Ideas & Inspiration

See what's possible with QI. Explore business applications you can build.

Push to Sage
Scanned Invoice
Extracted Data
Supplier
ABC Ltd
Invoice #
INV-2024-001
Amount
£1,250.00
Nominal
5001 - Purchases

Back Office

Finance / Accounting

Monitors your invoicing mailbox on Microsoft 365 and uses AI to automatically extract key invoice data — reference numbers, tax dates, and line items. Prefills ledger codes based on supplier history and invoice patterns, then lets you review and upload directly to Sage Business Cloud Accounting. Cuts manual data entry and reduces coding errors.

Submit Expense
This Month
£1,240
Pending
3
Approved
£8,520
Recent Claims
Client Dinner
Meals · £145.00
Approved
Train to London
Travel · £87.50
Pending
Software License
IT · £240.00
Rejected

Expense Management

Finance

Employees submit expenses with receipt photos, the app uses AI to extract amounts, dates, and categories automatically. Configurable approval workflows route claims by value and department. Managers review and approve from any device. Integrates with your accounting system for seamless reimbursement processing and full audit trails.

+ Request
Pending
Approved
3
Ordered
4
Received
Recent Requests
Office Supplies
£245
Pending
IT Equipment
£1,200
Approved
Marketing Materials
£580
Ordered

Procurement

Operations / Finance

Streamline purchasing from request to delivery with a built-in browser extension that captures product details directly from supplier websites when placing orders. Staff raise purchase requests which route through configurable approval workflows. Track orders through to delivery with supplier management, spend analytics, and complete audit trails.

New Ticket
Open
12
In Progress
5
Overdue
2
ID
Issue
Priority
Assigned
FM-041
Broken light, floor 2
High
Dave M.
FM-040
AC unit noise
Med
Sarah K.
FM-039
Door lock stuck
Low
Tom R.

Facilities Management

Operations

Handle work orders, maintenance tickets, and facility requests in one place. Staff raise issues with photos and priority levels, which are automatically routed to the right team. Track job progress from reported through to completion with full history. Schedule preventative maintenance, manage contractors, and monitor response times across all your sites.

New Check-In
Equipment Details
Customer
John Smith
Item
iPhone 14 Pro
Issue
Screen cracked
QR Receipt
Print Receipt

Check In / Check Out

Service / Repair

Capture customer and equipment details at drop-off, generate a QR code and printed receipt via a connected label printer. Track the full repair workflow — from intake through diagnosis, repair, and collection — with clear ownership at every stage. Customers can scan their QR code to check status. Perfect for repair shops, IT services, and equipment rental.

Legacy Document
Extracted Formula
σ_h = Pd / 2t
P
12.5 MPa
d
200 mm
t
5.1 mm
= 245.3 MPa

Technical Calculations

Engineering / Manufacturing

Digitise legacy calculations and scientific formulas from old documents. Share a legacy document or snip a formula and the app replicates it within minutes. Built by a composite products manufacturer for hoop stress calculations and specialist engineering work. Perfect for any business that needs to modernise paper-based technical processes and make them searchable and reusable.

Compliance Framework
Health & Safety
85%
3 Due
Data Protection
60%
5 Due
Quality Standards
92%
1 Due

Compliance & Evidence

Regulatory / Quality

Map out your compliance requirements in a visual mind-map style interface, with each requirement linked directly to evidence gathering. Upload documents, photos, and records as proof of compliance. Track what is due, what is complete, and where gaps exist. Covers any regulatory framework — from health and safety to industry-specific standards.

Sage Connected
Orders
142
Production
28
Inventory
£458K
Order #
Product
Qty
Status
SO-1042
Widget Assembly
500
In Production
SO-1041
Bracket Kit
200
Shipped
SO-1040
Motor Unit
50
Pending

ERP System

Manufacturing / Enterprise

A full enterprise resource planning system covering inventory, production scheduling, sales orders, and financial reporting — all connected to Sage at the backend. Manage your entire operation from raw materials through to finished goods and customer delivery. Real-time dashboards give visibility across departments with role-based access controls.

Revenue
£58K
Sales
142
Pending
8
Name
Amount
Status
Paid
Due
Pending

Commission Management

Finance / Sales

Automate sales commission calculations with Excel reconciliation. Upload monthly spreadsheets, match against CRM data, and generate accurate payouts. Features include configurable commission rules by product, territory, or team. Real-time dashboards show each rep their earnings, while managers get variance reports and approval workflows.

+ Vehicle
Total
24
Due Service
3
MOT Due
2
Reg
Vehicle
Service
Status
AB12 CDE
Ford Transit
15 Dec
OK
XY34 FGH
VW Caddy
Overdue
Alert
MN56 JKL
Renault Master
22 Dec
OK

Vehicle & Fleet Management

Fleet / Operations

Keep your fleet running smoothly with comprehensive vehicle tracking. Log services, MOTs, insurance renewals, and repairs against each vehicle. Set automatic reminders for upcoming maintenance based on date or mileage. Track fuel consumption and costs per vehicle. Dashboard shows fleet health at a glance with alerts for overdue items.

+ Task
To Do (2)
Design review
High
Update docs
Low
In Progress (1)
API integration
High
Done (2)
User testing
Med
Bug fixes
High

Project Tracker

Professional Services

Simple project management for teams who find Jira overkill. Create projects, break them into tasks, assign owners and due dates. Kanban boards show work in progress while Gantt views help with planning. Track time against tasks for billing or capacity planning. Weekly status reports generate automatically.

