Built for the people
doing the work.

Report once. From the field. Done.

You know the job. Get the details down while they’re fresh, then get on with the work.

• See your work and its context on the phone
• Record findings and add photos
• Keep the office informed against the job
• Record an expense with its receipt

Stop rebuilding the story.

The next step is easier when the visit details don’t arrive in five different places.

• Read relevant field updates with the work
• Find the customer context before responding
• Coordinate the next step with a clear Task
• Continue the handover with useful information

See what’s stuck. Then help.

Spend less time collecting status and more time clearing the path.

• Follow responsibility and progress
• Review relevant own, delegated and team work
• Keep bigger efforts organised in projects
• Use the recorded context to ask better questions

The relationship is more than a number.

Keep what the customer said, what you promised and when to return.

• Record call and meeting summaries as Updates
• Keep outcomes and follow-up reminders
• Find relevant customer work and conversations
• Give a colleague a place to pick up the account

The amount has a story.

An expense makes more sense when you can see the work, the receipt and the approval.

• Record income, expenses, receipts and payments
• Review amounts and correct expense categories
• Organise custom vaults and opening balances
• Understand relevant transactions with their work context

Know without being the memory.

Your team needs your judgement. It shouldn’t need you to remember every detail.

• Follow relevant work through the Karma Hub
• See responsibility, dates and recorded progress
• Use team views and reports to guide attention
• Build a memory others can continue from