Salesperson

Know Your Product.

• Arm the sales team with professional product price lists and variation price books.

• Deliver product range details, brochures, and inclusions lists.

• Provide Sales displayed options lists, upgrade/options lists, estate/developer requirements, promotions, and more.

Capture Leads, Make More Sales.

• Keep it simple with a no-nonsense leads and prospects capture and management system for the Sales team.

• Profile your potential customer and understand their situation, needs, and how you can assist them.

• Use contact relationship management tools such as comments, alerts, and follow-up to nurture your sale.

Automate Your Paperwork.

• Produce sales advice and other sales submission paperwork.

• Capture and manage customer documents and files.

• Electronically submit leads and paperwork to the office for fast sales approval.

To Quote or Not To Quote?

• Meet and exceed prospect expectations by offering fast and accurate price guidance at the point-of-sale.

• Quickly produce quotes, preliminary estimates, and variation requests to capture leads and set yourself apart from builders who'll "get back to you with a price".

• A full revision history of all quotes easily provides for multiple customer options and upgrades.

• Copy entire quote documents from other jobs to save time.

• Go straight to contract, or accelerate your tender process with much of the work done before the sale even reaches a sales estimator.

 Office Staff

Manage the Relationship.

• Profile your customer and understand their situation, needs, and how you can assist them.

• Use relationship management tools such as comments, alerts, and follow-up to nurture the customer through your process.

• Reduce email by using internal messaging and in-built correspondence tracking.

• Escalate important issues and look after VIP customers with priority customer service tools.

• Know your repeat customers and investors with comprehensive client-focussed file and job management.

The Key is Communication.

• Initiate and track all communication against your customers to give your team clarity on everything being discussed, promised, and agreed.

• Create traditional letters, emails, and SMS messages from within the system, automatically linking the communication to your customer.

• Merge content into communication templates suitable for letters, email, and SMS.

• Easily manage an image gallery of the job from photos taken by staff onsite.

Manage Your Files, Without The Paper.

• Move away from the paper file and become truly paperless. It can be done.

• Capture and organise all customer/job documents and files in an automatically prepared structure.

• Quickly find any file you need by simply finding the customer it’s for.

• PDF, save, and email any report, document, or letter you can produce.

The Ultimate Customer Experience.

• Deliver a unique and exciting customer journey through an online portal experience.

• Use notifications to automatically advise customers of important events and milestones.

• Share you internal processes and procedures so that customers know you’re working hard for them.

• Take customer service and engagement to the next level with greater transparency.

Create Your Contracts.

• Capture all important details about your building contracts.

• Produce building contract documentation.

• Know your contractual completion date, both original, and revised from variations and delays.

• Make sure your contract starts and ends on time.

• Always have a crystal clear view of the revenue position of your contracts.

Progress Claims.

• Easily calculate your contract claims schedule.

• Unlimited claim templates support a variety of construction/payment methods.

• Claims are raised automatically from workflow events and onsite construction progress.

• Produce professional invoices and statements.

• Automatically email claims/invoices to customers.

• Seamlessly integrate claim invoices to your accounting system.

Deposits & Payments.

• Record customer deposits and payments.

• Produce professional receipts.

• Automatically email receipts to customers.

• Seamlessly integrate payments from your accounting system.

Claim Your Delays.

• Record contract-affecting delays as they occur.

• Foreseeable delays in your contract are automatically considered before delays are claimed.

• Quickly issue delay claims for an extension of time.

• Monitor your contract progress to avoid liquidated damages.

• Early-warning reporting helps prioritise jobs that are a liquidated damages risk.

Finance, Conditions, & Commissions.

• Monitor your customer’s finance approval process.

• Manage and follow up on any kind of contract condition.

• Track commissions, marketing fees, rebates, referral fees, and more.

• Manage contracts placed with selling agents, agencies, and marketing firms.

No More Whiteboards, Much Less Paper.

• Achieve a centralised, single source of truth about your customers, jobs, and your workflow.

• Define the job, what it is, and what you need to build it.

• Structure and simplify the management of documents, files, and all job materials.

• Bring all staff together, from sales to onsite, to collaborate and get the job done.

Make Your Work Flow.

