Specialised business modules
Turn on only the modules your business needs: quotes and projects, wholesale, technician dispatch, documents and consent, listings, donations and a safe stop on risky messages. Customers do it all in the chat, and your team follows up in the panel.
Recorded from the real app, with a sample business's data.
The customer approves the quote or contract by typing their full name and ticking consent, on the page or in the chat, and a consent record is kept. A paper approval can be recorded in the panel.
The customer's answers, photos, files and measurements from the chat arrive together as one quote request in the team's inbox, ready to price or to book a site visit.
Add lines from your catalogue or free lines, with units, quantities, a discount per line and on the whole quote (percent or amount), sections, and VAT-exempt lines.
Every sent version is frozen; editing starts the next version, and the customer sees what changed since the previous one.
Each quote has a validity date; the customer gets one reminder the day before it ends, then the quote expires on its own.
The customer opens the quote on the phone: lines, discount, VAT, total, payment plan, validity and terms. The same page prints on A4 or saves as PDF from the browser.
The customer can decline with a reason or ask for a change; their next message is recorded as the change and the quote goes back to the team.
After approval the project gets a payment plan: deposit and balance, full payment, or three steps. The deposit is asked for right away, with a reminder if unpaid.
Set up to 12 payment steps per quote, each with its own title, percentage and due date. The last step takes what is left, so the plan always adds up to 100%.
Each progress update with text, a percentage and photos goes to the customer and stays on their project page; outside the 24-hour window it goes with their next message.
Send a preview for approval; the customer approves or asks for changes. Each project has a set number of revision rounds and their use is counted.
Record extra work with its lines, price and effect on the deadline; the customer approves or declines it in the chat or on the project page.
At the end a handover note with files is sent, the balance is requested and the customer rates 1 to 5 stars; you can also send your own review page link.
Each project has a clear status: waiting for deposit, active, on hold, handover, completed or cancelled. Each step is marked to do, in progress or done, and progress updates from it.
Your country's VAT rate is applied automatically once your tax number is set, or you set the rate yourself; prices can be entered with or without VAT.
Advanced payments
Write your usual lines and terms once in Persian, Arabic and English and reuse them in every quote.
When the customer opens the quote page, it is marked as seen in the list and noted in the customer's history.
If the customer asks for a change or a new price on an expired quote, the request reaches the team as a ticket and the team sends the next version.
Schedule a site visit from the quote request; when the booking module is on, the visit is linked to a booking.
Appointments
The customer types «my quote» or «project status», or uses the menu, to see their quote and project, pay, approve previews or leave a rating.
The journey builder has ready quote and project steps: send the quote (waiting for the team), send the contract and wait for the signature, create the project, request a milestone payment, send progress, hand over.
The dashboard shows new requests, drafts, quotes awaiting an answer, the 30-day win rate, the value of open quotes and payments due; all of it also appears in the customer file and the panel search.
Create tiers such as «Distributor» or «Contractor» with a discount, and give each company its own prices: a fixed price or a percent off per item, variant or category from a set quantity. The lowest price applies to every catalogue line.
Shop and catalogue
Each buyer company has its legal and trade name, trade licence, tax number, billing and delivery addresses, contacts and account manager. A company name given in the chat opens a pending account automatically.
The trade licence, tax certificate and signatory's ID are requested by a secure link, and the team verifies, rejects or suspends. The buyer can edit their details on the account page until verified.
Document collection
Set a minimum quantity and order steps per item, category or service. The catalogue raises a lower quantity with a clear note and the quote request form refuses less.
Shop and catalogue
The buyer types the lines in the chat (e.g. «50 x cement bags») or fills the request form with items, quantities, units, needed-by date and delivery. The team prices it, with a suggested trade price per line, as a quote or a pro-forma.
Tax invoices carry the buyer's tax number, VAT and a due date. Part payments are recorded in the panel and an invoice can be voided.
Advanced payments
Staff write a pro-forma or tax invoice for any company with lines at that company's prices, set the payment terms and send it to the buyer's chat. A quote request turns into a pro-forma with one click.
Give verified companies 15, 30 or 60-day terms with a credit limit. Orders go on account, reminders go before, on and after the due date, and long-overdue accounts go on hold automatically.
Each company has a statement page: balance, overdue, aging 0–30, 31–60, 61–90 and 90+ days, invoices and payments.
The buyer sees their account status, price tier, credit terms and own price list with quantity breaks and minimums on a private link.
The buyer sees their last orders as buttons and places one again at today's account prices, with the minimums respected.
Shop and catalogue
The buyer's tax number is checked against each country's format so a wrong number never lands on an invoice.
«Business account», «Request a quote» and «Reorder» are in the menu and answer keywords; the buyer sees status, credit and what is open.
A ticket opens for anything that needs the team: a new account to verify, a new quote request, an order on account, a paid or declined pro-forma, and credit put on hold for overdue money.
