Is this a job management app I have to learn?

It's deliberately small: a board, reminders, customers and notes. If you never open the board, the reminders still arrive.

Does it work with Quotes & payments?

Yes — they're built to go together. A quote that's accepted moves its job along the board, so you see what's won without updating anything.

Can my office person use it too?

Yes. Tell us who needs access when we set it up.

for TradesBook a walkthrough

Every job in one place, and a nudge when one needs you.

A board with every job on it — new enquiry, quoted, won, done — so the business isn't living in your head and your text messages. Follow-ups become reminders that turn up on the day, every customer is filed as they come in, and the notes sit against the job instead of on the back of the invoice book.

$49a month, on its own

or +$30 a month added to an Optello Hosting plan

Start for $49 a month How it works

Sound familiar?

There are three quotes you meant to follow up last week. You'll get to them tonight, after the invoices.

Half the business lives in your head and the other half is in your text messages.

A customer rings back about a job from March and you can't find a thing about it.

How it works

1
We load in what you've got
Current jobs, open quotes and your customer list, from wherever they live now — a spreadsheet, your phone, a shoebox of invoice books.
2
New work files itself
Each new enquiry lands on the board as a job with the customer attached, and moves along as it's quoted, won and finished.
3
Reminders do the remembering
Set a follow-up on a quote or a job and it turns up on the day you set. Nothing goes cold because you were busy.

What you get

A board of every job: new, quoted, won, done
Follow-up reminders that arrive on the day you set
An address book that files every customer as they come in
Notes against the job, kept with its history
Your existing jobs and customers loaded in for you

$49 a month, on its own

Start for $49 a month →

Questions about jobs & follow-ups

Is this a job management app I have to learn?: It's deliberately small: a board, reminders, customers and notes. If you never open the board, the reminders still arrive.
Does it work with Quotes & payments?: Yes — they're built to go together. A quote that's accepted moves its job along the board, so you see what's won without updating anything.
Can my office person use it too?: Yes. Tell us who needs access when we set it up.

Works well with

Run the businessQuotes & invoicingBranded quotes accepted and signed online, with a card deposit at acceptance.$49 a month Never miss a jobCalls & enquiriesA business number, an AI receptionist, missed-call text-back and one thread per customer.$99 a month Run the businessCustom automationOne manual job of yours — timesheets, orders, paperwork — automated for a fixed price.Fixed price quoted after a walkthrough

See everything we set up — or see the plans and prices.

Ask us about jobs & follow-ups.

Tell us the business and what you're after. A person replies — usually the same day — with what it would look like for you and what it costs. No obligation.