Product tour · Supply
WorkPromise it. Deliver it. Never forget to bill it.
What we've promised, who's doing it, and what's stuck. Tasks, projects and jobs out in the field, planned at a desk, done on a doorstep, and joined to the customer and the invoice.
14 Harbour Street · ask for Priya · parts are in the van
- 09:00Boiler serviceDone · signed off by the customerdone
- 11:00Quote visitDone · 6 photos · quote drafteddone
- 15:30Radiator fittingParts to collect on the waylater
Every promise a business makes, in one place.
From a two-minute task to a three-month project, and from the office to the customer's front door. It's all the same work, so it's all in one list.
Tasks & checklists
Owners, due dates, checklists, comments and files. Raised from anywhere: a customer, a booking, a support ticket.
Projects & milestones
Longer work with milestones, people and progress, and templates so the second one is quicker than the first.
Field jobs
Jobs out of the building: job types, routes, clock-in and proof it was done.
Recurring work
The things that happen every week or every quarter, created on time with nobody having to remember them.
Boards & sprints
The same tasks shown as a board, a sprint or a timeline, for teams that like to work that way.
Client work
Work done for a named customer, costed against a budget and billed when it's delivered.
One section. Two very different days.
Office work gets planned, revised and reported on. Field work gets dispatched. Someone on a doorstep needs to know what, where and when, and to mark it done. That's why Simma never hands them a project tool.
Plan it
Projects, milestones and the people on them. Spot what's late and what's blocked, and move work between people before it slips.
Do it
"What's my next job, where is it, and it's done." Clock in, follow the route, take photos, get a signature, and move on.
Say what needs doing. Simma lays out the work.
The owner describes the outcome. The agent breaks it into milestones and tasks, finds who's free, and puts the dates in. The owner approves the plan, and then it runs.
Built from "New location" (used for the Quay Road studio). The dates work back from opening day.
- Fit-out complete31 Jan
- Two instructors hired & trained14 Feb
- Timetable & pricing published21 Feb
- Launch week1 Mar
From a to-do to a job well done.
One list behind everything
- Owners, dates and prioritiesEveryone knows what's theirs and when it's due.
- Checklists, comments and filesThe work and the conversation about it, in one place.
- Raised from anywhereAny customer, booking, order or ticket can create a task.
- A full historyWho changed what, and when.
Longer work, kept on course
- Milestones and templatesStart from the last one that went well.
- Budgets and profitabilityWhat it was quoted at, what it's costing, and what it will make.
- Boards, sprints and timelinesThe same tasks, seen however the team works.
- WorkloadWho's stretched and who has room.
Jobs out of the building
- Job types and dispatchThe right person, with the right skills, sent to the right job.
- RoutesA day's jobs put in an order that doesn't double back.
- Clock-in and time on siteFeeds straight into timesheets in Team.
- Forms, photos and proof it was doneA customer signature, and notes for next time.
Done means billed
- Completed work becomes an invoiceDrafted in Money the moment a job is signed off.
- Time and materialsHours and parts, captured on the job, land on the bill.
- The customer kept in the loop"On my way", "done", and a link to pay.
It finds what's slipping, and what's unbilled.
Tasks, jobs, people and invoices share one record. So Simma can see what's stuck, who's overloaded, and the money nobody asked for. A task app can't.
"4 completed jobs haven't been invoiced."
"Thursday's three jobs have no one assigned."
"Two tasks are unassigned on a project due Friday."
"Nothing has moved on this for 9 days."
"Sam has 14 open tasks. The team average is 5."
"Tuesday's route doubles back. That's 40 minutes of driving you could avoid."
Oli keeps the work moving. Fiona makes sure it's paid for.
Oli, the operations agent, watches deadlines, jobs and workload. Fiona, the finance agent, catches work that was finished but never billed. Both bring the owner a decision, not a notification. Meet the agents →
"Thursday's three jobs have no one assigned. Dan is free after 11 and they're all on his side of town. I've put them on his route in order."
"4 jobs were signed off this week and none were invoiced. That's £1,860. I've drafted the invoices with the hours and parts from each job."