WhatsApp Web
New leads, customer context, templates and share links beside your conversations. You review and send.
BUILT AROUND THE WAY EASIGRASS WORKS
From the first hello
to the final blade.
Your leads, quotes, people and projects.
One connected place to run your Easigrass business.
Your franchise. Your brand. Your workspace.
Your franchiseSAMPLE WORKSPACE
MONDAY, LET’S GET GROWING
EGA good day starts here.
Quoted this monthR 248,60012 opportunities
ApprovedR 168,400Ready for the next step
Jobs in progress04Teams on the ground
Today’s work
09:00
Garden HouseInstallation · Team A
In progress11:30
Courtyard projectSite visit · Sales rep
Confirmed14:00
Family lawnMaintenance · Team B
PlannedYour week, at a glance
Needs a moment
A new lead is here
Pet-friendly courtyard, 28 m².
View enquiryQuote accepted
Time to confirm the installation.
Proof of payment uploaded
Ready for the office to review.
Less chasing. More doing.From sales desk to installation team.
MADE FOR THE WHOLE JOURNEYExplore every feature
Win the enquiry
Build the quote
Plan the work
Deliver together
Close the loop
LESS ADMIN. A BETTER HANDOVER.
Everything moves forward.
Nothing starts from scratch.
The details you capture at the beginning travel with the work. See how a typical enquiry becomes a quote, a job and a final invoice.
Choose a step to explore
ONE CUSTOMER. A CONNECTED JOURNEY.
A first hello. Not a lost lead.
Your branded enquiry page captures the project. The customer receives their estimate, while your office gets a lead with the details and a friendly WhatsApp message ready to go.
In the system: lead → customer → deal → site visit
INTERACTIVE SAMPLENo live customer data
New website enquiry
Let’s transform the courtyard.
“We’d love a pet-friendly lawn. The area is about 7 × 4 metres. Could we arrange a visit and see some samples?”
Project28 m² courtyard
Next stepArrange a site visit
Welcome to Easigrass! 🌿
Thanks for getting in touch. We’d love to show you our grass samples and measure your space.
EasiOpsFIELD VIEW · SAMPLE
Morning, team.
One job. One clear plan.
IN PROGRESS
Garden House
Full lawn installation
2 of 4 tasks complete50%
My tasks
Packing list
Job notes
Add receipt
JobsStockUpdates
IN THE OFFICE. OUT ON SITE.
A real working day
doesn’t happen
behind a desk.
Book a visit from your phone. Dictate a quote while you measure. Give the crew a clear packing list. Photograph a receipt before it gets lost.
- Quick booking and rep quoting from one mobile page
- Staff links and PINs, with role-appropriate information
- Task updates, photos, stock usage and receipts
- Customer progress without exposing internal prices
THE FULL PICTURE
Built for more than
just the job card.
From your first advert to the next maintenance visit. Browse the complete capability guide or search for the thing you need.
Sales & customersLead pages that start the conversation
From your next advert to a named enquiry in your workspace.
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Lead pages that start the conversation
From your next advert to a named enquiry in your workspace.
- Branded, mobile-friendly estimate form with a short, step-by-step enquiry flow.
- Conversational Easi chat assistant for gathering project requirements.
- Customer estimate emails, online estimate links and office notifications.
- Franchise-specific contact details, WhatsApp buttons and optional Meta Pixel tracking.
- Individual lead pages with requirements, contact details, call, email and welcoming WhatsApp messages.
- Client site-visit requests for the office to review and confirm—not self-booked installation dates.
Sales & customersCustomers & a connected sales pipeline
One customer story, from first enquiry to repeat work.
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Customers & a connected sales pipeline
One customer story, from first enquiry to repeat work.
- Customer profiles with area, address, email, phone and linked sales history.
- Search existing customers while quoting or capture a new customer.
- Deal stages, follow-up activities, days-in-stage indicators and configurable pipelines.
- Quotes, jobs, invoices, emails and saved chat notes together on the customer or deal.
- Customer file imports and a Pipedrive import connection, with review before applying data.
- Maintenance pipeline, check-up emails and customer pause controls for follow-up work.
QuotingAI quoting, with your office in control
Turn site notes into a draft you can check, edit and send.
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AI quoting, with your office in control
Turn site notes into a draft you can check, edit and send.
- Type or dictate the job, measurements, customer details and extra work.
- Draft grass, installation, maintenance and material lines from your configured prices and rules.
- Separate areas within a quote, and alternative grass options on one customer link.
- Import a PDF quotation to prepare a job card with material matching and purchasing needs.
- Editable business instructions guide future AI drafts; this is saved guidance, not autonomous model training.
- Review customer details, quantities, prices and scope before sharing. AI output is always a draft.
QuotingFast manual quotes & a flexible price book
Start with a client. Add exactly what the job needs.
