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Platinum STARTER Plan

Built for Trading Service Business Ready to Go Pro

Set your business up for success with our all-in-one operational management system – designed specifically for small to medium Australian trade service businesses.

Definition and Roles in Operation Management

✔️ Contact Management

Centralises all customer and lead data, enabling streamlined communication and follow-up. This ensures your team maintains accurate records and meets compliance obligations under WHS regulations for client communications.

✔️ Pipeline/Opportunity Tracking

Monitors every stage of your sales process to track job opportunities, conversions, and bottlenecks. Helps ensure accountability and transparency across projects.

✔️ Calendar Booking System

Automates appointment scheduling with customers or team members. Reduces admin time while ensuring your business operates efficiently and meets job commitments on time.

✔️ 2-Way SMS/Email

Facilitates seamless communication by allowing real-time messaging with clients and staff. This improves responsiveness and supports safety notifications or worksite updates.

✔️ Missed Call Text Back

Automatically sends a text to any missed calls, ensuring no lead or job opportunity is overlooked. This tool helps maintain professional follow-up standards.

✔️ Mobile App Access

Empowers field workers to manage tasks, submit forms, and access data on-site. Enhances productivity and supports compliance with mobile WHS reporting requirements.

✔️ Lead Capture Forms

Collects customer details via online forms, streamlining lead generation. Ensures structured data collection for easy integration with your workflow.

✔️ Google & FB Messenger Integration

Connects with popular platforms to centralise customer communication. Ensures timely responses and captures enquiries from multiple sources

✔️ Automations (Lead Follow-up)

Provides basic automation for following up with potential clients. Ensures consistency in communication and helps prevent missed opportunities.

✔️ Workflows & Templates

Provides basic pre-built workflows and documents for job management. Improves efficiency and maintains consistency in job execution..

✔️ Membership/Portal Access

Enables clients or staff to log in and access relevant documents or updates. Improves communication and supports documentation compliance.

✔️ Team Management (Users)

Allows management of up to 1 Admin- 3 User. Best suited for sole traders or very small teams requiring operational oversight.

✔️ Support

Includes standard support access. Helps resolve platform issues and maintain operational continuity.

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Why Choose the Starter Plan?

Running a trade service business means juggling jobs, clients, quotes, staff, and paperwork – often while on the road or onsite. Without the right system, things slip through the cracks. Jobs are missed, follow-ups get delayed, and compliance risks grow.

Our Starter Plan is purpose-built to fix that. Whether you’re a solo operator or a growing team, our platform gives you control, confidence and compliance – from your first lead to final invoice.

Peace of Mind with a Proven System

Built with Australian WHS compliance and operational safety in mind, our Starter Plan doesn’t just make your business more efficient – it helps ensure you're working smarter, safer, and within the la

Ready to Level Up?

No more spreadsheets, missed jobs, or late-night invoicing.

With the Starter Plan, you’ll look more professional, operate more efficiently, and set your business up to grow.

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🏢 Office-Based Features (Admin, Marketing, Back Office)

Contact Management

Pipeline/Opportunity Tracking

Calendar Booking System

2-Way SMS/Email

Missed Call Text Back

Mobile App Access (if for office use)

Lead Capture Forms

Google & FB Messenger Integration

Website Builder / Landing Pages

Custom Funnels

Automations (Lead Follow-up)

Quoting & Invoicing

Reputation Management

Review Request Automation

Workflows & Templates

Advanced Reporting

Priority Support

Custom Integrations / API

👷 Field-Based Features (Technicians, Sales Reps on Site)

Mobile App Access (if used by techs)

2-Way SMS/Email (used during on-site interaction)

Quoting & Invoicing (if done in-field)

Team Management (Users) (field scheduling and assignments)

Membership/Portal Access (for managing in-field services)

👤 Client-Facing Features (What End Users Interact With)

Calendar Booking System

2-Way SMS/Email

Missed Call Text Back

Lead Capture Forms

Google & FB Messenger Integration

Website Builder / Landing Pages

Review Request Automation

Membership/Portal Access (if customers access their accounts)

Reputation Management

Custom Funnels (lead nurturing and engagement)

FAQ – Platinum Package Plans

Question 1: What happens if I exceed the contact limit on the Starter or Pro plan?

Answer: You’ll likely need to upgrade to the next tier. The system may restrict adding new contacts or reduce functionality until your plan is adjusted.

Question 2: Are integrations with Google and Facebook messaging truly seamless across all plans?

Answer: Yes, but the functionality may be limited without website funnels or landing pages, which are not included in the Starter plan.

Question 3: Is Reputation Management active or passive?

Answer: The Pro and Premium tiers include automated Review Request Automation, which actively encourages customer reviews. The Starter plan does not include this feature.

Question 4: Can team user roles be customised?

Answer: Only Premium includes advanced team management, suggesting customisable roles and permissions. The Starter and Pro plans are limited in team scalability and structure.