31 August 2026latest
Pay online, and a portal worth the name
- Pay online. Connect your own Stripe account and every issued invoice with a balance carries a Pay online key on its email - the pay page charges the live remainder, one active checkout at a time, and payments land in the same ledger as Direct Debit and manual payments. An optional card-fee pass-through states its exact dollars beside the no-fee bank alternative.
- Billing on the portal. Organization owners - or exactly the people you grant - see their invoices, balances, open proposals, and agreement position where they already sign in, with Pay now and PDF downloads. Everyone else sees no trace of it.
- The tracking page answers who and when. Requests show who is handling them and, while a first reply is owed, when to expect it - from your real response promise, in the requester's own timezone. A merged request points at its surviving thread, and every portal dead end now wears your name instead of ours.
- Client margin. Billing reports now show, per client and ex-tax, what you invoiced, what the vendors cost, what your time was worth, the effective rate per hour, and the margin - the losing client sits on amber where you can't miss it. The same figures read on the client's own page for the financial year.
- The quarterly pack. One click on a client assembles the review meeting - the quarter's service record with the best comment verbatim, the fleet's age and standards posture with priced replacements straight from your catalog, renewals falling due next quarter, and the money story. Print-clean, and your own cost and margin hide from the printed copy.
- The first hour, guided. New workspaces start with a live response promise so the desk's clocks run from day one, the setup list sits on the inbox until the desk is real, and a send-me-a-test-email button watches your email become a ticket, live. Google Workspace and Microsoft 365 forwarding steps are written in, and a one-person shop can honestly finish the list.
- Phones stop fighting back. Menus rise as bottom sheets above the deck and a tap anywhere closes them, the worklist row spends its width on the subject (a breach keeps its edge and its fact), quote lines and the asset register read as cards, and iPhone photos no longer grey out in the file pickers.
- Quotes reach cruising altitude. Typing happens in the page, never inside a menu a stray click can close; Preview, PDF, and Print fold into one Document menu; the review link copies in one click and says honestly whether it has been viewed; and the quote list gains search, saved views, and pages.
- The desk, tightened. Views, Group, Sort, Columns and Filters now live behind a single Arrange key on every list - press it and a console opens with each door carrying its current setting, every choice applying as you make it, the key naming the arrangement and wearing one dot while it differs from the saved view. A ticket opened from the inbox carries its list along, so the masthead's arrows and the [ and ] keys step to the previous and next ticket in the same order. When several tickets in a pane have breached, only the longest-standing one keeps its full red meter; the rest keep the fact quietly.
- Smaller sharpenings. Page mastheads drop their breadcrumbs and explaining sentences, empty figures step back instead of shouting zero, a billing period is one instrument on every tab, new invoices and quotes start from a key in the masthead, attachments drop straight onto a request form, the sidebar seats every place on a 13-inch screen, calendar weeks fold long-running work into one carried-across line, workspace-ready emails arrive once, sign-ins the portal turned away are listed for you to act on, and the trial says how long it has from day one.