STAGE 01
Quote & estimate
Price work fast and consistently, in your own numbers, then send it looking like a proper contractor.
Category quote builder
Build a quote by trade and category. Quantities priced on your material cost plus labour hours, with per-trade markup applied automatically.
Your rates, saved
Item prices and labour rates saved once and pre-filled on every new job. A quote becomes picking quantities, not typing prices.
Markup, global markup & wastage
Margin per category, or one figure pushed across every trade, with an offcut buffer on materials.
Auto-calculating runs
Cable runs and consumables work themselves out from the quantities you enter.
Three quote formats
One line per category, a grouped breakdown that can keep your estimate's sub-headings, or every itemised line with its quantity. Same price, your call on how much the client sees.
Editable lines & discounts
Edit any line directly, or knock a percentage off a line or category. It flows through totals, Xero and your profit.
Callout first-hour pricing
Blend a flat first-hour rate into service quotes without the client seeing a separate line.
Inclusions, exclusions & terms
Your own saved library of inclusions and exclusions, ticked onto a quote from the Quotation page. Reword any line right in the preview for this quote only, without touching the library.
Drawings, specs & addendums
The drawings, specifications and addendums the price is based on, edited in place on the quote itself, so what you priced against is on the record.
One look, everywhere
The quote reads as the same clean panels on your screen, on the PDF and on the client's online copy. What you check is what they get.
Revisions A to H
One tap snapshots the quote before you rework a price. Every version stays restorable.
Branded PDF & rate calculator
Your logo on a clean quote, plus a calculator that works out the charge-out rate your business actually needs from wages, on-costs and real billable hours.
STAGE 02
Win the job
Get it in writing, timestamped, and into Xero without re-keying a thing.
Online accept or decline
The client approves in one tap from their phone. You get it in writing with a timestamp.
Know when they've looked
See whether a quote has been opened, when, and how many times, or whether it is still sitting unread, so you know who to chase.
Every quote, one list
Every quote and estimate you have sent across every job: viewed or not, awaiting a reply, accepted or declined. Filter to the ones nobody has answered.
Auto-award
An acceptance flips the job to Awarded and creates the accepted quote in Xero on its own.
Push to Xero, never a duplicate
Re-sending updates the same Xero quote rather than creating another one.
Client & contact records
Clients as proper records with multiple contacts and roles, so the right person gets the quote and the right one gets the bill.
Xero contact sync
Client details sync across on send, including ABN and billing address. No re-keying.
STAGE 03
Schedule & the field app
Put people where they need to be, and give them one screen for the whole site day.
Week grid and month view
Drag-and-drop planning with a colour per worker, on a real time grid.
Push to their phones
Bookings and changes ping the crew. No group texts, no ringing around.
Leave and insurance aware
Warns you before booking someone on leave, or a subbie whose insurance has lapsed.
The worker field app
One screen for the day: hours, materials, photos, site diary and questions. Works on any phone.
Price-blind by design
Workers and subbies never see prices or margins. Enforced in the database, not just hidden on screen, so you can put anyone in the field app safely.
One-tap check-in
Crew check in on site and check out again. It never touches hours or billing, so it stays a simple attendance record.
On my way
One tap from the worker emails the client an arrival window, worked out from where they are and the drive time in traffic. The worker never sees the client's email, and the location is used once and not kept.
Jobs on the map
Every booked and in-progress job pinned at its site address. Anything that cannot be placed is listed with the reason, never silently left off.
Who is on site right now
The map shows only the crew checked in at this moment, with how long they have been there. The check-in ends by itself when hours are logged or the day is over.
Travel time
Logged separately and never billable, by a rule in the database rather than a habit.
Vehicles & assignments
Company or worker-owned vehicles, dated crew assignments, and van stock that follows the vehicle.
Self-dispatch
Crew can log themselves to a job. It lands in your inbox rather than going missing.
Worker leave requests
Requested from the field, approved by the office, and respected by the scheduler.
STAGE 04
Live job costing
Know whether you are making money while you can still do something about it.
Actual against quoted, live
Real profit on the job while the job is still running, not a fortnight after it finished.
Used, not just bought
Cost counts what actually went into the job. The offcut stays as van stock instead of eating the margin.
Labour at real rates
Each worker's hours costed at their own pay rate, not a blended guess.
Margin before you send
See the profit and margin on an invoice before it goes out. Office only, never on a worker's screen.
Typical job size
Average and median job value over a rolling year, so you can see what your business actually does.
STAGE 05
Variations
Stop doing extra work for free. This is where small contractors quietly lose their margin.
Flagged on site
The crew captures extra work with a photo, before it gets done for nothing.
Priced with sign-off
You price it, the client approves online, and it rolls into the contract and into Xero.
