Enquiries, quotes & extras
Every enquiry, quote and agreed extra recorded against the customer and job.
Case study
One hub for a busy construction business.
A South West construction business was running on messages, spreadsheets and memory. We worked alongside the owner and team to build a connected hub for the whole working day.
Before
Information everywhere.
- Quotes, extras and customer contacts spread across messages and paperwork
- Job plans and instructions passed on by phone and WhatsApp
- Wages, CIS and timesheets pieced together at the end of the week
- Materials ordered without a clear record of what was approved or delivered
- Hard to see job costs against what had been invoiced
- Plant, vehicles and tools tracked from memory
Our approach
Listen first, then build.
- Start with how the business really works, not a template
- Listen to the team doing the work as well as the owner
- Build in stages so people can adopt each part
- Keep screens simple enough to use on site, on a phone
What we built
Everything connected around the job.
Jobs, programme & diary
A shared view of what is on, who is where and what happens next.
Workers, wages & CIS
Team details, time and payments kept together for the weekly run.
Purchasing & materials
Orders, approvals and deliveries linked to each job.
Job costs & invoices
Costs set against invoice status so the owner can see where each job stands.
Documents, safety & sign-off
Paperwork and checks stored with the job they belong to.
Plant, vehicles & tools
Who has what, where it is and when checks are due.
Owner weekly review
One place to review the week rather than chasing updates.
The result
One place to run the business.
The owner and team now work from one shared hub instead of scattered messages and paperwork. Measured results will be added here once they have been recorded and agreed with the client.
The client’s name is withheld. You can see a fictional version of this kind of hub in our example hub.
Built around how your business works.
Let’s bring your business together.
The discovery call is free. If a paid Business Review is appropriate, we agree the scope and fee before starting.