Choose a Support Agreement for Builders
and get access to Zoho’s most advance set up.

Silver Service

$395 / pm

Start off with Sales and Marketing and be up and running in 2 business days.

  • Sales and Enquiry Management
  • Reports and Dashboards
  • Marketing Tools
  • Basic Start Up

*Excludes Estimates v's Actual Reports

Platinum Service

$795 / pm

Gold Package Plus Manage your Stock and Product Schedules with Timesheets and Portals for Clients and Sub Contractors.

  • Stock and Equipment
  • Selections & RFQ's
  • Projects and Schedules
  • Timesheets and Payroll
  • Website Portals

*Includes Estimates v's Actual Reports

All figures exclude tax. Australian businesses are subject to GST.

$3,995 Accelerate Start Up Package

Customisation

  • Customised Invoice Templates
  • Customised Purchase Order Templates
  • Customised Proposal Templates

Data Migration

  • Data Migration of Clients and Suppliers
  • Set Up of Custom Cost Codes
  • Data Migration of Materials and Labour Pricing

Training

  • 24 Hours Personalised Remote Training

(onsite training available, subject to travel costs and availability)

Integration Extensions

$25 / pm

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$25 / pm

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$25 / pm

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Compare Plans

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