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01 / Enquiries
Pick up the next enquiry
An enquiry off your website lands here already typed in. Ring them from the card and keep track of what happens next.
For builders
Builders software, from the deposit to the final invoice.
Building work runs for weeks, takes money in stages and has more than one person on it. That's exactly what the job record here is built to hold.
£2,495 to set up, then £249 a month. The website comes with it.
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Tim’s Roofing demo, with example customers.
An extension, start to finish
Everything on the job, for the whole job.
1. Survey and quote
Book the site visit in the diary, then build the quote back at the van. Itemise it, set the deposit, send it. It's chased at three days and seven if it goes quiet.
2. Take the deposit
When they accept, the job moves onto the board as booked work. Invoice it and the first bill is just the deposit.
3. Run the weeks on site
Each day on site is a visit on the same job. Photos, notes, materials and hours go against it, so the job holds its own progress record.
4. Stage it, then finish it
Raise a stage invoice by hand when a stage is done. When the last visit is signed off, the balance is drafted for what's still owed.
The app, through the working day
The business in your pocket.
Your diary, customers and job records are there too. I configure the app around what you need to manage, with access set for each person.
Watch it, 52 seconds
From an enquiry to an accepted quote.
- 1. An enquiry comes in off the website.
- 2. One tap makes them a customer and a job.
- 3. Price it on the phone, line by line.
- 4. Send it. The covering note’s already written.
- 5. The customer accepts it on their own phone.
Recorded on the Tim’s Roofing demo. The customer is made up.
9:41
02 / Quotes
Send the quote from your phone
Write the scope, price the work and send it for the customer to accept online. Keep it with the job it belongs to.
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03 / Invoices
See what still needs paying
See who's paid, who's part paid and who's late. Reminders go out on their own until it's cleared.
Real screens from Tim’s Roofing, my demo business. Example customers and jobs.
Built inside working businesses
The firms it runs in.
It isn't running in a building firm yet. Re-roofs at Prestige run over several days with a crew on them, which is the nearest thing to yours it handles every week.
Prestige Roof
Crews on site, an office behind them, and jobs that run over several days. Nine months inside the firm building it.
Read about Prestige RoofEverCrest
A roofing and property care firm in Spalding, with the whole commercial side run by the owner from his phone.
Read about EverCrestFair questions
What people ask before they ring.
Does it handle CIS?
No, CIS isn't in it. Your accountant or payroll keeps doing the deductions. This runs the quotes, the diary, the site record and the invoices.
Can I invoice in stages?
Yes. A deposit on the quote is billed first. You can raise a stage invoice by hand as the work goes, and the balance is drafted when the job's finished.
Will it tell me if a job made money?
Yes, if materials and hours are logged against it. The office view works out the profit and margin on each job, using your hourly rate for the labour.
Does it cost more with a bigger crew?
No. Add as many people as work for you. Each one gets the access their job needs, and the price stays where it is.
Two ways in, one system underneath
The app, the office and the website.
One price for the lot, however many of you there are. Or start with the website and switch the rest on later.
What each one includes, and the price sheet
Tim Dennis
Your developer, from start to finish.
Let's talk about
your business.
Tell me what you do and what you'd like to change. I'll read it myself and come back to you with questions or a clear next step.
You don't need to know which package you want yet.
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