Twelve pieces. Use one, or build the whole business on them.
Each one is useful on its own. Connected, they become a Board that shows the business on one screen and a brief that tells you what needs you.
Compliance and registers
Licences, insurances, certifications, staff tickets and contract dates, with warnings at 90, 60 and 30 days.
From the Register · See it →Quotes and price book
Your prices, margins and standard inclusions in one place, and quotes drafted from a voice note or a few lines.
From the BoardJobs, bookings and schedule
What's on today and this week, who's doing it, and what's slipping, from your job or booking system.
From the BoardMoney view
Cash, who owes you, what you owe and margin by month. Read-only from Xero or MYOB; nothing posts to your books.
From the BoardClients and pipeline
Every enquiry to won work, quotes gone quiet, and who to follow up this week, with the follow-up drafted.
From the BoardKnowledge base and procedures
How things are done here: procedures, checklists, suppliers, contacts and decisions, searchable by the whole team.
From the BoardStaff onboarding and training
A new starter's first week, laid out: what to read, who to meet, what to sign, what they're signed off on.
From the BoardMorning brief and reports
One email at 6am with what needs you, and weekly or monthly reports that write themselves for you to check.
From the BoardInbox and admin
Enquiries sorted, routine replies drafted, invoices and certificates filed where they belong.
From the BoardSuppliers, stock and purchasing
Price changes, standing orders, reorder points and deliveries in one list.
From the BoardMarketing, reviews and content
A content calendar, review replies drafted, and where your enquiries actually come from.
From the BoardHandover and owner-away
A runbook so someone else can run the week: who does what, where everything is, what to do when it goes wrong.
From the BoardNo new platform for the team to learn.
Built in Google Workspace or Microsoft 365, reading from the tools you already pay for: Xero or MYOB, your job, booking or point-of-sale system, rostering, your inbox and calendar.
Exactly what connects depends on what each tool allows. Connections are read-only unless you ask otherwise, in writing. The Snapshot checks yours.
What it won't do
It doesn't give legal, tax, WHS, clinical or insurance advice, write safety documents, or send anything to a customer, supplier or your books on its own. Those stay with you and your advisers.
See it in your industry.
Trades and construction
Crews across sites, head contractors checking your paperwork, quotes that need chasing, and margins you only see at tax time.
What we’d build →Cafés, restaurants, bars, caterersHospitality
Thin margins, casual staff turning over, suppliers creeping prices up, and every review public.
What we’d build →Physio, chiro, podiatry, psychology and dental practicesAllied health and clinics
Registrations, rebooking, admin that eats clinical time, and a front desk holding it all together.
What we’d build →Accountants, bookkeepers, consultants, real estate and property managersProfessional services
Deadlines that can't slip, work in progress nobody can see, and knowledge that walks out the door when someone leaves.
What we’d build →Shops, online stores, wholesale, makersRetail and e-commerce
Stock that's either sold out or sitting there, suppliers to manage, and a content calendar that never quite happens.
What we’d build →Gyms, pilates and yoga studios, personal trainersFitness and wellness
Memberships coming and going, classes to fill, and instructors whose certifications all expire on different dates.
What we’d build →Tour operators, adventure activities, event hire, venuesTourism, events and venues
Bookings, guides and gear, weather calls, permits, and a season that doesn't wait for your admin to catch up.
What we’d build →Design, marketing, architecture, photography and videoCreative studios and agencies
Too many projects in flight, capacity you can't see, retainers that leak hours, and approvals lost in email threads.
What we’d build →Start with a free Snapshot.
Thirty minutes, and a one-page map of how your business runs today, where things fall through, and the three changes that would matter most. Yours to keep.