Quotes go cold
Busy teams miss follow-ups and opportunities.
Book a Systems Review We connect the software, information and workflows scattered across your construction business into one tailored, easy-to-manage system, built around the way your team works.
Tailored systems for builders and specialist contractors.Open the group figures, then a single region. Revenue, costs, margin and receivables are shown with the work that needs attention.
Group finances → regional detail → actionsBusy teams miss follow-ups and opportunities.
Important emails get lost in the inbox.
Claims, variations and retentions slip through.
Cost overruns are discovered after the damage.
Connect the tools you already use, automate repetitive work and build the missing workflows. Keep what works, with a clearer view of the whole business.
Keep enquiries moving and quotes from being forgotten, with clear ownership and next steps.
See the workflowBring costs, labour and progress together to spot issues while there is still time to act.
See the workflowTrack completed work, claims, variations and outstanding invoices alongside the next action.
See the workflowFour examples of the workflows we can tailor around your team.
Keep unanswered quotes moving.
Flag ageing quotes and prepare a follow-up for review, using the customer conversation and your agreed rules.
A quote has been sitting unanswered for 12 days. The system brings it forward and prepares a follow-up using the customer conversation.
Quote sent → follow-up due → approved messageGet incoming work to the right person.
Identify enquiries, supplier bills and job correspondence. Route each message with its documents and context attached.
A tender, a supplier invoice and a site update arrive in the same mailbox. The system identifies each message and sends it to the right team.
Incoming email → identified work → assigned teamSpot margin pressure before the job is finished.
Bring contract value, recorded costs, invoices and payments together so the team can see where a job stands.
Open a job and see its contract value, recorded costs, invoices and payments together. Compare the estimate with the labour and materials used to date.
Budget → actual costs → job positionKeep completed work and the next claim in view.
Highlight work that may be ready to claim, upcoming retentions and variations that need action.
The team has completed more work than it has invoiced. The work item view shows the difference and the next progress claim to review.
Work completed → invoice gap → claim reviewReview suggested job allocations alongside the invoice evidence. Keep uncertain matches in an exception queue.
Compare recorded time and labour costs with job budgets, where your workforce records support it.
Bring revenue, recorded costs and money owed into a connected financial view.
Give owners a group view and managers the records their team, branch or region is permitted to see.
Ask questions in plain English and inspect the source records. Prepare routine actions for human approval.
No two construction businesses run the same way. We map how your team works, connect the software that fits and develop the missing pieces where needed.
Understand your current tools, workflows and bottlenecks.
Agree the workflows, integrations, permissions and scope.
Build, connect and test the system with your team.
Train users and agree ongoing support and future changes.
AI tools, software and connections, built around your business.
Have something else in mind? Let’s talk.
Talk us through your tools and where work gets held up. A Systems Review helps identify the connections, workflows and priorities worth exploring.
Keep the tools that work. We check API access, available records, plan limits and permissions before agreeing what can be connected or needs custom development.
We agree the approval rules with your team. Sensitive actions and uncertain matches are prepared for human review, not silently sent or posted.
Illustrative workflows using sample records and figures, not live client results. Your workflows and integrations are agreed, built and tested for your business.
No. We assess your existing tools, configure what already works and develop the missing connections or workflows. The scope is tailored to your business.
Yes. The approach can start with one team and one useful workflow. Multi-company and regional examples are not a requirement to use the service.
Start with the work that causes repeated delays or manual checking. We review sample records, check existing software capabilities and agree a testable first scope.
We provide training and operating guides. Monitoring, response times, maintenance and future changes are covered by agreed support terms.