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Daybook
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The tour

A day in Daybook, in eight stops.

Not a sandbox to log into — the app itself, filmed being used, in the order a day happens. Every screen here is a real capture. Scroll, or jump to a stop.

  1. 1Say what you run
  2. 2Someone gets in touch
  3. 3The schedule
  4. 4The office, on a laptop
  5. 5The day, on a phone
  6. 6The client’s side
  7. 7Getting paid
  8. 8Your website

Stop 1 · Say what you run.

The whole tour starts with one question. Answer it and the menus, the search box and the buttons rewrite themselves into your daily language — before you have set anything up.

Before you set anything up

Say what you run. Watch the words change.

Select your industry and the entire app adapts. Menus, search and buttons rewrite themselves into your daily language.

The people you serve
Clients
The work itself
Jobs
Someone getting in touch
Requests
Your people
Crew
What they log into
Client portal
When it begins
Work starts
What is coming up
Upcoming visits
Their paperwork
Client documents

The words a contractor, a shop or a crew-based business sees.

The people you serve
Families
The work itself
Enrolments
Someone getting in touch
Enquiries
Your people
Staff
What they log into
Family portal
When it begins
First day
What is coming up
Upcoming sessions
Their paperwork
Family documents

A centre enrols children for the year, so the work is an enrolment. Quotes, takeoffs and subcontractors are not hidden — they are switched off.

The people you serve
Families
The work itself
Bookings
Someone getting in touch
Enquiries
Your people
Staff
What they log into
Family portal
When it begins
First day
What is coming up
Upcoming sessions
Their paperwork
Family documents

A camp or a club books a week or a session, so the work is a booking. Quotes, takeoffs and subcontractors are not hidden — they are switched off.

Stop 2 · Someone gets in touch

An email becomes a request. Nothing re-typed.

Paste what they sent — an email, a text, a voicemail transcript — and Daybook reads the name, the phone, the address and what they want into a request you can act on. Your website’s form does the same thing on its own.

Communications
Smart paste reading a pasted enquiry and filling the new-client form — name, phone and email extracted.

Stop 2 · Someone gets in touch

An email becomes a request. Nothing re-typed.

Paste what they sent — an email, a text, a voicemail transcript — and Daybook reads the name, the phone, the address and what they want into a request you can act on. Your website’s form does the same thing on its own.

  • Paste an email and the form fills itself — you check it before it saves
  • Your website’s form drops a real request into Daybook, address and all
  • Every message after that lands on the client’s record
Communications

Stop 3 · The schedule

Six views. One calendar.

Day, week, month, the map, the dispatch board and the action list — six views of one calendar, so the office and the people on site are looking at the same picture. Everything you take on has a date. Shown on a day camp’s summer — the same calendar every account gets.

Scheduling

Stop 3 · The schedule

Six views. One calendar.

Day, week, month, the map, the dispatch board and the action list — six views of one calendar, so the office and the people on site are looking at the same picture. Everything you take on has a date. Shown on a day camp’s summer — the same calendar every account gets.

  • Day, week, month, map, dispatch board and action list
  • Drag something and whoever needs telling is told
  • A change here is on their screen in a second — nothing to sync
Scheduling

Stop 4 · The office, on a laptop

Everything the desk needs, in one window.

The create menu, the schedule, a job and its whole record — the conversations, the paperwork, the money — without opening a second app. This is the office’s side of the same account the field is using.

Every feature

Stop 4 · The office, on a laptop

Everything the desk needs, in one window.

The create menu, the schedule, a job and its whole record — the conversations, the paperwork, the money — without opening a second app. This is the office’s side of the same account the field is using.

  • One record per client: every email, text, document and payment on it
  • The create menu makes a client, a request, a visit or an invoice from anywhere
  • Reports built from the work itself — nothing exported, nothing re-keyed
Every feature

Stop 5 · The day, on a phone

The phone already in their pocket.

Staff and crews work from the app on their own phones: the day, the people, clock-in, checklists and photos — with no signal, if it comes to that; it files itself when the signal returns. The office sees it the moment it lands. Shown at a day camp; a crew’s phone carries the same app with its own words.

The app in the field

Stop 5 · The day, on a phone

The phone already in their pocket.

Staff and crews work from the app on their own phones: the day, the people, clock-in, checklists and photos — with no signal, if it comes to that; it files itself when the signal returns. The office sees it the moment it lands. Shown at a day camp; a crew’s phone carries the same app with its own words.

  • Clock-in and hours from the phone in their pocket
  • Checklists filled in on the job — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The app in the field

Stop 6 · The client’s side

A portal they can read, pay and reply from.

Clients and families log in to see what they agreed to, what they owe, the schedule and the photos their consent allows — and to message you, so the question lands on their record and not in somebody’s pocket.

The client portal
The family portal on a phone: a welcome by name, an unpaid invoice flagged, and cards for agreements, invoices, the schedule and photos.

Stop 6 · The client’s side

A portal they can read, pay and reply from.

Clients and families log in to see what they agreed to, what they owe, the schedule and the photos their consent allows — and to message you, so the question lands on their record and not in somebody’s pocket.

  • Invoices to view and pay, by card or e-transfer
  • Signed agreements, with their signed copy
  • Photos a family sees are decided by their consent
  • Every message lands on the record
The client portal

Stop 7 · Getting paid

Invoiced when it’s done. Chased without you.

Invoices raised off what was agreed. A reminder you set once does the following-up, with a Pay Now link. E-transfers are matched to their invoices for you to confirm; cards online; GST/HST by province on every one.

Invoicing & payments
A paid invoice on a phone in dark mode: marked PAID, “Paid in full”, with Send receipt beside it.

Stop 7 · Getting paid

Invoiced when it’s done. Chased without you.

Invoices raised off what was agreed. A reminder you set once does the following-up, with a Pay Now link. E-transfers are matched to their invoices for you to confirm; cards online; GST/HST by province on every one.

  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

Stop 8 · Your website

Edited in the app. Live when you press Publish.

Every account comes with a website built from its industry’s template. Open Wording, retype a heading and watch the page change as you type; press Publish and it is live. The form on it drops a real request into Daybook.

Your website

Stop 8 · Your website

Edited in the app. Live when you press Publish.

Every account comes with a website built from its industry’s template. Open Wording, retype a heading and watch the page change as you type; press Publish and it is live. The form on it drops a real request into Daybook.

  • Included on every plan, built from your industry’s template
  • Your photographs and your words, edited in the app
  • Bring your own domain — we set it up with you
Your website

Where to next.

Pick the page written for your kind of work — field & service trades or facility & care — or start the 14-day trial and bring a real week of work.

Seen enough? Run a real week in it.

Start the trial, bring your clients and a week of work, and watch it run — your schedule, your conversations, your paperwork, your money.

Start your 14-day free trial Book a live tour

14-day trial · No credit card · Bring your client list