You've seen it working with sample data.
From today's demo to your live system — small steps, we do the heavy lifting.
Demo approved · you're at Stage 1You've seen it working with sample data.
One click "Allow". Your invoices, costs and what's owed flow in automatically — no more manual Excel.
Read-only to start. Jobs link to your calendar and finished jobs get flagged to invoice.
Your 2-year trained quoting and safety-program Claude comes along. You don't start over.
Give us your staff and each person's role. Everyone sees only their slice — a project manager never sees profit, a bookkeeper only sees what's owed.
Each person logs in with their work email and lands in their own view.
Your Excel becomes the starting point — every past job, searchable.
Tell us which payroll you use so labour cost auto-fills each job (labour is about 45% of a job's cost).
We recommend uploading statements to start — simplest and safest.
Payroll hours turn into job costs automatically.
Nothing you're owed slips through the cracks.
No re-typing the same job.
Text "invoice 275 4th St" and it's done — invoice created, job updated.
Forward the delivery text and stock updates itself.
Your system moves to your own private server and web address — fully yours.
Automatic backups, locked down, and every change is logged.