Stages, deposits, materials. Built for installs, not just call-outs.
Deposits fund the kit, the margin is in the labour, and "while you are here" is eating it one unbilled request at a time.
Project work, run on call-out tools.
The stage chase
Five live projects, each at a different milestone, and who owes what lives in a spreadsheet one wrong cell from disaster.
The unbilled extra
“While you are here” becomes an afternoon of work that never reaches an invoice, on a job where materials already took 60 percent.
The compliance folder
CoC, SSEG pack, commissioning certificates. The finance partner wants the documents and they live in five places.
The project is the unit, not the call-out.
Stage payments per project
A 50/40/10 split or your own: what is due, on which milestone, across every live project, on one screen.
Deposits invoiced up front
The deposit invoice goes out with the accepted quote, so the kit is funded before the crew rolls.
Materials on the quote
Components, labour and travel price from your own pricebook, and a change of scope becomes a priced variation, not a favour.
Quote, deposit, stages, commissioning: one project record.
Materials priced from your pricebook, margin visible per job.
Compliance documents filed against the job they belong to.
What you are already thinking.
“This is built for a plumber's call-out, not a stage-based install business like mine.”
Projects are first class: stages, deposits, materials lists and serial numbers per project, with call-out work running on the same spine when you want it. Your workflow does not bend around a plumber's tool.
“My compliance documents will end up scattered everywhere, same as now.”
Against the job: CoC, SSEG pack, commissioning certificates and warranty registrations file per project and export as one pack. When the finance house asks, it is one tap, not a weekend.
Shape project mode around your installs.
Early installers steer how project mode grows: your stages, your compliance packs, your quoting.
Field at R1,500 a month runs the working day: job cards, quoting, invoicing and payments. Command at R5,500 runs the whole platform. Field includes 20 seats and Command includes 40. Prices exclude VAT. Cancel any time. Your data exports in full, free, whenever you want it.
Talk installs, not call-outs.
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