Preparation
Start the day with a clear plan.
Know who’s responsible, what needs attention and what delivery is expected to cost.
From assessment to invoice.
Build the quotation from your assessment. Keep the agreed work and its billing together.
- AssessMeasurements and scope
- QuoteVersions and customer approval
- DeliverVisits, site notes and checks
- InvoiceStaged and final billing
Give the team a clear view of the day.
Plan visits and assign people. Set up recurring visits, review recorded time and keep instructions, progress and checks with the job.
Planned visits
Site assessment
With Alex
Installation visit
With Jordan
Completion checks
With Sam
With the job
- Site instructions
- Confirm access with the site contact.
- Progress record
- Visit notes and evidence photos.
- Checks & forms
- Access check, installation check and site form.
Give related work a shared plan.
Bring jobs into one project. Organise tasks into phases, assign an owner and set due dates — with dependencies showing what must happen first.
Lighting work
Delivery
Install agreed fittings
Depends on confirming the fitting positions.
Wall finishes
Preparation
Approve finish sample
Delivery
Complete agreed finish
Depends on approving the finish sample.
Handover
After both delivery tasks
Final site check
Plan the peopleReview assignments and available capacity.
Review the impactIn the native app, preview proposed task dates and the project’s finish before applying a delay.
Give customers a clear way to respond.
Let customers review quotations, make requests and ask questions in their own workspace. Their responses stay with the work, so your team has a clear record to return to.
Review the quotation
Approve, decline or request changes to the version they received.
Make a request
Send a work request and follow its status in the workspace.
Keep the conversation
Ask questions and return to the discussion about the shared work.
You decide what to share. Internal costs and notes stay with your business.
Know where time and money are going.
Review recorded delays, team time and project costs. Compare periods and follow the records behind the totals.
Work & delivery
Daily priorities, job-stage delays and delivery against plan.
People & time
Team timesheets and workload across the business.
Project costs & margin
Budgets, actual costs, supplier commitments and forecast final cost and gross margin.
Report exports
Export reports to PDF, Excel or CSV.
Forecast final cost
R75 000
Project budget
R80 000
R5 000 below budget
- Recorded costs
- R42 000Costs entered so far
- Supplier commitments
- R18 000Supplier costs still committed
- Other remaining work
- R15 000Estimated costs not already committed
- Budget headroom
- R5 000Budget minus forecast final cost
Recorded costs, supplier commitments and other remaining work combine into the expected total cost of the work.
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