Run every job with total visibility quote to final invoice

Quoting → Job → Invoice Workflows

One continuous, connected workflow from the moment a quote is accepted to the final invoice. The quote becomes the job. The job generates the costs. The costs generate the invoice. No re-entering data. No lost handovers. No gaps where information falls through.

When your sales team wins a job, everything your operations team needs is already in the system — scope, pricing, client details, terms. The job setup is instant, not a week of admin chasing information from six different emails.

Progress Claims & Staged Invoicing

For project-based businesses, cash flow lives and dies by how fast you can claim. We automate and streamline your progress claim process so you're invoicing against milestones in real time, not scrambling at the end of the month to piece together what's been done.

Your system tracks what's been completed, what's been claimed, what's outstanding, and what's due — all visible in a single dashboard. Your accounts team can generate claims in minutes. Your PMs can approve from site. And your cash flow doesn't sit in limbo waiting for someone to compile a spreadsheet.

For staged invoicing across contracts with defined milestones or percentage-based claims, the system calculates what's claimable based on progress, previous claims, and contract terms — reducing errors and speeding up payment cycles.

Variation Management

Variations are where construction businesses either protect their margins or give away thousands of dollars in unbilled work. We build variation management into the core of your system — not as an afterthought.

Every variation is captured, costed, approved, and linked back to the original scope and the project financials. Your PMs can log variations from site. Approvals can be routed digitally. Clients receive clear documentation. And nothing gets lost between a verbal agreement on site and the final invoice.

You'll have a complete audit trail: what was requested, when it was approved, what it cost, and whether it's been claimed. No more arguing over extras at the end of a job.

Accurate Job Costing

Know exactly how much every job is making — or losing — in real time. Not at the end of the month. Not when your accountant tells you. Right now, while you can still do something about it.

We build job costing that tracks labour, materials, subcontractor costs, equipment, and overheads against your budget at every stage. Actual vs. budgeted cost is visible per job, per cost category, per time period. Your PMs and directors see margin erosion as it happens, not after the fact.

This data feeds directly into your reporting and dashboards, and over time, into more accurate estimating for future work. The businesses that cost jobs properly price their next jobs better. That's how margins compound.

Clear Project Profit & Loss Visibility

A live P&L for every active project. Revenue recognised, costs incurred, variations claimed, retention held, cash received, margin percentage — all in one view. You don't need to wait for month-end to know where you stand. You'll see it every day, for every job, across your entire portfolio.

Project Scheduling & Calendar Management

See who's where, what's due, and what's overdue. We build scheduling tools — calendar views, Gantt charts, drag-and-drop boards — around your team's actual capacity and your project timelines.

Whether you're scheduling crews across 5 residential sites or coordinating trades on a commercial project, the system gives you a single view of all commitments, all resources, and all deadlines. Conflicts are visible before they happen. Re-scheduling is drag-and-drop. And everyone — site and office — sees the same schedule.

Resource & Capacity Management

Stop overbooking your best people and underutilising everyone else. We build resource management into your system so you can see team availability, workload balance, and capacity constraints across your entire operation.

When you're quoting new work, you'll know whether you have the capacity to deliver it before you commit. When a project runs late, you'll see the downstream impact on other jobs immediately. This is how you scale without chaos.

Mobile Apps & Field Tools

Give your site teams everything they need in their pocket. We build or configure mobile tools that let your crews manage their day-to-day from site without touching a piece of paper.

Digital time sheeting that feeds directly into payroll and job costing. Photo and video capture linked to specific jobs and tasks. Daily logs that write themselves from structured inputs. Defect registers with photo evidence and assigned follow-ups. QA checklists and ITPs that your team completes on their phone and your office sees in real time.

Every piece of field data flows straight into your central system. No more waiting for paper to come back to the office. No more chasing crews for time sheets. No more lost photos or unrecorded conversations.

Custom Forms & Approvals

Every business has forms: site inductions, safety checklists, inspection reports, delivery receipts, quality holds, incident reports. We digitise them all and build approval workflows so the right people review and sign off at the right time.

Forms can be completed on mobile, trigger notifications, route for approval, and store against the relevant job — all automatically. Your compliance is tighter, your records are cleaner, and your audit trail is bulletproof.

Time Sheeting

Digital time sheets that your crews actually fill in — because we make it easy. GPS-tagged clock-in/out, job-specific time allocation, break tracking, and approval workflows. The data feeds directly into payroll, job costing, and reporting without anyone in the office re-entering a single number.

For businesses paying subbies or casuals by the hour, this eliminates the guesswork and disputes. Hours are recorded, approved, and visible to everyone in real time.

Subcontractor Pricing & Agreements

Manage your subcontractor relationships in one system. We build registers that track every subbie's pricing schedules, rate history, insurance status, licence details, and contract agreements. When you're scoping a new job, you can pull subcontractor pricing instantly instead of digging through emails and spreadsheets.

Agreements and contracts are stored digitally with version control and digital signatures. Renewals and expiry dates trigger automatic reminders so you're never caught out with an uninsured subcontractor on site.

Subcontractor Performance & Compliance

Track which subcontractors deliver on time, which ones create variations, and which ones are a risk. Over time, this data helps you make better procurement decisions — awarding work to reliable partners and having the evidence to back up those decisions.

Compliance documents — insurance, licences, inductions, SWMS — are tracked per subcontractor with automated expiry alerts. You'll know which subbies are compliant and which ones need chasing before they set foot on your site.

Plans Storage & Markups

Store all project drawings and plans in one centralised location, accessible from office or site. Your team can view, markup, annotate, and share plans from any device. Version control ensures everyone is always working from the latest revision — no more building from superseded drawings.

Contract Management

Manage all contracts — head contracts, subcontractor agreements, supplier terms — in one system. Track key dates, milestones, retention terms, defects liability periods, and contract values. Digital signatures streamline execution. And automated reminders ensure critical dates never get missed.

SMS & Customer Communications

Keep your clients informed without your team having to pick up the phone. Automated SMS and email notifications for job milestones, scheduling updates, completion notices, and invoice reminders. Transactional communications that run in the background while your team focuses on delivery.

Internal communications — task assignments, approval requests, escalation alerts — are handled through the system so nothing depends on someone remembering to send a text.

Real-Time Reporting & Dashboards

This is where the entire system comes together. Every data point — from time sheets and costs to pipeline and scheduling — feeds into live dashboards that give you instant visibility across your entire operation.

We build dashboards for every level of the business. Directors see portfolio-level P&L, cash flow forecasting, and resource utilisation. PMs see job-level progress, cost tracking, and upcoming milestones. The office sees outstanding claims, overdue invoices, and compliance status.

Every metric is live. Every report is generated automatically. No more month-end scrambles compiling data from five different spreadsheets into a report that's already out of date by the time it's finished. And if you need a custom report we haven't anticipated — we build it. If the data exists in your system, we can surface it.

Automated Workflows & Business Rules

We identify every repetitive, rule-based process in your operation and automate it. Job status updates that trigger notifications. Approval workflows that route to the right person. Invoices that generate automatically when a milestone is marked complete. Compliance alerts that fire when a document expires.

If it follows a rule, it shouldn't require a person. We design automations that keep your operation moving without someone manually pushing every button. The result: fewer errors, faster processes, and a team that spends their time on work that actually requires human judgment.