Reports written from scratch
Inspection notes, findings and photos are copied by hand into a document template, one report at a time.
Professional services
Less admin around the work, more time for the work.
We build the systems a professional services firm runs on: proposals clients sign online, job and case management your team keeps up to date, reports produced from the data you already capture, and a portal where clients see where their work stands.
What gets in the way
Where billable hours go missing.
Clients asking for updates
Without a shared view of each job, every status request means an email, a call and someone searching for the answer.
Time that never reaches the invoice
Hours are logged late, in different places, and the true cost of each job is only clear when it is too late.
Free: the agency operations scorecard40 checks from the first enquiry to the final invoice, with a scoring page.Get the scorecard What we build
Built around how your firm delivers.
BuildJob and case management
Every job with its stages, owners, deadlines, documents and notes, on one board for the whole team.
BuildReport generation
Findings, measurements and photos captured once, then turned into reports in your own format, ready to review and send.
BuildClient portal
Clients follow their jobs, upload documents, approve deliverables and download reports, with access set by role.
BuildProposals, signature and time
Proposals built from your services and signed online, and time tracked against each job so you can see what it really cost.
Client portal
Every project comes with its own portal.
Sign the proposal, approve each stage, follow updates and ask for support in one private space, on your computer or your phone.
- Decisions in writing
- Changes quoted before work starts
- English, French or Arabic
Questions
Frequently asked.
Can reports follow our existing templates?
Yes. We start from the reports you send today and keep your structure, wording and branding, so clients receive what they already know.
Can our consultants use it in the field?
Yes. Everything works on a phone or tablet, including notes, photos and measurements captured on site.
Do we need to replace our accounting software?
No. We focus on the work around each job and connect to the tools you already use where it saves real time.
In their words
What our clients say.
Start a project
Take the leap.
Tell us where you want your business to be in twelve months. We'll show you how to get there.