
Enquiries & leads | |
Record & generate enquiries | ✓ |
Enquiries pending orders | ✓ |
Sales executives activities | ✓ |
Drawing & document register | ✓ |
Marketing | |
Marketing campaigns | ✓ |
Sales projections | ✓ |
Clients, suppliers & sub-contractors | |
Complete company address and contact details | ✓ |
Schedule contacts to be made | ✓ |
Record all contacts made and meeting notes | ✓ |
Reporting | |
Sales management & reporting | ✓ |
Current & potential enquiries & contracts | ✓ |
Quotation conversion analysis | ✓ |
In-house control | |
Multiple company function | ✓ |
Enquiry / contract status giving a global overview | ✓ |
To do lists | ✓ |
Calls to make | ✓ |
Enquiries to chase | ✓ |
Materials & labour library | |
Core library of materials & labour | ✓ |
Individual or global update of materials & labour | ✓ |
Locate materials used in quotations | ✓ |
Multiple suppliers & costs for one material | ✓ |
Pre-priced component library | |
Library items built from core materials & labour | ✓ |
Duplicate and reuse items used on previous quotations | ✓ |
Items always at current costs | ✓ |
Library items may be “nested” with other library items | ✓ |
Batch library items together | ✓ |
Quotations | |
Generate quotation information from enquiry preliminaries | ✓ |
Bill / schedule of works | ✓ |
Daywork rates | ✓ |
Sub-contract tenders & price comparisons | ✓ |
Clarifications & assumptions | ✓ |
Terms & conditions | ✓ |
Multiple bidders for one enquiry | ✓ |
Optional costs | ✓ |
Quotation adjudications | |
Profit & overhead markup | ✓ |
Additions for fixed pricing | ✓ |
Additions for MCD | ✓ |
Clear & detailed indication of cost & profit | ✓ |
Quotation revisions | |
Original quote remains as quoted | ✓ |
Revised quote costed at current day costs | ✓ |
Option to create contract against previous quote | ✓ |
Full history of all quotations submitted | ✓ |
Reporting | |
Client copy with company headers & logos | ✓ |
Print, PDF or export facility | ✓ |
Quotations waiting to be completed | ✓ |
Material & labour requirement analysis | ✓ |
Ease of use | |
Quickly send out sub-contract invitations to tender | ✓ |
Formatted bills may be imported from Excel | ✓ |
Re-use, duplicate items from previous quotes | ✓ |
Easily apply % mark-ups | ✓ |
Import required clarifications, terms & conditions | ✓ |
Import preliminaries from templates | ✓ |
Pre-contract checks | |
Material & labour analysis from quotation | ✓ |
Drawing registers | ✓ |
Create contract | |
Based on latest quotation submitted | ✓ |
Create client acknowledgement of order | ✓ |
Confirmation of production & site dates | ✓ |
Confirmation of site address | ✓ |
Confirmation of invoice address | ✓ |
Production tracking | |
Product manufacturing scheduling | ✓ |
Product manufacture tracking | ✓ |
Labour comparison between actual / scheduled and quoted | ✓ |
Variations to order | |
Product manufacturing scheduling | ✓ |
Product manufacture tracking | ✓ |
Valuations | |
Schedule valuations & applications for contract period | ✓ |
Current progress of completed works | ✓ |
Applications for payments | ✓ |
Purchase orders | |
Material purchase orders | ✓ |
Sub-contractor purchase orders | ✓ |
Plant hire purchase orders | ✓ |
Supplier KPM (key performance report) | ✓ |
Current plant on hire reporting | ✓ |
Multi contract purchase orders | ✓ |
Supplier deliveries due / outstanding | ✓ |
Stock control | |
GRN – goods received notes | ✓ |
FIFO stock allocation from stores to contract | ✓ |
Minimum stock levels alerting | ✓ |
QR scanning code control for stock items | ✓ |
Batch codes may be recorded for stock items | ✓ |
Storage areas for stock or completed items | ✓ |
Delivery & collections notes | |
Delivery notes for items sent to site of client | ✓ |
Full reporting on items completed & delivered | ✓ |
Reporting | |
Contracts due for completion | ✓ |
Operation & maintenance manuals | ✓ |
Job cost to date – by contract or specific item | ✓ |
Manufacturing hours – by contract or specific item | ✓ |
Purchase orders placed against contract | ✓ |
