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A PRACTICAL FIRST STEP
Your workspace.
Your way to get started.
You do not need a new website or a big implementation project to try Brighter Management. Start with one company, a few records and a delivery or service visit you know well.
MEET YOUR NEW BUSINESS WORKSPACE
New here?
Start with a quick hello.
See how Brighter brings your office and field team together. Watch the introduction, then follow the setup steps below.
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Glad you’re here
Hey! We're so glad you're here. Welcome to Brighter Management. If you're ready to spend less time chasing paperwork, and more time getting on with the job, you're in the right place.
Built from real frustration
We tried dozens of software products. We spent time and money trying to make them fit the way our business actually worked. There was always something missing.
We made our own. And yours too.
So we built our own. Then we kept building, so other businesses could use it too. Brighter brings the office and the people doing the work together, with a clear record of what happens next.
Your day, in one place
Your dashboard helps you see what's happening and what needs attention. Search for a customer, open their account, and find their sites, prices and past work. You can start a new order or job from there.
From enquiry to agreed work
Build your product and service catalogue, set customer pricing, and prepare branded quotes. When the work is agreed, create the order or service job, with the right customer, site and details already together.
Keep deliveries moving
For product deliveries, manage the order, prepare the goods and plan the run. Assign your driver, arrange the stops and release the work. The office can follow the order through to delivery.
Built for the work you do
For trades and service businesses, book jobs in the diary, assign technicians and plan work across multiple days. Include labour, materials and checklists, with reusable service templates for the jobs you do regularly.
Capture it while it’s fresh
Out seeing a customer? Use the job notebook for notes, measurements and photos, including extra photos later. Keep the details together while they're fresh, instead of trying to remember everything when you get home.
The field team has its own app
Drivers and technicians use the separate Driver Portal for their assigned work. Record delivered quantities, signatures and photos, or record service work, materials and evidence. The office gets a clear completion record to review.
From completed work to invoice
Create and send invoices in Brighter, and record payments as they come in. Or choose Xero, configure the connection, and have completed deliveries and approved service charges create draft invoices for review.
More of the business, together
You've also got stock and purchasing, expense records, sales and GST reports, and an email centre to follow your documents. Choose a simple or advanced view, and use the tools your business needs.
Start small. Make it yours.
You don't need to set everything up today. Start with your company details and logo. Add your first customer, then a few products or services. Invite your team, choose how you'll invoice, and try one job from start to finish.
Two portals. Easy to find.
Office staff use the Admin Portal with their email and password. Field staff use the Driver Portal with your company ID, their name and PIN. The setup guide shows how to add BM Admin and BM driver to iPhone or Android.
We’re here to help.
Need a hand, or a feature that fits your business? Call Travis and let's talk it through. For now, open Getting started, follow your checklist, and make this workspace yours. We're glad to have you with us.
THE SELF-SERVICE PATH
From email to
your first completed job.
Make the portal feel familiar.
Upload your logo and add your business details. Import customers and products, set up service items if you need them, invite office staff, then add drivers or technicians and give them their own sign-in name and PIN in Team access.
Try the whole working day.
For deliveries, create an order, prepare stock and plan a run. For service work, add labour and products to a job, then book a technician. Open the field app and work through completion. In Company settings, choose how you invoice. Invoicing lets you create, review and email a BM invoice, or export completed lines and record the invoice reference from your accounting system. Prefer Xero? Connect and configure your organisation, link customer contacts and enable automatic drafts. Completed deliveries and approved service charges can then create draft invoices for your review in Xero.
YOUR DOCUMENTS. DELIVERED.
Set up email in a few simple steps.
Open Getting started in your workspace for a permanent checklist tailored to product deliveries, service visits or both.
Choose where replies go.
In Email outbox, add your company’s reply-to email and an optional office-copy address. Customers see your company name; their replies go directly to you. No email-provider account or domain setup is needed.
Send after the work is saved.
Check your customers’ saved email addresses. Choose whether service reports go to the customer and office, or to the office only for review, then enable automatic completion emails. BM saves the delivery or service report first and queues the email with its PDF, or a private download link for a larger file.
Know what happened.
Search your full email history for queued, sent, delivered or failed messages. Delivered means the recipient’s mail server accepted it. Messages wait safely when sending capacity is reached; previously paused emails stay under your control.
Sending allowances are shared across BM and managed separately from order-plan limits. Customer and office copies each count as one email. Talk to us before a large rollout so we can confirm capacity for your volume.
READY ON YOUR PHONE
One tap to your day’s work.
No app-store download needed. Open driver.brightermanagement.com.au. The earlier driver.brightertrading.com.au address redirects here.
Office setup
- Add drivers or technicians in People & fleet.
- In Team access → Driver PIN access, set a sign-in name and four- or six-digit PIN.
- Share the four-digit company ID, name and PIN privately. Drivers can remember the company and name on their own phone. Assign their deliveries or service appointments.
iPhone · Safari
- Open the driver address in Safari.
- Tap Share (under More on some layouts), then Add to Home Screen.
- Turn on Open as Web App if shown. Name it BM Driver and tap Add.
Android · Chrome
- Open the driver address in Chrome.
- Tap the three-dot menu → Add to Home screen → Create shortcut → Add. Follow Install if offered instead.
- Open BM Driver and sign in with your company ID, name and PIN.
Drivers see their assigned work only. Start a released run for deliveries; expand Service jobs & appointments for site work. Connect to the internet to load work and confirm saves. A draft stored on your phone is not a completed delivery until BM confirms it has been saved.
WHEN YOU’D LIKE SOME SUPPORT
Bring your workflow.
We’ll help with the setup.
Optional assisted onboarding starts with a conversation and a quote. We scope the work around the information you have and the way your team operates.
Before the walkthrough
Tell us what you sell, how many orders you handle, how many people need access and how your deliveries are planned.
A clear setup scope
Agree configuration, record preparation, training and a first-run review. We quote that work before you commit.
Keep the first step small
Try a representative delivery and an exception. Confirm the workflow fits before relying on it across your whole business.
LET’S LOOK AT YOUR WORKING DAY
Have a question?
Talk to Travis.
Brighter Management grew from running a business and needing software that actually fitted. Call us about your workflow, setup or the feature you wish existed.
Feature requests open your email application. Include business contact details and a short description of your workflow. Please do not send passwords or customer records.
A useful first email
- Your company name and what you sell
- Approximate monthly orders and service jobs
- Number of office staff, drivers and technicians
- How you manage orders and stock today
- The part of the day you most want to improve
YOUR NEXT CHAPTER STARTS SMALL
Open your workspace.
Make it your own.
Start free. Add your company. Try a delivery or a service job.