Your whole pipeline, one screen
From the first enquiry to the final invoice — every step of your job lifecycle lives in Operent. Send professional documents, collect signatures, and take payments without leaving the platform.
Full job pipeline
Move bookings through custom stages — New, Quoted, Confirmed, Dispatched, Done. See every open job at a glance.
AI quote generator
Describe a job in plain text and Operent generates a fully priced quote in seconds. Review and send in one click.
Built-in e-signature
Send contracts and job authorisations for signing online. Legally binding, no third-party tools required.
Online payments via Stripe
Send a payment link for deposit or full balance. Customers pay by card. You see it instantly in your dashboard.
Structured documents
Professional quotes, contracts, and invoices with sequential numbering. Every document is tracked and versioned.
Duplicate & template
Clone any previous booking to create a new one instantly. Perfect for recurring jobs or repeat customers.
Everything you sell, always available
Whether you have inventory items, service packages, or bookable time slots — Operent organises your catalog and shows real-time availability so you never double-book.
Items, services, or packages
Add whatever you sell: rental equipment, cleaning packages, photography bundles, service call types. Operent adapts to your business.
Availability calendar
See exactly what's booked, available, or out on any date. No more spreadsheet checking or double bookings.
Incoming stock tracking
Log expected delivery dates for new inventory. Know what's arriving before it lands.
Bulk CSV import
Upload your existing catalog from a spreadsheet. AI maps the columns automatically — no manual data entry.
Usage & maintenance tracking
Track how many times each item has been used and when it was last serviced. Keep your catalog in top shape.
Pricing rules
Set base prices, seasonal rates, or per-unit pricing. Operent applies them automatically when building quotes.
Every client. Every conversation. Nothing missed.
A full CRM built for service businesses — client profiles, booking history, automated follow-ups, and a customer-facing portal so your clients can self-serve.
Client profiles & history
Every customer's contact details, past jobs, documents, and payments in one place. Find anyone in seconds.
Customer portal
Clients get their own portal via magic link — no password needed. They can view bookings, sign documents, and pay invoices.
SMS & email alerts
Automatic notifications when you send a quote, contract, or invoice. Customers stay informed without you chasing them.
AI follow-up automation
Operent re-engages quotes that haven't been accepted. Configurable tone and timing — aggressive or gentle, you decide.
Comms audit log
Every email and SMS ever sent — subject, body, timestamp, delivery status. Full audit trail for every customer.
Bulk import & export
Import clients from a CSV or export your full customer list at any time. Your data is always yours.
Not AI added on. AI built in.
AI features that work in the background across all tiers — from OVI Chatbot on Starter to Voice, Vision, and Brain on higher plans. Each tier unlocks a deeper AI layer.
OVI Chatbot — all plans
OVI Chatbot handles web and SMS enquiries automatically — captures leads, answers FAQs, and books jobs 24/7. Included from Starter.
OVI Voice — Pro & above
OVI Voice answers every inbound phone call, qualifies the lead, and books the job in real time. Launching Q2 2026. Included on Pro and Enterprise.
Brain — business insights
Scans your business data every 15 minutes. Surfaces revenue risks, overdue items, and growth opportunities before they become problems. Included on Growth and above.
Vision damage detection — Pro & above
Upload before/after photos from any job. GPT-4o flags damage, wear, or missing items automatically — protecting you and your clients. Available on Pro and Enterprise.
AI quote generation — all plans
Describe a job in plain English and Operent generates a fully structured, priced quote in seconds. Included on all plans.
AI analytics
Ask questions about your business in plain language — 'What was my best month?', 'Which service makes the most money?' — and get instant answers. Available on Growth and above.
Your public face. Your subdomain. Your brand.
Every Operent tenant gets a public storefront at yourbusiness.operent.co. Pick a template, customise your branding, preview it privately, and go live when it's ready.
Your own subdomain
Live at yourbusiness.operent.co from day one. Customers can browse, enquire, and book without ever emailing or calling.
3 templates to choose from
Classic (clean & professional), Bold (dark & premium), or Playful (warm & inviting). Pick the one that fits your brand.
Online booking form
Customers submit booking requests directly from your storefront. Requests land straight in your jobs dashboard.
Customer portal
Clients access their portal via a magic link — view bookings, sign documents, make payments. No account creation needed.
Private preview link
See exactly what your storefront looks like before any customer does. Share the preview link with your team before going live.
Approval flow
Submit your storefront for review — Operent approves within 24 hours. Once live, your storefront is fully public.
Run the business. See the numbers.
Scheduling, dispatch, crew timekeeping, route optimisation, and revenue reporting — everything you need to manage the operational side of your business without spreadsheets.
Calendar & dispatch view
See every booking by day, week, or month. The dispatch view shows exactly what's going out today and who's handling it.
Route optimiser
AI-optimised delivery or job sequence for the day. Minimise drive time and fuel across multiple stops.
Crew timekeeping
Crew members clock in and out via GPS on their phones. You see real-time location and accurate time records.
Revenue dashboard
Revenue MTD, outstanding balances, top-performing services, and cash flow trends — all in one clear view.
Email template builder
Customise every outbound email with your logo, brand colours, and tone. No coding, drag-and-drop simplicity.
System health monitor
Live status for every AI API and integration. Know immediately if anything needs attention before it affects your customers.
See the full platform in action
Book a free 20-minute demo and we'll show you exactly how Operent works for your type of business.
14-day free trial · No credit card · Cancel any time