Search results for FSNotes

Knack for Trades is quoting and job software built in New Zealand for electricians and security installers. On site, talk the job as you walk it. Knack drafts your voice notes into scope lines you review, edit and price. AI writes the first draft; you make every call. Upload the plan (or sketch one in the browser), mark it up, and the takeoff counts points and measures runs for you. Parts and labour build up from your own price book and recipes, with your cost, markup and gross profit on screen while the customer only ever sees a clean total. Send one link. Your customer sees a branded quote with selectable options, pins change requests on the drawing, and accepts online against a signed declaration, so what was agreed is a record, not a text message. After the yes, the job is on the schedule: book visits, assign the crew, take job sheets and forms onto site, and sign off before you leave the driveway. Electricians issue CoC and ESC certificates from the job's own data. Supplier invoices file against the job that earned them, and the invoice itself is raised in your Xero (New Zealand), never in Knack. Works in the browser and as iPhone and Android apps. Every plan has the full quoting workflow; scheduling, job forms and certificates are on Pro and Crew. 30-day free trial of every feature, no card.

Jawab24 is an Arabic-first AI auto-reply platform for businesses that sell and serve customers on social media. It replies automatically to WhatsApp Business messages, Facebook comments and Messenger conversations, and Instagram comments and DMs, 24/7. Replies are grounded in the merchant's own Business Info, so the AI answers with real prices, hours and availability instead of guessing. Built for the Arab market: - Understands 6 Arabic dialect families (Gulf, Egyptian, Levantine, Maghrebi, Iraqi, Modern Standard Arabic) plus Franco-Arabic, and replies in the dialect the customer used - Understands voice notes and customer photos, not just text - Full Arabic (RTL) and English interface Built to sell, not just answer: - Smart Follow-up: one message to a customer who showed buying interest and went quiet - Lead capture: conversations with contact details become lead cards - Upsell: offers one add-on at the right moment Safe by design: - Confidence scoring: low-confidence replies are flagged for the merchant to review - Price check: a reply that quotes a price not found in the merchant's data is replaced with a note to contact the merchant - OAuth login only, encrypted tokens, EU servers No online store or website required. Restaurants, clinics, training centres, salons and page-based sellers use it with just a Facebook Page, Instagram account or WhatsApp number. Optional integrations with Shopify, Salla and Zid sync the product catalog. 14-day free trial, no credit card. Plans from $8/month.

Callcapi helps sales managers coach their reps using the calls their team actually makes, not scripts. Most sales training relies on role-plays, generic examples, or new hires shadowing live calls and hoping something useful happens. Meanwhile, the best teaching material is already sitting in your recordings: the objection handled perfectly, the discovery question that opened up a deal, the moment a call started slipping away. Callcapi turns those moments into training in three simple steps: Upload a real call from your dialer, Zoom, or any recorder you already use. Highlight the moments that matter on the timeline, or let AI suggest them from an automatic transcript. You always have the final say. Assign the lesson to the reps who need it. They listen with your notes in context and send their takeaways back to you. Teams use Callcapi for: New hire onboarding, with a library of real calls reps can work through in their first weeks Ongoing coaching, turning one great (or rough) call into a lesson for the whole team without scheduling a meeting Remote and distributed teams, where reps review calls and give feedback on their own time Your recordings stay private, and reps only see the calls you assign to them. Getting started is free for up to 3 learners, with no credit card required.

Bookora is an appointment calendar and online booking app for independent beauty and wellness professionals — nail techs, brow and lash artists, makeup artists, barbers, hairdressers, estheticians and massage therapists — and small teams. Your clients book from your link, with no app to download. No booking commissions, ever. Free to start, on iOS and Android. The free plan includes the full calendar (month view and hour-by-hour day view, every service in its own colour), unlimited clients, appointments and services, client cards with visit history and notes, per-client prices that are remembered for the next visit, client import from phone contacts or a file, supplies tracking based on completed appointments, income and expense statistics, and one-tap WhatsApp reminders with no per-message fees. Premium adds a 24/7 public booking page where clients pick a service, date and time; control over which services can be booked online, how far ahead clients can book and how much notice is required; automatic email and Telegram notifications for new, rescheduled and cancelled appointments plus a reminder before the visit; two-way Google Calendar sync; and team accounts where each specialist gets their own calendar, clients and booking page. Bookora takes no commission on bookings or on new clients — you pay a flat subscription and nothing else. The app is available in 9 languages: English, Spanish, French, German, Portuguese, Russian, Japanese, Arabic and Chinese.