Credits as well as extras
Work taken out of the job is a variation too. An approved credit comes off the invoice, rather than being remembered at the end.
Deposits & auto-draft
Take a deposit on a variation, and approval drafts the invoice for you.
STAGE 06
Invoice & get paid
The part that actually pays you, built from the work rather than typed out again at 9pm.
The invoice writes itself
Mark the job done, or let the crew mark it done from site, and a priced Xero draft is waiting with materials, labour and a tidied scope already in it.
Drafts waiting for your approval
Invoices generated from the field, or when a worker marks a job complete, queue up in Ready to Invoice. Nothing reaches a client until you have looked at it.
Built from the real work
Hours, materials and subbie lines assembled for you. You review it rather than build it.
Site diary becomes the scope
Dated site notes turn into a clean scope of works. It fixes the wording, never the work.
Progress & staged claims
Contract value, percentage complete, defects and milestones, with retention carried through from the contract. Real contract billing, not a workaround.
Deposits, reconciled
Deposits deducted automatically, with a ledger that makes double-billing impossible.
Rolling do-and-charge
Service jobs keep a live draft that builds as work is logged. You review rather than rebuild.
Periodic billing
Weekly, fortnightly or monthly on long jobs, with a nudge on the day it is due.
Card pay-links
Every invoice gets a card payment page on your own Stripe. It reconciles to Xero and flips the job to Paid.
Know when they opened it
Every invoice shows whether the client has opened it, when, and how many times. An overdue invoice they have read is a different phone call to one they never saw.
On-site invoicing
The crew can raise a price-blind invoice before they leave the driveway.
Freight passed on
A delivery or freight charge from a supplier is offered onto the invoice at cost. Charge it, add handling, or absorb it and watch it come off the job's profit.
Credit notes & void
Credit a job on the same money spine, and voiding frees the work to be billed again properly.
Every invoice, one page
All invoices across all jobs, overdue tracking, and a pay link you can copy and send again.
STAGE 07
Contracts & retention
The money a builder holds back is yours, and most crews track it in their head. This reads the subcontract, tracks every dollar withheld and tells you when it is due back. It explains the mechanics. It does not give legal or tax advice.
Upload the subcontract
The app reads out the terms that decide when and how you get paid: retention rate and cap, release points, defects period and payment timeframes. Or type them in by hand.
Every term shows its clause
Each figure sits beside the exact wording it came from, and nothing counts until you have confirmed it.
Payment terms checked
If a payment term runs longer than your state's security-of-payment limit, the app says so and asks which one to work to. Your call, recorded with the date.
Retention register
For every contract: what is held so far, the cap and the headroom left, and what comes back at practical completion against the end of the defects period.
Invoice from the payment schedule
Key in what the builder certified and the invoice is raised for the certified work less the retention, which is the amount they actually pay.
Withheld money tracked in Xero
Retention sits in its own account in Xero instead of vanishing. The app checks your chart of accounts and tells you exactly what to add. It never creates an account for you.
Releases, raised properly
At practical completion and at the end of the defects period, the release is claimed and invoiced as its own document, clearing what was held.
Checked against Xero nightly
Every night the retention Xero holds is compared with what your certifications say it should be. Matched to the cent, or the difference is put in front of you.
Approve & send, checked first
Before a certified claim goes out it is checked: retention matches the contract, certified equals claimed, the due date comes from the contract terms.
Retention in plain English
On your first retention job? A walkthrough and the assistant explain what it is, who holds it and what happens at each step.
STAGE 08
Materials & wholesalers
Your supplier invoices file themselves, and your price list builds itself out of what you actually buy.
Invoices email themselves in
Put the job number on the order. The invoice arrives, reads itself and files to the right job, so costs are current to the day.
The catalogue builds itself
Every part you buy is added automatically and priced at your markup. No price book to maintain.
It audits your wholesaler
Flags any invoice that never came through, so you are not paying for something that never reached a job.
Every invoice checks itself
Each line is checked three ways: the arithmetic against what the supplier printed, the unit so metres are never counted as pieces, and a quick "is that right?" on an unusually large quantity.
Back orders, credits & returns
Recognised for what they are and noted quietly, so a back order never reads as a missing part and a credit never reads as a charge.
Alias learning
Link a typed part to a catalogue item once and the shorthand links itself forever after.
Dedupe & pack pricing
Merges duplicates and converts a drum or a box into per-metre and per-each, so a 100m drum is never logged as one.
Van stock & leftovers
A worker logging a part is asked whether it came off the van, and the van count follows. Leftovers stay with the job or go back to the van, tracked either way.
STAGE 09
The money going out
Nearly every job app shows you money coming in. This one shows both directions, which is the half that decides whether you are actually profitable.
Bills inbox
Forward any business bill. It categorises itself and files to the job or to overheads.