Expense sheets against contract | ✓ |
Purchases | |
Purchase invoicing | ✓ |
Outstanding purchase invoices | ✓ |
CIS & VAT reverse charge collections / payments | ✓ |
Sub-contractor payment certificates | ✓ |
Sub-contractor retention payments | ✓ |
Sales invoicing | |
Create sales invoices | ✓ |
Client statements | ✓ |
Client payment receipts | ✓ |
Retentions to due to clients | ✓ |
Client financial summary reports | ✓ |
Financials | |
WIP – work in progress reporting | ✓ |
Job costing | ✓ |
Time sheets | ✓ |
Expense sheets / claims | ✓ |
Stock valuation reporting | ✓ |
Integration | |
Easy to integrate data into existing accounting systems | ✓ |
Time sheet pods | |
Automatic shop floor time sheet generation | ✓ |
Employee activity screens | ✓ |
Simple employee ID and contract QR code scanning | ✓ |
Clocking in & out functionality | ✓ |
Break / lunch start & end time alert | ✓ |
Production manager | |
Fire roll call facility | ✓ |
Employee attendance and activity | ✓ |
Instant trackability of item in production | ✓ |
Reporting | |
Reporting for payroll hours | ✓ |
Time spent of contracts – contract item | ✓ |
Time spent on non-contract work | ✓ |
Work carried out by employees | ✓ |
Staff & visitor attendance record | |
Sign in system for visitors | ✓ |
Report on visitors dates and times | ✓ |
Fire roll call for visitors on premises | ✓ |
Use on-site for recording staff & contractors | ✓ |
Machine maintenance | |
Service reminders | ✓ |
Service records | ✓ |
Documentation & manuals | ✓ |
Vehicle maintenance | |
Service reminders | ✓ |
MOT reminders | ✓ |
Vehicle tax reminders | ✓ |
Service history | ✓ |
Equipment maintenance | |
Inspection reminders | ✓ |
Site equipment tracking & availability | ✓ |
Site equipment location audit history | ✓ |
Users | |
Assigned access to functions allowed to use | ✓ |
Facility to set up short-cut keys to functions | ✓ |
Job specific dashboards | ✓ |
Employees | |
Employee time sheet shift settings | ✓ |
Employees assigned to multiple operations | ✓ |
Auto deduction of lunch breaks from time sheets | ✓ |
Initial set up | |
Assistance setting up classifications & libraries | ✓ |
Training | |
Full training on system | ✓ |
Training scheduled to meet your requirements | ✓ |
Training sessions recorded | ✓ |
Short training videos available on YouTube or within system | ✓ |
Support | |
Direct contact with our support team | ✓ |
Support via phone or email contact | ✓ |
Remote access to assist users in real-time | ✓ |
Dedicated to supporting our clients | ✓ |
Let us explain how our solutions can benefit your business.
It may simply not be listed here. Feel free to contact us with your request — we’re always happy to hear from you.
We actively collect user feedback and maintain a list of features planned for future development. These enhancements are scheduled as time allows within our development roadmap.
To help us manage the growing number of enhancement and development requests more efficiently, we’ve introduced a new Priority System. This approach ensures that all requests are handled fairly, transparently, and in line with both client needs and our overall development roadmap.
Client Specific Requests
These are unique requirements designed specifically for an individual client and may not provide a wider benefit to other users. Such requests are treated as custom developments and are chargeable in full.
Priority Requests
These are new features or amendments that would enhance the overall system but are also required as a matter of urgency. They will be prioritised for development and released ahead of general updates.
In some cases, the cost may be shared between the client and ourselves.
General Requests
These are new features or amendments that benefit the system but are not time-critical.
They will be scheduled as part of our ongoing internal development plan and released alongside other general improvements.
There is no charge for this category.
Bug Fixes
Any reported bugs will be reviewed and prioritised based on severity.
There is no charge for bug fixes.