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Sales and estimatingComing February 2027

Every client, site and asset in one place.

Clients, sites and the equipment you look after, linked to every job, quote and certificate. Bring them across from simPRO, AroFlo or CSV.

Join the App waitlist

Part of the App. Need tenders priced before then? The estimating plugin is available now.

Clients, sites and assetsSample data
Client list with sites, assets and open work beside one open client whose new contact, read from an email, waits for approval. Sample data.
Click or tap to enlargeView full screen

Sound familiar?

The plant room access code is in someone’s phone.

Site contacts, gate codes, serial numbers and the last service date live in texts, old job cards and one person’s memory. When they’re on leave, the tech rings around.

How it works

It prepares. You decide.

  1. 01

    Bring your list across

    Import clients, sites and contacts from simPRO, AroFlo or a CSV export, once, when you start.

  2. 02

    Link sites and assets

    Each site holds its contacts, access notes and equipment, with every job, quote and certificate attached.

  3. 03

    Your team owns the records

    A person makes every change. Ask your Claude about a site and it answers within your role.

Nothing goes out without you

What stays with your team.

  • Every change to a client or site record

  • What comes across in the import

  • Which assets are tracked on each site

Reads from

FAQ

Questions subcontractors ask.

Is it ready?

Not yet. We’re building the App now, and the screens here are sample data. Join the waitlist and we’ll tell you when it opens.

Can we bring our history across?

Yes. Clients, sites and contacts come across from simPRO, AroFlo or a CSV export. You check the list before it goes live.

Can we track assets by serial number?

Yes. Each asset sits on its site with make, serial and service history, so a call about a unit finds its jobs.

Related

The App

Put your name down for the App.

Five taps and your email. One of us reads it and replies.

Join the waitlist

Tell us what eats your week.

Join the App waitlist

Launching February 2027. No obligation, one of us replies.