One plan, nothing held back
Everything included.
docket has no tiers and no minimum. Every team gets the whole system at one flat rate per person, per month, with subcontractors and clients free. Here is all 174 of it, in one place.
docket£35 per person per month
Work orders and helpdesk
Reactive work-order engine: raise, assign, dispatch, complete, sign-offIncluded
Ways a job can be raised (manual, email, portal, PPM, follow-up)Five routes
Work-order grid with named saved viewsIncluded
Filtering: free-text plus client and site cascade, priority, status, category, work type, assignee, originIncluded
Bulk status change and assign-to-engineerIncluded
Fast raise-a-job form (site mandatory, the rest optional)Included
Duplicate-job warningIncluded
Assign to an internal engineer, a contractor record, or an ad-hoc nameIncluded
Auto-raise a purchase order on contractor assignmentIncluded
Tokenised accept/decline email to the engineer or contractorIncluded
Decline-with-reason and reallocation requestIncluded
Login-free accept/decline landing pagesIncluded
Configurable status workflow (allowed roles and required inputs per step)Included
Completion requires notes and attended/completed times, optional signature and action codeIncluded
Required-form gate blocks completionIncluded
Required-before-start form gate blocks startingIncluded
Costs captured per job: labour, materials, contractorIncluded
SLA due-date extension with a mandatory reasonIncluded
Raised-at backdating that recomputes the SLAIncluded
Cancellation with preset reasons (soft, never a hard delete)Included
Unified job history timelineIncluded
Escalated-jobs viewIncluded
Bookkeeper export by client and date rangeCSV
Mobile, dispatch and calendar
Mobile-first assigned-to-me job list, ordered by urgencyIncluded
Offline write queue for notes, status, forms, photos and signaturesIncluded
Queued work replayed in order on reconnect, stopping at the first failureIncluded
Drag-and-drop dispatch board (day and week) with SLA-risk colouringIncluded
Drag to assign, and between engineers, reusing the full assignment pipelineIncluded
Double-booking conflict warningsIncluded
Calendar combining job due dates and forward-projected PPMIncluded
Intake and AI
Inbound emails become AI-drafted work ordersIncluded
A human reviews and approves before any real job is createdIncluded
Side-by-side original email against the drafted job, with per-field confidenceIncluded
Approve, reject or retry a draftIncluded
Automatic client and site matchingIncluded
Email triage classificationIncluded
Document extraction from PDFs and photos (job sheets and certificates)Included
Voice note to structured job dataIncluded
Follow-up detection from completed job sheetsIncluded
Line-item quote drafting from your own rate cardIncluded
Every AI output is human-reviewed, nothing is auto-created unseenIncluded
Time-saved logged only when a human accepts an outputIncluded
Attention watchdog: a live needs-a-decision queueIncluded
Watchdog signals (SLA, overdue PPM, overdue invoices, idle quotes, accounting)Six signals
Per-item drafted actions (chase email, reconnect, retry, view)Included
Follow-up manager review queue into a linked work order or quoteIncluded
Planned maintenance (PPM)
Recurring PPM schedules that auto-generate work ordersIncluded
Frequencies: weekly (pinned), monthly, quarterly, annual, custom intervalFive types
Schedule targets an asset or a location, with optional category and priorityIncluded
Lead-time controlling how far ahead a job is createdIncluded
Compliance-critical (statutory) flagIncluded
Catch-up generation, no owed occurrence missed after a gapIncluded
Idempotent generation (advancing pointer and unique log)Included
Parent-child suppression of coinciding shorter occurrencesIncluded
Suppressed occurrences recorded, never silently skippedIncluded
Run generation now, plus scheduled generationIncluded
12-month PPM planner lookahead gridIncluded
Overdue-PPM view grouped by worst-affected siteIncluded
Assets and compliance
Equipment and asset register tied to locationsIncluded
Fields: make, model, serial, install date, warranty, conditionIncluded
Asset-category (what it is) and building-system classificationIncluded
Free-text asset type auto-resolves to a categoryIncluded
QR label generation and a printable label pageIncluded
Service-history recordsIncluded
Asset documents (manual, certificate, other) with expiry and certificate numberIncluded
Warranty and document expiry flagged inlineIncluded
Asset-insight signals (repeat failure, rising cost, repair vs replace, PPM risk)Four signals
Tunable insight thresholdsIncluded
Sites, locations and contacts
Estate tree: client, site, nested locations, assetIncluded
