Quotes, materials, and margin per job
Quote quickly, track each job with stages, hours, and costs, and see what you earned at the end.
What usually gets in the way
Quote from catalog, contract from template
Quotes from a catalog of work and materials. When the client accepts, it becomes contract and invoice without rewriting.
- Catalog of work and materials
- Quotes turned into invoices
- Contracts with expiry alerts
| Contract | Party | Remaining | Status |
|---|---|---|---|
| Office lease | Imobil Plus SRL | 14 days | Expiring soon |
| Equipment maintenance | TechCare SRL | 2 months | 30-day notice |
| Supplies contract | MedSupply SRL | 8 months | Active |
| Collaboration agreement | Dr. Ionescu | 11 months | Active |
Each job with stages, hours, and margin
Jobs have priced stages, tasks, expenses, and logged hours. Margin calculates by stage and in total.
- Stages with amount and completion
- Expenses and hours on the job
- Automatic margin
What is in the warehouse and what to order
Material stock with minimum alerts; items below minimum group by supplier.
- Minimum stock alerts
- Orders and receipts
- Payment schedule
| Product | Warehouse | Stock | Min | Status |
|---|---|---|---|---|
| Nitrile gloves M | Central warehouse | 240 | 100 | In stock |
| Disinfectant 1L | Central warehouse | 38 | 40 | Below min |
| Syringes 5 ml | Room 2 | 12 | 50 | Reorder |
| A4 paper | Central warehouse | 90 | 30 | In stock |
Who works where, on a board
Boards with your columns and tasks by crew, plus time on project per person.
- Kanban boards
- My tasks by deadline
- Time on project
What people ask us
Can we track several jobs in parallel?
Yes. Each job is a project with its stages, hours, and expenses.
Does it link to invoicing?
Yes. Quotes become invoices from the same place.
Can we import materials from Excel?
Yes. Excel import is the first step.
We also work with
Schools and training centers
Software for schools and courses: online enrollment, bookable rooms, learners, contracts, and invoices without double booking.
Real estate agencies
CRM for real estate: sourced leads, scheduled viewings, contracts and documents through to signing.
Online booking only
Online booking: calendar, public booking page, reminders, and reviews for anyone who serves clients by the hour.
Clinics and practices
Software for clinics and practices: chair and room booking, reminders, reviews, documents, and consumable stock in one place. Learn more.
Need a site too?
Booking, contact, and hiring forms wired straight to CRM and ERP, on a fast site designed around your brand.
Let’s see how it looks for your company
We have a call, learn how you work, and set up a free 7-day demo environment.