Simple Job Management
Track jobs in progress, monitor work awaiting invoicing and payment, and generate quotations & invoices instantly.
- Generate quotations & invoices automatically
- Track jobs & payments in real-time
Client & Staff Management
Manage your customers, staff, vehicles, and customer service queries from one integrated application.
- Staff training record & appraisals
- Customer services database
About Insight
Insight is our simple business management package developed specially for businesses providing professional services. The standard Insight Package can be easily and quickly tailored for your exact needs. It comes fully equipped to take the burden out of managing your business and is so flexible that it can be changed to suit your working practises and requirements.
Cost Effective
Insight is our simple business management suite for businesses providing professional services. It tracks work in progress, invoices, payments and expenses — and even creates VAT returns automatically.
Automated Quotes & Invoices
Generate quotations and invoices at the touch of a button and track them directly to your bank account. Instantly view outstanding and overdue invoices to stay on top of cash flow.
Integrated Contacts Management
Manage your customers, clients, vehicles, staff, and customer service queries all from one integrated application. Keep track of staff training records, use the Customer Services database for staff appraisals, and support continuous improvement.
Simple Accounts & VAT Returns
Automatically generate VAT returns and profit & loss accounts at the touch of a button. Insight produces fully auditable VAT returns so you can see exactly how they've been calculated.
HMRC Recognised Software
Insight is HMRC recognised for Making Tax Digital VAT Returns. Submit VAT returns at the press of a button — no more painful quarter ends hunting for receipts and invoices. The standard Insight Package can be quickly tailored for your exact needs.
Key Features of Insight
Everything you need to manage your professional services business efficiently.
Insight – Cost Effective & Flexible
- Track invoices, payments & expenses
- Generate VAT returns at a button click
- Integrated contacts management
- Graphical dashboard & reporting
- HMRC recognised for Making Tax Digital
Why choose Insight?
Insight is built for professional service businesses who want
simple, flexible and cost-effective management software.
Insight Mobile App
Manage your business on the go with the Insight Mobile App. Track jobs, invoices, payments, and customers anytime, anywhere – right from your phone.
Business Management Anytime, Anywhere
The Insight Mobile App gives you the flexibility to run your business seamlessly from your smartphone. Stay connected with clients, issue invoices, and monitor your cashflow on the go.