• Define your workflow with a combination of hundreds of industry standard workflow activities and the ability to add your own unique user-defined requirements.

• Customise the display of events and job details across business department for a truly unique workflow management experience for your  team.

• Make sure you complete every step, in order, and at the right time.

• Analyse your workflow, automatically produce to-do lists, and manage by exception to spend your time only on the jobs and tasks that need it.

• Have the entire team contribute, with everyone doing their part.

• Let the system be your eyes and ears, on the ground, freeing you to manage the business.

Better Process Means Better Results.

• Define your workflow to drive jobs through your preferred process.

• Implement different processes for different types of product, sale, location, or customer.

• Conditional workflow analysis provides the ultimate workflow control.

• Comprehensive system security allows roles and responsibilities to be clearly defined.

Advanced Register Management.

• Use dynamic spreadsheet-style registers to view and update multiple jobs at once.

• Create living reports that update when jobs progress and where register changes flow back into the workflow.

• Export job data for further analysis and reporting.

• Realise complete oversight of the detail in your workflow.

Job Types, Hierarchies, & Propagation.

• Comprehensively support sales and jobs of different types.

• Build hierarchies for related jobs for simplified management and reporting.

• Use propagation to automatically update child jobs from the information captured for their parent jobs.

• Structure your jobs, team, and business for success.

 Sales Estimator

Manage Your Product.

• Define your product ranges, classes, and house types.

• Manage house facades, series, and product siting.

• Profile your product with unlimited attributes such as bedrooms, bathrooms, car accommodation ,etc.

• Centralise your product information to know what you sell, and what you build.

Price Lists & Variation Price Books.

• Manage and distribute your product price lists.

• Comprehensive variation price book management allows you to maintain your entire product catalogue.

• Define sections, items, standardised wording, add images, and more.

• Present content as notes, single items, or complex tables of multiple items/options.

• Apply validity to control the items that can be used by each company division, and can be applied to which house types.

• Maintain a full revision history of variation price book versions over time.

• Know what version a customer’s tender/contract is from, and know that a variation request will automatically get the latest pricing.

Lists, Lists, & More Lists.

• Easily maintain and distribute displayed options lists, inclusions lists, and upgrade/options lists.

• Create brochures, flyers, promotions and other marketing materials.

• All materials are linked to real pricing, and are updated immediately when prices change.

• Centralise your management and production of these materials from a single source of truth.

Template Magic.

• Create and categorise unlimited templates to streamline your documentation processes.

• Manage templates for complete homes, house and land packages, or simply the standard structure of tender, contract, and variation documents.

• Build mini-templates for the components of a home or process that can be combined in unlimited combinations.

• Control estate requirements, developer requirements, site costs/connections, and much more.

• The applications for sales estimation templates to streamline your processes are endless.

Produce Your Important Documents.

• Exceed expectations by providing fast and accurate price guidance at all times.

• Quickly produce quote, tender, post contract variation, and building variation documents.

• A full revision history of all documents is available in case the customer changes their mind, or there is a need to revisit where a change was made.

• Accelerate your tender, contract, and variation processes to secure the sale and impress your customer.

• Final variation lists, end panels, and master sales estimate processes ensure you’re across all of your important documentation

Monitor Margin, Stay Profitable.

• Accurately record the cost price of your product, variations, and everything you sell.

• Determine sell pricing with formulas, variables, and integration tools that work from real purchasing costs.

• Protect your margin, pass on increases, or simply monitor cost movement over time.

• Job cards, internal margin reporting, and margin analysis are some of the standard tools to ensure you remain profitable.

 Colour Consultant

Living Colour.

• Colour, style, finish, fittings, electrical, tiles, product selections. It's all here.

• Capture anything and everything to achieve a complete specification of the job.

• The selections are a living, breathing document detailing everything your customer requires.

• Produce professional selections documentation for you and your customer.

Worth A Thousand Words.

• Add photographs, images, and colour swatches to your selections process to show your customer what they are selecting.

• Unlimited templates allow tailoring of the selections process, from pre-defined colour boards, to a completely custom selections experience.

• The structured point-and-click process trains staff, minimises typing, and engages clients to ensure a great outcome.

• A full revision history of any selections changes is automatically maintained.