AgentDS is a sentient CRM for migration agents, migration agencies and immigration law firms, built in Australia. It keeps clients, leads, visa applications, deadlines, visa expiries, appointments, tasks, document checklists, notes, invoices and recorded payments in one workspace. Each morning it builds the day at a glance (appointments, open applications, visa expiries and overdue work, updated live as the team works) and prepares the owner's daily brief: follow-ups that are due, unpaid invoices, client concerns and applications with no activity for 14 days. Deadline reminder emails go to the owner and the responsible person at 90, 60, 30 and 7 days before a recorded visa, passport, document, application or task date. Suggested follow-up tasks are reviewed by the team before anything is created. Prepared client emails can be sent from AgentDS, each with an unsubscribe link. Move records from Agentcis, Zoho, Excel or CSV: upload, match fields, check duplicates and review before anything is saved. Export all data as CSV at any time; no lock-in. Secure file uploads are stored privately in Sydney, Australia and checked for malware. Two-step sign-in and staff roles control access. No AI model or AI provider is used in AgentDS today, and identifiable client records are never used to train AI. Every feature is free for 14 days for the whole team, no card needed; plans are shown when the trial ends.

Dwellex is cloud-hosted case management software for eviction and landlord-tenant law firms. It records each matter from notice and intake through court filing, hearing, judgment, and writ, and gives the firm’s landlord clients a portal for the same file. A firm configures the product to its courts. Case templates define the steps, questions, deadlines, and automations for a case type. Document templates merge complaints, affidavits, exhibits, and cover sheets from the case record. Intake forms are built per notice type and jurisdiction, and a case is created when staff approve the submission. Email templates cover the messages the firm sends at those steps. Staff work from an action-item queue that shows the open step on each case and supports answering the same question across many files. The case timeline holds the steps, documents, dates, tenants, and notes for one matter. Notices can be prepared one at a time or in batches. A service log records method, time, and proof of service, including photos taken in the field. Trial lists group upcoming hearings by date and county, with AM and PM dockets, balances, tenant details, and a printable export. Landlord clients submit notice requests and intakes, upload ledgers and leases, and see case status, closed matters, and messages. Firms keep organizations, properties, courts, and a client list. Staff can be assigned to work, and administrators manage firm settings, fee billing, and an audit log of changes. Dwellex syncs matters and case data with Clio and Practice Panther.

Northstack is an all-in-one platform for small teams that have outgrown spreadsheets but don't need enterprise software. People, time off, sales and payroll records live in one workspace, and every module shares the same employee records, so nothing is typed twice. People & HR: one profile per employee with departments, reporting lines, custom fields, employee self-service, and custom roles and permissions. Time off: policies with their own rules (days per year, paid or unpaid, approval required, annual or monthly accrual), requests routed to each person's manager, live balances that never go negative, holiday calendars imported by country, business or calendar days per policy, company-wide days off, carry-over or expiry at year end, and a team calendar. Approved time off syncs to Google Calendar. Sales CRM: companies, contacts and deals moving through pipelines with your own stages, in grid or Kanban view, with tasks, notes and follow-ups. Payroll tracking: a clear record of compensation, pay runs and pay stubs for your team. Northstack never moves money, so you keep paying your team the way you do today. Also included: dashboards, an activity log, CSV import and export, and Google Calendar and Google Meet integration. Setup takes an afternoon, and every plan starts with a free 15-day trial, no credit card required.

Fast Forward >> Typing trains employees in touch typing on an annual per-employee license. Each participant takes a placement test, follows an individual plan in their own keyboard layout and finishes with a certificate. Before and after measurement shows the team's progress in words per minute and accuracy. Pricing is on request. Most adults type for hours every day with a few fingers and a constant glance at the keyboard. Fast Forward >> Typing is a touch typing course built for exactly that situation. It starts with a placement test that records how accurately and how fast each key is typed. The result is a personal training plan through a comprehensive course. Keys that are already solid get a suggestion to skip, and every lesson stays open either way. Practice happens on real sentences, and accuracy comes first, so speed grows on a clean technique. Short "good to know" notes explain the learning science behind the method, such as spaced practice and chunking. Every language has its own curriculum written for its keyboard layout, not a translation. Everything runs in the browser with any keyboard, with no installation. Someone who writes 2,400 words a day and moves from 40 to 60 words per minute saves about 20 minutes a day, roughly 70 hours over a working year. The typing speed test and the first lessons are free without an account. The full course and a certificate for speed and accuracy are paid, with no subscription.