Self-nesting locations (building, floor, zone, room)Included
Auto-generated, editable, unique client and site codesIncluded
Site maintenance overview (jobs, SLA breaches, remedials, PPM, assets)Included
Site-level compliance documentsIncluded
Branded site compliance pack collating site and per-asset certs with expiry flagsPDF
Guarded soft-deletes with audit (a site or location must be empty first)Included
Client record: sites, contacts, email routing, SLA overrides, cost codesIncluded
Regional (client-wide) and site-specific contact directoriesIncluded
Contractors and portals
Contractor register with trades, regions, contacts and notesIncluded
Per-contractor compliance documents with expiry against configurable typesIncluded
Seeded UK FM starter compliance doc-type setIncluded
Always-on block: a contractor not linked to the client cannot be assignedIncluded
Per-contractor and per-client rate overridesIncluded
Compliance-expiry reminders to the Manager roleIncluded
Contractor portal: firm-wide login seeing only its own assigned jobsIncluded
Contractor portal: accept/decline, status, notes and itemised quotingIncluded
Client portal: sees only its own sites' jobsIncluded
Client portal: raise a request (own sites only, duplicate-checked)Included
Client portal: sign-off with signature and attendance captureIncluded
Subcontractor and client-portal loginsUnlimited
Quotes, POs and invoicing
Request itemised quotes from contractorsIncluded
Quote lifecycle: requested, submitted, approved or rejectedIncluded
Spend-based approval routing (default limits of £100k, £5k, £500)Included
Over-limit refusal names the correct approverIncluded
Approval auto-issues a PO and adds the work-order costIncluded
Bulk approve or reject quotesIncluded
Full quote register with a per-quote documentPDF
Auto-numbered purchase orders (PO-####)Included
PO sources (approved quote, assignment, manual, standalone)Four sources
PO lifecycle: issued, delivered, invoicedIncluded
Soft cancel with a required reason; owner-only voidIncluded
Committed PO-spend snapshot per client and siteIncluded
Invoice sources (job, quote, batch, manual, recurring)Five sources
Per-line VAT (standard, reduced, zero, exempt)Included
Double-invoice guard with an explicit overrideIncluded
Invoice document, emailed to the billing contact; card payments via Stripe enabled at onboardingPDF
Mark-paid via manual, card, Direct Debit or accountingIncluded
Overdue flip with alertsIncluded
Accounting and payments
Xero: connect, push invoices, void, pull payment statusIncluded
QuickBooks: connection enabled at onboardingIncluded
Sage 50: audit-trail exportCSV
Contact matching by email then name, never auto-creating duplicatesIncluded
Per-connection tax-rate mapping and revenue account codeIncluded
Push manually or automatically on sendIncluded
Direct Debit via GoCardless, connected at onboardingIncluded
Recurring billing contracts (monthly, quarterly, annual)Included
Forms and certificates
Settings-authored form and checklist builderIncluded
Field types (checklist, text, number, select, photo, signature, date)Seven types
Validation with cross-field checksIncluded
Publishing snapshots an immutable version; every submission references the exact versionIncluded
Forms inherited from category, work type and PPM, de-duplicatedIncluded
Draft save against validated completeIncluded
Branded certificate generated on completion with marks, photos and signaturesPDF
Seeded UK FM starter templatesFive templates
Certificate and compliance-document expiry trackingIncluded
Documents and migration
Unified document view over every file in the tenant (five sources)Included
AI upload, extract, match and confirm queueIncluded
Fuzzy match suggests the target job (sheets) or asset (certificates)Included
Mandatory human confirm or reject, never auto-filedIncluded
Confirming a job sheet can add attendance, costs and times, and complete the jobIncluded
Provider-agnostic file storageIncluded
Importable entity typesNine types
Auto-suggested column mappingIncluded
Validation preview with per-row errors and no writes to target tablesIncluded
Upload guards10 MB / 10,000 rows
Chunked commit250-row batches
Idempotent import (skip-if-exists on a natural key)Included
Skipped duplicates and errors exported separatelyCSV
Rollback removes only the rows an import createdIncluded
Estate-migration starter wizard in dependency orderIncluded
Joblogic column-mapping guideIncluded
Dashboards, reporting and notifications
Glanceable dashboard: open jobs, SLA, PPM compliance, finances, queuesIncluded
SLA completion with a month-over-month trendIncluded
Time-saved-this-week widgetIncluded
Built-in reports (jobs, SLA, PPM, contractors, asset insights, pre-start)Six reports
