Twenty capabilities, in full.

• A dedicated, isolated workspace — your data is never mixed with anyone else's
• Your branding — upload your logo, set your language, and it flows through the app and every document and PDF you produce
• Your email identity — outbound mail goes out under your own greeting and signature
• Plans that scale — start small and grow into unlimited usage without changing systems

Getting started is fast: a new workspace is ready to use without a lengthy setup or migration project.

• Owner — full control over your workspace and its configuration
• Manager / Admin — day-to-day operations, optionally limited to specific accounts
• Worker / Employee — self-service timesheets, documents, and personal info
• Customer / Client — a clean window into their own jobs and progress
• Agency — recruitment submission and tracking
• External Partner — secure, project-only access for outside collaborators

Managers can be restricted to specific accounts, so a regional lead only ever sees their own customers. Every change to who-can-see-what is tracked automatically.

• Manual entry — workers log hours against a job and date
• Clock in / clock out — with location capture at both ends, so you know the work happened where it should
• Multi-level approval workflow: Workers submit entries tied to jobs and projects; Customers review, approve, or dispute time on their own jobs; Admins lock periods so closed months can't be silently rewritten; Built-in dispute resolution with a full audit trail
• Visual activity analytics: Year-at-a-glance contribution heatmaps at worker and team level; Per-day breakdowns of hours, work types, and approval status; An instant read on utilization and who's actually on site

• Jobs tied to your customers, with milestones, money in and out, invoices, and documents in one place
• Teams with leaders, flexible membership, multi-job assignment, and shared equipment
• Equipment tracking — assign to workers, teams, or jobs; keep manuals and inspection certificates; handle vehicles with license plates and inspection dates
• Companies and contacts — manage both businesses and individuals with full account context

Team views roll up timesheets and activity across every member, and every equipment hand-off is recorded for you.

• Build a pipeline template once, then reuse it for every client onboarding, sales cycle, or service delivery
• Each project is a sequence of tasks grouped into named milestones
• Tasks handle dependencies (this can't start until that's done), due dates with automatic reminders, assignment to the right person, and a discussion thread of their own
• Milestone payments — tie a milestone to a percentage or fixed amount, mark it paid, and connect it to the actual money
• Commission & referral tracking — multi-level referral chains with automatic commission calculation
• Visibility for everyone: A simple board (Ready / In Progress / Done) across all your live projects; Customers get a clean view of their own project's progress — no more 'where are we on this?' emails; Documents, invoices, and signature requests all live right inside the project

• A unified document browser with organized folders and reusable folder templates that set up the right structure automatically
• Attach documents to anything — people, jobs, teams, equipment, companies, projects
• Required-document rules — e.g. 'Forklift Operator must have certification X' — enforced for you
• A clear approval flow (pending → approved or denied) with a full record of who decided what
• Generate documents, not just store them: Build templates that auto-fill from your worker, company, job, team, or equipment data; AI assistance — automatically detect form fields, sections, and table-of-contents structure; Public fill-in links — send someone a link to complete a document with no login required; Finished documents flow straight into e-signature or invoicing

• Turn any document into a signature request
• Add multiple signers and place signature fields exactly where they belong
• Send signing links by email — parties sign online by drawing or typing
• Track each request from draft to complete, with a path for documents signed on paper
• Signed documents are locked and the full signing history is kept for you

• Inbound mail — you get your own inbound address. Replies arrive automatically, are matched to the right job, project, company, or signature request, and land in the right thread. Anything that can't be matched is held for you to file manually. (EU-hosted and GDPR-friendly.)
• In-app mailbox — connect your email account and read, triage, and reply right inside MyAgent. Any message can be attached to the job, project, or contract it belongs to.
• Outbound mail — goes out under your own greeting and signature, in the recipient's language, with a copy kept in the thread.

The result: every message about a job, project, or contract sits in one running thread — nothing vanishes into a personal inbox.

• One view brings together everything that ever happened — emails, notes, and changes — newest first
• Filter by type or search the text to find exactly what you need
• See the full story of an account or contact at a glance

• Every change records WHO changed WHAT and WHEN, with the before and after values — additions, edits, and deletions alike. It spans everything: people, timesheets, jobs, teams, companies, contacts, equipment, documents, signatures, invoices, projects, access rules, and more.
• Permanent and tamper-proof — entries are never altered or removed, deletions are logged without losing history, and any record's full history is always one click away. This is compliance-grade peace of mind built in, not bolted on.

• The whole interface speaks every supported language
• What your people type — project notes, guide text, recruitment ads, timesheet notes, and more — is translated automatically and shown to each user in their own language
• Automatic language detection with a manual override, and a default language for your outbound mail

Work across borders without friction, and let your team read each other's notes in their own language automatically.

• Clean, gap-free numbering that resets each year
• Your company details are frozen onto each invoice at the moment it's created, so updating them later never changes an old invoice
• Itemized lines, VAT handling, net/gross totals, and invoice, delivery, and due dates
• A finished PDF that can't be tampered with, with a record of who created it
• Income and expense ledgers on both jobs and projects, with milestone payments linked to the real money

• Post recruitment requests with headcounts, descriptions, requirements, and commission terms
• Public self-registration links — candidates apply without an invite
• Applicants upload their CVs and credentials through a clean approval flow
• Track every request through to a hire

• Build guides as ordered steps that capture a checkbox, a note, or a file upload
• Workers follow a guide from start to finish, with progress tracked along the way
• Every result is recorded, and guides work in every supported language

• Multi-step forms with clear navigation, grouped sections, and the right kind of field for every question
• Used today for structured personal-information collection, and easily adapted to any intake you need

• For construction and engineering, MyAgent offers a complete shared project environment built to industry standards — managing milestones, deliverables, requirements, document versions, approvals, and stakeholder access in one place
• Built-in model-file validation checks technical building files against the required specifications automatically

The same platform that runs your everyday operations grows into specialized, industry-specific workflows when you need them.

• Give each person their own private, secure file share
• Set up shared folders with the right people in them
• Protected end to end, accessible like any drive on their computer

• Calendar subscriptions — add MyAgent feeds straight to Outlook or Google Calendar
• Tags — organize companies, jobs, and more your own way
• Personal dashboards — everyone arranges their home screen to suit them
• Install it like an app — works on phones, tablets, and desktops, online and off

• Timesheet reports and monthly summaries
• Worker profiles and CV exports
• One-click data exports for privacy and compliance requests
• Invoices, generated documents, and signing packets

• The right access for every role, enforced everywhere
• Your data kept private and separate from every other customer's
• Email verification for workers and secure, expiring links for outside parties
• Sensitive credentials kept encrypted
• Nothing is ever truly deleted by accident — your history is protected