The directory
Everything it does.
Everything it does.
In one list.
Money and finance
- Popular Advanced EstimatingSupported by AI Your prices, your rates and your mark-up, in one place.
- Popular Rate valuations and measured work Measured on site, priced on the rates the job was won on.
- Popular Applications for payment and retentionSupported by AI Every application, every receipt and the retention still held.
- Popular Invoicing, statements and VAT Built from the job rather than retyped from it.
- Popular Job costing and cost controlSupported by AI The cost position while you can still act on it.
- Popular Real-time job profitability Every job's margin, by manager and department.
- Popular Purchase orders and approvals No company money committed without a named approver.
- Popular Accounts payable automation Request, approval, order, delivery, invoice, payment run and remittance.
- Enquiries, quotations and tendersSupported by AI Logged, priced and sent out on your letterhead.
- Suppliers and spend analysis Who you buy from, and what you have actually spent.
- Reimbursements and staff expenses The receipt is attached before the claim is raised.
- Client credit checking Who checked the client's credit, and when.
- Goods receipt and supplier invoicesSupported by AI The invoice lands against the order, not in a pile.
- Recurring invoices and purchase orders Sent by themselves on the date you set, weekly to yearly.
- Invoices emailed straight in Your own invoice address, logged with nothing to upload.
- Approval workflows Orders, invoices, claims and payment runs routed by your rules.
- Supplier payment runs and remittances Approved invoices paid in a run, each supplier sent a remittance.
- Supplier portal and onboarding Suppliers onboard themselves; bank details validated and approved.
- Sectional price build-ups Six priced sections that read like a bill.
- Quotation revisions and versions Every version kept, so you can prove what you sent.
- The tender log Every tender you are on, in one register.
- Named price lists A different list of prices for a different client.
- Bulk repricing and uplifts Put a percentage on a whole price list at once.
- True labour cost rates Dated per person, so old weeks stay right.
- Kits and priced assemblies Built once, with fit times and mark-up inside.
- Day work rate ladder Normal, time and a half, and double time.
- The purchase order approval committee Only the committee approves, on the phone or the desk.
- Best price at the point of order The lowest price you have paid, shown as you order.
- Credit notes and refunds Money back from a supplier, against the order.
- The project ledger Requested, received, retention, outstanding.
- QuickBooks, Xero and Sage 50 sync Synced with your accounts, supplier paperwork forwarded.
- Cost value reconciliation The monthly commercial position, reconciled. Shown in the demo
- Cash flow forecast What is coming in, and when. Shown in the demo
- Pay online The client pays the invoice from the email.
- AI quote generator Quotations built from the enquiry, priced from your own rates.
Site teams
- Popular The staff mobile app Android and iOS. Works in the rain, works with gloves.
- Popular Timesheets and QR clock-in Scan the poster at the gate. The time is stamped, not typed.
- Popular Site diariesSupported by AI What happened, who was there, what held the job up.
- Popular Progress photographs Taken on the phone, and you choose what the client sees.
- Popular Day works Signed when it is instructed and again when it is done.
- Popular The labour run and weekly plannerSupported by AI Who is going where next week, off the whiteboard. Try a working one.
- Call-outs and reactive attendanceSupported by AI One numbered record from the phone call to the invoice.
- Engineers reports and site surveysSupported by AI What was found, what was done, and who signed for it.
- Onsite quotes, work orders and variations Price the extra work on site, without showing your margin.
- QR codes, asset labels and site signage Scan the unit, get its whole history in seconds.
- Drawings and construction phase plans Every revision kept, newest at the top.
- The project planner Four weeks of a job on one bar chart.
- The TV board The labour week on a wall screen, busiest team first.
- Where is everybody A live map of who has clocked in, and where.
- Maps for projects Every job on a map, on the phone.
- Photograph, place and time on every clock-in Recorded as it happens, not typed afterwards.
- Rest, consecutive shifts and fatigue alerts The gate scan already knows. Now something reads it.
- Weather on the day Written on the diary, and printed on it.
