How it works
From the first conversation to completed work.
Keep each customer request connected to the quotation, project, team activity and payment that follows. See where work stands and why a number changed.
- 01
Capture the opportunity
Record customer details, leads and quotations in one place. When work is won, carry the details into the project.
- 02
Run the project
Plan tasks, assign people and track site updates, materials, equipment and transport alongside the project.
- 03
Follow the money
Connect costs, invoices and payments to the work. Review balances and corrections with a clear history.
- 04
Review the next step
See what needs attention, review requests and approve sensitive changes before they happen.