Business / Access & SettingsLive data
Live demo · sample data4 on the clockLBLiam B · install · Strabane
JB
Business

Access & Settings

You own this system, Jordan — every seat, every key, every row. 11 people sit across 3 access levels: install staff stay on their own jobs and van, while pricing, margin and cashflow stay with you and management. 4 of 6 integrations live, £0 per seat, and a full export any time — no back doors, no per-seat bill.

No lock-in — your infrastructure, your keys, full export any time
Ownership & control11 seats · 3 access levels·4/6 integrations live·£0 per seatyour keys · full export
People with a seatactive
11
across owner, management & install
Access levelsleast-priv
3
owner · management · install staff
Integrations livehealthy
4/6
Xero, Stripe, SMS & more
Per-seat feeforever
£0
add staff or a bookkeeper free
Your dataany time
Export
CSV + full database dump
Vendor lock-inno back door
None
you keep the code and the data

Owner

1 seat
JB
Everything — pricing, margin, cashflow, access, keys & full export.
8/8 areas

Management

5 seats
CDNMRKAOOB
Run ops & sales · view-only margin · no cashflow, no Xero, no access panel.
7/8 areas

Install staff

5 seats
LBSGDMCFMG
Their own jobs, van stock, install photos & holidays. Never see pricing or money.
4/8 areas

Access by area

who can touch what, per role — least-privilege by default, overridable per person8 areas × 3 roles
AreaOwnerManagementInstall staff
Pipeline & customers
leads, deals, contact records
FullFullView own jobs
Quotes & pricing
quote builder + price book
FullFullHidden
Jobs & scheduling
lifecycle, dispatch, install photos
FullFullOwn jobs + photos
Stock & vans
on-hand, transfers, van allocations
FullFullOwn van + allocate
Costing & margin
job cost + gross margin
FullViewHidden
Cashflow & Xero
invoices, bills, reconciliation
FullHiddenHidden
Team & HR
people, holidays, records
FullViewOwn holidays
Automations & settings
rules, access, integrations
FullViewHidden
LegendFullViewOwn onlyHiddenInstall staff never see pricing, margin or cashflow — only what their own jobs, van and holidays need.

Integrations

click any to see the connection detail4 connected
X
Xero
Accounting · invoices, bills, reconciliation
Connected
synced 3 min ago
S
Stripe
Deposit + balance card payments
Connected
synced 1 hr ago
G99
the DNO portal
G98 / G99 applications
Manual + tracked
synced 2 hr ago
MCS
MCS (MID)
Certification + MID registration
Tracked
synced Yesterday
★
Google Reviews
Post-handover review requests
Connected
synced Yesterday
SMS
Twilio SMS
Customer reminders + chasers
Connected
synced 4 h ago

Ownership & data

“no back doors”
Export everything, any time
All jobs, stock, customers, quotes & docs → CSV or a full database dump. It is your data, not ours.
Append-only audit log
Every action, every user — who did what, when. Nothing hidden, nothing deleted, not even by you.
Your infrastructure, your keys
Runs on your own Xero, Stripe and cloud accounts. No per-seat fee, no vendor lock-in, no back door.
Source-code handover option
If you ever walk away, you keep the code and the data. No hostage situation, no rebuild tax.
Company profile
Legal nameNorthline Renewables Ltd
Company no.10832247
Registered officeUnited Kingdom
VAT no.GB 402 118 55
MCS certificateNAP-1180234
Consumer codeRECC / HIES member
0% VAT on qualifying installs · SEG export registered · MCS-certified for BUS & ECO4 grant work.