DesBuWorkflow

From First Enquiry to Final Handover.One Connected Workflow.

See how a project moves through DesBu: a lead becomes an estimate, the estimate becomes a quote your client signs, and the signed job runs through scheduling, the site, the portals and the final numbers.

The problem

Every Stage Lives in a Different Tool

The lead is in a spreadsheet, the estimate is in another, the programme is on a wall, the subbies are on WhatsApp and the quote is a PDF nobody can find. Each handover loses information, and by the end nobody is sure what was agreed.

The answer

One Workflow, Eight Stages

Each stage feeds the next. What you price is what gets signed, what gets signed is what gets planned, and what gets planned is what gets paid for.

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.

Worth knowing

Nothing Is Assumed

Every room, surface, wall and service starts on “no work”. The survey and your notes only suggest what might be needed, and nothing is priced until you choose it.

FAQ

Questions.

Does DesBu cover the whole job, from enquiry to handover?

Yes. A project moves through DesBu from the first enquiry, through an estimate and a signed quote, to the programme, the site, the client portal, invoices and the final analysis. Each stage links to the next, so you do not re-enter information.

Who sees what at each stage?

Your team sees everything. Clients see only their own project in their portal. Contractors see their own jobs, diary and messages. The team chat is never shown to clients or contractors.

Can I start from a survey I have already done?

Yes. Link a survey made in Delineo to the project and its rooms, measurements, notes and files arrive in DesBu, ready to price and plan from.

Keep exploring

Every part of DesBu.

Sales pipeline

A visual pipeline from enquiry to signed contract. Start an estimate straight from a lead.

Estimating from the survey

Choose the finish for every floor, ceiling, wall, door and window, and add electrics, heating, plumbing and other works. Nothing is priced until you choose it.

Quotes clients sign

Turn an estimate into a numbered quote with your logo and company details. Clients approve with a signature, ask for changes or decline.

Project scheduling

Drag-and-drop Gantt charts and a calendar, with tasks that move when their dependencies do.

Client portal

Clients see progress, photos, quotes to approve and payment schedules in their own portal, with a bell for anything waiting on them.

Contractor portal

A private link for each subcontractor, or a free contractor account. Their jobs, diary, site check-in and health and safety documents on any phone.

Messages and notifications

A private team chat, one-to-one chat with each contractor, and project chats with clients and contractors.

Health and safety

Digital RAMS, site inductions, toolbox talks and incident reporting, with a health and safety pack generated from the job.

Financial reporting

Budget against actual, payment schedules, invoices with your company details, and analytics down to subcontractor days and spend.

Run Every Job From One Place

Stop moving information between tools at every stage. Start your free trial and see the whole workflow on one of your own projects.