The same tools, arranged for four different days
A kitchen factory, a builder, an accounting practice and an immigration adviser. Each page below follows one job through one of them, from the first enquiry to the money, and marks every point where a person has to say yes.
Kitchen & joinery manufacturers
- Prices a kitchen from your own price book, a run from the measure with its mitres and cutouts, and a stair or a wardrobe off the same rates; the agent drafts the quote and you approve it.
- Turns a won quote into a job with your template’s tasks, tracks every piece of material and every offcut as a serialised unit, and raises the purchase orders the job needs.
Construction project management
- Sets up each job with its phases and tasks from your template, and drafts the subcontractor and supplier purchase orders it needs; you approve before they go.
- Keeps site documents with a version history, shows who is on site from the clock-in app, and raises progress claims as invoices.
Accounting firms
- Keeps client records and engagement notes, records time against each client’s work, and drafts the invoices; nothing reaches a client without your OK.
- Files documents against the client with every version kept. Your ledger stays the ledger; the platform is the practice’s record of who, what and when.
Immigration services
- Opens one file per client case with the tasks and dates your template says it needs, so nothing depends on memory.
- Keeps the document checklist with every version, raises the quote and invoice for each service, and holds anything to a client for the adviser’s OK.