Export on every reportCSV
Weekly summary email with a manual sendIncluded
SLA report: response and completion percentage over a rangeIncluded
PPM compliance report as of a dateIncluded
Pre-start clearance reportIncluded
Notification events, each with an editable templateSeventeen events
Per-user notification opt-outsIncluded
Browser push (assigned, rescheduled, SLA warning, SLA breach)Four events
Configuration, permissions and security
Per-tenant configuration engine: nouns, lists and rules as dataIncluded
Custom fields across entities (work order, site, asset, contact, contractor)Five entities
Configurable work-order status and transition workflowIncluded
SLA calendar (business-hours or 24/7) with a priority matrixIncluded
Escalation threshold rules that notify a roleIncluded
Editable operational lists: categories, work types, action codes, systems, doc typesIncluded
Terminology overrides for core nounsSix terms
Module togglesTen modules
Per-role permission matrixIncluded
Built-in roles, renameable, add your ownSix + custom
Permission keysTwenty keys
Opt-in per-user site and client visibility restrictionIncluded
Rate card: labour rates, standard line items, markup rulesIncluded
Branding: logo, colours, login and email textIncluded
Your own branded subdomainIncluded
Role-scoped in-app handbookIncluded
Append-only audit trail on every state changeIncluded
Audit log with filters and exportCSV
Self-service GDPR data exportJSON
Account-erasure request with admin-approved anonymisationIncluded
Row-level tenant data isolation, enforced at the databaseIncluded
Account security: encrypted passwords, rate-limited login, expiring reset links, session expiryIncluded
| docket£35 per person per month | |
|---|---|
| Work orders and helpdesk | |
| Reactive work-order engine: raise, assign, dispatch, complete, sign-off | Included |
| Ways a job can be raised (manual, email, portal, PPM, follow-up) | Five routes |
| Work-order grid with named saved views | Included |
| Filtering: free-text plus client and site cascade, priority, status, category, work type, assignee, origin | Included |
| Bulk status change and assign-to-engineer | Included |
| Fast raise-a-job form (site mandatory, the rest optional) | Included |
| Duplicate-job warning | Included |
| Assign to an internal engineer, a contractor record, or an ad-hoc name | Included |
| Auto-raise a purchase order on contractor assignment | Included |
| Tokenised accept/decline email to the engineer or contractor | Included |
| Decline-with-reason and reallocation request | Included |
| Login-free accept/decline landing pages | Included |
| Configurable status workflow (allowed roles and required inputs per step) | Included |
| Completion requires notes and attended/completed times, optional signature and action code | Included |
| Required-form gate blocks completion | Included |
| Required-before-start form gate blocks starting | Included |
| Costs captured per job: labour, materials, contractor | Included |
| SLA due-date extension with a mandatory reason | Included |
| Raised-at backdating that recomputes the SLA | Included |
| Cancellation with preset reasons (soft, never a hard delete) | Included |
| Unified job history timeline | Included |
| Escalated-jobs view | Included |
| Bookkeeper export by client and date range | CSV |
| Mobile, dispatch and calendar | |
| Mobile-first assigned-to-me job list, ordered by urgency | Included |
| Offline write queue for notes, status, forms, photos and signatures | Included |
| Queued work replayed in order on reconnect, stopping at the first failure | Included |
| Drag-and-drop dispatch board (day and week) with SLA-risk colouring | Included |
| Drag to assign, and between engineers, reusing the full assignment pipeline | Included |
| Double-booking conflict warnings | Included |
| Calendar combining job due dates and forward-projected PPM | Included |
| Intake and AI | |
| Inbound emails become AI-drafted work orders | Included |
| A human reviews and approves before any real job is created | Included |
| Side-by-side original email against the drafted job, with per-field confidence | Included |
| Approve, reject or retry a draft | Included |
| Automatic client and site matching | Included |
| Email triage classification | Included |
| Document extraction from PDFs and photos (job sheets and certificates) | Included |
| Voice note to structured job data | Included |
| Follow-up detection from completed job sheets | Included |
| Line-item quote drafting from your own rate card | Included |
| Every AI output is human-reviewed, nothing is auto-created unseen | Included |
| Time-saved logged only when a human accepts an output | Included |
