// 01 · Custom Business Software
One system for the work between enquiry and delivery.
We start with your team: how a job moves, where it stalls and what your current tools can already do. We write down what the system must do and tell you if it needs building at all. Then we build it, connect it to the tools you keep and show your team how to run it.
Capabilities within Custom Business Software
Track jobs and shipments
See the stage each job has reached and who needs to act next. Your team updates the record as work moves forward, so the next person can check it without calling around.
Let clients check their own jobs
Give each client a login to see their job’s progress and download its documents. Each client can access only the records assigned to them.
Prepare quotes from your own prices
Use saved product details and rates to create a quote. For construction work, we can also generate an itemised schedule of quantities and costs. Your team checks the document before sending it.
See the figures you use to plan work
Check which jobs are waiting for approval or which quotes need a follow-up. Before building a report, we write down the questions it has to answer.
Make routine updates easier
Give staff a place to search records and update several items together. We test what happens when details are missing or two people edit the same record.
Connect the tools you already use
Pass information between your new software and existing tools, such as your accounting system. We check which connections those tools allow before including them in the project.
Choose who can see and change information
Set access for each role in your team. Keep a record of changes to important information, including who made the change and when.
Outcome
Your team can check the latest job record and see what needs to happen next. Before we build, we choose with you how to measure whether it saves time.
What the project includes
- · A written map of how the work runs today and what we will build.
- · Working software for the tasks in that plan.
- · Logins with access set for each role.
- · Connections to the tools listed in the plan.
- · Staff screens for day-to-day updates.
- · Transfer of the spreadsheet records included in the scope.
- · A history of changes to the records we identify together.
- · Setup for going live, with backups and recovery instructions.
- · A handover guide for the person maintaining the system.