Customer communications, sent and logged in one place

What this does

Add your outgoing email details once in Settings and send straight from your own address. Every email, call and note is logged against the job, quote or invoice it relates to. Record a call in seconds and schedule the next follow-up so customers do not slip through the cracks.

Why it matters

Sending from your own address looks professional and keeps replies in your inbox. A logged timeline means anyone on the team can see the last thing said to a customer, so follow-ups happen and promises get kept.

Who it is for

Businesses that send a steady stream of quotes, invoices and updates and want a clear, shared history of every customer conversation.

Example workflows

• You send a quote from your own business address, and the customer reply lands back in your inbox.
• You take a call about a job, log it in seconds, and set a follow-up so it does not get forgotten.
• A colleague picks up a customer query and sees the full timeline of what was sent and said.

What you get

• Send from your own mailboxAdd your outgoing email details once in Settings and send quotes, invoices and reminders straight from your own address.
• Communications timelineEvery email, call and note is logged against the job, quote or invoice, so you always know what was said and when.
• Log calls and schedule follow-upsRecord a call or note in seconds and schedule the next follow-up so customers never fall through the cracks.

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