+ Book
‹
December 2024
›
M
T
W
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28

Equipment & Room Booking

Operations

Resource and equipment scheduling made simple. Visual calendar shows availability at a glance with drag-and-drop booking. Automatic conflict detection prevents double-bookings while recurring reservations handle regular needs. Track utilisation rates to optimise your equipment fleet, with notifications keeping everyone informed of their upcoming bookings.

+ Ticket
Open
18
Avg Response
12m
SLA Breach
1
Ticket
Subject
Priority
SLA
CS-204
Cannot access invoice
High
2h left
CS-203
Password reset request
Low
OK
CS-202
Delivery not arrived
Med
Breached

Customer Support

Service Management

Centralise customer queries from email, phone, and web into a single ticketing queue. Auto-assign by category, track response times against SLA targets, and flag escalations. Customers get a portal to log and track their own issues. Replaces shared inboxes and spreadsheet trackers where queries fall through the cracks.

+ Deal
Pipeline
£84K
Won
£42K
Deals
23
Lead (2)
Smith & Co
£8K
TechStart
£3K
Proposal (1)
Acme Corp
£12K
Negotiation (2)
GlobalFirm
£25K
DataCo
£6K

CRM

Sales & Revenue

A lightweight CRM customised to your exact workflow. Track contacts, companies, deals, and activities in a shared pipeline — not personal spreadsheets. Log calls, emails, and meetings against each record. Mobile access means field staff update on the go. Dashboard shows pipeline value, conversion rates, and activity metrics across the team.

+ Survey
Property Survey — 14 High St
✓
Exterior Condition
4 photos
✓
Roof & Guttering
4 photos
▸
Interior Rooms
Electrics & Plumbing
Photos (8)
Add Photo

Site Survey & Inspections

Field Operations

Capture survey data, photos, measurements, and notes on-site from any device. Configurable templates for different survey types — property, environmental, safety, or customer. Everything syncs back immediately so office staff can see results in real time. Replaces the clipboard-and-notebook approach where data only exists if the job converts.

+ Campaign
Sent
2,450
Open Rate
68%
Click Rate
24%
Conversions
38
Campaign
Sent
Opens
Status
Product Launch
1,200
72%
Sent
Monthly Newsletter
850
61%
Sent
Spring Offer
—
—
Draft

Marketing Campaigns

Marketing

Plan and send targeted email campaigns built from your existing customer data. Segment audiences by tags, purchase history, or custom fields. Track opens, clicks, and conversions with visual reporting. Schedule drip sequences and follow-up actions. Replaces exported CSV lists and disconnected email tools with no feedback loop.

+ Audit
Scheduled
6
Open Findings
14
Overdue
3
Audit
Items
Score
Status
Fire Safety — HQ
24
92%
Complete
Data Protection
18
—
In Progress
H&S — Warehouse
32
—
Scheduled

Quality & Audit

Regulatory / Quality

Schedule and conduct audits with configurable checklists. Capture findings with photos and evidence, assign corrective actions with due dates, and track resolution. Uses App-to-App to pull compliance data from across all your QI apps into a single quality dashboard. Replaces Word documents and spreadsheets where audit findings get lost.

Report Incident
This Month
7
Open
3
Near Misses
4
Ref
Description
Severity
Status
INC-31
Slip on wet floor
Minor
Closed
INC-30
Near miss — forklift
Major
Open
INC-29
Chemical spillage
Major
Investigating

Incident & Safety Reporting

Health & Safety

Report near-misses, accidents, and safety concerns from any device with photos and location. Automatic notifications route to the right manager. Track investigations, corrective actions, and closure. Dashboard shows trends by site, type, and severity. Replaces the PDF form buried in a shared drive that nobody can find on their phone.

Sign In
On Site
12
Expected
3
Deliveries
2
Name
Company
Visiting
In
S. Johnson
ABC Consulting
Tom R.
09:15
M. Patel
DPD
Reception
10:30
J. Williams
Fire Safety Ltd
Dave M.
11:00

Visitor & Delivery Log

Operations

Digital sign-in for visitors, contractors, and deliveries. Pre-register expected guests, capture photo ID, print badges, and notify hosts automatically. Real-time fire list shows who is on-site. Delivery tracking logs parcels in and notifies recipients. Replaces the paper sign-in book with no searchable record.

+ Record
Compliant
84%
Expiring
6
Expired
2
Person
Certificate
Expires
Status
Jane D.
First Aid at Work
12 Apr
Valid
Mike T.
Fire Safety
3 days
Expiring
Sarah K.
Manual Handling
Overdue
Expired

Training & Competency Tracker

HR / Compliance

Track certifications, training courses, and competency requirements for every team member. Automatic reminders before expiry dates. Staff can upload their own certificates via mobile. Managers see a dashboard of compliance gaps across the team. Replaces the spreadsheet of expiry dates that is always out of date.

+ Quote
This Month
£32K
Win Rate
62%
Open Quotes
8
Ref
Customer
Value
Status
Q-1042
Acme Corp
£4,200
Sent
Q-1041
Smith & Sons
£1,850
Accepted
Q-1040
TechStart Ltd
£6,800
Draft

Estimating & Quoting

Sales & Revenue

Build professional quotes from reusable product and service catalogues with configurable pricing rules. Track quote versions, send for approval, and convert accepted quotes directly into jobs or orders. Dashboard shows quote volume, win rates, and average deal size. Replaces Excel quotes with copy-paste pricing and no audit trail.

Have your own idea?

These are just examples. QI can help you build any business application you can imagine.

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