Journeys can send the quote request form, open the company account from the answers, ask for verification documents, check the account and repeat the last order.
The dashboard shows pending and verified accounts, new quote requests, receivables, overdue amounts and holds. «Delete my data» removes the person while invoices stay, without them, for the country's legal period.
The technician turns on location sharing with their consent and the customer sees them move on a map. Sharing stops on arrival and positions are deleted after the visit.
Define where you work by a radius around a point, a shape drawn on the map, city and area names or postal-code prefixes, each with a travel fee and time. The customer's address is checked automatically.
Home-visit bookings and journeys that collected an address become dispatchable jobs automatically; jobs can also come from the panel or recurring plans.
Appointments
Each day's jobs show per technician; drag unassigned jobs onto a technician. Time overlaps and urgent jobs are marked.
Each technician has a private link: today's jobs, navigation, call, status buttons, checklist, photos, parts, notes, customer sign-off and payment or cash.
When the technician sets off, the customer gets an estimated arrival time and the tracking link; the time comes from the distance and the customer is told the arrival window.
The customer sees status, time window, technician, arrival time, live map, photos, parts and amount, signs off with their name and pays.
Build a three-language checklist per service with required items. The technician takes before and after photos and records parts used with quantity and price.
The visit is paid through a payment request in the chat, or the technician records cash or card taken on site.
Create weekly, every-two-weeks or monthly plans and jobs are created automatically. The customer can skip, pause or resume from the chat or the visit page.
Memberships and subscriptions
Every job follows set stages, and each change is logged with its time and who made it.
A ticket opens for a new visit without a technician, an urgent request, an address outside your service area and a job that needs a follow-up.
Add field staff or vans and link them to the booking calendar; booking staff who do home visits import with one click.
Appointments
The customer asks «where is the technician» or «when will you arrive» and gets the visit status, time, technician and tracking link.
Journeys check the area, create the job, send «on the way» and the tracking link, wait until the job is done and start recurring visits.
The dashboard shows open, today's, unassigned and on-the-road jobs, follow-ups needed, on-time arrival rate, first-time fix rate and average time on site.
Sensitive documents (or all of them, your choice) are encrypted with AES-256; the key is kept outside the database and sealed with this computer's secure key store. ID numbers are encrypted and only the last 4 digits show.
A library of 43 ready checklists for visas, company formation, translation, legal and tax, insurance, medical, real estate and more. Each document has a hint, example, allowed types and size, and expiry rules, all editable.
The customer opens a private link, takes photos with the camera or uploads several files and sees progress; rejected documents can be uploaded again.
Staff approve each document with its expiry date and ID number, or reject it with a reason the customer reads in their own language. It warns when a document is expired or valid for too short a time.
Applications move across a board with a column per status; each change can message the customer and is kept in the history. You can add your own statuses.
Put the result, such as a visa copy, translation or lab result, on the customer's secure application page.
Before an approved document expires, the customer gets a reminder with a renewal button. The «Expiring soon» page lists them all.
Files are deleted automatically a set number of days after the application closes; staff can delete them earlier.
Pick a customer and a checklist; the application opens and the upload link goes to their chat at once. You can extend, resend or replace the link.
Staff can upload a document for the customer, waive a checklist item or renew the application link.
The customer types «my application» or «application status» and gets status, progress and the secure link; an expired link is renewed there.
Journeys request documents and wait for them, verify identity, change the application status, check one document and send an expiry reminder.
The dashboard shows open applications, waiting for review, more info needed, expiring, closed in 30 days and average days to close. Search never reads document contents, and «Delete my data» destroys the files.
Each signature records the version, a SHA-256 fingerprint of the exact text shown, the time, a shortened IP address, browser and OS only, and the channel. The signed copy prints, with the fingerprint re-checked.
12 ready consent forms and waivers in three languages, with risk sections, required checkboxes, health questions, photo and marketing opt-ins, a guardian declaration and a refusal text, all editable.
A text someone signed never changes; editing it makes a new version. If you choose, signatures on older versions count as outdated and the customer signs again.
The customer opens the link, reads the text, types their full name and date of birth (in your business calendar) and draws a signature when needed, or declines.
Minimum ages per service follow each country's rules: for a minor a guardian signs with their details, relationship and signature; below the minimum the refusal text shows.
Photo and marketing opt-ins are never pre-ticked. The customer withdraws with a phrase such as «remove my photos» in the chat, on the page, or staff do it in the panel, and every part of the app respects it.
When the customer answers «yes» to a health question, the record is flagged and a ticket opens for the team.
Set how long each consent lasts: until withdrawn, every visit or a number of days. Before it ends, a re-signing link goes to the customer automatically.
Search signed records by name, form, date, minors or flagged, and export the list as a CSV that opens in Excel.
Pick a customer and a form to send the signing link, or record an in-person signature. See every form still waiting to be signed and resend, extend or cancel its link.
