Features

Everything you need, grouped by the job it does.

Seven areas, one workspace. Every feature below exists in the product today.

Win work

Find, capture and qualify leads.

Everything that brings enquiries in and tells you who to call first.

  • Contacts with a full relationship timeline
  • Lead scores: Cool, Warm, Hot
  • Smart lists that update themselves
  • Enquiry forms and surveys with results charts
  • Website chat box and booking link
  • Public directory listing with reviews
Pipeline · Trades pipeline

New enquiry 2

Harbour & Co

£4,200Hot

Priya Shah

£900Warm

Estimate sent 1

Oak Lane Dental

£6,500Warm

Proposal sent 2

Moss Studio

£3,150Hot

Kerr Joinery

£12,000Cool

Won 1

Fern Coffee

£2,400Hot
Agree the job

Estimates and proposals that get signed.

Start with a ballpark, finish with a proposal your client adjusts and signs online.

  • Estimates with accept or decline
  • Six-section proposals with optional extras
  • Payment stages and deposits
  • Versions, amendments and an audit trail
  • Client briefs refined with AI
  • PDF download
Proposal · Harbour & Co brand refresh · V2

1. Your goals

2. Scope of work

3. Milestones

4. What we need from you

5. Investment

Brand identity £3,000 · Website design £1,200

6. Terms

Optional extras

30% deposit£1,395
Total£4,650
Sign and accept
Deliver

Plan the work and protect your week.

Projects, tasks and time in one place, with your calendar doing the juggling.

  • Gantt plans with milestones and client approvals
  • Tasks ranked High, Medium, Low
  • Optimise my week around meetings and breaks
  • UK and Scottish bank holidays built in
  • Capacity planner for the team
  • Time and private costs per project
Project · Harbour & Co · 12 weeks
W1W2W3W4W5W6W7W8W9W10W11W12
Discovery
Brand identity
Client approval
Website build
Launch
DonePlannedCosts £640 · Profit so far 71%
Get paid

Invoices, forecasts and tax-ready exports.

Know what's owed, what's coming and what each job really made.

  • VAT on or off for non-registered businesses
  • Recurring plans and deposits
  • Polite automatic reminders
  • Xero, QuickBooks and FreeAgent exports for MTD
  • 13-week cash forecast
  • Profit per project
Invoices · Owed to you £8,420
INV-0041Harbour & Co£1,395
INV-0042Oak Lane Dental£2,600
INV-0043Fern Coffee£480
INV-0044Moss Studio£945
Xero CSVQuickBooks CSVFreeAgent CSV
Keep clients

Look after people after the job.

A branded portal and gentle automations that keep you front of mind.

  • Branded client portal
  • Google review requests
  • Win-back and newsletter emails
  • Keyword auto-replies and editable email templates
  • Industry starter packs
  • Holiday-hours notices
Client portal · Harbour & Co (your logo and colours)

Brand identity is ready for your approval

ApproveRequest changes

Progress

58%

Next invoice

£1,550

AI built in

Help that knows your business.

AI that works from your real account, not a blank chat box.

  • Noodle, the AI co-worker
  • Write with AI on emails and templates
  • Draft replies to reviews
Dashboard · Noodle, your AI co-worker
N

Morning Sam. Oak Lane Dental's invoice is six days late, so I've queued a polite reminder. Moss Studio opened their proposal twice yesterday; might be worth a call. You've got three high-priority tasks and I've fitted them into Tuesday morning.

Late invoiceOak Lane Dental · £2,600
Hot leadMoss Studio viewed proposal
This week3 high-priority tasks
Calendar

A week that plans itself.

Set your hours, breaks and how long each kind of task takes. Optimise my week does the rest.

  • Emails 10 min, calls 25, to-dos 30 (your choice)
  • Busy times shown only as Not available to bookers
Calendar · Optimise my week

Mon

Call Priya
Lunch
Proposal: Moss

Tue

Site visit
3 emails
Lunch

Wed

Bank holiday

Thu

Gantt review
Lunch
Booked call

Fri

Invoices
Lunch

Being straight with you

Emails and reminders queue until email sending is switched on, and card payments are coming soon. Texting, calling and a website builder aren't part of HappyNoodle.

Run the whole business from one place.

Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.