features & benefits

HEYMYBIZ FEATURES & BENEFITS

Less admin. More jobs.
Nothing forgotten.

Running your own business means juggling enquiries, quotes, jobs and customers — often all at once.

HeyMyBiz helps you keep track of everything in one simple place, without the complexity of a traditional CRM.

Capture enquiries
Track your jobs
Remember follow-ups
See your progress
01 / CAPTURE ENQUIRIES

Paste it. Type it. Say it.

A customer gets in touch while you're busy working. Don't rely on remembering the details later.

However the enquiry arrives, HeyMyBiz makes it easy to capture the opportunity and keep track of what happens next.

✓ Paste it — Copy a WhatsApp message, text or customer enquiry straight into HeyMyBiz.
✓ Type it — Quickly enter the details of a phone call or conversation.
✓ Say it — Use your phone's microphone to dictate the details instead of typing.
✓ Keep it — Let HeyMyBiz help organise the information into a job you can track.
Less typing. Less forgetting. More opportunities kept on track.
▯ HeyMyBiz in action

New Job / Paste Enquiry screenshot

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Every job in one place

HeyMyBiz job details screenshot

02 / TRACK YOUR JOBS

Know exactly where
every job stands.

No more searching through old messages or trying to remember what you promised a customer.

Keep the important details together, so you can pick up where you left off.

✓ Keep customer details, job descriptions and notes in one place.
✓ Record quoted values and keep track of potential work.
✓ Mark jobs as Open, Won or Lost so you always know what's happening.
✓ Archive completed or inactive jobs without losing their history.
Less searching. More clarity. All your opportunities, organised.
03 / NEVER MISS A FOLLOW-UP

The quote is sent.
Don't let the opportunity disappear.

You've spoken to the customer, discussed the job and sent your quote. But they're busy, you're busy, and the conversation goes quiet.

HeyMyBiz helps you remember who needs a follow-up and when, so promising opportunities don't simply get forgotten.

✓ Set a follow-up date for each job, so you know when to get back in touch.
✓ See jobs that are Due Today or Overdue directly from your dashboard.
✓ Spot follow-ups at a glance, without searching through old conversations.
✓ Generate a friendly follow-up message and open WhatsApp to contact your customer.
Follow up at the right time. Give every opportunity the attention it deserves.
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Stay on top of follow-ups

HeyMyBiz dashboard showing Due Today and Overdue jobs

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Stay in touch with customers

HeyMyBiz Customer Reminders screenshot

04 / CUSTOMER REMINDERS

A job might be finished.
The customer relationship isn't.

Just because a job is complete doesn't mean you'll never hear from that customer again.

HeyMyBiz helps you remember when it's time to get back in touch, even when there's no active job to follow up on.

✓ Remember future opportunities — Set a reminder to contact a customer at a later date.
✓ Encourage repeat business — Follow up about routine servicing, maintenance or future work.
✓ Keep customer relationships alive — Remember to check in rather than waiting for customers to contact you.
✓ See what needs attention — Keep track of upcoming and overdue customer reminders.
Good customers are worth keeping. Stay in touch without relying on your memory.
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Your business at a glance

HeyMyBiz dashboard screenshot

05 / YOUR BUSINESS AT A GLANCE

Less guesswork.
A clearer picture of your business.

When you're busy doing the work, it's easy to lose sight of everything else.

Your HeyMyBiz dashboard gives you a quick overview of your jobs, opportunities and follow-ups — without complicated reports or spreadsheets.

✓ Active Jobs — See how many opportunities you're working on and their potential value.
✓ Jobs Won This Month — See how many jobs you've won and their total value.
✓ Due Today — Know which jobs need a follow-up today.
✓ Overdue — Spot follow-ups that need attention.
See what matters. Know what to do next. A simple overview, whenever you need it.
06 / WORK SMARTER

Less admin.
More time for the actual work.

Running a business involves enough paperwork, messages and things to remember.

HeyMyBiz includes a few handy extras to make everyday tasks quicker and easier — without adding more complexity.

Simple tools. Less hassle. Everything designed to help you keep moving.
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Help writing messages

Generate a quote or follow-up message with AI assistance, then review and personalise it before sending.

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WhatsApp shortcuts

Open WhatsApp from a job to get straight back to the customer, without searching for their number.

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Add to your calendar

Add a job follow-up to your calendar so it fits alongside the rest of your schedule.

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Keep useful notes

Record important details and updates against each job, ready for whenever you need them.

READY TO GET ORGANISED?

Your next enquiry could be your next job.
Don't lose track of it.

Keep your enquiries, jobs and follow-ups together. No complicated CRM. No unnecessary admin.