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Fast manual quotes & a flexible price book
Start with a client. Add exactly what the job needs.
- Compact item rows with type-to-search products, quantities, ex-VAT rates and discounts.
- Add new items and save their cost and selling prices back to the price book.
- Editable short notes under each line, plus a customer-facing scope and description.
- Grass products, pavers, installation, maintenance and additional materials.
- Pet-grass zeolite rules; putting-green Sport/Kensington blends with cups and flags; Tee-Turf pricing.
- Configurable VAT, deposit, quote validity, cost prices, selling prices, markup and margin.
QuotingProposals your customers can understand
A proper presentation—not just a list of numbers.
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Proposals your customers can understand
A proper presentation—not just a list of numbers.
- Branded online proposals with a welcome, scope, areas, product details, investment and next steps.
- Grass specification sheets, uploaded documents, terms and conditions.
- Multiple options on one link so the client can compare and choose.
- Downloadable PDF proposals, with options starting on separate pages.
- Online acceptance with a terms checkbox, office alerts and deposit instructions.
- WhatsApp sharing, branded email buttons and customer contact links.
OperationsA calendar for visits, installs & maintenance
Plan the day without losing the details.
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A calendar for visits, installs & maintenance
Plan the day without losing the details.
- Quick bookings for site visits, installations and maintenance, with customer capture.
- Multi-day jobs and overlapping bookings without blocking a whole day.
- Customer confirmation links, confirmation emails and calendar entries.
- Visit-specific rep links prefilled with the booked customer's details.
- Office approval of customer-requested site-visit dates.
- Google Calendar and Microsoft 365 Calendar connections after account authorisation.
OperationsA pocket workspace for your sales rep
Capture the site while you are standing in it.
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A pocket workspace for your sales rep
Capture the site while you are standing in it.
- A mobile home page with quick booking and site-visit buttons.
- A shared authorised PIN session across the mobile booking and rep flows.
- Description-first dictation, customer search, measurements and compressed site photos.
- AI drafts with billable materials kept separate from suggested tools.
- Review the full quote, adjust line items and prices, then send to the customer or office.
- Save a dedicated mobile link to the phone's home screen.
OperationsJob cards that tell the whole story
Give the team a clear plan, not a guessing game.
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Job cards that tell the whole story
Give the team a clear plan, not a guessing game.
- Quote-to-job conversion, customer and site details, scope and detailed job instructions.
- Editable job cards, task lists, team selections and job duration in days.
- Materials, suggested tools and a morning packing reminder.
- Share a readable job brief directly as WhatsApp text, not just a link.
- Record installation square metres separately from material stock.
- Unfinished work remains visible; completed and paid jobs move into a completed view.
OperationsMobile tools for the whole crew
Big buttons. Clear tasks. Updates back to the office.
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Mobile tools for the whole crew
Big buttons. Clear tasks. Updates back to the office.
- Dedicated short staff links, admin-managed PINs and staff activity records.
- All staff can see the franchise's jobs, including ongoing and upcoming work.
- Tick tasks, add notes or problems, upload before-and-after photos and mark work complete.
- Record materials used, stock returned and supplier collections into your own stock.
- Upload receipts against the job for office review.
- Installers do not see customer contact details or directions; foremen can. Financial access stays restricted.
OperationsStock, tools & supplier purchases
Know what you have, what went out and what to buy.
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Stock, tools & supplier purchases
Know what you have, what went out and what to buy.
- Separate grass, materials, tools, equipment and other storeroom categories.
- Stock counts, movements, locations, job usage, returns and collections.
- Upload a supplier's CPT availability document separately from your own stock.
- Upload or paste lists of tools and quantities.
- Job requirements matched to stock, with shortages on a buying list.
- Supplier records and invoice/PDF/photo extraction for review; apply costs and optionally receive stock.
Money & insightsReceipts into reviewed expenses
Capture the slip before it disappears in the bakkie.
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Receipts into reviewed expenses
Capture the slip before it disappears in the bakkie.
- Take a photo or upload a till slip against a job.
- AI prepares supplier, date, description and amount for review.
- Check, correct and approve before recording the expense.
- Office oversight of job expenses alongside material and supplier costs.
Money & insightsFinal pricing, invoices & payments
Finish the work. Check the numbers. Request the balance.
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Final pricing, invoices & payments
Finish the work. Check the numbers. Request the balance.
- Office review of final quantities, with added, removed or changed items before approval.
- Create invoices from a quote or job, with ex-VAT prices and VAT shown separately.
- Record actual deposits and payments; authorised office users can correct or remove mistakes.
- Customer invoice and final-payment pages with total, payments received, balance and banking details.
- Proof-of-payment uploads for the office to review, plus a clear invoice register.
- Customer-name payment references, friendly sharing messages and Google review invitations.
