Walk through the complete job lifecycle — from the first enquiry through site survey, PDF takeoff, quoting, customer chat, fitter dispatch, on-site sign-off and final invoicing.
Every project starts with a Job File. Capture the customer, select a specific contact person from their company, choose the sector, expected value and job details. A unique reference is generated automatically.
Every job gets a unique reference like FMSW-202603-0001 for easy tracking.
Select a specific contact from the customer's company. Their email and phone number auto-populate for quick reference.
Tag jobs as Residential, Commercial, Social Housing or Insurance for reporting.
Schedule a site visit and complete the digital survey on a tablet or phone. 19 sections cover rooms, subfloor, heating, damp readings and room measurements.
Rooms, subfloor, heating, damp, doors, stair nosings, moisture readings and room measurement sheet.
Enter Tramex readings and get automatic conversion with DPM warnings when thresholds are exceeded.
Capture site photos directly from your phone camera. Surveys can be deployed to fitters with notifications.
Upload architectural floor plans as PDFs, set the scale, then draw rooms directly on the plan. Assign floor finishes and build up room layers — underlay, adhesive, screed — with quantities calculated automatically from the room area.
Upload a PDF floor plan, set the scale, then draw room outlines directly on the plan. Areas are calculated automatically.
Build up each room with layers: underlay, adhesive, screed, DPM. Quantities are calculated from the room area.
Push rooms and their finishes directly into a new quote. Room areas, products and layers transfer automatically.
Build detailed quotes with room-by-room pricing, product selection and automatic VAT. Email them to customers with an optional CC to the office. Customers accept or decline via a secure link — no login required.
| Description | Total |
|---|---|
| Karndean LVT — Kitchen 18m² | £810.00 |
| Installation & underlay | £540.00 |
Customers click a secure link to view and respond to quotes. You get notified instantly when they accept or decline.
Duplicate a quote to offer different product options. Only the accepted quote drives the job value.
When emailing quotes or invoices, tick the box to BCC a copy to your office inbox automatically.
Quotes and invoices automatically use the correct branding, terms and payment details based on the job sector. Residential jobs get your residential logo, T&Cs, FAQs and BACS details. Commercial jobs use the standard company branding.
Upload a separate residential logo, set T&Cs and FAQs that appear on residential quotes and invoices automatically.
Configure bank account, sort code and account name. These appear on invoices so customers know where to pay.
Set files that auto-attach to quote and invoice emails by sector. Insurance certificates, warranties and H&S policies go out every time.
Send messages to customers directly from the job file. Customers reply via email and their responses appear in the chat thread in real time. Internal notes let your team discuss without the customer seeing. Auto-refresh means you never miss a reply.
Messages are emailed to the customer. When they reply by email, their response appears in the chat thread automatically.
Add private notes visible only to your team. Use them for site access codes, fitter instructions, or internal discussions.
The chat thread refreshes every 8 seconds. New messages appear instantly without needing to reload the page.
Set up job sheets with work lines, allocate fitters with availability checking, and book out equipment from the inventory.
| Work Line | Details |
|---|---|
| Uplift existing flooring | Kitchen & hallway |
| Prepare subfloor | Level and prime |
| Install Karndean LVT | 30m² total |
System checks fitter availability before allocation and warns of scheduling conflicts.
Book tools and equipment to job sheets. Warehouse gets notified to check serviceability.
Dispatch the job to the calendar board. Drag and drop fitters between jobs. Your team sees what's booked and when at a glance.
Move fitters between jobs by dragging their name badge. Labour records update automatically.
Tender deadlines and site surveys appear on the board. Popup reminders alert you to upcoming dates.
Fitters log in with their own account and see only what they need: their allocated jobs, notifications, vehicle checks, and deployed surveys. No access to admin or financial data.
Fitters receive in-app notifications when jobs are allocated, surveys deployed, or schedules change.
Fitters only see their jobs and tasks. No access to quotes, pricing, financials or admin settings.
Fitters complete weekly vehicle safety checks from their portal. Expiry dates trigger admin alerts.
Fitters must upload photos before they can sign off. Both fitter and customer sign digitally on-site. When both are complete, the office is notified the fitter is leaving site.
Fitters cannot sign off until photos are uploaded. The button is locked with a clear warning message.
Job owner, job creator and all admins receive push + in-app notifications when sign-off is complete.
