01
People and permissions
Who uses the system, what each role can see and where approvals sit.
An idea for trades and contractors
Follow every job from enquiry to payment
Manage enquiries, quotes, jobs and site updates without losing information between the office and field teams.
- Free no-obligation 1-to-1 meeting
- Personalised demo before you subscribe
- No setup fee. Plans from £200/month + VAT
Your product buildLive workflow
YOUR REQUIREMENTS“Replace our spreadsheet booking process”
Users, records, rules and the result you need.
- 11-to-1 meetingRequirements discussed with a developerDone
- 2Personalised demoCore workflow ready to reviewReady
- 3AI buildCode written to the developer’s instructionsBuilding
- 4Developer QAInstalled, checked, issues fixed by AINext
- 5Your reviewApprove the version or request refinementNext
AI writes the codeA developer installs and checks every version
You review every versionAccept it or return it for refinement
Illustrative workflow
This is an example of what a tailored system could include. The final scope and outcomes depend on the organisation, users, data and agreed process.
Possible system features
Bring the key records and actions into one managed system
- Enquiry and lead capture
- Quote generation and approval
- Job scheduling and team allocation
- Site photos, documents and checklists
- Customer progress portal
- Invoice and payment status links
Example workflow
- 1
Enquiry
Record source, requirements and follow-up
- 2
Quote
Build, send and track the proposal
- 3
Schedule
Assign dates, staff and materials
- 4
Complete
Capture evidence, sign-off and next steps
What the 1-to-1 meeting identifies
Build around the real operational detail, not an industry template
02
Records and terminology
The fields, statuses, documents and language already used by the business.
03
Actions and exceptions
What should happen normally and how unusual cases need to be handled.
Free 1-to-1 meeting. No obligation.
Create a proof of concept for your workflow
Book a free, no-obligation 1-to-1 meeting to discuss your requirements. We will build a personalised demo so you can see the direction before choosing a monthly plan.