From the first enquiry to money in the bank.
Lead captureAuto-quoteOnline paymentBank-matched
Menu
Run the day
Get paid
Grow & connect
Run the business
Certificates
Gas, electrical & hot water — all in one.
Job sheets & reports
Templated, signed, archived per job.
Proof of work
Photos, signatures, bundles for customers.
Project costs
Live margin, receipts, profit tracking.
Fleet & team
Roster, vehicles, holidays, time.
Access control
Roles, permissions, hide-pricing rules.
By trade
Plumbing
Leaks, callouts, services billed same-day.
Gas engineering
CP12s, gas rate calcs, sigs on screen.
Heating engineering
Servicing, breakdowns, full installs.
Electrical contracting
EICRs, PAT, fire alarm — UK library.
Property maintenance
Multi-property landlord workflow.
Multi-trade
Plumbing, gas, electrical — one office.
Air conditioning
Per-unit register, F-Gas log.
Renewables
Heat pumps, solar, batteries.
Facilities maintenance
PPM + reactive in one queue.
Fire safety
BS5839 / BS5266 templates.
Drainage
CCTV surveys, jet washes, same-day pay.
Boiler installation
5-stage installs, annual follow-up.
By solution
Job management
Booking to billed, one record per job.
Field service management
Office to van. Van to customer.
Customer management
Multi-property CRM for trades.
Invoice management
Build, send, track and chase.
Payment tracking
Bank-matched, audited, reconciled.
Accounts receivable
Aged debt, chasing, escalations.
Proof of work
Photos, signatures, share bundles.
Business management
Whole trade business, one screen.
The whole revenue cycle in one workflow.
Most software covers a slice — leads in one app, payments in another. OnPoint runs the entire chain on one record.
Public booking forms feed leads in
Auto-convert lead → customer + appointment
Quote builds, customer accepts in portal
Invoice paid online, bank-matched, books update
Built for the lead-to-cash workflow
The whole money story, end-to-end.
No exports. No double entry. No manual matching. Lead lands, money lands — automatically.
Lead capture
Branded booking forms with anti-spam.
Auto-convert
Lead becomes customer + appointment in one tap.
Quote build
Itemised quote, customer-portal accepted.
Invoice ready
Quote → invoice in one click on completion.
Pay online
Customer pays by card, Apple Pay, Google Pay.
Bank match
Credits auto-clear & invoice flips to paid.
Per-stage conversion tracking
Quote → appointment → invoice flow
Customer-facing portal at every stage
Bank reconciliation closing the loop
1 record
Whole revenue cycle
Lead → cash on one record.
0
Tool switching
End-to-end in OnPoint.
Auto
Status updates
Lead → booked → paid.
Live
Pipeline value
See the cash coming.
Connect the chain from lead to cash.
14 days free. Run your first lead-to-cash flow today.
14 days freeNo contract — cancel anytimeNo card to startFree migration help