Projects and task management
Organize jobs as projects, assign tasks and keep their status and related records together. Use one workspace for the office and the people doing the work.
Photo-assisted job quotes
Upload up to three job photos and describe the work, measurements and known rates. Steady suggests an editable scope and line items. Ask Steady to propose quote additions or edits for approval, or edit line items manually. Review site conditions, quantities, pricing and taxes; AI estimates are not verified supplier prices.
Branded PDF quotations
Create client-ready quote PDFs using your workspace company name, contact details, colour and PNG or JPEG logo. Add the client, job address, itemized prices, taxes, validity, exclusions and payment terms. Review delivery in Approvals before sending.
Multilingual quote reader
Add a private link and QR code to the quote PDF. After approved delivery, clients can choose English, Dutch, German, French, Spanish, Italian, Portuguese or Polish and download a translated PDF. Company details and numeric prices stay unchanged. New translations use AI credits; cached versions do not. Links expire after 90 days and can be revoked.
Business inbox and editable drafts
Send and receive workspace email, include attachments and manage drafts. Ask Steady to prepare a message for approval, inspect its recipient and content, then approve delivery. Workspace email is built in; a Google or Microsoft mailbox connection is not required.
Calendar and scheduled routines
Keep events, project dates and tasks visible in the calendar. Configure recurring agent schedules and project-aware outreach rules, then review their recorded results and any actions that require approval.
Inventory, product photos and suppliers
Maintain stock and supplier records with images so items are easier to recognize. Keep purchasing context alongside operational tables and ask Steady to research supply options.
Supplier research with source links
Use sourcing agents to research parts, materials and suppliers, including registered supplier websites and public web sources. Follow purchase links and verify compatibility, stock and current pricing yourself before placing an order.
Custom agents alongside built-in specialists
Create, edit, pause and run specialists in Agent Studio using saved instructions for your business. Steady coordinates their work with built-in agents and the tools available in the workspace.
Approval review and Work Ledger
Inspect supported proposed actions before approving them, including email and quote delivery. Follow work links and review recorded agent runs, results and usage in the Work Ledger. An agent drafting a message is different from sending it.
Business tables and document imports
Import CSV, Excel, PDF and images to help organize business information into editable workspace tables. Review extracted information and linked records before relying on it.
Bills, expenses and analytics
Organize bill and expense records and ask Steady for analysis of workspace information. Review findings and underlying records. These tools assist administration; they do not replace an accountant or provide autonomous bank payments.
Voice dictation
Dictate requests instead of typing where dictation is available. Microphone permission and browser support are required. Check the transcript before submitting, particularly names, measurements and amounts.
Message notifications
Enable device notifications for incoming workspace messages on supported browsers and devices. Device permissions and operating-system sound settings affect how alerts appear and sound.
Team access and workspace branding
Invite team members, manage workspace roles and maintain company details and branding. Your workspace profile supplies the business information used on newly saved quotes.
Trial, usage and billing controls
New workspaces receive seven days of Business features and 5,000 trial credits with no card required. Continuing is optional and paid. Review usage and manage a paid subscription through the billing portal.
Feedback and support
Send product feedback or a support request from the workspace to support@steadyop.com. Describe the workflow, expected result and what happened so the issue is easier to investigate.