Step 1
Sign up and choose SEO & Digital Agency
Pick SEO & Digital Agency when you sign up. You start with an SEO agency's price list — seo audit, keyword research & mapping, content brief, article - 1500 words and more — which you edit to your own prices under Settings → Services.
Add each specialist under Settings → Technicians so every job can be assigned to whoever is doing it.
Step 2
Put your logo on the job card
Under Settings → Branding, upload your logo and write the terms you want above the customer's signature. Your logo then appears on every printed job card, invoice and statement.
Step 3
Bring your customers across
Under Customers → Import, upload your customer list as a spreadsheet (CSV). Name first; phone, email and address are picked up if they are there. The address shows on every job and opens in Google Maps.
Step 4
Book a job in
Book a job in asks for the customer, their number and what needs doing — an audit, a content brief or a monthly report, for example. It takes under a minute, on the phone or at the desk.
Straight after, one tap opens WhatsApp from your own number with the confirmation already written.
Step 5
Print the job card
Print job card gives an A4 card with your logo, the customer, the work requested, the estimate and a signature line — with a tear-off tag carrying the job number.
Step 6
Move each job through, and tell the customer
Jobs move Scheduled → Started → In Progress → Ready for Review → Signed Off, in the words your trade uses. The week view shows what is on each day; when a job is done you are offered a one-tap WhatsApp to the customer.
Step 7
Set up monthly retainers to repeat
On a customer's page, set work to repeat every month, quarter or year. Each visit lands on your week by itself with the same service and price, and you can pause or stop it at any time.
Step 8
Invoice from the job
When the work is signed off, Invoice prints straight from the job with your logo and banking details — nothing retyped. Customers you bill monthly get one statement instead.