| Attention watchdog: a live needs-a-decision queue | Included |
| Watchdog signals (SLA, overdue PPM, overdue invoices, idle quotes, accounting) | Six signals |
| Per-item drafted actions (chase email, reconnect, retry, view) | Included |
| Follow-up manager review queue into a linked work order or quote | Included |
| Planned maintenance (PPM) | |
| Recurring PPM schedules that auto-generate work orders | Included |
| Frequencies: weekly (pinned), monthly, quarterly, annual, custom interval | Five types |
| Schedule targets an asset or a location, with optional category and priority | Included |
| Lead-time controlling how far ahead a job is created | Included |
| Compliance-critical (statutory) flag | Included |
| Catch-up generation, no owed occurrence missed after a gap | Included |
| Idempotent generation (advancing pointer and unique log) | Included |
| Parent-child suppression of coinciding shorter occurrences | Included |
| Suppressed occurrences recorded, never silently skipped | Included |
| Run generation now, plus scheduled generation | Included |
| 12-month PPM planner lookahead grid | Included |
| Overdue-PPM view grouped by worst-affected site | Included |
| Assets and compliance | |
| Equipment and asset register tied to locations | Included |
| Fields: make, model, serial, install date, warranty, condition | Included |
| Asset-category (what it is) and building-system classification | Included |
| Free-text asset type auto-resolves to a category | Included |
| QR label generation and a printable label page | Included |
| Service-history records | Included |
| Asset documents (manual, certificate, other) with expiry and certificate number | Included |
| Warranty and document expiry flagged inline | Included |
| Asset-insight signals (repeat failure, rising cost, repair vs replace, PPM risk) | Four signals |
| Tunable insight thresholds | Included |
| Sites, locations and contacts | |
| Estate tree: client, site, nested locations, asset | Included |
| Self-nesting locations (building, floor, zone, room) | Included |
| Auto-generated, editable, unique client and site codes | Included |
| Site maintenance overview (jobs, SLA breaches, remedials, PPM, assets) | Included |
| Site-level compliance documents | Included |
| Branded site compliance pack collating site and per-asset certs with expiry flags | |
| Guarded soft-deletes with audit (a site or location must be empty first) | Included |
| Client record: sites, contacts, email routing, SLA overrides, cost codes | Included |
| Regional (client-wide) and site-specific contact directories | Included |
| Contractors and portals | |
| Contractor register with trades, regions, contacts and notes | Included |
| Per-contractor compliance documents with expiry against configurable types | Included |
| Seeded UK FM starter compliance doc-type set | Included |
| Always-on block: a contractor not linked to the client cannot be assigned | Included |
| Per-contractor and per-client rate overrides | Included |
| Compliance-expiry reminders to the Manager role | Included |
| Contractor portal: firm-wide login seeing only its own assigned jobs | Included |
| Contractor portal: accept/decline, status, notes and itemised quoting | Included |
| Client portal: sees only its own sites' jobs | Included |
| Client portal: raise a request (own sites only, duplicate-checked) | Included |
| Client portal: sign-off with signature and attendance capture | Included |
| Subcontractor and client-portal logins | Unlimited |
| Quotes, POs and invoicing | |
| Request itemised quotes from contractors | Included |
| Quote lifecycle: requested, submitted, approved or rejected | Included |
| Spend-based approval routing (default limits of £100k, £5k, £500) | Included |
| Over-limit refusal names the correct approver | Included |
| Approval auto-issues a PO and adds the work-order cost | Included |
| Bulk approve or reject quotes | Included |
| Full quote register with a per-quote document | |
| Auto-numbered purchase orders (PO-####) | Included |
| PO sources (approved quote, assignment, manual, standalone) | Four sources |
| PO lifecycle: issued, delivered, invoiced | Included |
| Soft cancel with a required reason; owner-only void | Included |
| Committed PO-spend snapshot per client and site | Included |
| Invoice sources (job, quote, batch, manual, recurring) | Five sources |
| Per-line VAT (standard, reduced, zero, exempt) | Included |
| Double-invoice guard with an explicit override | Included |
| Invoice document, emailed to the billing contact; card payments via Stripe enabled at onboarding | |
| Mark-paid via manual, card, Direct Debit or accounting | Included |
| Overdue flip with alerts | Included |
| Accounting and payments | |
