Features
Enough software to run the business, and no more.
Packed Day does a short list of things. They are the ones a business paid per visit spends its week on, and each one is finished rather than roughed in.
Customers
One record, and everything hanging off it.
A customer is an address, a price, a pattern of visits and a free-text line describing what they actually get. That last one is deliberately not a tidy list of checkboxes: every trade itemises differently, and a structured list that suits one business suits nobody else.
- Search by name, address or email, with status tabs and tag filters over the top
- Sortable columns and paging, so a list of two thousand is still a list
- A timeline per customer: visits, messages, tasks and edits, newest first
- Add someone in one screen, or bring your existing list in with us
Schedule
Set the pattern once and stop rewriting the diary.
Mark a customer recurring and their future visits are generated ahead of you: every fortnight, every four weeks, whatever the pattern is. One-off work drops in beside it. Generating again never duplicates a visit, so there is no wrong moment to press it.
- Month calendar and day list, with the week you are in on top
- Done, skipped and paid are three separate facts, because they are
- Money sits on the visit itself, with no invoice to raise and no ledger to keep
- A skipped visit stays on the record with its reason, rather than disappearing
Inbox
A conversation per customer, in both directions.
Send a message and it goes out as an email from your business. Every thread carries its own reply address, so when the customer hits reply in whatever mail app they use, it comes back into the right conversation. There is a link on the message too, for anyone who would rather type into a page than reply to an email.
- One thread per customer, newest conversation first
- Replies arrive with the quoted history already stripped off
- Nothing arrives twice, however many times the mail provider retries
- No account, no password and nothing to install on the customer's side
Tasks and tags
The things that fall through the gaps.
The quote you promised on Friday, the gate code you keep meaning to ask for, the customer who wants moving to fortnightly in spring. Tasks hang off the customer they belong to. Tags are for the questions a status field cannot answer.
- Follow-ups with a due date, tickable from the office or the van
- Unticking a task keeps the date it was first done, so history stays honest
- Tag anyone with anything, then filter the customer list by it
- Tags are yours to invent, with no fixed vocabulary to fight
On the phone
The day, in your pocket.
A proper app rather than a shrunken website. Today's visits with the figures at the top, the customer you are stood outside, your inbox and your tasks. What you tap out there is on the office screen before you have shut the van door.
- Today: the day's sheet with done, skip and paid on each visit
- Customers: native search, tap-to-call, visit history and timeline
- Inbox: read and answer a reply from the doorstep
- Tasks: the same list as the office, ticked from either end
Your team
Everyone sees the same day.
Add the people who work for you and they get the same schedule, the same customers and the same inbox. There is no public sign-up to police: accounts are added by you, from inside the admin.
- Add and remove team members yourself
- Everyone works from one schedule, so nobody is holding a stale copy
- Sign-in by email and password, with password reset by email
- Removing someone leaves their work in the record, unattributed rather than deleted
Your data
A database of your own.
When your workspace is created, so is a database that holds your business and nothing else. Your customers are not rows in a shared table filtered by an ID that somebody has to remember to include in every query. The separation is physical.
- One database per business, created when you are set up
- Hosted in the UK and Europe
- Export your customers and visits whenever you want them
- Close your account and the database goes with it
Have a look at it with your own customers in it.
We set the workspace up before you see it, so the first screen you look at is your business rather than a demo.