One system runs the whole business.
Shaped for your industry, with sales, stock, money, people, customers and your website on one set of records.
All industriesBuild on the system you already run.
Build, preview, review and deploy software on your own records, permissions and people.
Work continuity
Tasks, shared inboxes and customer records belong to the business, not to the person working them. End someone's access the moment they go, and hand their work to whoever takes over.
What stays
Nothing Kemar did lived only with Kemar. The next person opens the same records and starts from where he stopped.
Its owner, date, status, subtasks, repeat rule and the time logged on it.
Their WhatsApp thread, the emails in the Contact Log, their invoices and documents.
Its mail stays with the address, and the next person you assign it to reads and sends from it.
Access comes from roles, so the next person in the same role reaches the same work.
Every movement keeps its reason, and every product its price history.
Ledgers, receipts with their approvals and imported bank statements.
A personal inbox belongs to its person, so keep the business's mail on shared addresses.
The handover
Each step happens on a screen your team already uses.
Remove them from the business. Their access ends at once, and everyone is told.
Give the next person the same role, and assign them the shared inbox addresses they need.
Change who each task is assigned to. Its date, status, subtasks and time logged stay as they were.
There is no single handover screen yet: the steps happen in the colleague editor and the calendar.
Where it stays
The work is held by the record it belongs to, so it is there for whoever opens that record next.
Your web presence, kept by the business
Three finished sites for work that runs on records: an operations desk, a logistics analytics platform and a dispatch board. Start from one, and the cards, flyers and social content follow to match.
Every site is a complete page, and the same desk makes the business cards, flyers and social content to match. See brand development and management
What needs attention
Shanice's agenda puts Kemar's overdue work first, shows which task waits on another, and leaves the routine to virtual staff.
The agenda gives overdue tasks their own column, ahead of today.
A task can depend on another, so its owner sees what it is waiting for.
Assign a task to virtual staff and it runs once, at the due time or before it.
Virtual staff
Virtual staff keep their jobs on a board, not in a session. A job left unfinished is picked up again, and it closes only when it is settled with its result.
Each job is queued, active or done, and a job you take back is cancelled.
Its whole history stays, so you can scroll back to what was asked and answered.
A task given to virtual staff runs once at its time, never twice.
From one head to the business
The routine, the contacts and the promises move out of one person's memory and onto records the next person can open.
Work continuity
Give each task an owner, each shared inbox a person and each customer a record. When someone moves on, the next person starts where they stopped.
Questions
Something else on your mind? Our team will talk it through with you.
Remove them from the business and their access ends at once, and everyone is told. Their tasks, the shared inboxes they worked and the records they made stay with the business, ready to hand on.
Give them the same role. Access comes from roles, so the same role opens the same work.
Change who each task is assigned to. Its date, status, subtasks, repeat rule and time logged stay as they were.
A shared inbox belongs to the business. Assign its address to the next person and they read its mail and send from it. A personal inbox belongs to its person.
On the contact record: the WhatsApp thread, the emails in the Contact Log, the invoices and the documents.
Its jobs live on its board, not in the session. An unfinished job is picked up again, and it closes only when it is settled with its result.
Assign the task to virtual staff and choose whether it runs at the due time or before it. It runs once.