03A website built for the searches that bring work: a page per service and per area you cover, licence numbers and insurances stated, photos of real jobs, and a quote-request form that lands in your job management system rather than an inbox. Built for the phone first, because that is where it is read.
THE WEBSITE SHEET →
04A job management system written around your own process when the subscriptions do not fit: quote to job to schedule to invoice, a field app for the phone in the van with checklists, photos and signatures, progress claims and variations for longer jobs, and a customer login showing where each job is up to.
JOB MANAGEMENT SYSTEMS →
05For the trades that sell what they install — hot water systems, air conditioners, sheds, blinds, joinery — a store that prices the product and the installation together, books the install date at checkout, and hands the order to the job system. Made-to-order items get a configurator that quotes from your own price rules.
PRODUCT CONFIGURATORS →
06One place the job system, Xero or MYOB, timesheets and supplier invoices agree: margin by job and by crew, hours quoted against hours worked, work done but not invoiced, retentions and claims outstanding, next month's load. Read on a screen in the office, or sent as a report on Monday morning.
DASHBOARDS AND REPORTING →
07The re-keying removed: the estimate becoming the job without retyping, supplier invoices read and matched to the job and the accounting file, Deputy hours landing against jobs, the website enquiry created as a lead in simPRO or ServiceM8, and a builder's Procore project feeding the subcontractor's own job system.
WORKFLOW AUTOMATION →