FAQ

Good questions, straight answers.

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Who is CAQA Ops for?

Any business that books work, sends quotes and invoices and manages a team. It was built for the CAQA Groups companies, so it is especially at home in training, recruitment, consulting and professional services.

Does the assistant change things on its own?

No. It can look things up straight away, but anything that would change your records or send something is shown as a card first. Nothing happens until you approve it.

Can I run more than one business?

Yes. Each company keeps its own clients, jobs, invoices, numbering, GST setting, branding and team. Switch between them or see them all together.

Does it handle GST?

Yes. Enter prices excluding GST and CAQA Ops adds GST to taxable lines. You can mark individual lines GST free, and companies that are not registered for GST simply switch it off.

Can clients pay online?

Yes. Connect your payments account and clients can pay invoices by card from the emailed link or their portal. Paid invoices mark themselves paid.

Do clients cost extra?

No. Client portal logins are free and never count towards your team.

How does everyone sign in?

With their email address and a one-time code we send them, so there is no password to remember. Anyone who prefers a password can set one.

Does it work on a phone?

Yes. Every screen works on a phone, including the assistant, which you can talk to.

Can I move my existing records in?

Yes. Talk to us about bringing your clients and open work across when you start.

Does it connect to Xero?

Yes. Invoices, clients and payments can sync to Xero every night or whenever you press Sync.

Can it run payroll?

CAQA Ops handles rosters, timesheets and leave, then exports approved hours with rates and amounts for your payroll software.

Is my login protected?

Everyone signs in with a one-time email code, and you can add a code from an authenticator app. A company can require that for its owners and admins.

How do I get started?

Book a walkthrough. We will set up your company, invite your team and show you around.

See CAQA Ops on your own work

Book a short walkthrough. We will set up your company with you, invite your team and show you how the assistant fits your day.