A site-tracking tool that replaces three Excel files
Schedule, progress per trade, photos and snag lists: one simple app, on desktop and phone, instead of files passed around by email.
Typical guidepostAround 5 hours a week recovered from updating project tracking.
Typical example: every project is adapted to your tools and the way you work.
The starting point
One file for the schedule, one for progress, one for snags. Everyone has their own version, sent by email. On site, nothing can be updated from a phone: notes go on paper and get typed in at night.
What changes day to day
- One up-to-date version of the truth for the whole team.
- No more typing in the evening: everything is done on site.
- The client gets a clear update every week.
How it works
One site, one record
Address, client, team, key dates: all in one place, visible to each person according to their access.
Progress per trade
Structure, electrics, plumbing… each trade moves forward as a percentage, updated in two taps from a phone.
Photos and snags on site
A photo taken on site is attached to the right trade, with the date and a comment.
The schedule updates itself
A late trade shifts what follows and notifies the people concerned.
A weekly update ready to send
The week’s summary is generated for the client, to review before sending.
Safeguards
We build the tool in stages, starting from your current files: the first version only does what your three Excel files did, but better. The rest is added once the team has adopted it.
Tools we use
You keep your current software: we connect it.
- A web app, usable on desktop and phone with nothing to install
- A database hosted in Europe, backed up every night
- Your existing Excel files imported at launch, so nothing is lost
More examples
Orders received by email created automatically in your invoicing tool
An order arrives by email: customer, items and quantities are picked up automatically, the invoice is drafted and the tracking sheet updated.
Typical guidepost: an invoice ready in 30 seconds instead of 15 minutes.
Read the exampleIncoming requests sorted by AI and forwarded to the right person
Quote requests, after-sales, billing questions: every email sent to the general address is read, sorted, summarised and forwarded to the right person.
Typical guidepost: around 4 hours a week recovered from sorting requests.
Read the exampleQuote follow-ups that go out on their own
A quote with no answer for a week? A polite follow-up goes out automatically, signed by you, and stops as soon as the customer replies.
Typical guidepost: 100% of planned follow-ups go out on time, without manual tracking.
Read the example