01
Workforce
and time
Daily
Who is on which site, who clocked in, who is off sick, who is
on holiday, who has a ticket expiring on the 19th. One roster,
with a timesheet inside it.
- GPS-anchored clock in and out
- Tickets, training and right-to-work
- Holiday, sickness, TOIL
- Auto-feed to payroll on Friday
02
Health
and safety
CDM
RAMS, toolbox talks, inductions, near-misses, RIDDOR. The bits
that win you the next tender if you can produce them, and lose
you a job if you cannot.
- RAMS templates by trade
- Daily toolbox talks, signed on phone
- RIDDOR-ready incident logs
- CDM 2015 documentation pack
03
Project
and site
Live
The plan vs the actual. Phases, day jobs, snags, drawings,
variations and the photo trail behind every line item. What
the PM walks through every Monday.
- Gantt and day jobs in one view
- Drawings register, current revision
- Variations with sign-off trail
- Snags with photos, owner, due date
04
Financial
management
MTD
CIS, MTD VAT, project P&L, retentions, applications for
payment. The stuff that keeps the lights on and the
accountant in a good mood.
- CIS bands and monthly returns
- MTD VAT, ready to submit
- Project P&L with cost code split
- Sage / Xero / QuickBooks two-way sync
05
Subcontractor
portal
Subbies
The portal your subbies actually open. Send work packages,
receive applications for payment, get insurance and CIS
certificates back without chasing.
- Send packages, get acceptance back
- Applications for payment, signed
- Insurance, CIS, UTR all on file
- Self-service onboarding
06
Plant
and equipment
Reg
The register of what you own and what you hire. PAT and LOLER
dates, hire returns, fuel logs and where every tower is
standing this week.
- Owned and hired in one register
- PAT, LOLER, service due dates
- Hire returns, on-hire on-time
- Site allocation, photo on collection
07
Estimating
and quotes
Pre
From a measure to a written quote your client signs. Reusable
line items, mark-up rules, tender packs and the gross margin
on the page before you send it.
- Reusable cost library by trade
- Mark-up rules by client, by job
- Quote PDFs in your branding
- Won/Lost reasons, fed to insight
08
Comms
and inbox
WA
The end of "did you see my WhatsApp?" Every message, request,
sign-off and photo lives against the project record so the
next person picking it up can read the room.
- WhatsApp Business two-way bridge
- Email threads pinned to project
- Photos auto-tagged to job
- Sign-offs with audit trail
09
Insight
and reporting
Board
The dashboards the directors actually log in for. Margin by
project, productivity by gang, debtor days, RIDDOR rate, the
questions you would otherwise ask the bookkeeper.
- Live margin per project
- Productivity per gang, per day
- Debtor days, retentions due
- Custom reports without an analyst