Axis Features
User Dashboard
Your entire business in one command center. Instantly see revenue, outstanding invoices, cash flow, expenses, and financial trends — all updated in real time. No spreadsheets. No switching tabs. Just clear, actionable data that helps you make smarter decisions and grow with confidence.
Invoices
Create professional invoices in seconds with a clean, modern layout. Add line items, taxes, discounts, attachments, and notes effortlessly. Track when invoices are sent, viewed, and paid — so you always know where your money stands.
Pay Invoices Online
Make it easy for clients to pay you. Secure online payments go directly to your bank account, reducing delays and eliminating the friction of checks or manual transfers. Faster payments mean stronger cash flow.
Quotes
Build clear, detailed quotes that win jobs. Present pricing professionally, outline scope clearly, and avoid misunderstandings before work even begins. Send directly to clients for fast digital approval.
Convert Quotes to Invoices Instantly
Stop duplicating work. With one click, transform an approved quote into a ready-to-send invoice. Everything carries over automatically — saving time, reducing errors, and accelerating your billing process.
Client Management (CRM)
Keep every client organized in one place. Store contact details, track billing history, manage communication notes, and see every associated job or project instantly. Build stronger relationships with complete visibility.
Property / Project CRM
Organize work by property or project to stay structured and efficient. Track multiple jobs under one property, manage documentation, monitor costs, and maintain full job history without losing details.
Expense Tracking
Track and categorize business expenses in real time. Understand your true profitability per project, protect your margins, and eliminate end-of-month guesswork.
Payment Reminders
Automate follow-ups professionally. Axis sends friendly reminders for overdue invoices so you get paid without uncomfortable conversations or wasted time chasing clients.
Client Quote Approvals
Clients can review and approve quotes digitally from any device. Faster approvals mean you can start work sooner and lock in revenue without delays.
Branded Invoices & Quotes
Customize documents with your company logo and business information. Present a consistent, professional image that builds trust and reinforces your brand on every interaction.
Add Taxes & Discounts
Apply custom tax rates or client-specific discounts effortlessly. Maintain accurate billing across different regions, clients, or job types without manual recalculations.
Job Photos & Attachments
Upload photos, contracts, receipts, permits, and documents directly to jobs or invoices. Keep proof of work organized and accessible — protecting your business and improving transparency.
Premium Features
AI Axis Assistant
Your intelligent business co-pilot built directly into the platform. Designed to save time, reduce admin work, and help you operate smarter.
- •Automatically schedule jobs and send reminders
- •Create and send invoices on your behalf
- •Follow up with clients professionally
- •Assist with initial setup and onboarding
- •Instantly answer business and platform questions
Time Sheets / Time Tracking
Track employee and contractor hours accurately. Improve payroll accuracy, job costing, and overall operational control.
Partial Payments
Accept deposits, milestone payments, or split payments. Improve flexibility for clients while maintaining steady cash flow for your business.
Work Orders
Create structured work orders to assign, track, and complete jobs with clarity. Improve team coordination and accountability.
Daily Logs
Document daily activities, job progress, materials used, and site updates. Ideal for project transparency, compliance, and dispute protection.
QuickBooks Integration
Sync invoices, payments, and financial data seamlessly with QuickBooks. Eliminate double entry and keep your accounting accurate and up to date.