Under the form text, a note on your country's governing law, e-signatures and personal data is shown, and you can edit it.
Journeys send the consent form and wait for the signature, check age, and check for a valid consent before the service.
The dashboard shows valid, signed in 30 days, pending, expiring, minors, flagged, refused and withdrawn consents. With «Delete my data», legal proof is kept apart from the person per your setting.
Property, off-plan unit, car, motorcycle, boat, artwork, candidate, job, domestic worker, animal or collectible: each type has ready attributes and you can add your own.
Each listing has a three-language title and description, price, place, photo gallery, the agent in charge and the Instagram posts it appeared in. Status runs from draft to sold or rented.
Available listings are ranked from the budget, area, type and features the customer gave and sent as cards; when nothing fits exactly, the criteria relax step by step.
When the customer types a listing code or asks about a post, that listing is sent with details and price; if it is gone, similar listings are offered.
When your trade's journey ends with the customer's answers, a lead is opened and matching listings are suggested once; the same criteria are not suggested again within a week.
The customer saves listings to a private shortlist and shares a read-only link with family or a partner that shows nothing about them.
The customer's search is saved and they hear about new matching listings or price drops. They can pause or stop alerts, and marketing consent is respected.
Each lead is scored on budget, area, financing, timing, contact, engagement, viewing and offer, then graded hot, warm or cold. You set the weights, and each lead goes to a fitting agent.
Add up to 60 agents with their listing types, areas and languages. Each lead goes to a fitting agent with the fewest leads in the last 30 days, or you assign it by hand.
Customers ask for a viewing, test drive, sea trial or interview of a listing; with booking on they pick the time, otherwise the team confirms. People with a viewing are told when the listing goes.
Appointments
The customer sends details, photos and an asking price; the team sends a valuation range in the chat and the customer accepts or asks to talk. A draft listing can be made from it.
Each listing has a mobile page with photos, price and facts, and there is a public browse page filtered by type, deal and maximum price. The exact location shows only if you allow it.
Reserve a listing until a date or for a default number of hours; when the time passes it is available again. You can keep reserved listings out of search results.
Each lead moves from new to won or lost, with the offer amount and the reason for a loss.
Import listings from a CSV file, with a trial run that shows the result before saving.
Journeys show matching listings and wait for a pick, send the listing asked about, qualify the lead, record a viewing request, turn on alerts and record a sell request.
The dashboard shows available and reserved listings, deals in 30 days, hot and new leads, requested and upcoming viewings, sell requests and active alerts.
Give each campaign a story, photos, a goal, a deadline and suggested amounts. The public page shows what was raised and the days left, and money given outside the chat counts too.
Each religious giving type is recorded and reported separately, and you can allow only the types your organisation is permitted to take.
The donor picks the campaign, the amount (suggested or their own, e.g. «500k»), once or monthly, on whose behalf, and anonymous or not, by buttons or the donate page, then gets the payment request.
Each paid gift gets a printable receipt with its own yearly numbering that says clearly it is not a tax invoice. In the Gulf it prints in Arabic and English side by side, with your permit number.
Monthly gifts on a set day, or a one-time pledge by a date. A reminder with a pay button goes a few days before, and the donor can pause, resume, skip or stop.
Each case has a public part (code, title, story without personal data, need and amount raised) and a private part seen only in the panel.
A video or photos of the sacrifice or the distribution go to the donor, right away or when the order reaches a set stage.
Shop and catalogue
Volunteers sign up with skills and availability and join shifts with set capacity. A reminder goes the day before, and attendance and hours are recorded.
The calculator page works out nisab and 2.5% zakat from cash, bank, gold and silver, investments, money owed to you and business goods, minus debts.
A campaign appeal goes only to past donors who allowed marketing messages; you see the audience before sending.
With a private link the donor sees the status of their gift and its receipt, and pays what is still open.
Record cash or transfer gifts at the desk, mark a gift paid, or cancel and refund it with a reason.
See totals, counts and donors by campaign, type and month, and export a CSV that opens in Excel.
Journeys take a donation, sign up a volunteer, send the receipt and find monthly-giving status. Your trade's follow-ups such as «your sacrifice is done» go with the video link.
The dashboard shows this month's total and count, pending gifts, monthly donors, dues, volunteers, this week's shifts and campaigns. «Delete my data» anonymises gifts for the books or deletes them.
Five ready sets in Persian, Arabic and English: emergency, medical, legal, financial and age. Turn each set and each rule on or off.
Choose per set whether the bot stops or only a caution line is added to the AI. Enabled sets always give the AI their caution lines.
Emergency replies include your country's emergency number and crisis line, taken from one verified source and shown in the panel.
Write your own warning words in three languages with your own reply and priority.
Type a sentence on the Safety rules page and see which rule fires and the reply the customer would get.
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