CosmikERP is an AI-native ERP for general trading, distribution, project supply and manufacturing businesses in the UAE. It is built for companies that have outgrown Excel, Tally or basic accounting software and want their whole trading cycle in one system. Inquiry, quotation, sales order, purchasing, goods receipt, inventory, dispatch, tax invoice and payment all run on one platform, and each step is built from the one before, so nothing is typed twice. Landed cost and margin are calculated on every quotation, supplier quotes are compared side by side across currencies, and every figure links back to the documents behind it. Cosmik, CosmikERP's built-in intelligence, reads inquiry emails, BOQs, supplier quotes and customer POs and turns them into drafts for your team to review. It suggests bank reconciliation matches, flags quotes below their margin floor, and answers questions about your business in English or Arabic. Nothing is posted without a person approving it, and every action is logged. CosmikERP is ready for UAE e-invoicing: PINT AE invoices and credit notes are generated from the documents you already raise, validated before sending, and delivered through the FTA-accredited service provider you choose. Pricing is one yearly agreement with no per-user fees, so the whole company can use it. Each customer runs on its own dedicated database, in the cloud or on-premises. Migration from Zoho Books, ERPNext or spreadsheets is included in scope.

Hivi-X is client document collection and onboarding software for Canadian professionals and small teams, including real estate agents, immigration consultants, mortgage brokers, and recruitment firms. It helps businesses organize document requests, review submissions, collect electronic signatures, and assemble client files in one workspace. Businesses can create reusable checklists and share secure guest links. Clients can upload documents from a phone or computer without creating an account. Teams can track missing items, approve submissions, request corrections, and export an audit-ready PDF package. Built-in tools include client management, messaging, calendars, notes, and file storage. Hivi-X also offers AI-assisted document summaries and form filling using self-hosted AI, with Canadian hosting. Clients can use the connected my-id.ca personal document vault to organize their own documents. Hivi-X serves as a document intake layer alongside a firm's existing practice or transaction management system, helping reduce email follow-ups and keep client paperwork organized. The connected my-id.ca extension for Google Chrome helps businesses reuse collected client information in their existing web-based internal systems. It can automatically fill supported form fields, reducing repetitive typing and copying and pasting between applications. Teams can keep working in the systems they already use while the extension handles routine data entry.

Magnate360 is an AI-powered real estate CRM built for Canadian real estate agents. Instead of another tool to manage, it runs 10 AI agents that handle the admin behind your business, so you can spend your time with clients. Donna, your AI receptionist, answers calls 24/7, qualifies leads by budget, timeline and preferences, books showings and adds every lead to your pipeline with notes. BCREA forms auto-fill. The Forms Agent fills all 12 standard BCREA contract forms, including the Contract of Purchase and Sale, DORTS, MLC, PDS and FINTRAC forms, from a single listing intake. Compliance built in. Magnate360 tracks FINTRAC identity verification and CASL email consent with expiry alerts, and blocks emails to contacts without valid consent. AI email marketing. The Email Agent writes personalized, CASL-compliant newsletters for each contact based on their engagement. You approve before anything sends. Showings, content and more. SMS showing confirmations with lockbox codes and calendar sync, AI-generated MLS remarks and social captions, an agent website builder, task management, and free BC market data. Magnate360 is built for solo agents, team leads and top producers who want a modern alternative to kvCORE, Follow Up Boss and Lofty, designed for Canadian rules. Pricing starts at $49/month, with a free tier and a 14-day free trial, no credit card required.

KANJIN is a free digital stamp card and back office for small walk-in shops: cafes, bakeries, bubble tea and dessert counters, barbers, salons, nail studios and small retail. Customers collect stamps with just their phone number. There is no app to download and no paper card to lose. Staff type the number, or the customer scans the counter poster. On Square? Connect it free, and customers on your card are stamped when they pay. Free forever, for any number of customers: - Digital stamp card and printable counter QR poster - Customer list showing your regulars and who is slipping away, based on your trade's visit cycle - 20 Google review requests a month by email, to customers who said yes, plus a review button on every customer's card - One email a month to up to 150 regulars - Sales & costs: daily takings, supplier invoices, shift notes and printable reports - Break-even, profit-by-item and lost-revenue calculators - Unlimited staff logins and a PIN-locked Counter Mode - Free Square connection, and your whole customer list as a CSV download any time The paid plan (US$39 a month per location) adds the marketing: win-back, slow-day and rainy-day emails, welcome and birthday treats, bring-a-friend stamps, review requests with no monthly cap, AI review replies, and local Instagram and YouTube creator discovery with invitations written for you. Languages: English, Traditional Chinese, Japanese, Spanish, French. Web app: works in any browser on phone, tablet or computer.

