What's live, and what's coming

Plain language, no marketing gloss: what already works today, what we are still building, and what we have decided not to build at all, and why. If you are trying a demo, this is the honest map before you start clicking around.

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Live today

Built, tested, and behind the same permission checks a real company uses.

Winning and managing customers

Customer and contact records, with merge and a full communication history
Leads and prospect pipeline, one click to convert to a customer
Bills of quantities that convert straight into a quotation
Quotations: versioned, tax aware, expiry sweep, approval limits by role, customer approves online
Job tenders and bidding, with a branded bid PDF
Client portal: customers sign themselves in to see their own job history, invoices and live status (a company switches this on)

Running the field work

Service requests, with duplicate detection
Work orders: full status lifecycle, assignment, line items, photo attachments
Scheduling and dispatch, week board per technician
Technician "My Day": mobile-first, installable, shows only a technician's own jobs
Site check-in and check-out
GPS tracking: opt-in per technician, only while clocked in with the app open (a company switches this on)
Inspections and readings
Health and safety assessments, plus incident and near-miss reporting
Completion and sign-off, customer approves online with a satisfaction rating
Rework and warranty tracking, always linked back to the original job
Maintenance contracts with auto-generated recurring visits

Money

Invoicing, direct or staged (progress) invoicing on a large job
Payments, receipts and credit notes, every entry kept permanently
Customer statements, PDF and automatic monthly email
A full bookkeeping module: chart of accounts, ledger, bills, budgets, recurring entries, multi-currency notes, timesheets (a company switches this on)

Stock and buying

Inventory across warehouse, van and site locations
Issue parts to a job, stock and job cost update together
Purchase orders, emailed to suppliers, receiving updates stock automatically
Stock value reporting

Team and access

18 role templates, fine-grained and editable per company
Employee records with certification expiry warnings
Office attendance clock in and out
Company assets: tools and vehicles assigned to staff with full handover history
Document references: link a customer, job or contract to a file already in your Google Drive

Reports, documents and security

Dashboards and reports that always trace back to a real record
Branded PDF documents on every quote, invoice, statement, receipt and tender
Two-factor authentication
A permanent audit trail
In-app help centre and training courses, two with graded exams

Half-built, real work remaining

These already work at a basic level. Nothing here is broken, it simply is not finished.

Onboarding wizard: company templates, tax and unit defaults
Workflow customisation: per-template notifications and SLA timers
Stock costing: FIFO and average valuation methods
Purchase order PDFs and spend approval thresholds
Scheduling: month view, map view, technician leave and availability
Offline mode for technicians in poor signal
More report types and scheduled report delivery
Public API: more endpoints, webhooks, a published docs page
One-click full company data export from the app itself
An accessibility and page-speed verification pass
Job and site custom fields, and a lightweight automation builder

What we're not building

Not because it is hard, because it would cost real money or introduce real risk for little benefit right now.

True 24/7 background GPS tracking

Not technically possible from a web app: a browser cannot track location once it is closed, only a native phone app can. Tracking during a clocked-in shift with the app open already covers the real need.

Two-way QuickBooks sync

Climaora's own bookkeeping module already covers this without the risk of two sources of truth for your finances.

A full document storage system inside Climaora

Deliberately built as links into your existing Google Drive instead, so nothing is stored (and paid for) twice.

Direct bank feed connections

Needs a paid subscription with a third-party data provider. Manual entry works today.

A payment gateway

Touches money movement directly and needs its own dedicated scoping conversation first.

A general-purpose automation builder

Better value comes from finishing the specific automations already in the product than a rules engine few small businesses would configure themselves.

Any claim of tax or accounting compliance

The finance module is real bookkeeping, not licensed tax advice. An accountant should review it before anyone relies on it for statutory filings.

Found something that does not match this page, or want to ask about anything here? Every page inside Climaora has a “Report an issue” button in the bottom right, or request a demo to see it for yourself.