Quote to invoice, without leaving the platform.
Build branded quotes from your catalogue. Send them through a client portal. Convert the accepted ones into jobs with engineers, materials and certificates already wired in. Bill from the same record when the work's done.
Two flows, one record.
The same quote-to-invoice lifecycle works whether you're billing a one-off domestic callout or running a new-build site plot by plot.
One job, one client, one invoice.
- Build the quote from the catalogue or copy from a previous job.
- Convert to a job in a click — engineer, schedule and PO ready.
- Bill the client direct when the work is signed off on site.
Spec the house once, run it for every plot.
- House-type bill of materials priced from your catalogue.
- Generate a fully-priced PO per plot at today's rates.
- Bill the developer per stage — first fix, second fix, final.
The whole record is one click away.
Built from the catalogue, priced as you type.
Pull materials and labour rates from your own catalogue. Subtotals, VAT and totals calculate live as lines are added or edited.
A client portal — no PDF attachments to chase.
The customer follows a single link, sees the quote, and clicks Accept or Request changes. You see the result in real time.
Quote → job in one click.
Acceptance converts the quote to a job with the engineer, schedule and material list ready. Every PO and certificate lives against the same record.
Invoice from the job, not from memory.
When the job's signed off, the invoice generates with the right lines, the right VAT, and the right payment terms — emailed in a click.