How Gafferly works, in plain English

What Gafferly does, the roles, and how to find your way around.

Ten steps, in order, from a blank account to sending your first branded quote.

The legal and money basics every quote and invoice carries.

Make every quote look like your firm, and show the accreditations that win trust.

Rename the generic job types and equipment kinds to the work you actually do.

Price things once, reuse them on every quote, and let AI draft priced quotes for you.

Turn your best quote into a reusable template with branded pages and optional extras.

Connect Stripe for online card payments, show your bank details for transfers, and let Xero keep itself.

Add your people, give them the right role, and get engineers on their phones.

The automatic messages, the chasers you switch on, and the wording of all of it.

Where enquiries land, how to convert them, and wiring up your website form.

The customer 360, multiple sites, equipment records and the data-plate scanner.

Build branded quotes with optional extras the customer picks, and get them signed online.

Create invoices, take card and bank payments, deposits, chasers, write-offs and Xero.

Recurring maintenance plans that generate the next visit automatically.

Track parts across the store and each van, use them on jobs, and reorder.

Create, schedule, assign and track every job through its stages.

Plan the week, assign engineers, and keep the day organised.

Today, the Dashboard and End of day: the three screens that bookend the working day.

Work-done notes, the AI report draft, customer signature and the job sheet.

The Reminders workboard: who's due a service, one tap to nudge them.

Vehicles, MOT and service reminders, the live map, zones and driver safety.

Texts and the Messages screen: on-my-way, reminders, chasers, AI replies and drafting.

Get customer emails onto their timeline automatically, next to their texts.

A private login where customers view quotes, invoices, jobs and certificates.

Ask happy customers for a review automatically, with your Google link offered to the 4 and 5 stars.

Where AI helps across Gafferly, and the golden rule: you always review before it sends.

Capture compliance certificates against a job.

Build your own checklists, risk assessments and surveys to fill on a job.

Revenue, profit by job type, productivity, extras attach rate, the AI digest and Q&A.

Add team members, set roles, and get engineers on the app.

Where your Gafferly plan, seats and the billing portal live.