Clients and properties
Stop hunting through spreadsheets and phone contacts. Each client has a page that shows who they are, where you clean, how to get in, and everything that has happened.
Every feature a small business needs, working together
From the first enquiry to the final payment, Sales Base keeps one record of each client, job and invoice. Choose a feature to see it in more detail, or compare what each plan includes.
Bookings, jobs and calendar
Set up a repeating clean once and the jobs appear on the calendar for weeks ahead. Your team sees what they need to do, and nobody sees what they do not.
Visit reminders
Clients get a friendly reminder two days before a visit and again on the morning, by email, by text or both. They arrive to find someone home, and you stop losing a morning to a locked door.
- Text messages – Texts from your company name, with a monthly allowance and extra blocks that never expire.
Invoicing
Send a clear, branded invoice from your own email address in a few clicks, and always know what is paid, what is part-paid and what is overdue.
- Online payments – Card, PayPal and Direct Debit, paid into your own accounts.
- Payment reminders – Reminders for overdue invoices, sent for you.
Client portal
Clients sign in to see their invoices and upcoming visits, pay what they owe, and send requests, so fewer of them ring or email the office.
Leads and quotes
Capture enquiries, follow them up on time, send quotes clients can accept online, and turn a yes into a booking without retyping a thing.
Purchases and costs
Record each bill with its VAT and a photo of the receipt, see what you owe your suppliers, and tag costs to the work they were for. It is a tidy record to hand your bookkeeper, not accounting software.
Reports
Clear charts and figures show what you invoiced, what came in and what is still owed, so you can make decisions from facts rather than guesses.
- Export for accounts – Four plain CSV files for any period.
- Report builder – Choose, group and chart your own figures.
Email logging
Stop searching inboxes. Copy a private address on an email, or connect Outlook, and the conversation appears on the right client or lead.
AI assistants
Draft emails, answer routine questions and spot what needs attention. The assistants only help: they cannot take payments, change records or make anything up from thin air.
Team, roles and security
Owners, schedulers, cleaners and bookkeepers each see what they need and nothing more. Your data stays yours, and every change is written down.
Your trade, your words
A plumber has customers and call-outs, a garage has repairs, a salon has appointments. Choose your trade and every screen, email and report uses your words.
- Cleaning – Repeating cleans, checklists and reminders for cleaning firms.
- Plumbing and heating – Call-outs, boilers and service dates, and gas safety notes.
- Electrical – Installations, inspection dates and inspection notes.
- Construction and building – Sites, estimates and programmes of work for builders.
- Property maintenance – Maintenance contracts, inspections and void checks.
- Mechanics and vehicle repair – Vehicles with MOT and service dates, repairs and estimates.
- Landscaping and gardening – Gardens, visits and garden rounds that repeat.
- Hairdressing and barbering – Appointments, regular clients and a client card.
- Other trade or small business – Your own words for any other small business.
Services and checklists
Set a service up once, with its usual time, price and checklist. Choose it on a job, a quote or an invoice and the details are filled in for you.
Records for your trade
Some trades look after things that come round again: a boiler, a vehicle, an installation. Record them against the customer, see what is due, and remind the customer.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.