AutomationDownload
Right to Work Follow-Up Checks
Makes sure every member of staff had a right to work check before they started, and warns you before time-limited permission runs out
£29.00
All products
Every tool in the catalogue. Filter by category, search by what you need it to do, or sort by price.
- BusinessDownload
No-Show & Deposit Tracker
Keeps a record of no-shows and late cancellations by client, flags repeat offenders for a deposit, and reminds deposit clients of your policy
£29.00 - AutomationDownload
Cooling-Off Period Tracker
Tracks the 14-day cancellation period on jobs agreed at a customer's home or online, and flags any job starting early without a request
£29.00 - AutomationDownload
Annual Service Reminders
Emails past customers when their boiler or appliance service is due, so the repeat work books itself
£39.00 - BusinessDownload
Van MOT & Trade Card Tracker
Works out when each van needs its MOT and warns you before Gas Safe, CSCS, insurance and every other renewal
£29.00 - BusinessDownload
Lapsed Client Win-Back
Sends a friendly we-have-missed-you email to clients who have not been in for a while - only those who agreed to hear from you
£29.00 - BusinessDownload
Patch Test Tracker
Checks every colour appointment against the client's last allergy patch test, and asks them in for one in good time
£29.00 - AutomationDownload
Probation & Contract Reminders
Day-one written statements, probation reviews and fixed-term contract end dates - reminded in time, for every new starter
£29.00 - BusinessDownload
Session Pack Tracker
Counts the sessions left on every pack, tells members when they are running low or about to expire, and invites them to buy the next one
£29.00 - AutomationDownload
Payments on Account Reminders
Reminds each Self Assessment client what they owe HMRC before 31 January and 31 July, with the amount and their payment reference
£19.00 - BusinessDownload
Client Deadlines Board
Works out accounts, corporation tax, CT600 and confirmation statement deadlines for every company client, and warns you before each one
£49.00 - AutomationDownload
Engagement Letter & AML Review Tracker
Keeps engagement letters, due diligence and client ID on the review cycle your firm sets, and flags any client with nothing on file
£18.00£20.00reduced from £20.00