• Copy entire selections documents from other jobs to save time.

Colour Upgrades Made Easy.

• Know and immediately inform the customer that a selection is an upgrade.

• Price the upgrade while the selections are being done.

• Get on-the-spot customer approval of selection upgrades.

• More quickly produce a colour variation.

Give Your Purchase Orders Some Colour.

• Eliminate the time consuming and error-prone typing of selections onto purchase orders.

• Automatically update the purchase orders with more selections information than you could ever enter manually.

• Easily share colour documentation with suppliers and tradespeople.

Know Your Product.

• Dynamically control when a product or colour is or is not available for selection.

• Quickly identify affected jobs when a product is discontinued.

• Report on the popularity of selections over time.

 Supervisor

Paperless Mobility.

• Completely replace your paper systems, including inspections, checklists, forms, and more.

• Arm your supervisors with master plans, detail drawings, standards and tolerances, and all materials that will keep them building.

• Complete checklists and inspections, captured as data that you can report and action.

• Automate the filing and distribution of your job paperwork.

Call It Forward.

• Manage construction and call forward programmes to match your builds.

• Manage activities, timeframes, critical path predecessors, and more.

• Unlimited templates and customisation available to support every type of construction.

• Educate new supervisors on your building methods and processes.

• Link to your estimating cost centres and purchase orders to pre-fill your call forward.

• All staff in the business will have real time knowledge of exactly what is happening onsite.

Notifications Deserve A Response.

• Automatically notify and call up your suppliers and trades by email and SMS, without a phone call.

• Capture their response when accepting the call up, directly into the call forward.

• Centrally monitor notifications across all supervisors to identify tardy suppliers.

• Streamline your job scheduling through the industry’s best notification/response solution.

Automated Diary.

• The call forward diary provides clarity to the process of scheduling many jobs.

• Be reminded of what to schedule based on established lead times.

• Know what is due to be scheduled, called, started, and completed.

• No job will fall through the cracks, today, tomorrow, or at any time in the future.

Labour Allocation.

• Supporting both supervisor-based and centralised labour allocation processes.

• Manage trades, their allocated work, and when they’re next available.

• Identify over-allocation, clashes, and anything that will result in a job lying idle.

• Full trade desk support to visualise trades and their allocated work.

• Predictive modelling based on trade rankings and real efficiency data.

Purchase Order & Supplier Invoice Approval.

• Eliminate the tray of invoices that supervisors have to approve.

• Send pre-approvals for completed purchase orders to accounts for when the supplier’s invoice arrives.

• Streamline Accounts Payable’s processes and their communication with the Construction team, and your suppliers.

Group Scheduling.

• Enjoy a helicopter view of construction progress across all of your jobs.

• Zoom in and target sections of your build programme such as commencement or finishing schedules.

• Perfect for estate stage and multi-job/tranche construction management.

• Schedule multiple jobs with staggered starts or rolling suppliers/trades moving from job-to-job with ease

Supervisor Productivity & Efficiency.

• Measure job progress your way, by KPI, by activity, by critical path, and more.

• Charting provides clear indicators of whether you’re ahead or behind.

• Progress is represented as an efficiency percentage, for jobs, supervisors, managers, divisions/teams, and the entire business.

• Manage by exception and keep construction moving.

Late & Short.

• Your call forward data provides invaluable insight into supplier and trade performance.

• Record your delivery and completion issues where your suppliers are ‘short’.

• Notifications and your call forward are the electronic paper-trail to know when your suppliers are consistently ‘late’.

• Engage your supply chain to achieve better supply agreements, performance, and greater job efficiency.

 Land Manager

Land Packaging & Reservations

• Support the sale of land and house-and-land packages.

• Manage land/package reservations and never sell the same block twice.

• Centrally monitor leads and reservations against your land/package register.

The Lay Of The Land.

• Comprehensive support for land-development jobs, including englobo land, estates, estate stages, and individual lots.

• Manage land purchase and land sale contract processes.

• Contract management includes finance, commissions, conditions, and workflow.

• Create, estimate, and take to market your house-and-land packages.

• Maintain a land register and stock list for land/package/job sales.

• Implement and centrally monitor point-of-sale reservations for land and packages.