Customers & follow-ups
Keep contacts together and connect them to the work you do.
Fern Café · Maya Chen · Last contacted 20 Oct
One place to run your business.
Your way.
What happens in the demo
- Built by asking. Your business. Built by asking.
- Store anything. The owner asks “Track my jobs, starting with Fern Café's Autumn launch”. A Jobs list arrives, the app follows to it, and the Autumn launch lands in it, Ordered.
- Your own logic. On the Fern Café quote, the owner asks “Give 5% off quotes over €1,000 and 10% over €2,000”. A Volume discount (%) is worked out on the quote. As the quantity goes from 2 to 8, the total moves from €360.00 to €1,368.00 with 5% off, and at 14 to €2,268.00 with 10% off, including VAT.
- Runs on its own. The owner asks “When a quote is won, open a job and email the customer without asking me”. The Fern Café quote is marked won: the email reaches Lena Fern and “Job for Fern Café” lands in the new Jobs list. On Wednesday North Studio’s quote is won, and next week Harbour Dental’s: each time, its job lands and its customer gets the email, with nobody asking again.
- One place to run your business. Your way.
Customers, quotes, documents and everyday work in one app. Ask for what’s missing: something to track, your own figures, a routine that runs itself.
14 days free. No card needed.
The same customer.
Across the work.
Keep one customer record, then reference it from the tools you use. Here, Fern Café is the customer on a quote and the Autumn launch job. Each opens in its own working screen.
Fern Café
Keep Maya’s contact details on the customer record.
A quote for Fern Café
Choose that same customer when preparing the quote.
Autumn launch
Track the work and date on a customer-linked job.
Quotes and Jobs are configured for this example. Plain signup starts with your business details and customers.
Need a feature?
Just ask.
Describe the change, review the proposal, and accept it when it fits.
Then carry on in the same working screen. Try adding Priority to these sample jobs, and edit a record to use it.
See how changes workA job tracker you can useSample data
Jobs
3 recordsCustomer-linked work, with due dates and status
| Job / customer | Due / status | Priority |
|---|---|---|
| Autumn launchFern Café | In progress | Normal |
| Reception refreshNorth Studio | To do | Normal |
| Opening weekHarbour Dental | To do | Normal |
The owner asks
“Add priority so I can spot urgent jobs.”
The proposed result
A Priority field on every job. Existing records stay in place.
Autumn launch Fern CaféPriority Urgent
Review: add Priority to Jobs
Add Normal and Urgent options to each job. Existing jobs start as Normal. Your records and edits stay in place.
Example of a change you can request. Nothing changes until you accept.
Priority added. Open a job above and mark it Urgent.
Start with one need.
Connect the next.
Examples of tools you can ask to configure, using your records and rules. Start with what matters today; add the next tool when you need it.
Quotes & pricing
Work from your prices and rules, check the draft, then issue the quote.
2 × €150 → €300 net → €360 incl. VAT
Forms
Turn an enquiry form into a working record.
Enquiry → customer details → a new record
Calculators
Work out figures using your business rules and data.
Quantity × unit price → line amount
Inventory
Keep stock items, quantities and the details you need.
Item · Quantity · Reorder level
Automations
Configure supported actions when records change or a schedule runs.
Record added → notify the owner
Different businesses.
One adaptable workspace.
Sign shop
Materials → quotes → documents
Existing quoting starter →Small studio
Customers → project jobs → due dates
Illustrative configurationService business
Customers → jobs → visit dates
Illustrative configurationThe same lists and record screens, configured around different work. Studio and service examples are not starter kits.
Built for the work you come back to.
Useful screens today. The same records tomorrow. Changes you can check before they become part of your work.
- Figures follow your rules
- Formulas calculate totals from your data. AI-read or suggested money inputs need a person’s confirmation.
- Your records stay with you
- Save customers, jobs and documents, then return to them. Export your lists when you need them.
- You review the changes
- Inspect and try proposals before accepting. Changes are versioned; undo can be blocked if it would overwrite later work.
- Issued means preserved
- Issued records keep their figures and history. A later price or formula change doesn’t rewrite an issued quote.
- Room for your team
- Invite owners and staff. Owners accept changes to tools and manage billing and the team. Staff use the tools and can ask the agent for changes.
Start with the work
you already do.
Plain signup gives you your business details and customers. Your first additional tool follows a conversation and a proposal you accept.
Create your account
Start your trial without a card.
Describe your work
Tell Suppled what you keep track of today.
Review your first tool
Inspect the proposal, accept it and bring in your data. Confirm example prices before quoting.
Use it and expand
Work in normal screens. Ask for a change when you need one.
A few things you might be wondering.
Do I need to code?
No. Work in normal lists, record editors and documents. Describe changes in your own words, then review the proposal.
Can I ask for any feature?
Ask for structured tools using records, relationships, calculations, forms, documents and supported automations. Requests outside current capabilities may not be fulfilled. Suppled explains when it can’t make a change.
Can I bring my spreadsheets?
You can import spreadsheets into your lists. Review mapped fields and any AI-read prices before using them in calculations.
Can my team use it?
Invite owners and staff. Owners accept tool changes and manage the team and billing; staff work with records and can ask the agent for changes.
Will my tools and records stay?
Yes. Accepted tools and saved records stay in your workspace. The editable examples on this website use temporary sample data and reset on reload.
What happens after the trial?
After 14 days, subscribe for $49/month including 3 members. Without a subscription your workspace stays readable, but you can’t make changes. Your data is not deleted when the trial expires.
Make room for the way you work.
14 days free. No card needed.
See pricing and trial detailsA small change. The same working records.
Demo preview · a storyboard you control. No live AI or automatic playback.
1 / 5 · A working workspace
Morgan Studio keeps customer-linked jobs in ordinary working screens. Fern Café’s Autumn launch is due on 10 November. These are fictional records in a configured example, not the tools installed by plain signup.
2 / 5 · Ask for a change
The example request is: Add a priority field to Jobs, with Normal and Urgent options. This is a prepared demonstration; no live AI runs here.
3 / 5 · Inspect the proposal
Review the proposed Priority field. Existing records stay in place. You can discard the proposal or try it before accepting.
4 / 5 · Try it, then accept
The proposal preview shows the changed tool before acceptance. Accepting makes it part of the workspace. The editable example on this site simplifies that sequence.
5 / 5 · Keep working
Priority is now available on the same jobs. Open Autumn launch and change its priority using the record editor. In the product, accepted tools and saved records persist. Changes in the website’s editable example reset on reload.
Read the demo transcript
A working workspace. Morgan Studio keeps customer-linked jobs in ordinary working screens. Fern Café’s Autumn launch is due on 10 November. These are fictional records in a configured example, not the tools installed by plain signup.
Ask for a change. The example request is: Add a priority field to Jobs, with Normal and Urgent options. This is a prepared demonstration; no live AI runs here.
Inspect the proposal. Review the proposed Priority field. Existing records stay in place. You can discard the proposal or try it before accepting.
Try it, then accept. The proposal preview shows the changed tool before acceptance. Accepting makes it part of the workspace. The editable example on this site simplifies that sequence.
Keep working. Priority is now available on the same jobs. Open Autumn launch and change its priority using the record editor. In the product, accepted tools and saved records persist. Changes in the website’s editable example reset on reload.