How it works

Up and running the same day.

Set up takes minutes. After that, every piece of work follows the same simple path from enquiry to paid.

  1. 1

    Set up your company

    Add your business name, ABN, logo, brand colour, GST setting, invoice numbering, payment terms and bank details. Running more than one business? Add each one.

    Set up your company
  2. 2

    Invite your team

    Add staff by email as staff or admin. They sign in with a one-time code, so there is nothing to install and no password to manage.

    Invite your team
  3. 3

    Add clients and leads

    Build your client list and drop new enquiries into the pipeline with a follow-up date.

    Add clients and leads
  4. 4

    Quote, book and deliver

    Quote from a lead, book the job when it is accepted, assign the team and run bigger work as a project.

    Quote, book and deliver
  5. 5

    Invoice and get paid

    Invoice with one click, email a pay online link and let reminders chase anything overdue.

    Invoice and get paid

Watch

See a week of work in one minute

Along the way

Ask CAQA Ops whenever you need a hand

Ask what is overdue, what is on this week, or tell it to book, draft and send. It lines the work up and waits for your OK.

Meet the assistant

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.