Built for construction.
Not generic software.

CEO Dashboard

Executive KPI overview — total revenue, net profit, pipeline value, outstanding invoices, project health alerts, and sales funnel visualisation. Everything the business owner needs in one screen.

Cashflow Forecasting

Automated projections from deposit schedules, weekly payments, and invoices. Monthly and weekly views. See income vs costs including labour, materials, subcontractors, and business overheads.

Project Tracking

Milestone-based progress tracking with one-tap status updates. Auto-calculates overall progress from milestone completion. Supports Extensions, Loft Conversions, Refurbishments, New Builds, and Garden Rooms.

Gantt Timeline

Interactive Gantt chart with phase-based scheduling. Drag to adjust tasks, set progress, view current week indicator. Mobile-optimised with collapsible labels.

Site Photos

Upload and organise site progress photos per project with captions and dates. Full gallery view available to admins and clients.

Project Documents

Attach architectural drawings, structural reports, planning permissions, and any project file. Accessible by authorised stakeholders.

Invoice Hub

Create branded invoices linked to projects or standalone. Send as PDF via email. Track paid, unpaid, partial, overdue, and pending verification statuses. Full audit trail.

Payment Recording

Record full and partial payments. Clients upload receipts for verification. Admin confirms or disputes. Automatic status updates and client notifications.

Contracts

Generate and send branded contracts via email. Clients sign electronically through the portal. DocuSign integration available. Full signed contract archive.

Cost Tracking

Log labour (day rates × days worked), materials, equipment, and subcontractor costs per project. Real-time margin calculations against project revenue.

Client Portal

A dedicated portal for each client — view project milestones, track progress, download invoices, upload payment receipts, view and sign contracts, chat with the team.

Notifications

Real-time in-app notifications for invoice updates, payment confirmations, contract activity, and milestone completions. Clients are always in the loop.

Project Chat

Per-project messaging thread with all stakeholders. Admins, site managers, architects, engineers, and clients all in one conversation. Chat export to PDF.

CRM Pipeline

Manage leads from first contact to project conversion. Kanban pipeline view, lead profiles, pipeline value tracking, bulk import from quote requests.

Quote Generator

Create professional itemised quotes with line items, VAT, and custom notes. Send as PDF to any email address. Token-based public quote view.

Site Consultations

Run structured site assessment reports with checklist items, technical notes, and client summary. Save to archive, send to client via email.

Business Overheads

Track non-project business expenses — insurance, vehicles, tools, office, marketing. Supports one-off, monthly, and annual recurrence. Feeds into net profit calculations.

Trade Partner Directory

Maintain a directory of trusted architects, engineers, site managers, and project managers. Invite partners directly to projects via email.

Company Branding

Custom logo, brand colour, business details, and banking information. Displayed on all client-facing documents, invoices, and contracts.