| Xero: connect, push invoices, void, pull payment status | Included |
| QuickBooks: connection enabled at onboarding | Included |
| Sage 50: audit-trail export | CSV |
| Contact matching by email then name, never auto-creating duplicates | Included |
| Per-connection tax-rate mapping and revenue account code | Included |
| Push manually or automatically on send | Included |
| Direct Debit via GoCardless, connected at onboarding | Included |
| Recurring billing contracts (monthly, quarterly, annual) | Included |
| Forms and certificates | |
| Settings-authored form and checklist builder | Included |
| Field types (checklist, text, number, select, photo, signature, date) | Seven types |
| Validation with cross-field checks | Included |
| Publishing snapshots an immutable version; every submission references the exact version | Included |
| Forms inherited from category, work type and PPM, de-duplicated | Included |
| Draft save against validated complete | Included |
| Branded certificate generated on completion with marks, photos and signatures | |
| Seeded UK FM starter templates | Five templates |
| Certificate and compliance-document expiry tracking | Included |
| Documents and migration | |
| Unified document view over every file in the tenant (five sources) | Included |
| AI upload, extract, match and confirm queue | Included |
| Fuzzy match suggests the target job (sheets) or asset (certificates) | Included |
| Mandatory human confirm or reject, never auto-filed | Included |
| Confirming a job sheet can add attendance, costs and times, and complete the job | Included |
| Provider-agnostic file storage | Included |
| Importable entity types | Nine types |
| Auto-suggested column mapping | Included |
| Validation preview with per-row errors and no writes to target tables | Included |
| Upload guards | 10 MB / 10,000 rows |
| Chunked commit | 250-row batches |
| Idempotent import (skip-if-exists on a natural key) | Included |
| Skipped duplicates and errors exported separately | CSV |
| Rollback removes only the rows an import created | Included |
| Estate-migration starter wizard in dependency order | Included |
| Joblogic column-mapping guide | Included |
| Dashboards, reporting and notifications | |
| Glanceable dashboard: open jobs, SLA, PPM compliance, finances, queues | Included |
| SLA completion with a month-over-month trend | Included |
| Time-saved-this-week widget | Included |
| Built-in reports (jobs, SLA, PPM, contractors, asset insights, pre-start) | Six reports |
| Export on every report | CSV |
| Weekly summary email with a manual send | Included |
| SLA report: response and completion percentage over a range | Included |
| PPM compliance report as of a date | Included |
| Pre-start clearance report | Included |
| Notification events, each with an editable template | Seventeen events |
| Per-user notification opt-outs | Included |
| Browser push (assigned, rescheduled, SLA warning, SLA breach) | Four events |
| Configuration, permissions and security | |
| Per-tenant configuration engine: nouns, lists and rules as data | Included |
| Custom fields across entities (work order, site, asset, contact, contractor) | Five entities |
| Configurable work-order status and transition workflow | Included |
| SLA calendar (business-hours or 24/7) with a priority matrix | Included |
| Escalation threshold rules that notify a role | Included |
| Editable operational lists: categories, work types, action codes, systems, doc types | Included |
| Terminology overrides for core nouns | Six terms |
| Module toggles | Ten modules |
| Per-role permission matrix | Included |
| Built-in roles, renameable, add your own | Six + custom |
| Permission keys | Twenty keys |
| Opt-in per-user site and client visibility restriction | Included |
| Rate card: labour rates, standard line items, markup rules | Included |
| Branding: logo, colours, login and email text | Included |
| Your own branded subdomain | Included |
| Role-scoped in-app handbook | Included |
| Append-only audit trail on every state change | Included |
| Audit log with filters and export | CSV |
| Self-service GDPR data export | JSON |
| Account-erasure request with admin-approved anonymisation | Included |
| Row-level tenant data isolation, enforced at the database | Included |
| Account security: encrypted passwords, rate-limited login, expiring reset links, session expiry | Included |
How to read this: a green tick means it is in the product today and covered by the flat per-person price. Where a number or a format is more honest than a tick, the actual value is shown. Everything here is live in the app now, not on a roadmap.
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