WHAT YOU GET
The whole chain, set up for you.
Six stages from the first enquiry to the tax records. Take the full chain, or pick one stage.
Win the work
Every enquiry in one place, and a call list ready each morning.
- One inbox for texts, email and web enquiries
- A lead tracker: who rang, what was said, what is next
- A daily call list built for you each morning
Quote
Quotes out the same day, in your brand, with a price you can stand behind.
- A quote builder on your phone, in your branding
- A price check so no price goes out without a source
- Your estimating sheet and charge-out rate set up from your own numbers
Engage
Lock the job in properly before anyone picks up a tool.
- Your terms and conditions in your brand, with a key-clause check
- A tap-to-sign link for the client, with signed copies filed automatically
- One step turns a won quote into a job: folders, records, everything
Run the job
Everything for the job in the right place, every time.
- Job folders created and named the same way every time
- A job diary from voice notes on the drive home
- Site photos filed to the right job
- Purchase orders, work orders and a subcontractor check before anyone starts
- Safety and quality documents in your brand
- Variations, progress claims and RFIs
- Job costing: quoted against actual
- A day-before readiness check
Finish and get paid
Handover done, invoice out, payment chased.
- Completion and handover documents
- A secure client link to the job documents
- An invoice straight from the job record
- Payment chasing with escalating reminders
- Review requests at the right moment
Back office
The part nobody wants to do, done in the background.
- An expense ledger for claimable expenses and unbilled work
- A GST threshold watch on your rolling 12 months
- A bank scan that finds business expenses in your bank exports
- A vehicle logbook built from your trips and linked to jobs
- Tax set-aside: how much of each payment to put away
- A one-page money dashboard, backups, reminders and a morning brief
Launching soon. Which stages arrive first depends on what founding members ask for. You approve everything that goes to a client.
How we set it up
- Interview. You tell us how your business runs. No homework.
- Recommendation. We recommend the system and stages that suit your brand and structure.
- Build. We build it in your brand and switch it on.
- Tune-up. Each month we improve it as we refine the system.