CRM and Customers
Store leads, customers, contacts, notes, history, and every job linked to each account.
FieldOps MVP modules
The first Bizapp360 modules focus on daily work that must get done.
We are starting with the practical operating tools service businesses need every day: customers, sites, jobs, billing, staff, stock, documents, and compliance reminders.
Sites and Locations
Manage client sites, addresses, contacts, access notes, recurring visits, and documents.
Jobs and Scheduling
Create job cards, assign staff, track status, add notes, upload proof, and complete work.
Quotes and Invoices
Build quotes, convert accepted work into jobs, invoice completed work, and track payment status.
Staff and Field Teams
Keep staff records, roles, team assignments, mobile workflow, and basic HR data together.
Stock and Documents
Track parts, consumables, uploaded files, expiry dates, certificates, and compliance evidence.
Department Document Hub
Give each department its own files, inbox, tasks, approvals, audit trail, and simple permission control.
Core workflow
1
Lead captured
2
Quote sent
3
Job scheduled
4
Staff assigned
5
Work completed
6
Invoice issued