Start the day knowing what is overdue
Your morning summary.
Part of communications & voice in Complete Tool, which replaces personal WhatsApp, a mobile number and a lot of interruptions.
Customers kept informed without anyone pressing send.
Email and portal messages in one inbox, reusable templates, and automatic updates at every job milestone.
The "what time are you coming?" calls stop, because the customer already knows.
Daily briefing is one of the 9 things in communications & voice. See the rest →
- A morning summary of the day: jobs, appointments, overdue invoices and anything urgent
- Delivered at the time you choose, by push notification and email
- The same picture for the owner and for each engineer, scoped to their own work
- Replaces the ten-minute phone call that used to start every morning
Step 04 of the job: on site
The engineer taps "On my way" and the customer gets a text with an arrival window. On site: clock in, photos, the certificate for the job — EICR, Gas Safety, whatever the trade needs — signed on the device. No signal? It syncs later.
Communications & Voice is where daily briefing sits, and that is the step it shows up in most. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What is daily briefing for?
A morning summary of the day: jobs, appointments, overdue invoices and anything urgent Delivered at the time you choose, by push notification and email
Do messages come from my own address?
Email is sent and received through your own mailbox, so customers recognise the sender and replies stay against the customer record.
Is there a limit on how much I can send?
The paid-plan email allowance covers normal trade volumes, and the settings screen shows the current limit before it matters.
Which plan is it on?
Every paid plan. Daily briefing is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
The rest of Communications & Voice
All 9 →- Get a draft email reply you can edit
- Send and receive customer email without leaving Complete Tool
- Know whether that quiet quote was ever opened
- Write the message once, merge in the details
- Customers message you without a password or an app
- Alerts on the phone, with quiet hours respected
- Speak the note in the van, get a job
- Read the voicemail instead of listening to it
Put daily briefing to work.
Full platform, 7 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.