- Trade attendance Who was on site, by trade, by day.
- Client-raised call-outs Your client raises it, and it lands as a job.
- Plant requests from site The team asks for kit without ringing the yard. On the Comms and reporting page
- Signatures on the phone screen Signed on site, printed on the certificate.
- Photographs, video and voice notes Whatever the job needs as evidence. Shown in the demo
- Snagging and defectsSupported by AI Raised on site, assigned, chased to close-out.
- RFIs and technical queries Numbered, dated, and answered in writing. On the Project management page
- Fire roll call Who is on site, printable at the muster point.
- The dispatch board Today's jobs, moved by dragging them. Shown in the demo
- Drawing markup and redlining Mark it up, and keep the revision. Shown in the demo
- BIM and IFC models View the model against the job. Shown in the demo
- 360 site capture Walk the job back from your desk. Shown in the demo
Safety and compliance
- Popular RAMS, risk assessments and method statementsSupported by AI Signed on the phone at the gate, against the issued version.
- Popular Permits to work High-risk work waits for a signed, numbered permit.
- Popular Health and safety reportingSupported by AI Near misses, accidents and incidents, with photographs.
- Popular Advanced Fatigue Manager Hours counted door to door, warned before the shift.
- Popular Training matrix and competenceSupported by AI Cards, tickets and courses in one grid that colours itself.
- Popular Reminders and expiry dates Checked overnight, so nothing lapses quietly.
- Popular Awaab's Law hazard reporting Reported from the property with photographs, picked up by name.
- Popular Toolbox talks and signed attendanceSupported by AI Signed in the room by the people it was delivered to.
- Policy library and controlled documents Your policies, current version, on every phone.
- COSHH and controlled documents Every version kept, and the current one out on site.
- Gas safety and landlord certificates Completed at the appliance, both parties signing on screen.
- Water hygiene, chlorination and filters Legionella dates, filter schedules, chlorination certificates.
- Electrical and mechanical certification Sign-off at handover, photographed, on your letterhead.
- Fire assets and fire doors Every door on its own record, with proof of the work.
- PAT testing Readings, result, and the date it next falls due.
- Calibration register A lapsed instrument puts every certificate in doubt.
- Accreditations, insurances and company documents Answer a pre-qualification questionnaire from one place.
- Dynamic risk assessment Twenty questions answered on site before work starts.
- Health surveillance and HR assessments HAVS, DSE, skin and driving licence checks, with dates. On the People and HR page
- F-Gas and REFCOM records Refrigerant, charge weight and CO2 equivalent per asset.
- NICEIC and EIC certificate register Every electrical certificate filed against its job. On the Documents and certificates page
- Emergency lighting checks Fittings, load test and two signatures.
- Passive fire inventory Fire rating, certificate and next inspection, per item. On the Fire doors and fire assets page
- E-learning courses Thirty-nine courses tracked against each person.
- Material datasheets The datasheet to hand when COSHH asks for it. On the Health and safety page
- Quality management documents Numbered and revised, as ISO 9001 expects. Shown in the demo
- Limitation of access notices Who may not enter the area, and when. Shown in the demo
- LOLER thorough examination Six-monthly and annual, watched to the date.
- Site inductions Done before they arrive, not at the gate.
- Inspections and non-conformances What failed, who fixed it, and when. Shown in the demo
- Temporary works register Design, check category, permit to load.
- Lone worker check-in A missed check-in escalates by itself. Shown in the demo
- Building safety records Kept current, and handed on. Shown in the demo
- CSCS card verification Checked against the register, not typed. On the People and HR page
- Waste transfer notes Duty of care, from the skip to the site.
- Carbon and social value reporting What the tender asks you to report. Shown in the demo
- AI RAMS generator Built from your template and a prompt, finalised by a person.
Office and admin
- Popular The office portal The system the office runs on, set up person by person.
- Popular Clients, projects and jobs One record per job, and everything hangs off it.
- Popular Reports and analysisSupported by AI Current to the hour, not to last month.
