Features

From quotation to invoice

Features

From quotation to invoice

Keeping consistency through the way everyone works enables management to have a quicker and clearer understanding of quotations, contracts and finances.

Encompassing, efficiency, productivity, profitability, governance and data security.

Sales & CRM

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✓

Estimating

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✓

Production

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✓

Accounts

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 sheets

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✓

Equipment management

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 & employees

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✓

Training & support

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✓

See What We Can Do

Let us explain how our solutions can benefit your business.

Get In Touch
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Can’t find the feature you’re looking for?

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.

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