One job, from drawings to payment.
Quotations, measures, workshop, stock, installation, money, people and warranty — on desktop for the office and on phones for the crew, with one record per job.
Six areas, one way of working
The demonstration records figures in AUD, ex GST. Lists, settings and stage labels are configurable; other trade units, roles and wording are scoped when a trade pack is planned.
Quotes & sales
Customers, a dated price list and quotations built from measured lines. Sent versions keep their PDF and history.
- Quotes and variations from measured lines
- A PDF for every sent version
- Won, lost or expired — with the outcome recorded
Jobs & measures
A quoting measure prices the job. A production measure is approved by a director before the workshop follows that revision.
- Job code from the first enquiry
- Approve, return or approve with an exception
- Site photos on the measure
Workshop & quality
Work orders follow the approved measure. Crews start and finish work on a phone; a different person checks quality.
- Starts after approval and settled changes
- Start and finish on the phone
- Rework and damage linked to the job
Stock & off-cuts
One register for full sheet stock and off-cuts, with QR labels, landed cost, location and movement history.
- Receive stock and lock the landed cost
- Find, hold, issue and return to store
- Keep an off-cut at the saw
Delivery & installation
Visits are scheduled with crew and vehicle, then recorded on site with photos and the customer's signature.
- A crew or vehicle booked twice is refused
- Photos and signature on the phone
- Open defects stop the visit closing
Costs, claims & payment
Follow job costs and contribution margin while the job runs, with payment claims, receipts and debtors by age.
- Deposit claim drafted on a win
- Retention declared per job
- Debtors aged in working days
Also included
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People & time
Staff records and crews over time; work sessions feed the hours, confirmed by supervisors and approved by the accountant. -
Safety & documents
A safety register, personal health files and expiry reminders for certificates on file, with access controlled by role. -
Warranty & rewards
Warranty tickets stay with the job and pieces concerned. An approved reward table governs rewards when a kept off-cut is reused on another job. -
Reports & documents
Six built-in reports cover stock, rework, effectiveness, margin, debtors and off-cut rewards. Quotations, payment claims, delivery dockets and stock labels have print-ready views.
Getting started
Roll the platform out one team at a time. Scope and timing are agreed for each project.
| Stage | What happens | Who is involved | Length |
|---|---|---|---|
| 1. Prepare | Price list, lists, stages and roles set up; stock labelled | Owner, office, storekeeper | Agreed per project |
| 2. Store first | Stock register, labels, find and hold go live | Storekeeper, workshop | Agreed per project |
| 3. One real job | One job runs from quote to claim, end to end | Office, workshop, one crew | Agreed per project |
| 4. Everyone | People, time, money and warranty follow | Whole team | Agreed per project |
Each stage is reviewed with the team before the next one begins.
Payment claims, ex GST. Your accounting package issues tax invoices and runs payroll. Walkthroughs show the current product; new trade rules and integrations are scoped separately.
Live PDF emailing — Custom development. Attachment handling and data residency are agreed with your company before rollout.
Talk to us about your trade