Tutorials

Free account with 5 proposals to experiment with customers or yourself

Include your business name, logo, address and billing details for your invoices

Work with partners or need to provide access to work calendars? Invite Users

Carefully understand how you normally quote and fill in required pricing details

Take time to add all materials you use within your business and create pricing to match

Create a Test proposal to follow the process for the first time

Analytics and Notifications ensure you stay up to date with build & payment process

Feel confident in the set up? Try it for the first time with a new customer and get feedback

Execute with all new customers and even backtrack previous to take full control

Select Project Labour based off your pricing settings by Days, Square Metre or Length

Select Materials and update quantity, length, square metre or by labour days and immediately calculated

Optional discounts are shown at threshold levels based on project size

The pricing calculator updates in realtime in order to provide an immediate cost to customer

Input the Customers details and show the materials list they have selected for approval

Click Generate Proposal to create the final invoice, send it directly to customer and add the project to your portal

Manage Proposals list, Calendar View, Materials Management and Pricing Settings

Generate proposals with your customers directly for immediate pricing quotes

Send Invoices immediately after Proposal generation with customers

Schedule projects with customers ensuring no overlaps

Automatically track the build status through your actions
(None, Scheduled, Complete, Archived)

Automatically track your deposits and final payments
(None, Invoiced, Deposit, Final)

These quick action buttons show you exactly what the next steps are to move the project forward

Natively set up to remind you of things you may have missed
e.g. Project Scheduled but no Deposit

Once Build Complete and Full Payment Received, Archive to save the project information

Notifications track your projects and remind you if the project is not as it should be

Notifications are created by discrepancies between Build Status and Payment Status

Notifications are filtered by importance and status so you can manage them effectively

Use the quick action buttons at the bottom of notifications to resolve the raised issues fast

To override notifications, you can update project status in view proposal

Once notification issues have been resolved through the update of status, they are immediately removed