A customer portal worthy of your business

The sort of detail that matters

• —One record per customer, however many sites they have
• —The full history, whoever handled it
• —Email threads filed against the right customer on their own
• —Notes from a call, dictated on the way back

1. 01

   Getting to the truth

   A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.

2. 02

   Shaping it

   Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.

3. 03

   Building it

   Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.

4. 04

   Proving it

   Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.

5. 05

   Going live

   Your team moves across trained, with their history intact, on the date fixed months earlier.

• 01Customer and salesConnect your customers, conversations and opportunities in a bespoke CRM designed around your sales process, with specialist workflows and reporting.14–28 weeks
• 02Invoicing and paymentsTurn your contract rules into consistent invoices, connect payments and accounting, and give your team a clear view of outstanding revenue.10–22 weeks
• 03Access and auditControl access by role and record, retain a clear history of activity and give your team the evidence needed for governance and assurance reviews.8–20 weeks
• 04Planning and schedulingCoordinate your people, locations and equipment with qualifications, availability and travel considered together in a schedule your team can act on.14–30 weeks
• 05ReportingBring your operational data together in dashboards and reports that reflect your business priorities, with consistent definitions and clear access controls.8–18 weeks
• 06Quoting and proposalsCreate professional quotes using your pricing rules, approvals and customer options, with clear margin visibility and a connected route from acceptance to delivery.10–20 weeks
• 07Documents and approvalsCapture the information your team needs and move it through clear approvals, signatures and records, with responsibilities and progress visible throughout.8–16 weeks
• 08Field work and jobsBring dispatch, mobile job records, asset history and invoicing together so your office and field teams work from the same operational picture.16–34 weeks
• 09BookingsLet customers book against your availability, resources and service rules, with payments and calendar connections supporting a professional booking experience.8–16 weeks
• 10Stock and assetsTrack your stock, assets and movements across sites, stores and vehicles, with job allocation, replenishment and service history connected to your operation.10–22 weeks
• 11Joining systems upConnect your accounting, CRM and operational tools so records move through agreed workflows, with validation, monitoring and clear handling of exceptions.6–16 weeks
• 12Leaving a systemMove from legacy software to a platform designed for your next stage, with your records mapped, migration rehearsed and continuity planned before launch.10–26 weeks
• 13Reading documentsExtract information from your invoices, forms and certificates, validate it against agreed rules and route exceptions for review with the original document available.10–22 weeks
• 14MembershipsManage your members, subscriptions, eligibility and renewals in one connected system, with self-service and reporting shaped around your membership model.10–20 weeks
• 15MarketplacesConnect buyers and suppliers through a branded marketplace, with onboarding, transactions and operational controls tailored to the relationships you manage.18–40 weeks
• 16Compliance recordsConnect your obligations, evidence, expiry dates and approvals so your team can monitor responsibilities and prepare records for audits and assurance reviews.8–20 weeks