Sales
From first request to signed job, without scattered lists and digging through your mailbox.
- Sales pipeline from request to won work
- Customer records with contact details and history
- Quotes with VAT and online approval
Projects
Every job as one file, so months later you can still find what was agreed and what was added along the way.
- A project file for every job
- Record and invoice change orders
- Planning for crews and work ordersPro
Money
Knowing what is coming in and what is still outstanding, without an evening of Excel and bank statements.
- Invoices with PDF and email
- Flexible instalment schedules per invoice
- Payments and outstanding amounts
- Reporting on revenue, margin and cashflowPro
- Match bank statements to invoices
Work preparation
Your own prices and your existing data as the basis, so writing a quote is not a typing job.
- Your own price book for materials and labour
- CSV import for customers, products and projects
- CSV export for your accountant
- Team members with roles and permissions
Customer experience
How you come across: your own branding, the customer's language, and insight without phone calls.
- Client portal with its own loginPremium
- Reusable quote and invoice templatesPremium
- Documents in your own brandingPremium
- Documents in six languages
Built, but not switched on for everyone
These parts exist in the product, but we enable them step by step and in consultation. That way you know exactly what you get.
Binaqo assistant
Reads along in your workspace and prepares drafts, such as a draft quote. It sends nothing and records nothing without your confirmation. Released in phases from Pro.
Bank connection
A read-only connection that pulls in your statements so you can match them to invoices. Binaqo never makes payments. Setting it up happens in consultation.
On the roadmap
These do not exist yet — and we would rather say so than dress it up.
UBL/export for your accountant
UBL invoices and extended exports for your bookkeeping.
Link with accounting packages
A direct link with packages such as Exact or Moneybird does not exist yet. Exporting to CSV for your accountant does.