Features
Everything you need to run the day.
Each part of CAQA Ops hands its details to the next, from the first enquiry to the final payment. Here is what each one does.
Ask CAQA Ops
Ask who owes you, what is on this week, or tell it to book, quote and invoice. Every change waits for your OK.
ExploreClients and pipeline
A clean client list with full history, and a pipeline board that tells you who to call next.
ExploreJobs and bookings
A week calendar for every booking, with the right people assigned and clear status from enquiry to done.
ExploreQuotes and invoices
GST worked out for you, emailed links clients can accept or pay, and reminders that chase overdue invoices.
ExploreProjects and tasks
Task boards for bigger work, a personal task list for everyone, and a morning summary of what is due.
ExploreClient portal
Clients see their invoices, quotes, bookings and shared files, and pay online. Client logins are always free.
ExploreRosters and time
Plan the week, let the team log hours and request leave, approve it all in one place and export it for payroll.
ExploreExpenses and receipts
Take a photo of a receipt and the assistant reads the supplier, date, amount and GST for you.
ExploreCampaigns and social
Email newsletters to clients who agreed to hear from you, and plan social posts with branded images and captions.
ExploreMulti company
Keep each business separate, switch in a click, or see them all together on one dashboard.
ExploreTeam and files
Invite staff by email, set them as owner, admin or staff, and keep documents safe and shareable.
ExploreAt a glance
What you can do in CAQA Ops
Ask CAQA Ops
- Answers from your own records
- Does the busy work
- Approval cards
- Talk to it
- Writes for you
- Private by design
- Remembers your chats
- Reports on schedule
Clients and pipeline
- Client records with history
- Drag and drop pipeline
- Follow-up dates
- Quote straight from a lead
- Won work flows on
- Client portal invitations
Jobs and bookings
- Week calendar
- Assign the team
- Status from enquiry to done
- Linked to everything
- Invoice the job
- Clients see their bookings
Quotes and invoices
- GST done for you
- Your numbering, your branding
- Email with a link
- Accept quotes online
- Card payments
- Chasing on autopilot
- Recurring invoices
- PDF copies
Projects and tasks
- Task boards
- Progress at a glance
- My tasks
- Morning summary
- Files with the work
- Jobs and invoices linked
Client portal
- Everything in one place
- Pay and accept online
- No passwords
- Your branding
- You choose what is shared
- Free for clients
Rosters and time
- Weekly roster
- Timesheets on any device
- Approvals
- Leave requests
- Payroll export
- Records kept
Expenses and receipts
- Receipt reading
- GST worked out
- Linked to jobs
- Monthly totals
- Approvals
- Ask about spending
Campaigns and social
- Consent first
- Written with you
- Send a test first
- Target by tag
- Branded post images
- Captions and planning
Multi company
- Kept separate
- All companies view
- Own settings per company
- Switch on what you use
- Own assistant settings
- Add a company any time
Team and files
- Simple roles
- Two-step sign-in
- Invite by email
- Activity log
- Secure files
- Share with clients
- Install it like an app
- Calendar feed
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.