See margin before month-end
Live job risk on cost and schedule — not a traffic light someone forgot to update.
Product
The full job lifecycle, on one record.
Lead, quote, job, valuation, invoice, paid — each stage feeds the next, so nothing gets retyped and nothing gets lost between spreadsheets.
What changes
Problems show up while you can still fix them
Commercial control on one record — risk, cash and the job in the same place.
Cash from the bank, not a guess
Forecast anchored to real balances, with what-ifs on quotes before you commit the win.
Enter it once
Quote through certified valuation without retyping into the ledger your accountant already runs.
How it works
One record, from lead to paid
Every stage of the job feeds the next — nothing gets retyped, nothing gets lost between spreadsheets.
- 01
Lead comes in
Capture it once — site, postcode, contact — no retyping into a second tool.
L21 · Bright Retail Group
- 02
Quote goes out
A fast path for small jobs, a full cost build-up for bigger ones — then see cash impact before you win it.
Q21 · Labour / Materials / Prelims
- 03
Job runs
Valuations, variations, retention and subcontractor CIS — tracked as it happens.
Job-11 · Green · Cost only
- 04
Certified and paid
Applications sync to your accounts when connected. No second entry, no chasing.
£75,000.00 · Synced
Every stage, covered
Built around how the money actually moves
Not a generic project-management tool with construction terms bolted on — leads, quotes, variations, retention and subcontractor CIS are first-class.
Leads & quotes
A fast 3-section flow for small jobs, a full cost build-up for bigger ones — same pipeline, right amount of process.
Jobs & programme
Task hierarchies, baselines, and live schedule variance against what you promised.
Valuations & applications
Application, certified, invoice — with retention and CIS deductions computed correctly at every step.
Variations & approvals
Single-approval clears small jobs; larger jobs stay gated above your own threshold.
Subcontractors
Onboarding, compliance checks, and CIS on every application — before margin leaks finish the job.
Field reports & sign-off
Photos, stage-completion sign-off, and approvals from a phone — offline-capable.
0
Double entry
3
Sections to quote a small job
Same-day
Xero sync on certified valuations
Live
Job risk visibility, not month-end
Cash & accounts
See headroom early; keep your accountant’s ledger
Bank-anchored forecast and quote what-ifs on the launch path. Xero sync today; further providers on the roadmap.
Bank-anchored forecast
Cash in and out from valuations, bills and facility headroom — anchored to real balances.
Quote what-if scenarios
Slide payment terms or slip a valuation — see facility pressure before you bid.
Accounts when you connect
Two-way sync with the ledger your accountant already uses. Xero today; further providers on the launch roadmap.
CIS on applications
Labour and materials deductions computed on subcontractor applications and mapped to the right account codes.
Purchase invoice capture
Mailbox and extraction into commercial matching — less rekeying from supplier PDFs.
Reports & exports
CVR and registers for the board pack — not a dead-end dashboard.
See the full product on a walkthrough.
Product and site are in build and sign-off — not a live public service yet.