Motorvar is a CRM and inventory app for small used-car dealers. It is built for a lot with a handful of cars and a few people, where the records live in a spreadsheet, a notes app and the owner's phone. Every car gets one record that holds its details, photos, recon work and costs. Every lead is tied to the car it asked about. Leads arrive from your website car pages, from marketplaces that email leads in the standard ADF format, from Google Ads lead forms, and from other forms or automations through a lead webhook. Calls, walk-ins and referrals can be added by your team or imported from a spreadsheet. Your cars get their own pages under your dealership's name, and you can show your inventory on your own website. Shoppers can ask about a car, book a test drive or value a trade-in right there, and every request lands on your lead board. Leads sit on one board that moves from New to Contacted, Appointment, Negotiating and then Won or Lost. Each card shows the car, the source and the salesperson. Motorvar flags a lead after an hour without a reply, and a morning email lists the leads nobody has answered. You can bring your records over from a CSV. Motorvar checks every row before it saves anything. Motorvar is not a full dealer management system. It does not submit deals to lenders, print state forms, run collections, do accounting or pull credit.

MyVet is built for independent UK veterinary practices that want to take routine work off the phone without changing their practice management system. Practices choose the modules they need and pay monthly only for those. Appointments: clients book online at any hour, see only free slots and get an instant text confirmation. Online bookings write straight into the Teleos diary. Connect: WhatsApp, SMS, Facebook Messenger and website messages land in one shared inbox. Each chat sits next to the client and pet record and can be assigned to a named team member. Prescriptions: clients request repeats from one link. The team approves them from a shared dashboard, and clients are told automatically when the prescription is ready, with optional online payment. VetScribe: an AI scribe that writes the consultation up as SOAP, DAP or narrative notes in UK veterinary terminology. Microchip Registration: register chips onto the Defra-compliant MyPet database in seconds, with registration, updates and transfers free for the life of the pet. Websites: modern practice websites, built and hosted by MyVet and linked to bookings and repeat prescriptions. Clients don’t need an app or an account. MyVet is built by the team behind MyPet, which has supplied microchips to hundreds of UK practices since 2019. There’s no setup fee and no long contract, and support comes from a UK-based team.

AIM (Accounting & Inventory Management) is cloud-based accounting and inventory software built for small and mid-sized businesses in Pakistan that buy, stock and sell, including traders, distributors, wholesalers, importers and retailers. It brings inventory, sales, purchases, payments, returns, expenses and accounting into one system, so every invoice, bill and payment updates stock, customer and supplier balances, and the general ledger in a single step. Key capabilities include live multi-warehouse stock with transfers and valuation tied to the ledger; quotations, sales orders and invoices; purchase orders and goods received straight into stock; partial and full payment tracking; automatic journal entries, chart of accounts and real-time financial statements (Profit & Loss, Balance Sheet, receivables, payables and stock reports); and a full audit trail where documents are reversed rather than deleted. AIM connects directly to FBR's IRIS Digital Invoicing system, submitting sales tax invoices, debit and credit notes and printing the FBR IRN and QR code on each invoice. Businesses can design branded invoices with a drag-and-drop designer and share them with customers on WhatsApp or email in a couple of clicks. Role-based permissions across 60+ screens, multiple companies under one login, and access from any browser on PC, tablet or phone round out the platform. AIM offers a free-forever plan, a Pro plan from PKR 2,000/month (billed yearly), and custom Enterprise pricing.

Notepik turns every meeting into notes your team can act on. Paste a Zoom, Google Meet, Microsoft Teams or Webex link, or connect Google Calendar or Outlook, and the Notepik Notetaker joins the call as a visible participant. Prefer no bot? Notepik for Chrome records the call in your browser tab instead. Recordings you already have can be uploaded too. A few minutes after the call ends, Notepik writes up a summary, the decisions made and the action items, each with a suggested owner and due date. Every transcript line carries its speaker and timestamp, and clicking a line plays the recording from that moment. Ask a question in plain language across all your past meetings and get an answer that cites the meeting and the moment. Teams share one searchable library with comments, @mentions and tags. Write-ups can go to Slack, Asana, Trello, ClickUp and HubSpot, or to anything else through the API and signed webhooks (Zapier, Make, n8n). Custom summary templates make a sales call and a standup read differently, and recurring meetings show what the last one left open. Pricing is per workspace rather than per seat, with a free plan that needs no card. Meetings are encrypted in transit and at rest, each workspace is isolated at the database level, and recordings are never used to train AI models. The interface is available in English, French and Arabic.

