Designed to do the boring, not be boring.
Payroll, rotas, VAT returns, invoicing, DBS checks and the sales pipeline — the parts of running a business that are pure admin, kept in one place that opens fast and tells you what needs you this week.
Bathroom adaptations — 6 rooms worth £24,800.00 has had no activity for 21 days — Maureen Ellis.
— Call them, or move it to Lost so the pipeline tells the truth.
The Monday brief
Every Monday, one email says what needs the owner this week. Not a dashboard nobody opens on a Tuesday — a short list, in plain English, each item with what to do about it and why it matters.
Pipeline
Issue
Bathroom adaptations — 6 rooms worth £24,800.00, no activity for 21 days — Maureen Ellis.
Recommendation
Call them, or move it to Lost so the pipeline tells the truth.
Consequence
Counted in this month's pipeline total until it moves.
Documents & compliance
Issue
Priya Shah's DBS check lapsed 9 days ago.
Recommendation
Renew it before Saturday, or take her off the rota.
Consequence
She's booked on 3 shifts this week.
Payroll
Issue
Jordan Miles worked 46.5 hours this week — 3.4× his 13.6h average.
Recommendation
Check it's right before Thursday's pay run locks.
Consequence
Locks automatically at 5pm Thursday if nobody looks.
Every action re-checks itself the moment it fires. If Priya’s DBS renewed itself between Monday morning and the click, nothing happens twice — the brief would have caught that too.
Nobody else’s back office tells you what to do.
Built around how these businesses actually run
Same admin underneath, different vocabulary on top. The brief speaks yours.
Removals
Your Saturday crew is the whole business. When a mover's booked on two jobs the same morning, the brief catches it before the diary does — not after a customer's waiting on the drive.
Construction & trades
A quote nobody's chased since Tuesday. The brief flags it after 14 days of silence, before it turns into a lost job nobody remembers pricing.
Mortgage advisors
A client's offer expires in 10 days and the file's still missing proof of income. The brief catches the file before the lender does.
Care providers
A DBS check lapses on a Tuesday, and three shifts are already booked against it. The brief catches it Monday morning — not when an inspector asks.
Cleaning companies
A client's gone quiet on renewing their contract, or a cleaner's overtime is creeping past what it can absorb. The brief says which, and what it costs if nobody moves.
What’s in it
Six departments, one login, one place money gets counted.
People & rota
Who works here and who's on shift — starters, leavers, the Saturday rota, right-to-work documents tracked to their expiry date.
Payroll & HMRC
Pay runs, payslips, RTI filings, VAT returns — the numbers HMRC actually checks, run from the same place as everything else.
Finance & invoicing
Invoices, expenses, bank reconciliation, month end. What's owed, what's overdue, and what any total excludes.
Pipeline & CRM
Contacts, companies, deals by stage — a sales pipeline that gets flagged before it goes quietly stale.
Documents & compliance
DBS checks, insurance certificates, contracts — tracked to expiry, not filed and forgotten in a drawer.
Support desk
Customer queries in one queue instead of three inboxes and a mobile that only one person can answer.
The numbers behave
Money is stored to the penny, not rounded for the screen. If a figure isn’t known yet, it says so — it is never a guessed £0.00.
| Client | Amount | Status |
|---|---|---|
| Kelvin Cleaning Ltd | £1,860.00 | overdue |
| Maureen Ellis | £24,800.00 | proposed |
| Acme Removals — deposit | — | pending |
| Total outstanding | £26,660.00 | excludes 1 unconfirmed |
And when a number is genuinely wrong — a refund, a shortfall — it shows as −£340.00 with a true minus sign, in red, only because the negative number itself is the problem. Routine deductions on a payslip stay the ordinary colour: most negatives on this page aren’t bad news, and it shouldn’t look like they are.