Quoting tools, job and lead dashboards, client portals, and the software you already pay for, connected. Built for your business instead of bent to fit it.
Your prices, options and margins built into one tool, so a clean, consistent quote goes out from the office or the job site while the customer is still keen. No more rebuilding the same spreadsheet each time, and no more quotes that depend on who wrote them.
For examplea builder's variation quote, a service business's good, better and best options, or a custom order form for a retailer.
Job and lead dashboards
Every enquiry and job on one screen: where it came from, who's on it, and what's waiting on whom.
For exampleopen quotes with their follow-up dates, or this week's jobs by crew.
Client portals
A private place for clients to upload documents, check progress and sign off, instead of chasing it all by email.
For examplea document drop for new clients, or a project page for a build.
Connecting the software you already pay for
Your job management, accounting, calendar, email and customer relationship manager (CRM) sharing details with each other, so a customer's information is typed in once and turns up everywhere it's needed.
Job managementAccountingCalendarsEmailOnline formsCRMOnline store
Forms and checklists
Site checklists, intake forms and handover sheets filled in on a phone and filed where they belong.
For examplea pre-start checklist with photos attached to the job.
If your team keeps a spreadsheet on the side, that spreadsheet is the brief.
It shows exactly where the software stopped fitting.
Built or bought?
We'll tell you which, honestly
An app off the shelf makes sense when
the job is common and a good app already does it well
your process can bend to fit it without costing you anything
you'd only ever use a small part of something custom
A custom tool earns its place when
you're paying for three apps to do one job
information gets copied between systems by hand
the way you quote or deliver is part of what sets you apart
your team has built workarounds to get around the software
Sometimes the right answer is an app you can buy today. When it is, we'll say so and help you set it up properly.
What comes with every tool
Built around you
Designed from how your team actually quotes, books and delivers, not from a template.
Phone first
Works properly on a phone, because that's where owners and field teams use it.
Your accounts, your data
Set up in your business's name, with the information staying yours.
Tested with your team
Checked by the people who'll use it every day before it replaces anything.
Smart where it helps
Artificial intelligence (AI) is added only where it clearly saves effort, such as drafting a quote description or summarising a job.
Linked to your marketing
Enquiries from your ads and website land straight in the tool, with where they came from attached.
Training and handover
Your team is shown how it works, with simple notes to come back to.
Looked after
We stay on hand to fix, adjust and extend it as the business changes.
Custom tools questions
How is a custom tool different from buying software?
Bought software asks your business to work its way. A custom tool is shaped around the way you already quote, book and deliver, and only does the things you need. Where an off-the-shelf app does the job well, we'll tell you, and help you set it up instead.
Can you connect the software we already use?
Most modern business software can share information with other systems, including job management, accounting, calendars, email and online forms. We check what yours can do before anything is promised, and if a link isn't possible we'll say so and suggest the next best option.
Will it work on a phone?
Yes. Everything we build is designed for the phone first, because that's where most owners and field teams actually use it.
What happens when the way we work changes?
The tool changes with it. Because it's built for your business, adding a new service, price or step is a change to your own system rather than a wait for a software company's next update.
Who owns the tool and the data in it?
Your business. Accounts are set up in your name, the information stays yours, and ownership of the work is written into your service agreement.
Do we need to know anything technical?
No. You bring the knowledge of how your business runs. We handle the build, show your team how to use it, and stay on hand afterwards.
We'll go through your ads, website and socials, see who you're up against and how much room there is to grow, then show you the layer we'd fix first. No pitch deck, no hard sell.