Features
Sell Money Stock People and payroll Compliance Customers and online Grow Everything in Operate
Operate
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Keep every customer coming back.

Know who buys, what they owe and when to say hello. Take orders and bookings on a page you share on WhatsApp.

The Customers screen in Operate: a search box, tag filters for catering and regular, and a list of customers with phone numbers and tags.

Everyone who buys from you, in one list.

Pick a customer and see the whole story. Sales made at the register and invoices you send land on the same record.

Purchase history

What they bought and when, from the register and from invoices.

Balance on account

What they owe on the trust book. Those sales never count in your cash drawer.

Birthday

Add it once. Operate shows who is coming up so you can send a greeting yourself.

Tags and notes

Mark regulars, catering clients or anyone you need to remember. Filter the list by tag.

WhatsApp, with you in charge.

Operate uses the official WhatsApp Business service. Every conversation shows how long the reply window stays open.

Window open

Operate drafts a reply. You edit it, then open it in WhatsApp and send.

Window closed

Use a template instead. You pick it and you send it.

  • Drafts are labeled Draft. Nothing changes until you confirm.
  • Operate never sends a message without you.
The Messages screen in Operate listing four WhatsApp conversations, three showing a reply window with hours left and one showing the window closed.

A page you can share. No card checkout.

Your storefront shows your products, hours and parish. Customers order on WhatsApp or book, and pay when they collect.

The Online screen in Operate: the storefront is switched on, with a Share link button and a form to edit the business description and WhatsApp number.
The Orders screen in Operate: three orders to be collected, filter tabs, and an order for a curry goat plate and grapefruit soda marked Pay on collection.

Orders hold stock once you confirm.

Every order moves through five statuses you control.

  • NewJust arrived. Check it and reply.
  • ConfirmedYou said yes. Stock is held for it.
  • ReadyPacked and waiting.
  • CollectedHanded over and paid. It becomes a sale.
  • CancelledStock is released.

Bookings for seven kinds of business.

One booking engine, set up for how you work. Pick a kind to see what Operate handles.

A restaurant takes a party of four at 12:00.

  • Seats booked against your seats per slot.
  • Your booking rules, and a note per booking.
  • Mark completed or no-show, and open WhatsApp to the guest.
The Bookings screen in Operate for a restaurant: 18 of 144 seats booked today, a 12:00 slot with a party of four and buttons to mark completed, no-show or cancel.

The screen shown is from a sample restaurant. Sample data, nothing here is real.

The Deals screen in Operate for a joinery: an Enquiry column with two deals, a guest house doors job and a kitchen island, each with a value, a close-by date and a Move button.

Every enquiry on one board.

Move a deal as it moves. The board adds up what is in each stage.

  1. Enquiry

    Someone asked for a price.

  2. Quoted

    You sent a number. Now you wait.

  3. Won

    Operate drafts the invoice. You review it and send it.

  4. Lost

    It did not happen. The record stays.

Be easy to find.

Google Business Profile checklist

A short list of what to fill in so people nearby can find you, with ticks as you go.

Promo image maker

Pick a product and a price and get a simple image to post or send on WhatsApp.

Reviews

Prepare a message asking a happy customer for a review. You send it yourself.