OPPA
Starting up…
cash & job tracker

Asset register

Cert/Reg Tracker

Site tools

Requests

Timesheets

Active Jobs

Manage, schedule and track job profitability.

Add an accepted quote AI read
Drag & drop the accepted quote here — or click to browse
PDF · Claude will read the client, quote # and total

Pipeline

Every enquiry and quote, from first contact to won.

Bank statement

Once a week, export your bank transactions as a CSV and drop the file here. Money in is matched to your open invoices, money out to your supplier bills, and the closing balance becomes today's everyday balance. You tap Record; nothing is recorded on its own.
Drop the bank CSV here, or tap to choose it

Expected incoming payments

12-week cash flow

Payroll is projected from each team member's standard weekly hours (ordinary pay + super). Income lands the week a job is scheduled — shift the works date to move it.

The detailed view

Quotes & pricing

Schedule Planner

Plan, assign and optimise your team’s work.

Expenses

Every dollar out in one list: receipts the crew snap, bills on jobs, and every line from the bank statements you drop in Cash flow. Drag a line onto a category, or tap its chip. Unsorted is money waiting for you to say what it was for.

Pay run this week

Net leaves Cleared Funds · PAYGW + super to the PAYGW/Super account · leave accrues per person.

PAYGW is an estimate — confirm exact withholding against the ATO tax tables or Xero. Super %, PAYGW %, overtime multiplier, casual loading and the allowance are all editable in Settings (Obligations tab).

Your team

Add a team member

Your accounts

Rates & settings

Your accountant sets this number, not us. It is applied to profit — money in less money out, both ex GST — since 1 July, and it drives the income-tax line in Safe to spend. Change it here whenever your accountant revises it, including after year end; every figure recalculates immediately, and nothing needs re-entering.

A different number, and a habit rather than a liability: the share of every payment moved straight into your GST & tax account so the cash is there when the bill arrives. Leave it blank to use the rate above. It does not change what you owe — only when you set it aside.

Super is on ordinary time earnings; PAYGW is an estimate — use the ATO tax tables / payroll for exact withholding.

A point-in-time copy of this business’s data, for your own records. Restoring is a database operation, not a file upload — see the rollback procedure in GO_LIVE.md.

Clears all jobs, team, balances & obligations.

Cards & finance

Growth planner

Planned commitments

The verdict

Inbox

Book by area

Finance tasks

Add a manual transfer

Money Day routine

Suppliers

Add a supplier

Upcoming obligations

Drop an invoice (accountant, software, anywhere) Claude reads the amount — or just fill the fields above

Settings

Your business
Quotes & invoices
Messages & phone
Team & places
Data & safety