedules
• Contracts & e-sign
• Invoicing
• Payment reminders
• Accountant export
• Card payments
• Accounting sync
• Multi-currency

Bookings & clients

Meetings, your calendar, and the client portal

6/8 shipped

• Online booking
• Booking emails
• Calendar
• Client Lounge
• Questionnaires
• Shared files
• Buffers & schedules
• No-show recovery

Insights

Numbers that mean something, in one glance

4/8 shipped

• Dashboard
• Metrics library
• Financial year toggle
• Status page
• Reports
• Custom widgets
• PDF export
• Cohort analysis

Waypoint

Pricing, costs, and the number you actually need

8/9 shipped

• Life Admin
• Business Costs
• Job Costs
• True North
• North Star
• Cross-device sync
• Export to CRM
• Discount calculator
• Custom industry presets

Roadmap

A year of bookings, mapped one month at a time

2/4 shipped

• Month grid
• Sales success formula
• CRM integration
• AI forecasting

Foundation

Setup, identity, and the wires behind everything

12/18 shipped

• Workspace
• Industry & terminology
• Onboarding wizard
• Starter content
• AI connector
• Email tracking
• App voice
• Integrations
• Account security
• Data export & deletion
• Themes & dark mode
• Billing
• Notifications
• Team & roles
• Brand kit
• Referrals
• Custom domain
• Public API