Skip to main content
Plumber

The enquiry is on your phone. The quote is in email. The job is on a scrap of paper.

Site visits, quote changes and payments are difficult to follow when each lives somewhere different.

Start with this setup
A building contractor reviewing renovation plans with a client on site.

The problem, brought together

One connected client journey

Site visits, quote changes and payments are difficult to follow when each lives somewhere different. Enquiries, site visits, quotes, jobs and payment.

01

Capture the enquiry

Keep the contact, context and next action in one place.

02

Agree the work

Keep scope, price and approvals connected through estimates and proposals.

03

Deliver clearly

Use project tasks, milestones and shared client updates to track agreed work.

04

Get paid and follow up

Connect invoices, payment records and future client follow-ups.

Your tailored workspace

Familiar language. One connected back office.

  • Familiar terminology and starting stages
  • Workspace priorities for your kind of work
  • Choose which tools are visible
  • Existing records stay unchanged when you change business type

Run the work. Stop running the software.

Bring enquiries, proposals, projects and payments into one connected workspace built around your kind of business.

Start free
See my business setup →

No card needed. Start with one client or project and build from there.