FEATURES

Everything the business needs, in one place.

Helm brings your operations, jobs, accounting and analytics into one place. Every plan gets the whole platform.

JobsFinanceInfo HubAssistantInsightsCustomersConnectors
01 · JOBS

Quote, schedule and invoice from one pipeline.

Quotes, scheduling, jobs underway and approvals in one pipeline, with live analytics on jobs and revenue.

See what's scheduled this week and who's on it
Track quotes sent and awaiting approval
Notes, documents and status on every job
QUOTED
Kitchen rewire
$4,280
Solar swap
$2,140
ON SITE
Switchboard
Day 2 of 3
INVOICED
Lighting
Paid
02 · FINANCE

Books that keep themselves.

Bills and receipts read by AI, invoices tracked, and everything reconciled with Xero.

Connect Xero to bring in customers, bills and invoices
Documents classified and matched to the right job
See what's outstanding at a glance
Receipt · Middy's Electrical
$612.40 · read by Helm
Materials
Kitchen rewire
Reconciled · Xero
Bill · Telstra
$189.00 · Phone & internet
Reconciled
03 · INFO HUB

Never miss a renewal.

Licences, insurance and compliance records, with reminders before they expire.

Add your licences and insurance once
Helm reminds you before they expire
Public liability12 days
Electrical licence8 months
Vehicle rego5 months
04 · ASSISTANT

Enquiries don't slip.

Connect your email so Helm can draft emails and spot new jobs in your inbox.

New job requests picked out of your inbox
Customer created and a reply drafted for you to send
Hi, could someone quote a kitchen rewire in Paddington?
NEW JOB DETECTED
Thanks Sarah — we can come out Thursday to take a look.
05 · INSIGHTS

Know where the business stands.

Live analytics on jobs, revenue and what's outstanding, without building a report.

Revenue this quarter
$128,460

And everything around the job.

Customers

Every customer's jobs, quotes and invoices on one record, synced from Xero.

WhatsApp

Customer and crew conversations kept alongside the job they belong to.

Connections

Xero and your email connected once, kept in sync from then on.

Search

One search across customers, jobs and invoices.

Your workspace, your way

Add, remove, resize and rearrange widgets. Switch between light, night or auto.

Hosted in Australia

Everything in Helm, including our AI, is stored and runs in Australia.

Try the whole platform free for 14 days.

Start free trialSee pricing