TalaGuard Pro is an AI assistant that sits on a call center agent's desktop and helps during the call, not after it. Press F1 and it suggests what to say next, using your own knowledge base. Press F3 to ask a policy question and get an answer drawn from your documents, not the open internet. When the call ends, it writes the call note for you. For team leaders and QA, every call lands in a call log with QMS scoring, coaching comments and an optional auto-QA pre-fill. Admins control settings with locks across a full role hierarchy (agent, TL, QA, OM, SOM, admin). Privacy is built in. Customer details can be masked automatically before anything reaches the AI, and teams can bring their own AI key so call data never passes through a middleman. It was built by a former call center agent who worked US telecom and insurance accounts, so it is designed around how the floor actually works: hotkeys, short answers, and no extra tabs to juggle. What you get: - Real-time AI assist during calls (Help Me) - Policy Chat over your own knowledge base - Automatic call notes - Call logs with QMS scoring and coaching comments - Industry knowledge-base templates - Meeting transcription with speaker labels (Growth and up) Try the browser demo without signing up at talaguard.pro/demo. 14-day free trial, no credit card.

WYP.chat is a shared inbox for small businesses and trades that talk to their customers on WhatsApp. The problem: the free WhatsApp Business app is built for one person. As a team, it tops out at one phone and four linked devices, nobody knows who replied, and messages from Instagram, Messenger, email and the website stay scattered. The solution: WYP.chat connects to Meta's official WhatsApp Business API and brings these channels together in one place. Every conversation has an owner. The team works with internal notes, labels, quick replies, opening hours and tracked response times. The number keeps working in the WhatsApp Business app on the phone. Who it is for: trades, shops, restaurants, estate agents, professional firms and small-business customer service teams in France and Spain. App and help centre in French, Spanish and English. Key features: WhatsApp campaigns to opted-in contacts, with Meta-approved templates, A/B tests and follow-ups. No-code scenarios, 16 of them ready to install. Customer cards with stages, segments and CSV import with consent records. Dashboards. Coucou and Allô AI agents on website chat, handing over to the team as soon as they are unsure. Alerts and replies from Slack. What is different: unlimited users on every plan, including the free one. One flat price per business, from EUR 0 to EUR 199 a month excluding VAT. Messages billed by Meta are paid directly to Meta, with no markup.

FieldGrid is project management and field operations software for construction, HVAC, and MEP teams, available on web, iOS, and Android. Bring contractors across HVAC, electrical, plumbing, mechanical and controls specialties into one project workspace. Assign tasks, task groups and subtasks with owners, priorities and dates. Coordinate project chat, scheduling, field updates, site photos, documents and daily reports. Track time, expenses and parts inventory, including stock levels and requests. Commissioning checklists capture Pass, Fail and N/A results with notes and attachments. Failed checks automatically open corrective issues. Offline field workflows synchronize when connectivity returns. Alex AI Copilot helps with workspace questions and photo-based troubleshooting guidance. Upload a field photo, such as a thermostat, and ask Alex for initial checks and a team handoff; technicians verify guidance against equipment documentation. Alex Project Builder drafts tasks, task groups, subtasks and checklists for review before project creation. Features and included AI usage vary by plan. Annual-billing rates: Starter $29, Professional $49 and Enterprise $69 per seat/month, billed annually ($348, $588 and $828 per seat/year respectively). Enterprise+ offers custom pricing. A free trial is available. Official demo: https://www.youtube.com/watch?v=mU8bNKztQlE YouTube: https://www.youtube.com/@tryFieldGrid Request a demo at fieldgrid.io.

I built PourWatch for the contractor who is the boss, the tech, the bookkeeper and the dispatcher in one truck. Every morning it pulls newly issued building permits from public city and county records inside your driving radius, scores them against your trade, and puts the hot ones at the top. You see the address, what is being built, how big the job is and how many days ago the permit was issued. One tap to call, one to navigate, and you mark each lead called, saved or not a fit. Pick your trade and the list re-ranks. Off-trade permits stay hidden, and the app tells you how many it filtered out. Coverage runs to more than 300 cities and counties, and the full list is public at pourwatch.com/coverage. When a city stops publishing, PourWatch says so instead of showing you a short list. Once you win the job, the rest of the work lives in the same place: today's route in service order, visit logs with photos and voice notes, customer history and gate codes, estimates with sales tax, invoices from draft to paid, and route profit that shows which accounts pay for the drive. Expenses map to Schedule C lines, with bank statement import, linked bank accounts, one-tap mileage and a year-end export. $49 a month with a 30-day free trial. The trial is long on purpose: a permit takes weeks to turn into a booked job.