01
Win the Work
Every enquiry is tracked on a visual pipeline from first call to signed contract. Start an estimate straight from a lead, and use the Mission Control dashboard to see pipeline value at a glance. Rename the stages in Settings to suit how you sell.
02
Price It Room by Room
Price each room from a Delineo survey. Choose the finish for every floor, ceiling, wall, door and window, and add electrics, heating, plumbing and other works. Quantities come from the measurements, and nothing is priced until you choose it.
03
Send a Quote the Client Signs
Turn the estimate into a numbered quote with your logo, address and VAT number. Clients approve with a signature, ask for changes or decline, from the emailed link or inside their portal. Once sent, the quote is locked, so what was signed is what you hold.
04
Plan the Programme
Schedule phases and tasks on a drag-and-drop Gantt chart that adjusts when plans change. Link a survey and the planned works, added services and notes shape the task list. Assign internal teams and subcontractors to phases, and download the schedule as a calendar file.
05
Keep Everyone in the Loop
A private team chat, one-to-one chats with each contractor, and project chats with clients and contractors. New messages land in your notification bell, and nothing that needs a reply waits unseen.
06
Run the Site Safely
Digital RAMS, site inductions and toolbox talks, with a health and safety pack generated from the job. Contractors check in and out on site, and site managers record daily progress and incidents.
07
Keep the Client Informed
Clients see progress, photos, payments and quotes in their own portal, with a notification bell for anything waiting on them. Variations are captured on site and approved by the client with a signature before they are charged.
08
Get Paid and Learn From It
Payment schedules and printable invoices carry your company details. Analytics compares estimated with actual costs, shows budget against actual, and shows how many days each subcontractor worked and what you spend with them.