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Enquiries And Discovery
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Integrated Website Contact Forms
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Email/SMS Template and Automations
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Blueprints for Structured Sales Process
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Meeting Booking Management
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Google Address and Map Integration
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Multiple Client Location Management
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Multi-Tiered Client Relationship
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Sales Pipelines and Dashboards
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Discovery Process and Digital Questionaires
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Preliminary Agreements
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Estimating And Proposals
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Advanced Bill of Quantity Estimating
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Mark Up and Margin Management
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Comparison Estimates and Options
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Stylish PDF and Digital Build Proposals
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Digital Approvals and Deposit Payments
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Project Tender Management
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Supplier RFQ/Bid Management
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Allowances and Product Choices
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Rate Tables for Labour Services
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Material Price List
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Stock And Equipment
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Product Composite and Variants
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Product Image Gallery
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Onsite Product Usage Tracking
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Job Purchasing and Allocation
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Stock Take Management
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Asset Management
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Stock Transfers Between Jobs/Orders
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Transport/Courier Management
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Serial Number Tracking
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Warranty Management
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Returns Management
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Financial Management
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Proforma Invoices
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Progress Invoice and Forecasting
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Time and Materials Billing
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Credit Notes and Payments
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Purchasing and Approvals
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Recipient-Created Tax Invoices (RCTI)
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Full Job Budget Management
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Job Cashflow Tracking
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Work in Progress (WIP) Reports
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Journal Entry Automations
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2-Way Xero Integration
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2-Way Zoho Books Integration
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Projects And Schedules
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Push Estimate Items to Project Tasks
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Project Gantt Charts
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Team Capacity Planning
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Production Management
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Variation Management/Client Approvals
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Site Delivery Management
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Site Reports and Inspections
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Site Photo Gallery
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Document Management
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Team Live Chat
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Timesheets Management
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Timesheet Integration with Projects
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Timesheet Approval Process
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Track Timesheet Budgets on Projects
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Manage Staff Cost Increase and Decreases
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Understand Actual Timesheet Values and Revenue
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Site Reports And Compliance
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HR Management and Recruitment
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Policies and Procedure Management
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Internal Knowledge Base Manuals
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Certification and Licence Tracking
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Create Safe Work Method Statements
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Equipment Management
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Sub Contractor Onboarding
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Reports And Job Budgets
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Custom Colour Coded Pipelines
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Custom Pipeline Filters and Views
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Design Your Own Dashboards
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Build Custom Reports
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Create Graphs and Tables
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Drill Down on Report Data
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CSV/Excel Imports and Exports
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Estimated v's Actual Reports
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Website Portals
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Custom Portal Designs and Navigations
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Manage Client Access and Permissions
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Switch Portals for Multiple Jobs
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Make Selection Choices and Manage Allowances
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Download Invoices and Make Payments
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Approve Variations
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Share Project Schedules and Deliveries
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Log Warranty Issues
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Share Site Reports, Photos and Videos
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Share Document Folders
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Live Chat and Share External Notes
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Marketing Tools
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Email Campaign Management
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SMS Magic Integration
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Social Media Integration
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Website Live Chat Management
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Stylish Website Contact Form
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Digital Form Integration
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Website Heatmap Tracking
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Stylish Customer Surveys
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Sales Journey Management
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Automated Marketing Groups
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Advanced Conversion Rate Tracking
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