Trades and building

From site visit to final payment, without the paperwork pile.

Keep estimates, deposits, job stages, customer updates and final invoices connected around every build.

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

A typical working day

One connected client journey

A homeowner asks about an extension. Capture the enquiry, book the site visit, send a clearly marked estimate, turn the agreed scope into a proposal, collect the deposit and keep the client updated as each stage finishes.

01

Qualify the job

Capture the property, timescale, budget and photos before committing to a site visit.

02

Price with clarity

Send a preliminary estimate, then a formal proposal with scope, stages and optional extras.

03

Run the build

Plan milestones, private costs and subcontractor actions while clients see only their approved view.

04

Collect and follow up

Raise staged invoices, chase overdue balances and request a review after handover.

Ready-made starting point

Set up around your work, not somebody else's.

  • Site visit booking form
  • Estimate-to-proposal pipeline
  • Deposit and stage-payment plan
  • Handover review request

Run the whole business from one place.

Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.