Supplier statements, reconciled
The statement is read, matched against your invoices and drafted as one correct bill in Xero.
GST set aside
A running figure for what you should be putting away for BAS, on cash or accruals. No quarterly shock.
Bank-feed direct debits
Reads Xero so phone, fuel and insurance debits show up in your spend too.
Suppliers as records
Each supplier with its own default expense account, so coding stops being a monthly chore.
The business dashboard
Owed, paid, in and out, profit by job type, win rate, and what needs you today. One screen for the whole business.
STAGE 10
Projects & the crew's questions
For the jobs that run for months and involve other trades.
My Jobs dashboard
Self-filling tasks, job health at a glance, and a two-week look-ahead.
One inbox for what needs you
Leave requests, supplier invoices to review, questions from site and ready-to-invoice nudges in a single list, filtered to what is waiting on you, each with its action beside it.
Questions both ways
The crew can ask from site with a photo, and the office can ask the crew. Threaded, dated, answered from a phone, and kept on the job.
RFI register
Every question and answer on the record, with who asked and when.
Punch list & defects
Logged with photos. When they are all closed, the job is handover-ready.
Resource look-ahead
Who is free and who is double-booked over the next ten days.
Builder's programme in
Import the builder's schedule and turn it into trade tasks, milestones and bookings.
STAGE 11
Compliance & handover
The paperwork most job apps do not go near. Reviewed starting points, not legal advice.
State compliance certificates
The right electrical certificate for the job's state, with the test results recorded against it.
Handover pack in one tap
Certificates, photos, as-builts and warranties merged into a single PDF. It takes days by hand.
O&M manuals, drafted for you
An operation and maintenance manual drafted from the gear you actually installed.
SWMS for electricians
Bundled onto the job, and subbies without a login sign off from a link on their phone.
Security-of-payment wording
The correct claim endorsement for your state, on the claim itself.
Subbie insurance tracked
Expiries watched, renewals uploaded through a public link, and a warning before you book someone whose cover has lapsed.
STAGE 12
Hours & the payroll handoff
The app owns the hours and hands them over clean. Your payroll software keeps the pay, the award and the super.
Timesheets to payroll, weekly
One tap, or automatically each week, emails whoever runs your pay a summary, a PDF per worker and a spreadsheet of every row.
Ordinary and over, separated
Hours up to each worker's standard day in one column and anything over in another, with travel, leave and weekend days called out.
Hours confirmed, not assumed
Timesheets confirmed explicitly before they turn into money, with hours and minutes if you want them. Unconfirmed days are marked on what payroll receives.
Hours only, never money
No pay rates leave the app in the handoff. The award is applied by payroll, where it belongs.
Subbies costed to the job
A subcontractor's hours land on the job as cost at their own rate, so the profit you see includes them.
Pay and super stay put
Employees stay in your payroll software. Nothing double-handled, and nothing for the app to get wrong.
STAGE 13
Talk to it
An assistant built around an electrical job, not a chatbot bolted onto a menu. It proposes, you confirm.
Dictate a whole quote
Talk through the job from the ute. It builds against your real template and leaves a reviewable draft, priced on your rates.
Hold to talk on your phone
Press and hold, say it, let go to send. Slide off the button to cancel and keep the words to edit.
Move the crew by voice
Book, move or cancel the week in a sentence, instead of dragging boxes around.
Ask how a job is going
Real numbers, because the app does the maths and the assistant only reads it back. It never invents a figure.
Ask why a job says that
It explains any job status from the app's own facts, so nothing on the screen is a mystery.
Ask it to explain retention
Plain-English answers on how retention works and what the app does at each step. Mechanics only, never advice on whether to sign.
Dictate a service job
Tasks, billing and a booking in one breath.
Change rates by talking
"Put every job on one twenty up to one forty." Done, once you confirm it.
Safe by design
It never books, changes or sends anything until you say yes.
Included, not an upgrade
Managed AI is in the price. Or connect your own key if you would rather.
STAGE 14
Under the hood
The things you only notice when they are missing.
Deep two-way Xero
Quotes, invoices, bills and paid-status flowing both ways. No double entry, no exporting.
Any phone, one login
The full app on Android, iPhone and desktop. Not a cut-down mobile version.
Works when the signal doesn't
Entries made in a basement queue up and sync later. Nothing is dropped.
Job numbers that travel
Your own prefix and numbering, riding through to Xero and onto supplier orders.
Status that moves itself
Jobs move through their states off real events, not because someone remembered to change a dropdown.
Tool register
QR labels on your gear, scan to move it between vans and jobs, with custody history.
Seats & permissions
Scope what each office user can touch. Crew see only their own work, enforced server-side.
Your data stays yours
Export the lot as readable files whenever you want. No lock-in, no ransom.
Updates itself
New versions arrive quietly with a note on what changed. Nothing to install.