Features
Enquiry to final claim, on one platform. Each has its own page: what it does, how it works, and how simple it really is.
Win the work
Sales
Leads
New Enquiry1 · $420,000
Quote Sent1 · $86,000
Follow-Up1 · $890,000
ProjectWon · from the lead
Walkley HomesDual occupancy$420,000L-0164today
Jess ChenNorwood kitchen$86,000L-01582d quiet
Mile End DevTownhouses ×3$890,00011d quiet
Opened from the lead.
Won. Client, site and project from the same enquiry.
Sales pipeline
A kanban of enquiries. Won creates the project.
Search jobs, clients, quotes…
CreateSales
Lot 42 · slab & wet areas
A-101 Ground floor · 1:100 at A3 · quantities computed server-side
Priced
A-101 Ground floor14A-102 First floor6A-201 Elevations
186.68 m²
Takeoff items
4Slab · ground floor
waste 5%
Wet area membrane
waste 10%
Wall cladding
waste 7%
Downpipes
waste 0%
RFQ · 2 suppliers1 priced
Takeoffs & estimating
Measure off plan PDFs, then quote or RFQ from the quantities.
Quote
AcceptedQ-0142
Northbank Homes
ABN 54 072 819 · valid
Frame · Lot 42, ground + first$12,400.00
Wet area waterproofing$2,850.00
Scissor lift hire (allowed)$1,320.00
Subtotal$16,570.00
GST 10%$1,657.00
Total$18,227.00
M. Reid Signed
Sealed · sha256:8f3c…a41 · 7 May, 4:12pm
Quoting & e-sign
Line-item quotes, GST built in, client e-signature.
Run the job
9:41
F
Messages
Phone
Camera
Photos
Maps
Weather
Calendar
9:41
Tue 12 May
Today
Assigned
3
Completed
1/3
Next
1:30 pm
Run sheet
Today’s sequence
7:00 amFrame inspectionCompleted
WO-00142 · Northbank Lot 421:30 pmHot water replaceIssued
WO-00147 · Civic St 274:00 pmCladding photo handoverIssued
WO-00151 · Northbank Lot 42Start job
Call clientOpen map
Today
Work orders
Schedule & field
Week/month schedule and an offline-first field app.
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CreateProjects
Northbank Lot 42
Harbor Homes · 42 Northbank Rd, Glenelg SA
Upload
OverviewFiles24ActivityScheduleInvoicesQuotesVariationsClaims
Search filesAll categories
Files
24 filesNameCategoryBelongs to
Architectural set, rev C.pdfVersion 3PlansProject
Stair detail, RFI response.pdfRFIsRFI-012
Kitchen joinery variation.pdfVariationsVAR-004
Working at heights SWMS (SA).pdfSafetyJ-2425
Frame timber order.pdfProcurementPO-1182
Selections sheetHandoverProject
Activity
TodaySite visit · Mia TranFrame inspection booked for Thursday. Stair stringers on site.10:42
Call · Sam PatelJoiner confirmed the kitchen install for the 14th.9:15
RFI-012 answered · Stair detail8:30
Files & activity
Plans, files and every site note on the project.
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CreateMoney & risk
Safety
Who's cleared to work, what's about to lapse, and every incident on record.
Assign formReport incident
Blockers
2
Expired, missing, or blocking work right now
Expiring soon
2
Inside the next 30 days
Pending forms
2
Forms waiting to be completed
Open incidents
1
Reported and not yet closed
Attention4Forms2Incidents1Templates
Needs attention
4- Working at heights SWMSExpiredSafety · Ari Lane · renew or reassign19 Sep
- Sam PatelcontractorInductions · sam@harborbuild.coNever
- Fitout SWMSCompletedSafety · Mia Tran5 Oct
- Jordan LeetechnicianInductions · jordan@northbank.com.au8 Oct
13 of 14 field workers are fully inducted and need nothing from you.
Safety & compliance
State-ready SWMS and inductions, signed on site.
Know the number, get paid
Job cost ledger
Northbank · Lot 42
Budget
$186k
Committed
$136.8k
Remaining
$49.2k
Plumbing$42.8k / $45k95%
Framing$48.0k / $60k80%
Electrical$20.0k / $39k51%
Materials$26.0k / $42k62%
Live job cost
Live budget vs committed vs actual vs remaining, by trade.
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CreateInvoices
New invoice
- Owed
- $99,900
- Late
- $61,500
- Due in 7 days
- $38,400
Needs chasing2Due this week1Unpaid3Drafts1Paid24All28
InvoiceDuePaidAmount dueStatus
INV-0231Northbank Homes · Lot 42 Brighton14 days late0%$48,600Overdue
INV-0091Harbor Build Co · from Q-10413 days late28%$12,900Partially paid
INV-0092Northbank Homes · Frame stageDue today0%$38,400Sent
INV-0094Cityworks Council · Library refitNot sent—$21,750Draft
24 paid in full need nothing.
Invoicing & payments
Invoice from the job, Stripe Pay Now, overdue flagging.
Search jobs, clients, quotes…
CreateTuesday 29 September
4 things need you
Most urgent: Northbank Homes · Lot 42 · framing at 92% of budget
- Owed to you
- $62,100
- Overdue
- $23,800
- Net, next 30 days
- +$18,600
Today · 2
- Northbank Homes · Lot 42Framing at 92% of budget
- Coastline DentalOverdue invoice · INV-006014 days late$23,800Chase
This week · 2
- Cityworks CouncilWon, not invoiced · Q-1041$12,850Invoice
- Record job completionField · J-2427 · Kent Town closeoutEnded 2 days ago
1 waiting on othersShow all
Command centre
What needs you today, and what it costs to leave it.
Connect it
Search jobs, clients, quotes…
CreateNorthbank Lot 42
Site to sign-off
Defects, site diary, and what the client can see.
Defects3Site diaryAttendanceCompletion report
AllopenfixedclosedLevel 2
Defects
1 open of 3Scuffed paint, level 2 meeting room
MinorFixedLevel 2 · Wall · due 12 May · 2 photos
Cracked tile at lobby entry
MajorOpenGround · Floor · due 9 May · 1 photo
Door closer adjustment, suite 3
MinorClosedLevel 3 · Door · closed 6 May
Site diary
Mia · 4:12 pmLevel 2 frames complete, plasterboard delivered. Sparky starts rough-in tomorrow.
Signed off68% complete · 1 blocker
Client portal
SharedStatus, photos and reports on a share link. Costs never shown.
/s/9f3c…a41 · viewed 2 days ago
Client portal
A live client view via a link. No login, nothing to pay.
Claude · FootingMCP connected
What's still outstanding from Northbank?
footing_list_clients footing_list_invoices
Northbank Homes has 2 invoices open, $58,000:
INV-0231 Civic St$9,400 · 14d overdue
INV-0238 Lot 42 claim 03$48,600 · 14d overdue
Want me to queue reminders on both?
BYO AI
Ask ChatGPT or Claude for the admin, against your real jobs.
Xero & Stripe
Two-way Xero sync for invoices, quotes, bills and payments. Stripe Pay Now links on every invoice. No extra fee.
Put the business on a footing.
Every job, claim, subbie and dollar on one record.
Book a demoWe migrate you · from $129/mo · 60 days · no card
Progress claim · 04
PaidNorthbank Lot 42
Claimed the day the stage was done.
$84,200