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One job record from enquiry to handover

Each step reuses the data and source versions from the step before. Below is an honest view of what is available and what is planned.

  1. 1

    Enquiry

    Record client, property, community and work type. Convert a won enquiry into a project without re-entering anything.

    Available in early access
  2. 2

    Understand scope

    Questionnaire, scope gaps, missing documents and client decisions.

    Planned
  3. 3

    Drawings and BOQ

    Import BOQs, measure drawings and keep every quantity traceable.

    Planned
  4. 4

    Price and issue

    Company rates, supplier evidence, margin and a frozen proposal.

    Planned
  5. 5

    Client decision

    Accept, decline or request changes against the exact issued version.

    Planned
  6. 6

    Approvals

    Verified requirements, packs and returned comments.

    Planned
  7. 7

    Programme and procurement

    Critical path, RFQs, orders and deliveries.

    Planned
  8. 8

    Site, changes and payments

    Daily records, variations, invoices and receipts.

    Planned
  9. 9

    Handover

    Snags, warranties, manuals and client acknowledgement.

    Planned

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