- Sage handover with checked line items and allocations. Direct API posting remains disabled pending testing and approval.
Money & insightsA dashboard with the business in view
See sales, delivery and money together.
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A dashboard with the business in view
See sales, delivery and money together.
- Quoted and approved values, quote-to-job conversion and sales activity.
- Job progress, invoices, received payments and outstanding balances.
- Monthly installed square metres and operational reports.
- Bank-statement and Sage CSV uploads for business reporting—not a live bank feed.
- Business overview export and sales pipeline insights.
Connected businessWhatsApp, right beside your CRM
Stay in the conversation without losing the customer record.
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WhatsApp, right beside your CRM
Stay in the conversation without losing the customer record.
- Optional WhatsApp Web browser sidebar linked with an office-issued access token.
- New-lead badge and compact details, with a ready-to-edit welcome message.
- Open the correct client's chat with their estimate link; you choose when to send.
- Find customers and suppliers, save selected chat messages and use quick-reply templates.
- Share quote, booking, invoice and payment links from the customer context.
- Review-request templates and supplier-document workflows. Requires the extension; it is not unattended WhatsApp sending.
Connected businessA message centre that points to the next step
A useful alert, with a useful place to go.
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A message centre that points to the next step
A useful alert, with a useful place to go.
- Lead, customer activity, approval and payment-proof notifications with readable names.
- Click through to the relevant lead, quote, job or request.
- Unread indicators and supported desktop notifications when permitted by the browser.
- Quote, booking, estimate and payment emails with customer-facing buttons.
- Configured reply-to address, optional Pipedrive Smart Bcc and Office 365 mailbox connection.
- Customer portal for progress, shared photos and completion sign-off.
Connected businessOne platform. Your own franchise.
Shared software, with separate business workspaces.
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One platform. Your own franchise.
Shared software, with separate business workspaces.
- Franchise-specific addresses, branding, logos, banking, contact details and price books.
- Invited owner registration and a guided setup checklist.
- Office, rep, foreman and installer access appropriate to each role.
- Franchise-scoped customer, job, stock and financial records.
- Authorised super-admin oversight across the network.
- Mobile-friendly office navigation and dedicated customer and staff links.
CONNECTED, NOT COMPLICATED
Your conversations.
Your calendar. Your accounts.
Bring the right information into the right place. Connect only the services your franchise uses.
Google & Microsoft
Calendar connections for bookings, plus an Office 365 mailbox for customer emails and replies.
Pipedrive
Bring across customer information and copy configured outgoing emails into Pipedrive.
Sage Accounting
Review final items and allocations for accounting. Direct API sending remains disabled pending testing and approval.
Connections need configuration and appropriate account permissions. Third-party subscriptions and usage limits may apply.
YOUR NAME ON THE DOOR
One platform.
Very much your business.
Your branding, your prices, your team and your customers. Separate franchise workspaces, with authorised network oversight.
- 01
Get your invitation
Contact the EasiOps team, then register with your invited email address.
- 02
Make it yours
Add your logo, contact details, banking, prices, VAT and quoting rules.
- 03
Connect your people
Set up office access, staff PINs, your calendar and the email services you use.
- 04
Try the whole journey
Send a test lead, review its quote and check the handovers before advertising your page.
Access is intentional. Each franchise works within its own records. Your team sees the information its role needs; customer links show the customer-facing view.
A FEW GOOD QUESTIONS
Before you
get growing.
Is this the Easigrass customer quote website?+
This is the EasiOps software overview for Easigrass businesses. Each franchise has its own customer estimate and chat pages. Existing staff can use Log in to return to their workspace.
Does AI send quotes without us checking them?+
Office and rep quotes are editable drafts for review before sharing. Public estimate pages use the configured price book and send an initial estimate; a site visit can confirm measurements and the final scope.
Will everyone see our prices and customer details?+
No. Office, rep and field access are separated. Installers can complete tasks and upload photos without seeing financial information, directions or customer contact details. Foremen have the site information they need.
Can we use our existing email and calendar?+
Google and Microsoft calendar connections require the account owner's authorisation. Office 365 mailbox connection is available; otherwise configured business reply-to details keep replies directed to your office. Third-party accounts and provider requirements still apply.
Does it replace Sage?+
No. EasiOps prepares the final pricing, invoice information and payment allocations for your accounting workflow. Direct Sage API posting is intentionally disabled until integration tests and office approval are complete.
How do we get started?+
Ask for a franchise invitation, register using the invited email and follow the setup checklist. Confirm your business details, prices, VAT, banking, team and connections, then run a test enquiry before advertising your lead pages.
A LITTLE MORE CONNECTED. A LOT MORE EASI.Let’s make the next
Let’s make the next
working day a better one.
Already part of the team? Log in to your workspace