Walk through the complete job lifecycle — from the first enquiry through site survey, quoting, fitter dispatch, on-site sign-off and final invoicing.
Every project starts with a Job File. Capture the customer, 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.
Job lifecycle tasks are created automatically and assigned to the job owner.
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.
Build detailed quotes with room-by-room pricing, product selection and automatic VAT. Duplicate quotes to offer alternative products for the same job.
| Description | Total |
|---|---|
| Karndean LVT — Kitchen 18m² | £810.00 |
| Installation & underlay | £540.00 |
Duplicate a quote to offer different product options. Only the accepted quote drives the job value.
Costs, markup, margins and VAT calculated automatically. Quote totals sync to the job file value.
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. Track payment status and raise credit notes when needed.
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.
Track your fleet, manage equipment inventory, run vehicle safety checks, and configure the system from the admin panel. Everything in one place.
Customisable check templates. Fitters complete them weekly. Admins get popup alerts for expiring dates.
Export data as CSV/JSON, store on server, or push to cloud via webhook. Full audit trail of all actions.
From the first enquiry through site survey, quoting, fitter dispatch, on-site sign-off and invoicing. Every step is tracked, every cost is captured, and your profitability is always visible.
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