Qualify the job
Capture the property, timescale, budget and photos before committing to a site visit.
Keep estimates, deposits, job stages, customer updates and final invoices connected around every build.
Start with this setup
A typical working day
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.
Capture the property, timescale, budget and photos before committing to a site visit.
Send a preliminary estimate, then a formal proposal with scope, stages and optional extras.
Plan milestones, private costs and subcontractor actions while clients see only their approved view.
Raise staged invoices, chase overdue balances and request a review after handover.
Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.