Quotes, invoices & credit notes
Multi-currency documents that flow straight from job sheets, with contract coverage applied automatically. Send, track, and chase without leaving the app.
One platform
Everything the office and the field both need.
Stop stitching together a quoting tool, a scheduler, a spreadsheet, and an accounts package. Opus Pro replaces the lot with one system your whole team works from.
One platform
Everything the office and the field both need.
Stop stitching together a quoting tool, a scheduler, a spreadsheet, and an accounts package. Opus Pro replaces the lot with one system your whole team works from.
Dispatch & scheduling
A live board and map for assigning crews, balancing the day, and seeing where every job stands in real time.
Jobs & field work
Dynamic job sheets, time entries, materials, and safety checks. The field captures it; the office sees it the moment it happens.
White-labelled client portal
Your customers get their own branded portal on your domain to approve quotes, view jobs, and pay invoices.
Built-in CRM
Pipelines, deals, activities, and contacts in the same place as the work, so sales and delivery never lose the thread.
Compliance & safety
COSHH sheets, RAMS, qualification expiry tracking, and configurable pre-entry checklists, recorded against every job.
Payments & accounting
Take card and direct-debit payments, then sync clean data to Xero, QuickBooks, or Sage with no double entry.
Reporting & insight
Aged debtors, revenue, hours, and job profitability, with a report builder for the numbers only you ask for.
How it works
From enquiry to paid in four steps.
The same record carries through the whole job, so nothing is rekeyed and nothing falls through.
- 1
Quote
Build a multi-currency quote in seconds and send it for one-click approval in the client portal.
- 2
Schedule
Turn the approved quote into job sheets, then assign crews on the dispatch board and map.
- 3
Deliver
The field logs time, materials, photos, and safety checks against the job as the work happens.
- 4
Invoice
Invoice straight from the completed job, take payment, and reconcile to your accounts package.
Dispatch & scheduling
A live board and map for the whole day.
Assign crews, balance the workload, and watch every job move in real time. The board and the map stay in step, so the office always knows where the field is.
- Drag jobs across crews with utilisation that rebalances live
- Routes, stops, and real arrival times on one map
- Status flows in from the field the moment it changes
Dispatch
Today, Tuesday 12 May
Crew schedule
08:30
Meridian Tower
Canary Wharf·JOB-4192
RMKP
On site11:00
Halton Retail Park
Slough·JOB-4193
DA
En route13:15
Aldwych Chambers
Holborn·JOB-4197
SWTBLR
Scheduled15:45
Northgate Depot
Park Royal·JOB-4201
MC
ScheduledNext free slot 16:30
Utilisation82%
Live map
Invoicing & payments
Invoices that build themselves from the job.
A completed job sheet becomes a multi-currency invoice with contract coverage already applied. Take card or direct debit, then reconcile to your accounts package with no double entry.
- Quotes, invoices, and credit notes in any currency
- Aged debtors and collected totals at a glance
- Clean two-way sync to Xero, QuickBooks, and Sage
Invoices · this week
Meridian Tower
INV-2048 · GBP
Aldwych Chambers
INV-2052 · GBP
Northgate Depot
INV-2041 · GBP
Collected
£4,820
Outstanding
£2,160
Overdue
£3,375
White-labelled client portal
A portal on your domain, carrying your brand.
Your customers approve quotes, follow live jobs, and pay invoices from a portal that wears your logo and colours. Site-scoped access keeps every contact to their own work.
- Your custom domain with a managed TLS certificate
- One-click quote approval and in-portal payment
- Per-site permissions for multi-location clients
portal.northstar-hvac.com
NNorthstar HVAC
Client portalYour bookingIn progress
Chiller PPM, Riverside Plaza
Engineer on site · arrived 09:12
Invoice INV-3071
£1,240.00
Every feature, preset for your trade.
Cleaning, HVAC, construction, security, and facilities each start from a configuration that already makes sense.
Put your whole operation on one platform.
Start a free 14-day trial today. No card, no commitment, live before the day is out.