Full inventory management with issuing, returns, reservations and stock takes. Raise purchase orders and email them to suppliers.
| Item | Type | Job | Qty |
|---|---|---|---|
| Karndean LVT Oak | Issued | Anderson Kitchen | 32 m² |
| Adhesive F-Ball F44 | Issued | Anderson Kitchen | 4 tubs |
| Underlay 3mm | Received | — | 50 m² |
Automatic notifications for material shortfalls, stock ringfencing and upcoming job requirements.
Create POs, email to suppliers, and receive items line by line. Unsent POs trigger daily reminders.
Track every cost against the job: materials, labour, additional costs, and overhead. See real-time profit margins throughout the project.
| Category | Description | Cost |
|---|---|---|
| Material | Karndean LVT Oak (32m²) | £1,280.00 |
| Labour | Dave Wilson — 3 days | £720.00 |
| Labour | Mike Taylor — 2 days | £400.00 |
| Additional | Skip hire & disposal | £185.00 |
| Overhead | 12% of profit | £250.00 |
Profit and margin percentage update live as costs are added throughout the project.
Compare win rates, margins, and snagging data across Residential, Commercial and Social Housing.
Generate invoices from the accepted quote with one click. Email directly to the customer with office CC. Supports Domestic Reverse Charge (DRC) VAT for CIS-registered contractors. Track payments and raise credit notes.
Toggle DRC for CIS-registered contractors. The invoice shows the correct VAT notice and adjusts the amount due.
Send invoices directly from the system. Tick the checkbox to BCC a copy to your office email.
Send Google review requests, record care and maintenance info, handle any snags that arise, then close the job with full history preserved.
| Category | Description | Cost |
|---|---|---|
| Manpower | Return visit — re-fix threshold | £130.00 |
| Material | Replacement threshold strip | £18.50 |
| Total Snagging | £148.50 | |
See exactly how snags erode your margins with before/after comparisons across all your jobs.
Admins can click completed stages to revert the pipeline and undo sign-offs if corrections are needed.
Find any job instantly with powerful filtering. Search by year, quarter, month, job owner, lead source or lifecycle stage. Active filters show as badges so you always know what’s applied. Clear them all with one click.
| Ref | Job Name | Owner | Stage | Value |
|---|---|---|---|---|
| FMSW-0001 | Anderson Kitchen | Charles | Won | £4,500 |
| FMSW-0003 | Parker Hallway | Charles | In Progress | £2,800 |
| FMSW-0007 | Webb Office Refit | Charles | Quoted | £8,200 |
Filter by year, quarter or specific month. Quickly find all jobs from Q1 2026 or any period you need.
See only jobs owned by a specific team member or from a particular lead source like Website, Referral or Email.
Every active filter shows as a coloured badge. Remove one at a time or clear all with a single click.
A comprehensive reporting dashboard with quote pipeline, invoicing summary, job progress tracking and staff performance. Filter by date range and see KPIs at a glance. Launch full-screen presentation mode for management meetings.
| Name | Jobs | Won | Win % | Quoted | Invoiced |
|---|---|---|---|---|---|
| Charles Smith | 18 | 12 | 67% | £86k | £52k |
| Sarah Jones | 14 | 9 | 64% | £64k | £38k |
See quote status breakdown and invoicing totals by status. Instantly spot overdue invoices and pending quotes.
Track each team member's jobs, win rate, quoted value and invoiced total. Compare performance at a glance.
Launch a full-screen view for management meetings. All charts and KPIs display in a clean, distraction-free layout.
Track your fleet, manage equipment, run vehicle safety checks, generate RAMS & COSHH assessments, capture email leads automatically, and monitor sales performance. Everything in one place.
Generate risk assessments per job with hazard identification. Attach COSHH data sheets and get fitter sign-off before work starts.
Forward enquiry emails to the system. Contact forms and tender enquiries are automatically parsed into new leads.
Track KPIs, compare periods side-by-side, view by lead source or sector, and launch a full-screen presentation for meetings.
Manage staged payments on commercial contracts. Submit, approve, and convert applications to invoices in a structured workflow.
From email lead capture through site surveys, PDF plan takeoff, customer messaging, quote acceptance, fitter dispatch, RAMS sign-off, on-site completion and DRC invoicing — with residential and commercial documentation, advanced job filtering, a full sales dashboard, CRM comparison reports and applications for payment. Every step is tracked, every cost is captured, and your profitability is always visible.
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