- Popular Users, roles and access control Office and phone access, set separately for each person.
- Popular Documents and certificatesSupported by AI 58 kinds of paperwork, on your letterhead.
- Popular The client portal and client app Your customer sees only their own projects.
- Popular Unlimited file storage No cap on space, files or file size.
- Dashboards, alerts and approvals Everything waiting on a yes, in one place.
- Alerts by phone and email Told in seconds, with a record showing they were told.
- Audit trail and record history Who did what, at what time, from where.
- AI checks and the built-in assistant One button reads the quotation before it leaves.
- Integrations and connected services What each connection does, and where your data goes.
- Implementation and going live Shaped around how you work, not built from nothing.
- People and HR records One record per person, with their documents and dates.
- Holiday planner and leave Approved leave takes them off the labour run.
- Client satisfaction feedback Monthly and at handover, about one job.
- Announcements One message, straight to everyone's phone.
- Agency and temporary worker sign-up A new starter signs themselves up, CSCS card both sides.
- Confidential employee feedback No login, no name asked, and a reply you can come back for.
- Joiners, movers and leavers Access on day one, gone on the last.
- More than one office Branches kept apart, on one system.
- Export to CSV, XML and JSON Payroll and any other data, whenever you want it.
- What your client can do They raise a call-out or leave feedback.
- Data migration from your old system Clients, staff, assets, price lists and open orders.
- Project folders in OneDrive Files where your office already keeps them.
- Sync to OneDrive, Google Drive or Dropbox Every upload copied to your own drive.
- WhatsApp alerts Safety escalations and order notices, to a set list.
- Project risk register Risk, owner, mitigation, review date. Shown in the demo
- Transmittals and submittals Proof that it was issued, and received. Shown in the demo
- Handover and O&M packs Everything the client needs, in one file.
- Build your own forms Your form, on the phone, without a developer. Shown in the demo
- Build your own report Your columns, your filters, saved. Shown in the demo
- Single sign-on Your Microsoft login, and two-factor. On the Access and permissions page
- More than one company Separate businesses, one consolidated view.
- Team messaging A conversation attached to the job. Shown in the demo
- White-label client app Your customers download your app, not ours. On the Branded app page
- Rota and shift patterns Repeating cover, planned once. On the Labour run page
- Bespoke business software Shaped to the way your firm works, with changes inside the fee.
Subcontractors
- Popular The subcontractor register and vetting Expired cover removes a firm from the list overnight.
- Popular Subcontract orders and variations Numbered, priced and approved by somebody named.
- Popular The subcontractor portal Subbies read their orders and invoice you themselves.
- Subcontractor invoices, payments and retention Invoiced against the order, tracked through to paid.
- Subcontractor performance scoring Which firms perform, scored so you can compare them.
- Small works orders The telephone job, with a number and an agreed price.
- Subcontractor certificates and insurancesSupported by AI Cover and accreditations, watched to expiry.
- Package tendering and levelling Priced side by side, then awarded. Shown in the demo
- Self-billing You raise their invoice from the agreed valuation.
Assets and inventory
- Popular Asset register, inventory and stock What you own, where it is, and who had it last.
- Popular Stores, plant and logistics Signed for on a phone, booked against the project.
- Popular Deliveries and collections Picked off the shelf, signed for on handover.
- Popular Repairs and damage reports Photographed and costed the moment it happens.
- Popular Maintained assets and PPM What is due, who touched it, and what they found.
- Vehicles, fleet and fuel MOT, tax and service dates, counted down for you.
- Stock checks and spot counts Last counted and next due, on every list. Shown in the demo
- SFG20 maintenance schedules Kept against each asset, and your client can see it.
- Service history on every item Every visit and repair, in date order.
- Asset hierarchy A plant room, and everything inside it. Shown in the demo
- Daily vehicle checks The walk-round, eleven items, on the phone.
- Hire management and off-hires Every hire on one list, and off-hired by email.
- Damage recharges Who broke it, with photographs, a cost and an invoice.
Next step
Bring the list. We will run your job through it.
