Two apps, one live CRM
Two apps. Most firms run both.
For the field
The office, in your van.
The day’s jobs, checklists, site photos and the customer’s signature — in every fitter’s pocket, on the same live CRM the office uses.
For the office
Talk to your business.
Ask anything, change anything — by text or hands-free voice. 41 real actions, each with one-tap undo and a visible trail of what it looked up.
Side by side.
Companion
Assistant
Who it’s for
Companion
Fitters, surveyors and field crews.
Assistant
Owners, office staff and managers — everyone on the account.
What you do with it
Companion
- The day’s jobs in running order, with addresses and directions.
- Survey checklists ticked line by line, site photos filed into folders.
- The customer’s signature at the door, and chat with the office.
Assistant
- Ask or change anything, by text or hands-free voice.
- 41 server-side actions, each with one-tap undo and a visible trail.
- An iOS widget, Siri, a morning digest — and the same AI in the web CRM.
What it costs
Companion
£7.50
per user, per month
£6.25 on annual billing, alongside your main plan seats. Field staff don’t need a full CRM seat.
Assistant
Included
with the Professional plan
Nothing extra to buy.
