What the Agency side is for
It is a complete way to run a small software business: find clients, price the work, get paid, deliver it, hand it over.
- 1Your name, not ours
Everything a client sees carries your branding only. Your shopfront, your quotes, your delivery portal, your emails. We are never mentioned.
- 2Your money
Clients pay you through your own payment account. We only record whether a quote was accepted and whether the work is done.
- 3Where to start
Open the Agency hub and fill in your name, logo, colours, and payment link first. Everything else uses those details.
Open Agency hub
The steps, in order
- 11. Build your agency page
Fill in your name, what you do, colours and logo, and watch your public page draw itself next to the form. Press 'Write my page for me' if you would rather not write the words. Nothing on the finished page mentions us.
Your agency page - 22. Get seen
Your marketing kit makes a QR code for your page, social images in your colours and logo, posts and emails written in your voice, and can find you a business name with a web address nobody owns yet.
Marketing kit - 33. Lead finder
Search a trade and a place, and get a list of local businesses that have no app for booking, paying or rebooking, sorted by how much an app would help them. This is also the big button at the top of the Agency hub.
Open the lead finder - 4
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- 77. Hand over
The client gets one private link where they approve, follow progress, and download everything.
- 88. Get paid
One page lists every invoice across every project, with the late ones on top so you know who to chase first. Quotes that go quiet are chased for you: two polite reminders on your own email setup, then it stops.
Money - 99. Read the diary
The Diary is your full history on its own page, grouped by day: every reminder and email sent, every quote and invoice status change, every stage finished and file handed over, plus new enquiries. A plain line at the top sums up the last 7 days, and says so honestly when it was quiet. You cannot type an entry in yourself, so what it shows is what really happened. Filter by date, job or type, then export a spreadsheet. It refreshes itself as things land, so you can leave it open.
Diary