Jobs created from accepted quotes
An accepted quote becomes a job with the scope, price, client and site address carried over, so nobody retypes what was agreed. See quoting software for builders.
Jobs run in stages with a schedule, a crew, a checklist and a budget. The team clocks in with GPS, sends photos and signed-off stages from their phones, and the office sees the day as it happens. It’s the operational half of a custom ERP, sized for a contractor rather than a construction group.
The pour was moved because of rain. A second crew was needed for the finishing. Extra work was agreed on site and never written down. Timesheets arrive on Friday as photos of paper. By the time the invoice goes out, nobody can say whether the job made money. Jobs are won on the quote and lost, or saved, in what happens between the quote and the final invoice.
Pick the ones you need. Each is built around how your team already works, then joined up on one set of data.
An accepted quote becomes a job with the scope, price, client and site address carried over, so nobody retypes what was agreed. See quoting software for builders.
Each job type has its stages (set out, excavation, formwork, pour, finishing, snagging) and a checklist per stage. A stage is signed off before the next payment is due.
Crews, vehicles and equipment on a calendar the whole team sees, with clashes flagged and a change reaching the crew’s phones.
GPS clock-in and out, timesheets, checklists and photos from site on an ordinary Android phone or iPhone, installable to the home screen. It’s the same approach as the crew app I built for Storex.
Dated photos attached to the job and the stage, a short site diary (weather, delays, instructions) and a client sign-off on completion, in one record.
Extra work recorded on site, priced from the rate card and sent to the client for approval from the phone, so it is on the next invoice rather than forgotten.
Purchase orders and delivery notes against the job, subcontractor costs and their documents, so cost lands on the right job.
Labour and materials against the quote, showing the margin per job, and stage invoices raised as work is signed off. Reports show which job types make money.
A quote-to-cash portal for a concreting business: inbox, takeoff, pricing, jobs, staged schedules and progress invoices.
Read the case study Storage & logistics · Live · in daily useStorexA crew app with GPS clock-in, timesheets, job checklists, routine vehicle and stock checks and on-site item counts against the quote, in daily use.
Read the case studyThe same five steps on every project, sized to yours.
Tell me how the business runs today: the tools, the workarounds, the bit that drives you mad. The quote builder takes about five minutes and gives me a scoped brief.
I reply with a fixed price and a phase plan. The must-haves go first, so you are using the system while the rest is still being built.
You see the real system on a private link while it is being built, with your own data in it as early as possible. Changes are cheap at this stage, so this is where we make them.
Spreadsheets, an old system, email threads: the data comes with you, checked against the source so nothing is lost on the way.
Your team gets a walkthrough, and I stay on for fixes and new features, either on a monthly support plan or pay as you go.
No. The app runs on ordinary Android phones and iPhones and installs to the home screen. If the signal is weak on some sites, tell me; apps can be built to keep working and sync when they reconnect.
Yes. GPS clock-in and out feed timesheets by person, job and day, ready for whoever prepares wages. It doesn’t run payroll itself; it gives payroll the right numbers.
The supervisor records the extra work on site, it’s priced from your rate card, and the client approves it from a link. It is then attached to the job and added to the next stage invoice.
Yes, as soon as hours and materials are logged: quoted against actual, per job and per job type. The figures are only as good as what goes in, so the crew app makes entering them quicker than not entering them.
A first version with jobs, schedules, a crew app and costing is a matter of weeks. Jobs and projects are roughly 40 to 90 build hours, staff and rota 30 to 70, plus 30 to 50 hours of shared groundwork, and a native crew app is a separate, larger item.
Yes, if you want that. A simple page or a client portal can show the stage, dated photos and the next payment due, so clients stop ringing to ask. Whether to show it is your decision job by job, and nothing appears unless you publish it.
Quotes, stock, staff, jobs and invoicing on one shared set of data.
IndustryTrades & constructionEnquiries, priced quotes, schedules, crew app and progress invoices.
SystemQuoting software for buildersTakeoffs to priced quotes from your rate card, online accept and deposit, totals re-checked on the server.
SystemCRM for contractorsEnquiries from WhatsApp, calls and your site, referral sources, quote follow-ups and repeat clients.
Case studyNathan Fenech ConcretingFrom a one-page Malta site to a brand, website and quote-to-cash portal for a concreting business now serving Melbourne.
Case studyStorexA storage and logistics company’s whole operation in one custom system: quotes, clients, invoicing, the warehouse and the crew in the field.
ComparisonCustom ERP vs OdooOdoo’s modular suite against an ERP built for your process: cost, fit and customisation.
GuideHow to write a software briefA one-page brief for a custom system, with a checklist, so quotes arrive comparable.
Quotes, stock, staff, jobs and invoicing on one shared set of data.
Trades & constructionEnquiries, priced quotes, schedules, crew app and progress invoices.
Quoting & invoicingQuotes from your rate card, invoices with VAT, deposits and automatic chasing.
Custom CRMEnquiries, clients, pipeline and follow-ups in one place, shaped to how you sell.
How pricing works · Digitalise Your SME grants · All case studies
The quote builder opens with the parts on this page already switched on. Add or remove what you like, and I reply with a fixed quote.