Sales & estimating
Follow an opportunity from the lead through the estimate and customer quote.
- Leads & CRM
- Estimates
- Tender records
- Clients & suppliers
From the first lead to the last inspection. Connect your commercial work, projects, people and site operations in one workspace.
Plans, activities, people, records and commercial work belong to the same project.
| Project | Project manager | Progress | Stage |
|---|---|---|---|
| RVR-024 · Riverside residences | Alex Morgan | 72% | Under construction |
| CST-018 · Coastal apartments | Jamie Lee | 60% | Under construction |
| NTH-031 · Northside community centre | Sam Kelly | 24% | Pre-construction |
Explore the workspace using the sidebar, or watch a module walkthrough.
Choose the tools your business needs. Keep the context that connects them, from winning work to handing it over.
Follow an opportunity from the lead through the estimate and customer quote.
Coordinate the job, its activities and the sequence of work across your team.
Keep the scope, supplier decisions and commercial records with the job.
Capture the daily reality of the project while the work is happening.
Bring people, safe work requirements and follow-up actions into view.
Record the checks, evidence and sign-offs behind completed work.
Keep current drawings and controlled records available to the right people.
Know who is doing the work and keep their supporting records together.
Bring time records and people availability into the same workspace.
Track equipment and factory work through booking, inspection and delivery.
Follow financial information and reporting alongside your active projects.
Bring incoming invoice and quote details to the people who need to review them.
Module availability depends on your package, configuration and access permissions.
Your estimator, project manager, supervisor and production team need different tools. Their records still belong to the same business.
Track plant, equipment, asset loans, pod bookings and production inspections.
| Asset / production record | Location / project | Reference | Status |
|---|---|---|---|
| POD-024 · Bathroom module | Factory / Riverside | Production inspection | In progress |
| POD-025 · Bathroom module | Factory / Coastal | Delivery booking | Scheduled |
| EQ-014 · Site generator | Riverside residences | Asset loan | Active |
| EQ-008 · Laser level | Coastal apartments | Calibration record | Current |
Explore the workspace using the sidebar, or watch a module walkthrough.