Forms that fit your business
Capture enquiries, inspections, orders and other work with forms built around your business.
Features
Operations
Custom software to make everyday work easier.
Custom operations software for small businesses: enquiries, bookings, quotes, payments, stock and the automation between them. We build forms and workflows around the way you work, then host and support them. Your team, your customers and your AI assistant work from the same records.
Organise everyday work
Give every piece of work a place, an owner and a clear next step.
Connected records
Link customers, jobs and products so you can follow the work and find its details.
Lists, boards and calendars
View work as a list, board or calendar. Move jobs and bookings without losing their history.
Tasks, owners and due dates
Assign work, add checklists and set deadlines. Reminders show your team what needs attention.
Automatic calculations
Calculate line amounts and totals across linked records, with the same rules for forms, staff and assistants.
Stay close to your customers
Keep the conversation and the work it creates together.
Customer profiles and history
See a customer’s details, bookings, messages and past work together. Pick up the conversation with the context there.
A shared inbox
Assign enquiries and follow them through. Keep replies, notes and decisions with the work.
AI phone answering
Answer routine calls, check availability and take bookings. Pass questions that need a person to your team, with a call record.
Email with the work
Send and receive replies on the record. Use saved replies for common questions.
Two-way text messages
Send updates and reminders, track delivery and keep replies with the customer. Respect their messaging preferences.
A customer portal
Let customers follow progress, reply and update their details. Choose which records and services they can access.
Personal form links
Send a personal link to complete a form. Track responses and remind people who still need to reply.
Make bookings work for everyone
Coordinate customers, staff and resources around real availability.
Online bookings
Let customers book an available time online, linked to their details and the work that follows.
Staff and resource availability
Plan around hours, leave, equipment and space. Manage appointments and classes with limited places.
Confirmations and reminders
Send booking updates and reminders. Let customers change or cancel through personal links, within your rules.
Waiting lists and class lists
Manage places, track who is waiting and follow up when a suitable place opens.
Sales, payments and stock
Follow the sale from quote to payment and delivery.
Quotes customers can accept
Prepare and send clear quotes. Keep the exact offer your customer accepted.
Invoices and balances
Turn accepted quotes into invoices. See payments, balances and invoices that need follow-up.
Payments and deposits
Collect deposits or full payments through secure links. Keep verified payments with the booking, sale or invoice.
Credits and refunds
Link corrections and refunds to the original payment, with a history of each balance change.
Stock with a history
Track goods received, supplied, returned or adjusted by product and location. See the history behind each balance.
Purchase orders and deliveries
Order from suppliers and record full or partial deliveries. See what arrived and what is still due.
AI and automation
Save time on routine work. Keep control of changes.
Draft emails and text messages
Use the enquiry and conversation to draft a reply. Review it before sending.
Turn notes into records
Turn rough notes into proposed form answers. Check them before saving a job report, incident or other record.
Summaries with context
Summarise conversations and records, with links to the source and questions still to answer.
Your assistant, your records
Find customer history, check work and draft updates in your AI chat. Review changes unless you have enabled supported direct actions.
Automated workflows
Start routine steps when records change or a set time arrives. Send exceptions to the right person.
Review and approval
Review proposed messages and changes. Choose what needs approval and see what was carried out.
Information and reporting
Find information, share knowledge and track progress.
Documents from your records
Create branded reports and letters from saved information. Keep each document with its record.
A shared document library
Store policies and guidance with versions and review dates. Choose who can read them and track staff acknowledgements.
Dashboards and reports
See figures and outstanding work for your role. Compare periods, track targets and receive scheduled reports.
Search and saved views
Search records you can access. Save useful filters and share views with your team.
Import your existing data
Import customers and records from spreadsheets. Match the columns and check a preview first.
Make the system your own
Start with the right foundation and adapt it as your business changes.
Industry kits
Start with forms and workflows for your industry, then tailor them as your business changes.
Your branding and language
Use your colours on forms, emails and documents. Name records and teams in your own business language.
Access by role and team
Choose who can see and change records and sensitive fields. The same limits apply to connected assistants.
A history of changes
See who changed a record, when and how. Changes made through an assistant are attributed too.
Connections to other tools
Use supported integrations and webhooks to connect specialist tools with your Bludge workflows.
Want this for your everyday work?
Tell us about your business. We’ll help you turn what you know into a plan and the tools to act on it.