Give business details and repeat processes a consistent home.

01 / Workflow automation

Workflow email automation for trade businesses

Build a workflow for a repeatable email task, such as following up a quote or checking an unpaid invoice. AxiomBlue Professional supports configured triggers, conditions, delays and actions. Review recipients and timing, test the exceptions and enable the workflow when it behaves as intended. Scheduled execution runs on the server; you do not need to keep the portal open.

• Workflow templates and suites
• Visual workflow builder
• Event and scheduled triggers
• Conditions and delays
• Email and SMS actions
• Execution history and testing
• Webhook and data actions

Workflow automation requires Professional and a configured, enabled workflow. The monthly first seat is $59 AUD excluding GST; additional seats receive graduated discounts. SMS uses purchased business credits; external services may have their own setup and charges.

02 / Custom fields

Give the detail your business needs a consistent field.

AxiomBlue Professional lets you define business-specific fields on supported leads, quotes, jobs, projects and invoices. Choose the field label, type, options and requirements so staff know what to record. Check the result on the relevant record and confirm who can view or edit it.

• Fields on leads, quotes, jobs, projects and invoices
• Text, numbers, dates and currency
• Choices and yes/no fields
• Customer and employee references
• Required fields and help text
• Field layout and list columns

Defining custom fields requires Professional. Field access and display also depend on the record and user permissions.

03 / Documents & questionnaires

Keep job files together and collect the answers you need.

AxiomBlue keeps uploaded photos and documents with the relevant work on paid plans. Professional questionnaires collect structured answers through a shared form and response view, so you can review the details before a visit. Choose whether the information belongs in a job attachment, a document or a questionnaire response.

• Business document records
• Document editing
• Questionnaires and shared response forms
• Job attachments
• Business CSV backup export

File uploads start on Basic and storage limits vary. Questionnaires require Professional and the appropriate permissions. Custom PDF and email templates also require Professional.

04 / Trade compliance records

Keep the certificate, testing and refrigerant detail with the work.

AxiomBlue Professional provides certificate records, a test-and-tag register and refrigerant logs for the work that needs them. Record the relevant details and job context, then review completeness against your business process. These records support your evidence; they do not certify the work or replace the checks required for your trade.

• Compliance certificate records
• Test-and-tag register
• Refrigerant transaction records
• Job-linked compliance detail

Compliance management requires Professional. Check that the available record fields suit the requirements of your trade and jurisdiction.

05 / Business reports

Choose the business question. Review the records behind the report.

AxiomBlue Professional reports bring aged balances, payment behaviour, recurring-service health, customer retention and crew activity into focused views. Select the period and filters for the question you need to answer, then investigate the source records. The result depends on keeping job, customer and financial entries current.

• Aged receivables and payables
• Recurring service health
• Billing reconciliation
• Cancellation analysis
• Client retention
• Revenue mix and pipeline
• Payment behaviour
• Gateway fees
• Crew throughput
• Financial, customer and sales dashboards

Advanced financial and business reporting requires Professional. Report usefulness depends on current and complete source records.