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Project Based Business

Architects, Engineers, Surveyors, Builders, Interior designers

Pain points:

  • How to clearly show to your clients the progress on a job and track where you are with the project.
  • Different systems for jobs held in different places (often on Excel!) and difficult for staff to access and collaborate.
  • Have no view of project profitability.
  • Double entering invoices between two systems.
  • Creating Quotes

Our Solution

  • We setup project management and accounting systems that combine leads, quotes, invoices, purchase orders, documents and emails all into a central system.
  • We create templates allow you to send professionally designed, branded, custom quotes within minutes.
  • Generate profitability reports by project or line of business.
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