Help
What is new
Pay online, and two-step sign-in
- Choose or change your plan and add-ons yourself, monthly or yearly, by card or Direct Debit
- VAT invoices by email, and every invoice under Admin, Plan and billing
- Choose a plan during your trial and keep the days you have left
- Two-step sign-in with an authenticator app, from your account page
Your own setup, data and plan
- Start a free trial yourself, with a setup wizard and sample data
- Import supplies, companies and commission history from Excel or CSV, with every MPAN checked
- Plans with user and supply allowances, shown under Admin, Plan
- AI drafting allowances, with notices at 80% and at the limit
- Public status page
Your brand, your way of working
- Your logo, colours, sender name and portal title across the portal, letters and emails
- Renewal milestones at your own months, and your own pipeline stage names
- Your own letter of authority and complaint letter wording
- Service desk templates for the jobs you do every week
Roles and the audit log
- Owner, admin, broker and read-only roles
- An audit log of every change, for owners and admins
- Support visits are read only, time limited and shown to you
