Document systems
Quotes, SWMS, tenders, variations and progress claims, written in your own templates. The system learns your wording from documents you have already sent.
Sydney, NSW
We increase your revenue without adding more staff.
By increasing the output of the team you already have. We set up systems that write your quotes, safety documents and tenders in your own templates. Your team checks them and sends them.
What takes up the most time?
For most builders and trades, it is the same four jobs, done by hand, over and over. Here is what each one looks like today, and what it looks like once a system is doing the first draft.
The task
Today
With a system
Quotes
Someone re-types measurements, rates and inclusions from emails and site notes into the quote template, then checks the maths.
The job details go in once. The quote comes out in your template with your rates and wording. You check the price and send it.
Safety documents
Last job's SWMS gets copied and the hazards, controls and site details are edited line by line.
A draft is written from the scope of work, in your format, ready for your supervisor to review and sign off.
Tenders
Capability statements, past projects, insurances and methodology are hunted down and pasted into each new response.
The tender's questions are answered from your own library of past responses, then laid out in the format the client asked for.
Typing it in twice
The same job is entered into the CRM, the accounting software, the schedule and an email.
Your systems are connected, so a job entered once shows up everywhere it is needed.
An hour of admin becomes a few minutes.
This is how it works in practice. Rough notes from site go in. A quote comes out in your template, written the way you would write it. Nothing is sent until a person on your team has checked it.
Smith, 14 Grove St Marrickville main bath full strip-out floor 2.4 x 1.8, walls to 2.1 wall-hung vanity 900, client supplying tapware frameless shower screen waterproof + cert start wk of 2 Feb, ~3 wks
Your logo here
Quote Q-0412
Prepared for Smith residence, 14 Grove Street, Marrickville NSW
- Strip-out and disposal, main bathroom$2,850
- Waterproofing to AS 3740, floor 4.32 m² and walls, with certificate$1,980
- Floor and wall tiling to 2.1 m, supply and lay$5,640
- Install 900 mm wall-hung vanity$1,150
- Fit-off of client-supplied tapware$720
- Frameless shower screen, supply and install$1,890
Total incl. GST$15,653
Start week of 2 February. Approximately three weeks on site. Tapware supplied by client.
What we set up
The work goes beyond documents. Most of the time saved comes from connecting the tools you already pay for, so information moves without someone copying it.
Automation
The small repeated steps between jobs: following up a quote that has gone quiet, filing documents to the right folder, sending the next email in a sequence.
Connecting your systems
Your job management, accounting, email and calendar talking to each other. A new job, invoice or booking only has to be entered once.
How it works
-
A free 20-minute chat
You tell us where the hours go. We tell you plainly whether a system would help, and which task to start with.
-
We collect your templates
A handful of real quotes, SWMS or tenders you have already sent. That is how the system learns to write like you.
-
We build it and test it on real jobs
Your team runs it on live work alongside the old way until the drafts need little or no correcting.
-
Your team checks and sends
A person stays in charge of every document that leaves the business. The system does the first draft; your team does the judgement.
Before we talk
Twenty minutes goes quickly. Have answers to these two questions and we can spend the call on your business, not on background.
- What takes up the most time? The one admin task your team would happily never do again.
- Your company name and website. So we can see the kind of work you do before the call.